COHORT 001 — CHARLOTTE, NC

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Parsing resume…

LINKEDIN, RESUME AND EMAIL ARE REAL · RESUMES ARE PARSED IN THIS TAB AND NEVER UPLOADED

From LinkedIn

Here's what we found. Fix anything.

Nothing is saved until you confirm it. The paragraph at the bottom is the part matching actually uses.

First name

Last name

Headline

Email

Location

Education

Experience

LinkedIn Wells Fargo Former MD, Co-Head of High Grade Sales & Trading

LinkedIn UNC Kenan-Flagler MBA

Now the part matching actually reads

What are you trying to work out?

Not your title and not your school — the thing you would ask someone who had already done it. One honest paragraph.

This is what your match reasons get written from. Your job title is not.

Add tags — optional

Tags narrow who gets considered. The paragraph above is what decides the match, and these go on your card so the other person can see where you overlap.

Same cohort, same week, three seats.

Cohort 001Week 06 of 24Fri, Oct 30

Hello, Abel. Two things need you.

1 session Thursday 1 match waiting

Up nextStarts where the last one ended

Conversation with Christopher Floyd

WhenTue Nov 3 — 4:30 PM ET
30 min · video

Session03 of your cadence
Last met Oct 16

A1

His read on your mock pitch. You sent it Oct 27; he said he'd mark it up.carried from session 02

A2

How a desk actually evaluates a first-year. You asked this in your prep notes.added by you, Oct 28

A3

Goal check: investment-grade primers, 2 of 4 done. Quick status, not a re-litigation.from your shared goal

Christopher sees this same agenda. Both arrive with something to cover.

Not built in this preview: adding your own agenda item, and messaging Christopher from here.

New match — needs your decisionFound Oct 29

AG

You

Student, class of 2028
UNC Kenan-Flagler

Fixed IncomeMarketsRecruiting

matched

DW

Dana Whitfield

Director, Debt Capital Markets
Sample profile for this preview

Fixed IncomeCapital MarketsRecruiting

R1

You trade the paper Dana originates. Her desk brings the deals to market that yours will price. The other side of the same market.

R2

She reads first-year resumes every fall. Recruiting is on both profiles — yours as a question, hers as a job she does.

R3

Different firm, same city. A view of the market that isn't your own desk's view, fifteen minutes away.

Worth an introduction

If you pass, tell us which reason was wrong. That's how the next match gets better.

Which reason was wrong?

R1 — you trade the paper Dana originates R2 — she reads first-year resumes every fall R3 — different firm, same city None of them. The timing is wrong.

Relationship — 6 weeks in

CF

Christopher Floyd, CFA

Former MD, Co-Head of High Grade Sales & Trading, Wells Fargo

The shared goal

Be desk-ready by summer: know the investment-grade market well enough to add value in week one, not month three.

SET OCT 02 · REVIEWED EVERY 4TH SESSION · NEXT REVIEW NOV 17

Introduced

SEP 18

First conversation

SEP 25

A shared goal

OCT 02

Session 03

NOV 03

OCT 16

Session 02. Walked through how the high-grade desk is organized. Next steps: Abel sends mock pitch done Christopher marks it up open

OCT 02

Session 01. Set the shared goal. Christopher's advice: "Read the tape before you read the news." Abel started the primer series.

SEP 18

Introduced. Both accepted after seeing the reasons. First conversation booked the same day.

Not built in this preview: messaging Christopher from here.

In your own words

LAST EDITED SEP 14 · 46 days ago

Your matches are built from this, not from your job title. If what you're working out has changed, say so.

An ask from your mentor

Christopher is looking for Anyone in the cohort interested in municipal bonds — he has a former colleague who wants to mentor one.

Not built in this preview: answering his ask from here.

Your cohortCharlotte, NC

Week06 / 24

Active relationships10 of 10

Introductions accepted19 of 20

Your sessions, goals and next steps are logged and visible to the program administrator running your cohort. Withdrawing consent removes you, and only you, from every view.

Cohort 001Week 06 of 24Mentoring 1 of 2 seats

Hello, Christopher. Two things need you.

1 session Thursday 1 mentee to decide on

Before TuesdayTwo minutes

30 min with Abel Gessesse · session 03

Where he got to

Investment-grade primers: 2 of 4 done, both since you last met on Oct 16.

What is waiting on you

His mock pitch, sent Oct 27. Your markup is open, 3 days. It is A1 on the agenda below.

