The Investment Banking Leaders Podcast

Epizode

• From Risk Manager to CEO: The Leadership Lessons That Changed Everything 15.06.2026 27min

  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 uncertainty to driving growth across Europe and the Middle East, Evie offers a masterclass in leadership, resilience, and building high-performing teams in a rapidly evolving financial landscape. We explore: • Why risk management is a strategic advantage, not just a control function• The lessons the global financial crisis taught about leadership, resilience, and opportunity• How public markets are evolving and what companies need to succeed in today's environment• The key drivers behind renewed activity in European capital markets• What it takes to build and scale an investment banking franchise across diverse regions and culturesEvie also shares powerful insights on: • Building trust across teams, clients, and cultures• Why cultural intelligence is essential for success in EMEA• Creating inclusive, high-performing environments through community and mentorship• The importance of curiosity, adaptability, and life long learningIncluding lessons on relationship-building, career development, inclusion, and the importance of enjoying the journey rather than focusing solely on the destination. If you're an aspiring investment banker, business leader, or professional looking to strengthen your leadership skills, and accelerate your career growth, this conversation is packed with practical insights from one of the industry's most respected leaders. Investment Banking Leaders Club: https://ibleadersclub.com/ Host: Peter Nieberg ( https://www.linkedin.com/in/peternieberg/ ) Guest: Evie Vanezi (https://www.linkedin.com/in/evie-vanezi-47a62a12/ ) Sponsor: Altrum (https://www.altrum.com/)Note 1: This video was recorded pre the US-Israel-Iran war. Note 2: Jefferies (https://www.jefferies.com/) is one of the world’s leading full-service investment banking and capital markets firms.
• The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust 01.06.2026 44min

  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 studying neurobiology and considering medical school to shaping healthcare investment banking businesses acrossmultiple firms, this conversation explores what it truly takes to build credibility, earn trust, and develop into a long-term leader in investment banking.We explore:• Why understanding the pressures facing clients is essential to becoming a great advisor• The transition from execution to origination, and why so many bankers struggle with it• How exposure to clients early in your career accelerates leadership development• The importance of listening more and speaking with greater intention• Why mentorship is one of the most powerful accelerators of career growthMichael also shares powerful insights on:• Building long-term client relationships based on trust and consistency• Developing empathy by understanding business challenges from multiple perspectives• The role humility plays in successful healthcare and life sciences banking• How junior bankers can prepare themselves for origination responsibilities• Why showing up with differentiated ideas is critical to winning businessIncluding lessons from working inside a hospital system, advising life sciences companies through complex strategicdecisions, building healthcare investment banking franchises, and mentoring the next generation of banking leaders.If you want to become a more effective relationship builder, strengthen your leadership skills, and learn how to evolve from a strong executor into a trusted advisor, this conversation offers invaluable lessons from one of healthcare investment banking's most experienced leaders.Investment Banking Leaders Club: https://ibleadersclub.com/ Host: Peter Nieberg (  /https://www.linkedin.com/in/peternieberg/)Guest: Michael Meyers (  / https://www.linkedin.com/in/michaelmeyers1/ ) Sponsor: Altrum (https://www.altrum.com/)
• From Producer to Leader: Building a Career That Compounds with Larry Wieseneck 11.05.2026 53min

  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 exciting growth stories in global banking.From convertible bonds and capital markets to strategy, leadership, and firm-building, this conversation explores what it truly takes to evolve from elite execution into enduring leadership.We explore:Why communication and storytelling matter more than raw intelligenceThe transition from producer to manager, and why so many bankers fail at itHow convertible bonds became the ultimate training ground for future banking leadersWhy great organisations deliberately develop leadership talentThe difference between management and true leadership Larry also shares powerful insights on:Building careers that compound over decadesLeading through integrations, crises, and transformationThe importance of EQ, empathy, and understanding client contextWhy young bankers must own their own growth and developmentIncluding behind-the-scenes lessons from the Lehman-Barclays integration, scaling global capital markets businesses, and helping build one of North America’s fastest-growing investment banking platforms.If you want to move beyond execution, strengthen your leadership skills, and build a long-term career in investment banking, this conversation offers invaluable lessons from the very top of the industry.Investment Banking Leaders Club: https://ibleadersclub.com/ Host: Peter Nieberg (https://www.linkedin.com/in/peternieberg/) Guest: Larry Wieseneck (https://www.linkedin.com/in/larrywieseneck/ ) Sponsor: Altrum (https://www.altrum.com/)Viewpoint: A TD Securities Podcast - https://podcasts.apple.com/ca/podcast/viewpoint-a-td-securities-podcast/id1613987499
• Beyond the Numbers: The Hidden Driver of M&A Success 28.04.2026 33min

