Coaching Programs
Stock Pitch Lab
Coaching Programs
How it Works
Every client follows the same proven process:
Pitch Development → Pressure Testing → Final Refinement
The difference is how deep we go—and how many times we repeat the cycle.
Step 1: Free 30-Minute Consultation
We discuss your background, target firms, timeline, and goals. I'll help you determine which program makes sense for your situation.
"Ryan pinpointed exactly what was wrong with my pitch in our free consultation and gave me clear, actionable guidance on how to build a convincing investment thesis."
— Jack Pu, Kellogg MBA
Step 2: Choose Your Program
Select the package that fits your needs. Payment plans available for all programs.
Step 3: Begin Coaching
Your first session includes a comprehensive diagnostic where I evaluate your pitch (or help you select one), identify fatal flaws, and create your development roadmap. Then we move through the 3-phase process to get you interview-ready.
Why this Works
"Most interview prep teaches you how to present a pitch. I teach you how to defend one."
The difference is everything. Portfolio managers don't evaluate you on your slides, your model, or your narrative. They evaluate you on judgment under pressure—the same way they evaluate analysts every week inside the firm.
My system works because it mirrors the actual process PMs use to test investment ideas:
1. Risk First, Not Upside First
We discuss your background, target firms, timeline, and goals. I'll help you determine which program makes sense for your situation.
2. Real Variant Perception—Not "Good Company, Good Industry"
Consensus thinking kills interviews. We develop a defensible, differentiated insight—the same standard investment committees expect.
3. Pressure Testing That Mirrors the Interview Room
Mock interviews aren't enough. I run the same style of cross-examination I used as a PM and CIO in real committee meetings—skeptical, fast, and direct. If your thesis can survive me, it will survive them.
4. Pattern Recognition You Can't Fake
I've seen more than 1,000 pitches from analysts, PMs, and job candidates. I know what good sounds like. I know what breaks. And I know exactly what triggers an instant "no hire."
5. You Don't Learn a Script—You Learn to Think Like an Investor
A script falls apart the moment a PM asks a question you didn't expect. Judgment doesn't. My system teaches the mental models PMs use, so you can adapt on the fly—confidently, calmly, and credibly.
That's why this works. Because it's built on how buy-side hiring actually happens—not how schools and bootcamps think it happens.
Don’t Just Take My Word For It
"I 1000% recommend investing in the 1-on-1 coaching... I landed my dream job."
— Shira Meir, Portfolio Valuation, Houlihan Lokey
Coaching Packages
Alpha Project — $6,000
Build one institutional-quality pitch ready for interviews.
What's included:
6 90-minute intensive 1-on-1 sessions (The Core Curriculum)
2 mock interviews with detailed feedback
Comprehensive institutional frameworks, worksheets, and checklists (e.g., idea qualification and model audit)
3 months of email support
Asynchronous pitch deck and financial model reviews between sessions
One institutional-quality pitch from concept to completion
The Core Curriculum:
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Evaluate your pitch, identify fatal flaws, and build your development roadmap.
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Develop differentiated insight and structure your investment case for maximum conviction.
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Master unit economics, incremental ROIC, and revenue momentum analysis that predict performance.
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Conduct channel checks and proprietary research that separates your pitch from consensus
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Build bulletproof counterarguments into your thesis before anyone asks the question.
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Structure your delivery, control the room, and handle live Q&A.
Note:
This tier assumes you can handle sourcing your own investment idea. If you are starting from scratch or want more safety nets for the behavioral rounds, Alpha Plus is the better choice.
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A technically sound pitch that covers all the bases—thesis, valuation, risks, catalysts. After 2 mock interviews, you'll walk into recruiting confident you can handle the core interview.
Mock 1: Diagnostic. We identify and fix the fatal flaws—weak thesis, defensive responses, unclear variant perception.
Mock 2: Validation. You demonstrate you're ready. Your pitch is polished, your responses are crisp, and you can handle the standard questions that come your way.
You're interview-ready.
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2–6 weeks depending on your recruiting schedule.
