The Investment Banking Leaders Podcast
The Investment Banking Leaders Podcast features in-depth conversations with top investment banking leaders, offering insights for analysts, associates, VPs, directors, and managing directors. Hosted by Peter Nieberg, founder of IB Leaders Club, the show aims to help ambitious bankers grow, lead, and succeed by learning from industry veterans.
Episodes
The Fire That Changed a Wall Street Leader: Brian Jones on Archegos, Success & Rebuilding
What happens when everything you’ve built - your career, reputation and future plans - can suddenly feel like it has been crushed?In this episode, Brian Jones, CEO and Co-Founder at BankCap Partners and former Co-President of Archegos Capital, an experienced investment banking and investment leader, reflects on his career, the Archegos collapse, rebuilding after a major setback and what difficult
Beyond the Pitchbook: What Really Makes a Great Investment Banker?
What separates the investment bankers who win deals from those who win trust?In this episode, Simon Mordant, Vice Chairman at Luminis Partners, reflects on more than four decades in investment banking, building independent advisory businesses and working alongside CEOs and boards.We explore:• Why great bankers listen more than they talk.• How to build trusted, long-term client relationships.• Maki
Beyond Financial Engineering: Winning in Private Equity
What do private equity firms really look for in an investment banking partner, and why do some bankers become trusted advisors while others remain transactional?In this episode, Marc Jourlait, Lead Operating Partner at The Riverside Company, shares a rare behind-the-scenes perspective from the client side of private equity.Having led global businesses at Apple, HP, Bose, Kodak and other internatio
From McKinsey to Building Hungary's Leading Investment Banking Boutique
What does it take to create one of the most successful investment banking boutiques in Central & Eastern Europe, and develop an entirely new buyer universe along the way?In this episode, Gábor Szendrői, Co-founder and Co-managing partner at Concorde MB Partners - IMAP Hungary, shares how he established a market-leading advisory firm through long-term thinking, entrepreneurial leadership, and i
From Risk Manager to CEO: The Leadership Lessons That Changed Everything
What does it take to rise from managing risk during the global financial crisis to leading one of the world's most dynamic investment banking platforms across EMEA?In this episode, Evie Vanezi, CEO at Jefferies, shares the leadership lessons, career decisions, and mindset shifts that helped shape her journey from risk management to the C-suite. From navigating financial crises and managing uncerta
The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust
What can a career spanning healthcare, public health, andinvestment banking teach us about becoming a trusted advisor and leader?In this episode, Michael Meyers, Vice Chairman, Head of M&A and Strategic Advisory Services at H.C. Wainwright & Co., LLC, shares lessons from a remarkable career spanning healthcare operation, public health, the buy side, equity research, and investment banking.
From Producer to Leader: Building a Career That Compounds with Larry Wieseneck
Why do so many top producers struggle when they step into leadership roles, and what actually separates the bankers who compound their careers over decades from those who plateau?In this episode, Larry Wieseneck, Head of Corporate & Investment Banking, TD Securities, shares lessons from a remarkable career spanning Salomon Brothers, Lehman Brothers, Barclays, Cowen, and now one of the most exc
Beyond the Numbers: The Hidden Driver of M&A Success
Why do so many investment bankers misunderstand origination, and what actually drives long-term success in M&A?In this episode, Jason Murgio, CEO of M&A Services Inc., shares what it really takes to build a differentiated investment banking career, from starting in private equity and entrepreneurial ventures to leading a niche advisory firm through the financial crisis and beyond.We explor
Why Most Bankers Fail at the VP → Director Transition (And How to Get It Right)
Why do so many investment bankers struggle to make the jump from execution to origination?In this episode, Matt Zimmer, Head of Investment Banking at William Blair, shares what it really takes to succeed at the senior level, from building a 700-person global platform to developing the next generation of leaders.We cover:- The mindset shift from VP to Director- Why perfect execution is the foundati
From Medical School to Wall Street: How Great Investment Bankers Think Beyond the Deal
What separates transactional bankers from truly trusted advisors?In this episode, Philip Ross, Vice Chairman at Jefferies shares his unconventional journey from medical school to Wall Street, and the principles that have shaped his 28+ year career.Philip explains why the best bankers think in 10-year relationship arcs, stay relentlessly client-centric, and hold themselves to exceptionally high sta
How to Build an Investment Banking Boutique from Zero, and Why Origination Is the Real Power
Most investment bankers are trained to execute.Very few are trained to originate and that’s why most never make partner or build their own firm.In this episode, Marcel Brix, Co-Managing Director and shareholder at Blok Management, shares how he went from intern to co-founder of one of Germany’s fastest-growing boutique investment banks and why he now spends 90% of his time on origination.We break
From Small Town to Shareholder Battles: How Kai Liekefett Became the World's Top Activism Defense Lawyer
Welcome back to another great episode of The Investment Banking Leaders Podcast! In today's episode, we will explore how one man's refusal to lose and deep belief in integrity built the world's most elite shareholder activism defense practice.From a small steel town in Germany to Wall Street, Kai Liekefett became the world's top shareholder activism defense lawyer. He unpacks the "soap opera" of c
From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
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 c
Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent
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
From Biology Lab to Boardroom: Aaron Schwimmer on Leading with Curiosity and Clarity
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 fi
From Analyst to Industry Leader: Turner Bredrup on Building Trust, Teams & Top-Tier M&A Franchise
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 fi
From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership
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 tra