  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 explore:The mindset shift from execution to relationship-driven originationWhy understanding the “why” behind a business matter more than the numbersHow long-term thinking and patience create proprietary deal flowJason also shares powerful lessons on:Origination and relationship buildingHiring operators vs. traditional bankersLeading through uncertainty and market cyclesIncluding why great leaders hire operators over traditional bankers, empower teams to think independently, and build firms that consistently punch above their weight.If you want to move beyond execution and build a lasting career based on trust, judgment, and relationships, this episode is a must-listen.Investment Banking Leaders Club: https://ibleadersclub.com/ Host: Peter Nieberg (https://www.linkedin.com/in/peternieberg/) Guest: Jason Murgio (https://www.linkedin.com/in/jason-murgio-5aa915b/)Sponsor: Altrum (https://www.altrum.com/)
• Why Most Bankers Fail at the VP → Director Transition (And How to Get It Right) 24.03.2026 40min

  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 foundation of origination- How client trust, collaboration, and high standards drive long-term success.Matt also shares powerful lessons on:- Leadership- Culture- Scaling teams. Including why great leaders act as “player-coaches,” eliminate toxicity fast, and build organisations that punch above their weight.If you want to transition from executor to leader, this episode is essential listening.Investment Banking Leaders Club: https://ibleadersclub.com/Host: Peter Nieberg (https://www.linkedin.com/in/peternieberg/)Guest: Matt Zimmer (https://www.linkedin.com/in/matthew-zimmer-0bab705/) / https://www.williamblair.com/Sponsor: Altrum (https://www.altrum.com/)*Recorded February 3rd 2026*
• From Medical School to Wall Street: How Great Investment Bankers Think Beyond the Deal 27.01.2026 44min

  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 standards, even when no deal is on the table. He also breaks down how VPs and Directors can move beyond execution to become strategic partners clients trust.A masterclass in leadership, origination, and long-term thinking from one of the industry’s most respected voices.
• How to Build an Investment Banking Boutique from Zero, and Why Origination Is the Real Power 19.01.2026 49min

  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 down:What really changes when you move from executor to originatorHow Marcel helped scale a boutique from zero to 20+ peopleWhy discipline, routines, and soft skills matter more than technical brillianceHow VPs can start building a personal deal pipeline todayThe leadership mindset required to grow a firm without losing cultureIf you want to advance faster, build leverage, or one day launch your own boutique, this episode is a must-listen.TIMESTAMPS00:00 – Welcome to the Investment Banking Leaders PodcastWhy this episode matters for ambitious bankers02:00 – From intern to boutique banker: Marcel’s unconventional pathWhy big banks weren’t the right fit06:30 – How Bloc Management was bornThe deal that changed everything09:00 – The brutal early days of building a boutiqueDoing everything yourself — models, pitches, admin, and sales14:30 – Why origination is the real career unlock in investment bankingThe skill most bankers never properly develop18:00 – The partner problem: execution vs. originationWhy many bankers hit a ceiling21:30 – How Marcel spends 90% of his time on originationFunnels, LinkedIn, podcasts, and consistency26:00 – Advice for VPs trying to become originatorsHow to carve out origination time without dropping execution quality30:00 – Should bankers learn sales?Why soft skills matter more than most admit34:00 – Discipline, routines, and compounding habitsWhy success is a marathon, not a sprint38:30 – Leadership lessons from building a firm from scratchHow to lead without ego42:00 – Treating interns like future partnersWhy culture compounds over time45:00 – Building and protecting culture while scaling Putting people first — even before shareholders48:00 – Book recommendation: Atomic HabitsWhy small habits drive outsized results49:00 – One piece of advice for bankers who want to build their own boutiqueStart earlier than you thinkInvestment Banking Leaders Club: https://ibleadersclub.com/Host: Peter Nieberg (  https://www.linkedin.com/in/peternieberg/ )Guest: Marcel Brix: (  https://www.linkedin.com/in/marcel-brix/ ) / https://www.blok-management.de/en/Sponsors: https://www.altrum.com/
• From Small Town to Shareholder Battles: How Kai Liekefett Became the World's Top Activism Defense Lawyer 02.12.2025 45min