What he is circling

How a desk actually evaluates a first-year.

He wrote it into his prep notes on Oct 28. You answer this every autumn; he has nobody else to ask it of.

Up nextStarts where the last one ended

Conversation with Abel Gessesse

WhenTue Nov 3 — 4:30 PM ET
30 min · video

Session03 of your cadence
Last met Oct 16

A1

Your read on his mock pitch. He sent it Oct 27; you said you would mark it up.you owe this one

A2

How a desk actually evaluates a first-year. He asked this in his prep notes.added by Abel, Oct 28

A3

Goal check: investment-grade primers, 2 of 4 done. Quick status, not a re-litigation.from your shared goal

Abel arrives with something to cover. You both see this agenda.

Not built in this preview: marking the pitch up in place, adding an agenda item, and messaging Abel.

New mentee — needs your decisionProposed Oct 30

CF

You

Former MD, Co-Head of High Grade Sales & Trading
Wells Fargo

Fixed IncomeSales & TradingRecruiting

proposed

MR

Marisol Reyes

Student, class of 2027 · Queens University
Sample profile for this preview

Fixed IncomeInterview PrepRecruiting

R1

She is aiming at the desk you ran. Fixed income is what she wrote about wanting, and it is most of your career.

R2

Her question is one you answer every autumn. She asked how a first-year is actually judged. Recruiting is on both profiles.

R3

She has nobody to ask. Weaker than the first two, and ranked last for that reason.

Worth an hour

If you pass, tell us which reason was wrong. That is how the next one gets better.

You and Abel — 6 weeks in

The shared goal

Be desk-ready by summer: know the investment-grade market well enough to add value in week one, not month three.

SET OCT 02 · AGREED BY BOTH OF YOU · NEXT REVIEW NOV 17

You accepted

SEP 18

First conversation

SEP 25

A shared goal

OCT 02

Session 03

NOV 10

OCT 16

Session 02. You walked him through how a desk is actually organised, and who a first-year is really judged by. Next steps: Abel sends a mock pitch done you mark it up open

OCT 02

Session 01. Set the shared goal. Your advice: “Read the tape before you read the news.” He started the primer series that week.

SEP 18

You accepted him. Three reasons, and you said the second one was the one that decided it. He booked the first conversation the same day.

Not built in this preview: editing a past session note.

Your menteeAbel Gessesse

“I start on a fixed income desk after graduation. I’m trying to work out what separates the analysts who last from the ones who don’t.”

Shared goal2 of 4 primers

Last met2 weeks ago

Sessions logged02

Not built in this preview: messaging Abel from here.

Your ask

You asked the cohort for Someone interested in municipal bonds, for a former colleague who wants to mentor one.

1 response.

Not built in this preview: opening the response.

Your cohortCharlotte, NC

Week06 / 24

Your seats1 of 2

Hours given01h 00m

Mentors committed10 of 10

Your sessions, commitments and next steps are logged and visible to the program administrator running your cohort. Withdrawing consent removes you, and only you, from every view.

Cohort 001Week 06 of 24Charlotte, NC

Hello, Renee. One pair is failing.

1 at risk 2 to watch 7 on track

Cohort healthTen pairs, scored on behaviour — not on how anyone says it is going

On track — 7 Watch — 2 At risk — 1

Pairs not on track, by week

01

02

03

04

05

06

Both pairs now on watch were on track through week 03. The at-risk pair is the rematch, and its clock restarted in week 05 — so week 06 holding at three is the escalation working, not the class stabilising.

PAIR 01On track

Abel Gessesse Christopher Floyd, CFA

Session 03 Tue · goal set Oct 02 · 1 next-step, 3d

PAIR 02On track

Priya Raghunathan Dana Whitfield

Session 04 logged · goal set Sep 29 · agenda full

PAIR 03On track

Luis Mercado Harriet Okonjo

Session 03 logged · goal set Oct 06 · nothing open

PAIR 04On track

Jonah Beckwith Sam Oyelaran

Session 03 logged · goal set Oct 01 · 1 next-step, 4d

PAIR 05On track

Tessa Lindqvist Gregory Pike

Session 04 logged · goal set Sep 30 · nothing open

PAIR 06Watch

Naomi Carrington Victor Shao

Session 02 logged · no written goal · flagged at session 2

PAIR 07At risk

Devin Pritchard Ruth Abernathy

No session in 21 days · agenda empty · markup open 14d

PAIR 08On track

Camille Fortier Elena Duarte

Session 03 logged · goal set Oct 05 · 1 next-step, 2d

PAIR 09Watch

Omar Haddad Marcus Teague

12 days to book · messaging one-sided · 1 next-step, 9d

PAIR 10On track

Hana Ishikawa Dr. Joanne Beckett

Session 03 logged · goal set Oct 03 · first teaching post, not a desk

Scored from scheduling latency, cadence slippage, next-step age, empty agendas and one-sided messaging. Nobody is asked how it is going.

