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Hi,

I'm Juan Espinoza. I help investment analysts fast-track and enjoy their careers.

Our digital programs deliver comprehensive career strategies that, until now, were a best kept secret in the investment management industry.

Our signature program “Buy Side MVP” will be out this year to teach you the strategies behind the top 1% careers in investment management.

You will learn how to:

  • Deliver Value Consistently

  • Get Paid Your Worth

  • Increase Your Visibility

  • Identify Your Edge and Put it to Work

  • Accelerate Your Promotions

  • Know What Your Employers Really Want from You and How to Deliver that, and More

  • Become the True “Most Valuable Player” of Your Investment Team

If you're an investment analyst looking to get on the fast-track of your investment management career, you're in the right place!

With 25 years of experience as an investment manager and leading analysts teams at elite firms like Oaktree Capital, Wellington Management, I now create digital products that help ambitious investment analysts accelerate their career growth in institutional asset management.

This industry has been great to me. Now it's time for me to give back!

Throughout my career helping manage multi billion-dollar portfolios and building high-performing research teams, I've learned that technical expertise alone doesn't guarantee advancement.

Analysts who get top compensation, get promoted and enjoy balance are those who master both technical and (most important of all) the strategic aspects of their career. I will give you the best strategies available. The ones used by the top 1% and most successful investment analysts, portfolio managers, research analysts, etc.

Meet Juan

Find me on LinkedIn:

Career Bio:

Juan C. Espinoza is a retired value and special situations investor with 20+ years of experience investing in equities and credit securities globally.

Juan graduated from Harvard Business School in 1997 and started his investment career at Prudential Investments in their global equities team. He later joined First Manhattan Co., a renowned value investing boutique as an equity analysts. He became part of Wellington Management’s value equities team in 2001 and acted as assistant PM and back-up PM for the firm’s Mid-Cap Value equities mandate; while also contributing with research and coverage of various names in other multi-billion dollar portfolios.

His investment career continued at Veriticus (2010-2011), a start-up hedge fund focused on distressed securities. Juan decided to join Fintech Advisory (a family office) in 2011 to help manage an equity and distressed securities portfolio.

This experience led to transitioning to Oaktree Capital Management in 2013, where Juan was the head of research for one of Oaktree’s international distressed and special situations teams ($4bn in assets) until December 2023.

Juan credits his successful career record to a passion for investing, teamwork and self-improvement. He’s particularly proud to have:

  • Led identification, evaluation, management and exit of positions in primarily publicly traded opportunities (equities and fixed income) across the value, special situations and distressed spaces, impacting multi-billion dollar portfolios.

  • Built, developed and led investment research teams.

  • Created and managed bottom-up and top-down investment processes to produce investment results within the equity and credit spaces globally.

  • Co-led multibillion dollar asset raising efforts to launch equity and credit funds.

During my investment career I had multiple accomplishments. However, helping people succeed, collaborating, teamwork and leadership were among my most rewarding moments. As a volunteer, I’ve also had the privilege to mentor and coach dozens of HBS graduates who pursued buy-side careers for the past 15 years.

This led to an ever-growing passion for talent building, leadership and personal improvement (my private library currently exceeds 2k books), pursuing training in communications and even getting certified in mindset and performance coaching by the Empowerment Partnership.

I’m currently building out JE Fundamentals, a new venture where I have a chance to give back to the investment management industry by creating tools that nurture up-and-coming talent in the areas of career strategy, excellence, competitiveness and best practices. JE Fundamental’s mission is to play a key role in elevating the investment management industry by helping build outstanding, engaged and motivated talent from the ground up.

JE Fundamentals is a start-up digital content creator focused on helping the next generation of investment managers succeed in their careers using digital media as the primary learning platform.

How Juan Can Help You:

JE Fundamentals is currently working to create “Buy Side MVP”, a digital course that contains lots of effective career strategies specially tailored to investment analysts.

Stay Tuned!