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.
Gain insights into his philosophy on resilience, leadership, and collegiate environments in investment banking. Hearabout his experiences with global transactions, navigating economic cycles, and his views on Ai's role in future deal-making.
Don't miss this engaging conversation with a leader who has closed numerous deals, generating billions of dollars. Join us for actionable advice and strategies to accelerate yourcareer!
00:00 Introduction to the Podcast
00:38 Guest Introduction: Alan Bertie
02:01 Allan's Career Journey
06:22 Experiences at DLJ
08:28 Entrepreneurial Ventures
10:40 Current Role at Raymond James
12:34 Leadership Insights
15:19 Building Collegiate Environments
18:52 Cracking the C-Suite
20:46 Top 5%: The Power of Diligence and Follow-Up
21:12 Key Traits for Building Strong Relationships
21:40 Opportunities and Challenges for Modern Leaders
22:26 Ai's Impact on the Future of Deal Making
24:58 Evolving Dynamics in Private Equity
27:57 Resilience and Tenacity in Investment Banking
32:57 Global Travel and Networking Highlights
34:04 Advice for Aspiring Investment Bankers
35:10 The Importance of Continuous Learning
37:47 Final Thoughts and Future Outlook
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.