Leadership and Adaptability in Investment Banking with Steven Rathbone of Stout
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
Inside the Secondaries Market: A Conversation with Adrian Millan of PJT Partners
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 innovat
Leading Change: Tanya van Biesen of VersaFi on Gender Equity in Banking
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
M&A Mastery: Hawken Lord on Changing the Game with Edgewater Strategy Group
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 invalu
Inside the Mind of a Capital Markets Leader: Greg Rodgers of Latham & Watkins on Law, Leadership & the Future of Finance
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 Le
Innovative Strategies in Finance: John Stamatis of HCMA on Leadership and Growth
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 glo
Empowering Leaders in Investment Banking: Lessons from Allan Bertie of Raymond James
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 i
Investment Banking Secrets to Success: A Conversation with David Koch from BGL
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
Mastering Cross-Border Deals & Career Growth – Investment Banking Insights with Alex Chenesseau
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 au
Lessons from an Investment Banking Trailblazer: A Conversation with David Lam of Deloitte Corporate Finance Canada
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
Strategic Moves: Bryan Kuhn of Vestra Advisors on Career Growth and Leading in Investment Banking
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
Insights from Piers Ronan: Pioneering in Investment Banking and Embracing Change at Truist
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 indebt markets, including his pioneering work on contingent capital instruments and strategies for navigating financial crises. The conversation covers key differences between U.S
The Growth Journey with Shaun Browne of Houlihan Lokey: Leadership in Action
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 McQuee
Leading the Way: Monika Nickl from TCG Corporate Finance on Building Top Investment Banking Firms and Empowering Future Leaders
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!---
Navigating $1 Trillion in Deals – Career & Leadership Insights from Larry Grafstein
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 hi
Fund Finance Unveiled: A Masterclass on Thriving in Fund Finance with Neno Raic of NLC
In this episode of the Investment Banking Leaders podcast, host Pete Nieberg interviews Neno Raic, Co-Founder and Managing Partner at NLC.Founded in 2021, NLC has become the first independent alternative fund finance lender dedicated to providing financing solutions to general partners and the funds they manage.Raic shares insights from his journey in the fund financing space, the impact of recent
The Evolution of Investment Banking: Leadership and Diversity Insights from Justine Mannering, Managing Director at Stifel
This episode features Justine Mannering, an accomplished Managing Director on the Consumer Retail Team at Stifel in New York, sharing her extensive investment banking experience and insights on career growth, diversity and inclusion, networking, and work-life balance.Starting her career at DC Advisory and rapidly advancing, Mannering has executed over a hundred transactions across various consumer
The Strategic Mind: Excellence in Investment Banking with Karan Goyal, Managing Director, Group Strategy, M&A & Venture Capital at Emirates NBD
This episode features an enlightening conversation with Karan Goyal, Managing Director of Group Strategy, M&A, and Venture Capital at Emirates MBD in Dubai.Goyal shares his extensive journey in the investment banking sector, starting from boutique investment banks in India, moving to Dubai, and eventually joining Emirates NBD. He delves into his role in expanding the bank's international prese
Breaking Barriers: Leadership & Empowerment in Finance with Maren Winnick, Senior Managing Director, Biopharma Investment Banking at Evercore
This episode features Maren Winnick, a senior Managing Director at Evercore in New York, discussing her extensive career in biotech and healthcare investment banking.Maren shares her journey from consulting at Monitor Group and her time at Goldman Sachs, to leading Moderna Therapeutics' corporate finance and investor relations, before joining Evercore in 2017.She also talks about her role as co-he
Beyond Deals: Cultivating Leadership & Versatility in Finance with Armin Heuberger, Former Managing Director, Head of ECM Germany/Austria & Equity Linked EMEA at UBS
In this episode of the 'Investment Banking Leaders Podcast', host Pete Nieberg interviews Armin Heuberger, a seasoned investment banker with over 25 years of experience, currently serving as the managing director and head of ECM for Germany and Austria, and equity linked in EMEA.Based in Frankfurt, Heuberger shares his journey from starting his career at Merrill Lynch in New York, to his successfu
The Growth Game: Career Strategies and Insights with Dominic Lester, EMEA Head of Investment Banking at Jefferies & Company
In this extensive interview, Dominic Lester, a seasoned investment banker with over 32 years of experience and current EMEA Head of Investment Banking and Joint Global Head of Technology at Jefferies, London, shares his journey from starting at Dylan Reed in New York to growing Jefferies' investment banking sector in EMEA.He discusses Jefferies' evolution into a top global investment bank, focusin
The Art of Investment Banking: Strategies for Success with Maria Watts, Managing Director & Co-Head of Global Consumer Investment Banking at Baird
In this episode of the Investment Banking Leaders Podcast, we're joined by Maria Watts, Managing Director and Co-Head of Global Consumer Investment Banking at Baird in Chicago. With over 20 years of experience in investment banking and a portfolio of transactions exceeding $30 billion, Maria shares her journey from an analyst at Stephens to her current role at Baird. She delves into her passion fo
From Unconventional Paths to Investment Banking Leadership – Steve Hufford’s Playbook
This episode of the Investment Banking Leaders Podcast features host Pete Nieberg, Global Head at Altrum, and guest Steve Hufford, Senior Managing Director and COO at Raymond James. They delve into the intricacies of investment banking, discussing the keys to successful deal-making, the importance of growth and development, and the impact of technology on the industry. Hufford shares his unconvent
Welcome to Series 2 of The Investment Banking Leaders Podcast with Pete Nieberg, Global Head at Altrum!
