2026 Baker Street Advisors Summer Immersive

During the Baker Street Immersive, we will cover:

• Wealth Management: General approaches and our unique perspective.
• Market Fundamentals: An intro to strategies, taxes, and investment vehicles.
• Career Paths: Navigating your job or internship search and career preparedness.
• Q&A: Open time for questions on finance and professional growth.

To prepare for our session, please review and familiarize 

yourself with the following:

• The Baker Street Overview
• Baker Street Next Generation Family Financial Overview
• Podcast - Fortune and Family: Inside the World of Family Offices - A Conversation with Adam Elegant - Partner at Baker Street Advisors (recorded at Washington University in St. Louis)
• The Baker Street White Paper
• 22 financial topics to think about in 2026
• “Navigating the Job Search” presentations 
• Goldman Sachs Interview (written)
• Wall Street Book suggestions
• Great quotes