The Investment Banking Leaders Podcast
The Investment Banking Leaders Podcast is the only podcast dedicated to helping the Investment Banking community grow through learning from successful leaders. Whether you are interested in learning about investment banking, an Analyst or Associate looking to grow and develop within the industry, or a VP or Senior IB professional who is passionate about leadership and learning from others, you will enjoy the show. Our mission is to connect you with as many successful Investment Banking leaders as possible helping you succeed in a competitive space! https://www.altrum.com/
Episodes
Welcome back to The Investment Banking Leaders Podcast! In this episode, our host Pete Nieberg chats with Luis Carlos Ochoa Paris, founder of Valoriza Group.From his early days in Colombia reading the Wall Street Journal to becoming a top independent investment banker in Latin America, Luis shares his journey, lessons learned, and leadership advice.Don't miss this inspiring conversation covering client trust, grit, internationa...
Welcome back to another episode of The Investment Banking Leaders Podcast!
This week, we welcome Chiara Operto, founder of Edge Skills. In Episode 36, she shares how she went from Credit Suisse M&A to fintech entrepreneur, why sales and soft skills matter more than ever, and how AI is shaping finance training!
A must-listen for aspiring bankers, juniors, and future leaders!00:00 Introduction to the Podcast
00:39 Introducing Today&...
Welcome to another episode of The Investment Banking Leaders Podcast, hosted by the Investment Banking Leaders Club.
In this episode, we are joined by Aaron Schwimmer, partner at MTS Health Partners. Aaron shares his unconventional journey into investment banking, starting in a lab, moving to equity research at Goldman Sachs, and transitioning to business development at MedImmune, before finally finding his stride at Barclays, Bank ...
In this week's episode of The Investment Banking Leaders Podcast, hosted by The Investment Banking Leaders Club, Turner Bredrup, Senior Advisor and former Group Head of Harris Williams, shares his 35+ years of expertise in investment banking.Turner discusses his journey from working at JP Morgan to growing Harris Williams into an industry leader, emphasizing the importance of building a lasting firm culture and the distinct ski...
Welcome to Episode 33 of The Investment Banking Leaders Podcast!In this episode, host Peter interviews David Frank, the founder and CEO of Stonehaven. David discusses his entrepreneurial journey that began at age 23, navigating through the rise and fall of Robertson Stephens, and ultimately establishing one of the most innovative affiliate platforms for financial intermediaries.Learn about the transformative pivots that Stonehaven ...
Welcome back to The Investment Banking Leaders Podcast, powered by the Investment Banking Leaders Club!In this episode, our host Peter Nieberg interviews Steve Rathbone, Vice Chairman and Managing Director at Stout in New York. Steve shares his inspirational career journey, which began with real estate and business sales in Perth, Australia, and then led him to New York City to build a career in M&A.He discusses pivotal experie...
Welcome back to The Investment Banking Leaders Podcast! In episode 31, we dive deep into the world of secondaries with Adrian Millan, Partner at PJT Partners in New York.
Adrian shares his remarkable career journey, starting fromcorporate finance at Credit Lyonnais, to becoming a leading figure in Blackstone's LP advisory practice. Discover the exciting growth of the secondaries market, how innovation and AI are reshaping the indust...
Welcome back to another great episode of The Investment Banking Leaders Podcast, brought to you by The Investment Banking Leaders Club.
In this episode, we had the opportunity to sit down with Tanya Van Biesen, President and CEO of VersaFi, a purpose-driven organization dedicated to advancing women in the finance sector.
Tanya shares her journey from Procter & Gamble to leading roles at Spencer Stuart and Catalyst Canada, offerin...
Join us for a brand new episode of The Investment Banking Leaders Podcast as we delve into the journey of Hawken Lord, founder and managing partner at Edgewater Strategy Group!
From his beginnings at Morgan Stanley to the creation of Edgewater, learn about his transition from investment banking to private equity, the challenges he faced, and the lessons he learned along the way.
Hawken shares invaluable insights into managing...