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Candidates who have researched a company thoroughly and need an experienced Portfolio Manager to pressure-test the thesis, identify blind spots, and prepare them to defend it under interrogation.
Alpha Plus — $8,500
Most Popular
The complete pitch mastery program.
What's included:
7 intensive 1-on-1 sessions
Session 1: Asymmetric Ideas Sourcing. We help you find the perfect interview pitch before moving into the Core Curriculum (Sessions 2–7).
Two (2) Advanced Workshops:
Second Pitch Development – Rapidly build a complementary pitch that demonstrates versatility and investment range
Curveballs, Edge Cases, and Impossible Questions – Master the stress-test questions that have no right answer but reveal how you think under pressure
2 additional mock interviews (4 total) Mocks 1-2 expose gaps; Mocks 3-4 make you bulletproof.
Extended support: 6 months (vs. 3 months in Alpha Project)
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We pay you when you accept a buy-side investment role within 180 days of program completion.
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After 4 mock interviews, you'll walk into real interviews with complete confidence—or we add additional mocks at no extra cost. You're not ready until you're bulletproof.
The Value:
For $2,500 more, you get double the support duration, double the mocks, professional idea sourcing, advanced training, and a $1,000 performance bonus when you succeed.
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A technically sound pitch that covers all the bases—thesis, valuation, risks, catalysts. After 2 mock interviews, you'll walk into recruiting confident you can handle the core interview. The difference between knowing your pitch and bulletproof.
Here's why 4 mocks vs. 2 matters:
With 2 mocks (Alpha Project), you're interview-ready. You can handle the core questions, your pitch is polished, and you'll walk in confident. But when the unexpected happens—the curveball question, the hostile bear case challenge, the impossible follow-up—you're managing it, not mastering it.
With 4 mocks (Alpha Plus), you're unshakeable:
Mock 1-2: You reach the same "interview-ready" standard as Alpha Project. Your pitch is solid, your responses are crisp.
Mock 3: We throw every edge case at you. Alternative scenarios. Deep bear case interrogation. "What if your thesis is completely wrong?" questions. The questions that rattle most candidates.
Mock 4: Nothing surprises you anymore. You've practiced every scenario. You've defended against every attack. You're not just prepared—you're bulletproof.
"Mock 4 is where candidates stop sounding prepared and start sounding inevitable."
That's the difference between passing an interview and dominating it.
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3–8 weeks, flexibly scheduled around your commitments.
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Candidates who want to walk into interviews knowing they can handle anything. With double the mocks, advanced workshops, extended support through recruiting season, and the Interview Ready Guarantee, you'll have practiced every scenario. This is our most popular package because serious candidates don't want to leave anything to chance.
All Access Lab — $13,000
White-glove coaching until you sign your offer. We don't just build one pitch; we build your entire portfolio.
What's included:
Everything in Alpha Plus for your first pitch, PLUS:
Full portfolio build – Develop 2-4 additional pitches (3-5 total in your portfolio: long, short, growth, value, small cap etc.)
Ongoing 1-on-1 sessions to build, refine, and pressure-test each additional pitch
4+ additional mock interviews (8+ total vs. 4 in Alpha Plus)
Direct Access During Recruiting (text & phone support)
Weekend and evening availability scheduling
12-month retainer: Comprehensive support across all recruiting cycles until you land the offer.
Application Required. Limited to 10 clients annually.
To apply:
Complete a brief questionnaire, then schedule your free 30-minute consultation. Applications reviewed within 24 hours. Accepted candidates begin coaching immediately.
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A full arsenal of pitches ready for any interview. Whether you're talking to a deep value fund, a growth-focused shop, or an activist manager, you'll have a pitch tailored to their style.
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6–12 weeks for initial portfolio development, with ongoing support throughout recruiting.
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Candidates targeting top-tier multi-manager funds (Citadel, Point72, Coatue), leading equity research shops, or investment bankers transitioning to the buy-side who need pitches across different strategies. For candidates who need to be ready for any interview format, any firm, any time.
The Performance Bonus — $1,000
(Alpha Plus & All Access Clients Only)
We believe in rewarding results, not just effort.