  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 corporate battles, how he built a booming practice with constant BD, and why asking “why” is the key to leadership, learning, and client trust.To learn more from Kai, tune into Episode 38 of The Investment Banking Leaders Podcast today!
• From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit 18.11.2025 43min

  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, international exposure, and the impact of AI in investment banking!Join the Investment Banking Leaders Club for more valuable resources at ibleadersclub.com.00:00 Introduction to the Podcast00:41 Meet Luis Carlos Ochoa Paris01:07 Luis's Journey to Founding Valoriza Group07:09 Keys to Building Trust in Cross-Border Transactions09:26 Client-Centric Culture at Valoriza14:25 Leadership Lessons from Family and Mentors15:56 The Role of Discipline in Personal and Professional Life18:13 Importance of Networking and Client Relationships22:13 The Power of Networking in Business23:36 Transitioning from Execution to Origination23:46 Insights on Working at Citi28:00 Advice for Aspiring Global Bankers30:28 Finding Passion in Investment Banking35:44 The Role of AI in Investment Banking39:25 Recommended Reads for Leaders42:00 Final Reflections and Advice
• Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent 11.11.2025 40min

  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 Podcast00:39 Introducing Today's Guest: Chiara Operto01:51  Chiara's Journey in Investment Banking04:10 Building Trust and Standing Out as a Junior Banker11:02 The Importance of Sales Skills in Banking15:17 Leadership and Entrepreneurship Insights17:59 Managing Resilience and Avoiding Burnout20:11 Taking Risks and Embracing Entrepreneurship21:52 The Importance of Co-Founders23:11 AI in Recruiting: Opportunities and Challenges26:25 Staying Relevant in an AI-Driven World27:36 Business Development and Community Building30:42 Proactive Outreach and Building Visibility34:57 Advice for Aspiring Professionals36:21 Recommended Resources and Final Thoughts
• From Biology Lab to Boardroom: Aaron Schwimmer on Leading with Curiosity and Clarity 16.09.2025 38min

  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 of America, and MTS Health Partners.Aaron discusses how his diverse background has shaped his leadership style and approach to client management in the healthcare sector. Topics covered include leveraging unique career paths for a competitive edge, building trust within teams, navigating high-stakes healthcare transactions, and empowering junior bankers.Aaron also provides valuable advice for aspiring leaders in the investment banking industry. Tune in for exclusive insights, leadership strategies, and career growth tips straight from one of the industry's top professionals. Don't forget to join the Investment Banking Leaders Club at ibleadersclub.com for even more resources and events.00:00 Introduction to the Investment Banking Leaders Podcast00:39 Meet Aaron Schwimmer: A Unique Journey into Investment Banking01:55 Aaron's Early Career and Transition to Finance03:42 Insights from Equity Research to Business Development06:52 Leadership Lessons from MedImmune15:27 Navigating Senior Relationships and Building Influence32:30 Transitioning to MTS Health Partners34:53 Final Thoughts and Career Advice
• From Analyst to Industry Leader: Turner Bredrup on Building Trust, Teams & Top-Tier M&A Franchise 09.09.2025 37min

  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 skills required in M&A advisory versus broader investment banking.Tune in to Episode 34 to hear Turner's insights on career progression, leadership, client trust, and the pivotal role of VPs in banking.For more exclusive insights and career resources, visit ibleadersclub.com!Connect with Turner on LinkedIn - https://www.linkedin.com/in/turner-bredrup-212b7812/00:00 Introduction to The Investment Banking Leaders Podcast00:39 Guest Introduction: Turner Bredrup01:39 Turner's Early Career Journey04:06 Building a Healthcare and Life Sciences Group06:38 Comparing M&A Advisory and Full-Service Investment Banking11:08 The Pivotal VP Transition19:27 Building Client Trust and Relationships25:33 Maintaining a Strong Firm Culture30:15 Balancing High Performance with Humanity34:01 Final Thoughts and Recommendations#theinvestmentbankingleaderspodcast #harriswilliams #turnerbredrup #managingdirector #investmentbanking #finance #leadership
• From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership 21.07.2025 46min