In this episode of The Investment Banking Leaders Podcast, we sit down with Greg Rodgers from Latham & Watkins, one of the industry's most respected capital markets lawyers!With nearly 30 years of experience, Greg has advised on some of the biggest deals—including Spotify’s groundbreaking direct listing—and has built a career at the intersection of law, finance, and innovation.🎧 What You’ll Learn in This Episode:✅ How Greg tra...
Welcome to The Investment Banking Leaders Podcast, where we dive deep into the minds of industry giants!
In this episode, we sit down with John Stamatis, Managing Director and Co-Head of North America at Howden Capital Markets and Advisory (HCMA).
John shares his unique journey and insights from his decade-long experience building HCMA from the ground up.
Learn about HCMA's strategic focus on the global insurance and reinsurance indus...
Welcome to The Investment Banking Leaders Podcast, brought to you by The Investment Banking Leaders Club.
In this episode, our host Peter Nieberg sits down with Allan Bertie, Head of European Investment Banking at Raymond James, UK.
Allan shares his extraordinary 32-year journey from roles in firms like Schroders, DLJ, Bridgewell, Jefferies, and Raymond James, and his venture into entrepreneurship in renewable energy.
Gai...
In this episode of The Investment Banking Leaders Podcast, we gain exclusive and rare insights from David Koch, Managing Director, Head of ECM, and Co-Head of Capital Markets at Brown Gibbons Lang & Company in New York!
David shares his journey from starting his career at Lehman Brothers through its collapse, his significant contributions at Barclays and GP Bullhound, to his current role at BGL.
Learn about his unique capital f...
Join us for a brand new episode of The Investment Banking Leaders Podcast with Alexandre Chenesseau, Managing Director at CMD Global Partners in New York!
Alex shares his journey in investment banking, including his extensive experience in cross-border M&A and capital solutions, and his time in Asia.
Learn about Alex's unique approach to career growth, the importance of volunteering, building authentic relationships, and stra...
Join us for a new episode of The Investment Banking Leaders Podcast featuring David Lam, Vice Chair and Managing Partner at Deloitte Corporate Finance Canada!
Discover David's unique journey from fast food franchises to leading Deloitte's corporate finance practice, as well as his insights on entrepreneurship, team culture, and effective leadership.
Learn how David builds client trust, manages tough conversations, and maintains a l...
In this episode of the Investment Banking Leaders Podcast, our host, Peter Nieberg, interviewed Bryan Kuhn, co-founder and partner at Vestra Advisors.
Bryan shares his insights from his 12-year career at Citi, where he advised on complex M&A and capital market transactions and raised over $30 billion for clients.
Bryan discusses his journey of founding Vestra Advisors, emphasizing the importance of sector focus, quality servi...
In this episode of the Investment Banking Leaders Podcast, host Pete welcomes Piers, the Managing Director and Head of DCM Syndicate at Truist Securities in New York.
Piers shares valuable insights from his 20-year career in debt markets, including his pioneering work on contingent capital instruments and strategies for navigating financial crises.
The conversation covers key differences between U.S. and European finance, the i...
This week's episode of The Investment Banking Leaders Podcast features an exclusive conversation with Shaun Browne, Chairman of the Consumer Group, Europe, and Co-Head of Corporate Finance Europe at Houlihan Lokey in London.
Browne shares invaluable insights from his impressive career, which includes roles such as CEO of HSBC Investment Bank in India and founder of the boutique advisory firm McQueen.
Learn his secrets to success, i...
On this episode of The Investment Banking Leaders Podcast, our host Pete Nieberg sits down with Monika Nickl, Founding Partner at TCG Corporate Finance, to explore her 20-year career in the industry.
Monika shares insights on leading top firms, mentorship, industry trends, and overcoming challenges as a female leader.
Tune into Episode 19 now for valuable lessons on success in investment banking!
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In this episode of The Investment Banking Leaders Podcast, we sit down with Larry Grafstein, Deputy Chairman, Global Investment Banking at RBC Capital Markets.
Larry shares his unconventional journey from law and politics to investment banking, offering valuable insights on building relationships, winning major deals, and achieving a work-life balance.
With over $1 trillion in transactions under his belt, Larry’s wisdom on navigat...
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