Welcome back!We are so excited to present you all with Series 2 of the Investment Banking Leaders podcast. In Series 2 you will get... 8 more exclusive and rare interviews with some of the industry's best and brightest leaders across the globe. Leaders who will share all their secrets to success with you! Leaders who have closed thousands of successful deals between them, generating hundreds of bi
How to manage your time wisely and successfully balance your IB workload with Peter Shin, MD at Stifel
Welcome to Episode 8 of The Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
We can’t believe we’ve reached the end of Series 1 already. Our final episode for this series features an amazing guest, Peter Shin, Managing Director at Stifel Financial Corporation
How to create a road map for your career and secure promotions in IB with Sher Hafeez, MD at JLL
Welcome to Episode 7 of The Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
This week’s episode features our newest guest, Sher Hafeez, Managing Director at JLL Securities. Sher began his career in the investment banking industry in 2006 as an Analyst at Mo
How to make successful deals in Investment Banking with Alessio Pieri, Partner at d’Angelin
Welcome to Episode 6 of The Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
Our next guest in the series is Alessio Pieri, Partner at d’Angelin & Co. Limited. Alessio has been in the industry since 2008, beginning at Credit Suisse as an Analyst. He joined
How can you find the right mentor in IB and network like a boss? With Charles Godbout, Partner & MD at PwC
Welcome to Episode 5 of The Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
We are more than halfway through Series 1! For this week’s episode, our guest is Charles Godbout, Partner, and Managing Director at PwC Corporate Finance in Montreal, Canada. With ov
How can juniors in IB have a big impact on their firms? Insight and advice with Rusty Ray, Managing Partner at Alantra
Welcome to Episode 4 of the Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
Episode 4’s guest is Rusty Ray, Managing Partner at Alantra. His career began at Brocair Partners, where he led M&A, recaps, and private placements. Rusty specializes in the healt
How to make the jump from VP to MD seamlessly and insight on the biggest challenges facing CEOs today in IB with Scott Wieler, Chairman at DC Advisory
Welcome to Episode 3 of the Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
This week’s special episode features our next guest, none other than Scott Wieler, Founder & Chairman of DC Advisory in Washington, DC. As the Founder and Chairman of Signal Hil
How to prepare yourself for the transition from IB to PE, and insight on strong female leadership with Noha El Ghazaly, MD at Mediterrania
Welcome to Episode 2 of the Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
Our next guest for this series is truly impressive, being recognized in 2020 as one of the Top 100 Power Businesswomen by Forbes Middle East. Noha El Ghazaly is no stranger to the ind
Secrets to getting hired at J.P. Morgan and advice on transitioning roles smoothly in IB with Gokhan Ozkan, MD Head of Middle East, Turkiye, Africa FIG & EMEA Credit Management Services at J.P. Morgan
Welcome to Episode 1 of The Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.
For our inaugural episode, we are excited to introduce Gokhan Ozkan, Managing Director & Head of Middle East, Turkiye, Africa FIG & EMEA Credit Management Services at JP Morg
Intro to The Investment Banking Leaders Podcast
Altrum is proud to announce that we are launching our very first podcast! The Investment Banking Leaders Podcast is just as it sounds – a podcast where we get the inside scoop from some of the top leaders in the Investment Banking industry. Our mission is to connect you with as many successful investment banking leaders as possible.
Whether you’re a first-year analyst looking for guidance and ins
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