  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 undertook, incorporating cutting-edge technology to create a collaborative ecosystem for independent financial professionals.Discover the intricacies of their tech-integrated system, the importance of community-building for success, and insightful advice for aspiring entrepreneurs in investment banking.Tune in for an episode packed with valuable insights, strategies, and leadership lessons that can fast-track your career!00:00 Introduction to the Podcast00:39 Meet David Frank: Disrupting Traditional Banking01:33 David's Early Career and Entrepreneurial Beginnings04:03 Building Stonehaven: From Placement Agent to Tech Platform05:50 The Evolution of Stonehaven's Affiliate Platform09:41 Stonehaven's Tech-Driven Approach11:55 How Stonehaven Supports Affiliates24:33 Community Building at Stonehaven25:20 Unlocking Collaboration in Affiliate Platforms26:25 Hosting Events and Building Community28:31 The Transition to Independence30:38 Economic Benefits of Independence31:58 AI and Technology in Deal Making37:13 Entrepreneurial Insights and Avoiding Burnout41:19 Final Thoughts and Recommendations#AI #fintech #finance #podcast #altrum #leadership #theinvestmentbankingleaderspodcast #dealtoys #financialtombstone #awards #mentorship #networking #innovative
• Leadership and Adaptability in Investment Banking with Steven Rathbone of Stout 23.06.2025 36min

  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 experiences, including his formative years during the global financial crisis, leadership insights, mentorship, and how adaptability in uncertain markets is crucial. Steve emphasizes the importance of developing a business development mindset, creating a balanced life, and maintaining perseverance.Episode 32 provides invaluable insights and practical advice for both aspiring and seasoned investment banking professionals. Join the conversation and gain exclusive access to the strategies and lessons that can accelerate your career in investment banking!00:00 Introduction to the Podcast00:39 Guest Introduction: Steve Rathbone's Career Journey01:59 Early Career Challenges and Lessons03:36 Formative Experiences at HT Capital07:01 Transition to Stout and Leadership Insights09:02 Leadership and Mentorship Philosophy14:14 Navigating Market Volatility18:25 Business Development Strategies26:40 Personal Development and Mindset31:27 Recommended Resources and Final Advice#theinvestmentbankingleaderspodcast #stevenrathbone #stout #investmentbanking #finance #podcast #mergersandacquisitions
• Inside the Secondaries Market: A Conversation with Adrian Millan of PJT Partners 03.06.2025 36min

  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 industry, and what it takes to thrive in this ever-evolving space.Adrian also discusses PJT's unique approach to attractingtop talent, the role of technology as a competitive differentiator, and offers valuable career advice for aspiring investment banking professionals.Join us for another engaging conversation that explores howto succeed in investment banking and the promising future of the secondaries market.Tune in now!00:00 Introduction to the Investment Banking LeadersPodcast00:39 Meet Adrian Millan: A Journey Through InvestmentBanking01:18 The Exciting World of Secondaries01:47 Adrian's Career Path and Insights04:18 Client Services and Market Strategies16:46 The Role of Technology and Innovation25:49 Advice for Aspiring Investment Bankers30:29 Reflections and Recommendations35:20 Conclusion and Final Thoughts
• Leading Change: Tanya van Biesen of VersaFi on Gender Equity in Banking 27.05.2025 36min

  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, offering insights into her work in transforming the financial services industry by focusing on gender equity. Tanya discusses the challenges women face in investment banking, wealth management, and capital markets, and provides actionable strategies for leaders to foster a more inclusive and supportive environment.Join us for an enlightening conversation that explores the future of finance, AI’s impact on gender representation, and valuable leadership lessons.To view Project Affinity's report, click here! https://drive.google.com/file/d/12D7i_6yL_Xw-hFPh1o-4tPvQQ6C4EU0O/view?usp=sharingFor more exclusive insights, join the IB Leaders Club at ibleadersclub.com. Happy listening! 00:00 Introduction to The Investment Banking Leaders Podcast00:39 Guest Introduction: Tanya Van Biesen02:11 Tanya's Career Journey03:38 VersaFi's Mission and Success05:09 Challenges in Investment Banking07:57 Parental Leave and Gender Equality09:42 Leadership and Inclusivity in Finance20:21 Future of Finance: AI and Gender Representation24:09 Wealth Management and Gender Dynamics26:34 Tanya's Leadership Style and Advice31:08 Conclusion and Final Thoughts
• M&A Mastery: Hawken Lord on Changing the Game with Edgewater Strategy Group 28.04.2025 45min