Sample cohort for this preview. Abel Gessesse and Christopher Floyd are the only real people on this screen, and both agreed to appear.

At risk — and what already happenedEscalation runs before it reaches you

At riskPAIR 07 · DEVIN PRITCHARD & RUTH ABERNATHY

No session in 21 days. The agenda is empty. Ruth's markup of Devin's model has been open 14 days.

OCT 16

Nudge sent to Ruth. Tied to the commitment, not the calendar: the model markup has been open 7 days. No reply.

OCT 21

Agenda seeded. Three items carried from session 02, so the next conversation starts somewhere instead of at a blank page.

OCT 26

Flagged to you. Two signals crossed in the same week — cadence and an aging commitment. Either one alone would not have escalated.

OCT 30

Rematch offered to Devin. No fault recorded against Ruth. She will be asked for her reason, not assigned one. awaiting Devin

WatchPAIR 06 · NAOMI CARRINGTON & VICTOR SHAO

Two sessions held, no written goal. By session 2 that is the strongest churn signal in the cohort.

OCT 19

Goal prompt sent to both. Drafted from Naomi's own words, so neither of them starts at an empty box.

OCT 27

Added to Victor's pre-session brief. Session 03 is Nov 05 and the goal is the first item on it. open

WatchPAIR 09 · OMAR HADDAD & MARCUS TEAGUE

Twelve days from request to booked session. Messaging runs one way: nine from Omar, two from Marcus.

OCT 24

Scheduling assist offered. Three times proposed from both calendars. Nov 04 was booked the same afternoon.

OCT 28

Marcus's open next-step surfaced in his brief, day 9. Mentors are the scarce resource, so the ask is two minutes of reading. open

Cohort 001Week 06 of 24

Introductions accepted19 of 20

Sessions logged vs cadence28 of 30

Goals set by session 209 of 10

Next-steps past 7d02 · oldest 14d

Goal progress, median45%

One member passed and named the reason that missed. That pair was rematched, and the rematch is Pair 07.

ReportFor your director

Every figure on this screen, per pair, as of Friday Oct 30.

The CSV is built in this tab from the ten pairs above, so it cannot disagree with them. Not built in this preview: the formatted PDF.

Safeguarding

Messages logged142 of 142

Session records28, exportable

Consent on file20 of 20

All conversations are logged and visible to program administrators. Exportable on request. Withdrawing consent removes that member, and only that member, from every view.

Your organization

A cohort is twenty people, twelve to twenty-four weeks, and a dashboard that reports on itself.

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Cohort 001 — Applications open

Twenty people. Charlotte. On purpose.

Ten mentors. Ten mentees. Matched by hand with reasons you can read. Starts when the room is full.

I want to be a mentor

You've done the thing someone here is trying to do.

I'm looking for a mentor

You know what you're trying to do next.

Mentors 10 — 3 committed Mentees 10 — 4 committed

What are you working toward right now?

What would make this worth your time six months from now?

One thing about you a job title wouldn't tell us.

What's a mistake you'd help someone avoid?

What's the question you wish you could ask someone ahead of you?

You're in the room.

We read every application ourselves. If it's a fit, you'll hear from Abel within a week — with a reason, not a form letter.

See who you should meet — and why.

Here's what we found. Fix anything.

What are you trying to work out?

Hello, Abel. Two things need you.

Conversation with Christopher Floyd

You

Dana Whitfield

Christopher Floyd, CFA

Hello, Christopher. Two things need you.

30 min with Abel Gessesse · session 03

Where he got to

What is waiting on you

What he is circling

Conversation with Abel Gessesse

You

Marisol Reyes

Hello, Renee. One pair is failing.

Twenty people. Charlotte. On purpose.

You're in the room.

30 min with Christopher Floyd · session 03

What you are carrying in

What changed since Oct 16

One question worth asking