The Structure:
Pay your full program fee upfront. If you accept a buy-side investment role within 180 days of completing your program, we will send you a check for $1,000 to celebrate.
Why we do this:
When your pitch is bulletproof and you execute the process, the offers come. Just like a portfolio manager earns incentive fees when the fund performs, we reward your success. Your win is our win.
What qualifies:
Buy-side investment roles include portfolio management, equity research (buy-side), investment analyst positions at mutual funds, hedge funds, private equity firms, endowments, pension funds, and family offices.
How it works:
Email us when you accept your offer at success@stockpitchlab.com. We'll send your $1,000 bonus within 5 business days.
Package Comparison
Quick comparison to help you decide:
investment in excellence
Program Summaries
Institutional-quality coaching designed for candidates pursuing the most competitive roles in investment management.
Track Record
Over the past decade, I've coached hundreds of candidates using the same frameworks that now define Stock Pitch Lab.
"Ryan helped me distinguish between what truly matters... and what interviewers are actually assessing."
"Before working with Ryan, I struggled to clearly articulate why a stock was a compelling investment. Through his guidance, I learned to confidently explain the key drivers of intrinsic value. The skills I developed didn't just elevate my pitch quality; they gave me a level of confidence that carried through every interview. I have no doubt Ryan’s mentorship played a direct role in helping me secure the offer."
— Justin T., Research Analyst
Candidates I've coached have gone on to Goldman Sachs, Oaktree Capital Management, and other leading investment firms.
Frequently Asked Questions
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Schedule a free 30-minute consultation. We'll discuss your background, target firms, and which program fits your situation. Then you choose your package and we begin coaching.
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Your first session is a comprehensive diagnostic where I evaluate your current pitch (or help you select one), identify the fatal flaws that would kill it in a real interview, and create your development roadmap. This diagnostic is included in all packages.
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For Alpha Plus & All Access clients: No. Many candidates start from scratch. We begin with the Asymmetric Ideas Workshop (Session 1) to help you select the right stock based on your background and target firms before moving into the execution phase.
For Alpha Project clients: Yes. You should have a high-conviction ticker selected and preliminary research done so we can focus our 6 sessions entirely on execution and refinement.
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Yes. We adjust the pacing based on your schedule—whether you need to be interview-ready in 2-3 weeks or want to develop over 6-8 weeks.
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Most candidates can begin within 1-2 weeks of our initial consultation.
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Schedule a free 30-minute consultation. I'll assess your situation and recommend the right package based on your timeline, target firms, and current pitch readiness.
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Yes. You'll pay the difference between packages ($2,500).
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During our consultation call and application review, I assess whether you're targeting the right firms for that level of investment and whether I can actually help you land those roles. It's a mutual fit conversation.
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With Alpha Plus and All Access Lab, if you're not ready to walk into real interviews with complete confidence, we add additional mocks at no extra cost. This ensures you're truly bulletproof before recruiting starts. Note: Alpha Project includes 2 mocks but does not include this guarantee.
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Yes. You can pay the full program fee upfront, or split it into 2-3 payments. We'll discuss the best option for your situation during our free consultation.
You can also use third-party financing services if you prefer. Most clients choose direct installment payments for simplicity.
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If you're an Alpha Plus or All Access client and you accept a buy-side investment role within 180 days of completing your program, we'll send you $1,000 to celebrate. Just email us at success@stockpitchlab.com when you accept your offer, and we'll send your bonus within 5 business days.
This applies to portfolio management, equity research (buy-side and sell-side), and investment analyst roles at mutual funds, hedge funds, private equity firms, endowments, pension funds, and family offices.
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Most coaches teach you to present a pitch. I teach you to defend one—using the same pressure-testing process I experienced in hundreds of investment committee meetings. We don't practice your presentation. We stress-test your judgment.
Ready to Start?
I work with a limited number of clients each recruiting season. If you're targeting interviews in the next 2-3 months, let's talk now to ensure we have time to build your pitch properly.
In our call, I'll evaluate where your pitch stands and tell you exactly what needs to change.