  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 people, setting up a firm, and the current state of the PE market. Tune in for a deep dive into entrepreneurship, culture building, and the nuances of M&A and the office of the CFO services.A must-watch for anyone looking to navigate the competitive world of investment banking and private equity! 00:00 Introduction to the Podcast00:39 Guest Introduction: Hawken Lord's Journey01:55 The Birth of Edgewater Strategy Group05:22 Challenges and Lessons in Entrepreneurship12:05 Building a Strong Company Culture17:09 Talent Acquisition and Development20:57 Transitioning from Investment Banking to PrivateEquity22:07 Challenges in Financial Modeling for Different Sectors22:48 Overcoming Rejections and Finding the Right Fit25:31 Advice for Aspiring Private Equity Professionals26:25 The Importance of Reputation and Relationships28:46 Differences Between Investment Banking and PrivateEquity32:22 Current Challenges in Private Equity34:25 The Deal Team for Hire Model37:40 Building and Expanding Edgewater40:03 Leadership and Personal Growth42:06 Reflecting on Career Plans and Flexibility44:06 Conclusion and Final Thoughts
• Inside the Mind of a Capital Markets Leader: Greg Rodgers of Latham & Watkins on Law, Leadership & the Future of Finance 31.03.2025 35min

  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 transitioned from philosophy student to capital markets leader✅ The Spotify deal and how it changed the game for IPOs✅ Why great lawyers act as the “grease” in a smooth transaction✅ How to build meaningful client relationships that last decades✅ The biggest emerging trends in capital markets and the impact of AI✅ Greg’s best career advice for junior professionals in law and finance🚀 Whether you’re an aspiring lawyer, investment banker, or finance professional, this episode is packed with valuable insights from one of the best in the business.00:00 Introduction to the Podcast00:38 Guest Introduction: Greg Rodgers02:51 Greg's Career Journey and Role at Latham & Watkins07:25 Insights on Time Management and Networking10:25 Building Client Relationships13:27 The Spotify Direct Listing17:00 The Role of Lawyers in Transactions18:29 Leadership Advice for Aspiring Leaders27:50 Emerging Trends and Future Outlook32:11 Final Thoughts and Recommendations🔔 Subscribe for more insights from industry leaders!📩 Got questions or topics you’d love to hear about? Drop them in the comments!🔗 Follow us on LinkedIn for more: https://www.linkedin.com/showcase/altrum-dealtoys/#InvestmentBanking #CorporateLaw #Latham&Watkins #CorporateLawyer #Spotify #FinanceLeadership #CapitalMarkets #AI #Technology #Networking
• Innovative Strategies in Finance: John Stamatis of HCMA on Leadership and Growth 24.03.2025 40min

  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 industry, its approach to M&A advisory, capital markets, and insurance-linked securities. Discover how HCMA differentiates itself through deep specialization, integrated collaboration within the Howden Group, and a relentless focus on client service and execution.John also discusses the importance of building a strong talent pipeline, fostering a collaborative culture, and maintaining client relationships.Tune in for valuable career advice, leadership lessons, and John's vision for the future of investment banking. Don't miss this informative conversation packed with strategies that can fast-track your career!00:00 Introduction to the Podcast00:38 Guest Introduction: John Stamatis01:54 John's Career Journey and HCMA's Growth06:31 Scaling the Team and Strategic Integration11:02 Talent Development and Culture17:54 Client Relationships and Execution26:04 Industry Evolution and Future Opportunities34:28 Leadership Advice and Personal Insights39:31 Conclusion and Final Thoughts
• Empowering Leaders in Investment Banking: Lessons from Allan Bertie of Raymond James 24.02.2025 39min

  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 Podcast00:38 Guest Introduction: Alan Bertie02:01 Allan's Career Journey06:22 Experiences at DLJ08:28 Entrepreneurial Ventures10:40 Current Role at Raymond James12:34 Leadership Insights15:19 Building Collegiate Environments18:52 Cracking the C-Suite20:46 Top 5%: The Power of Diligence and Follow-Up21:12 Key Traits for Building Strong Relationships21:40 Opportunities and Challenges for Modern Leaders22:26 Ai's Impact on the Future of Deal Making24:58 Evolving Dynamics in Private Equity27:57 Resilience and Tenacity in Investment Banking32:57 Global Travel and Networking Highlights34:04 Advice for Aspiring Investment Bankers35:10 The Importance of Continuous Learning37:47 Final Thoughts and Future Outlook