The Investment Banking Leaders Podcast

Altrum - Hosted by Peter Nieberg
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/

  1. 16 DÉC.

    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 conversations, and maintains a long-term vision for success. Packed with personal anecdotes, Chinese philosophy, and practical advice, this episode is a must-watch for aspiring leaders and professionals in the finance industry. ---------------------------------------------------------- 00:00 Introduction to the Investment Banking Leaders Podcast 00:30 Meet David Lam: From Fast Food Franchises to Deloitte 00:48 David's Entrepreneurial Journey and Early Career 02:38 Deloitte Corporate Finance: Services and Success 04:17 David's Personal Insights and Kickboxing Background 06:43 Entrepreneurial Skills in Finance 09:25 Building a Personal Brand and Authenticity 14:19 Overcoming Obstacles and Rising Above 17:23 Leadership and Building a Unique Culture 23:02 Understanding the Sales Process 23:47 The Bamboo Analogy 25:38 Building Client Trust 28:51 Delivering Tough News 30:04 Opportunities for Future Leaders 33:03 Challenges for Modern Leaders 34:25 The Future of M&A and AI 38:12 Advice for Aspiring Leaders 42:33 Final Thoughts and Reflections

    46 min
  2. 25 NOV.

    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 of sector focus, quality service, and strategic planning. He also talks about career management, mentorship, goal setting, and the skills critical for investment banking leaders. Bryan highlights the significance of taking risks, nurturing professional relationships, and continuously improving one's skillset for long-term success in the industry. 00:00 Introduction to the Investment Banking Leaders Podcast 00:26 Meet Bryan Kuhn: Co-Founder of Vestra Advisors 00:49 Bryan's Career Journey at Citi 01:21 The Birth of Vestra Advisors 01:49 Vestra Advisors: Focus and Services 02:57 Early Success and Future Prospects 03:11 Personal Insights: Sabbatical and Ironman 04:10 Career Reflections: Working at a Bulge Bracket Firm 06:11 Strategic Career Management and Goal Setting 13:31 The Importance of Mentorship 17:08 Founding Vestra: Inspiration and Challenges 20:34 Embracing Risk and Uncertainty 21:54 Keys to Early Success at Vestra 23:17 Vestra's Unique Market Position 24:57 Managing Client Relationships 29:18 Essential Skills for Investment Banking Leaders 33:20 Challenges in the Post-COVID Environment 36:06 The Rise of Boutique Firms 37:36 Personal Growth and Development 41:03 Final Thoughts and Advice

    43 min
  3. 18 NOV.

    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 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 importance of building a network, and actionable tips on fostering resilience and growth in fast-paced environments.   Additionally, Piers offers a unique perspective on leveraging technological advancements and demographic shifts for business growth, concluding with impactful advice for aspiring leaders. 00:00 Introduction to the Podcast 00:27 Meet Piers, the Debt Expert 00:44 Piers' Career Journey 01:54 Truist Securities: A New Banking Giant 03:37 Piers' Personal Interests 04:39 Lessons from the RAF 05:53 Transitioning from the UK to the US 09:54 Differences Between US and UK Finance 13:05 Pioneering Contingent Capital Instruments 16:54 Surviving the Financial Crisis 20:30 The Collapse of Credit Suisse 23:28 The Importance of Resilience in Leadership 23:35 Gaining Perspective as a Leader 24:05 A Controversial Leadership Tool 27:05 The Power of Vision in Leadership 29:07 Motivating Your Team 29:58 Opportunities and Challenges in the Industry 34:31 Building Resilience 36:38 Growth and Development as a Leader 38:33 Recommended Books and Podcasts 41:05 Career Highlights and Final Advice

    44 min
  4. 15 JUIL.

    Finance Unveiled: A Masterclass on Thriving in Fund Finance with Neno Raic, Co-Founder & Managing Partner at 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 banking crises on the industry, and the importance of building a solid team culture in the ever-growing NLC. He also discusses the transition from corporate banking to entrepreneurship, the value of networking, mentorship, and the significance of persistence and excitement in fundraising. Additionally, Raic emphasizes the importance of celebrating successes and encourages interested individuals to consider the growing field of fund financing.     00:00 Meet Neno Raic: A Trailblazer in Fund Financing  02:09 The Evolution of Fund Financing with Neno Raic  03:40 Neno's Journey: From Croatia to Fund Finance Innovator  07:50 The Importance of Fund Finance in Investment Banking  11:47 Mindset and Skillset: Keys to Success in Fund Finance  16:05 Mastering the Art of Fundraising and Adding Value  22:06 Navigating Career Transitions in Finance  23:42 The Essence of Problem Solving in Business  24:12 Navigating Challenges and Embracing Opportunities  24:53 Leadership Insights: Building a Culture and Team Dynamics  26:44 The Power of Core Values in Shaping a Company  28:59 Transitioning from Investment Banking to Entrepreneurship  30:58 The Role of Mentorship in Career Development  33:44 Networking: A Necessary Skill for Founders  35:37 Fund Finance: Opportunities and Growth  37:23 Looking Ahead: Plans and Predictions for NLC  39:33 Reflecting on Career Advice and Continuous Learning  43:44 Closing Thoughts and Open Invitation

    48 min
  5. 9 JUIL.

    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 segments. She emphasizes the importance of building robust expertise, leveraging networking for career advancement, the role of mentorship and sponsorship, and actively participating in diversity and inclusion initiatives. Mannering also discusses the challenges and opportunities presented by technology in the banking sector, the significance of building meaningful relationships within the industry, and offers practical advice for professionals at different stages of their banking careers. Her unique perspective as a founding member of Exponent Women highlights the need for platforms that support women in finance!    00:00 Welcome to the Investment Banking Leaders Podcast Series 2  00:41 Meet Justine Mannering: A Trailblazer in Investment Banking  03:05 Justine's Unexpected Journey into Investment Banking  06:12 The Evolution of Investment Banking: Challenges and Technology  09:48 Building a Successful Career in Investment Banking  12:45 The Power of Sponsorship and Building Meaningful Connections  19:28 Embracing New Opportunities: Justine's Experience with Team Building  23:51 Championing Diversity and Inclusion in the Workplace  27:19 Empowering Women in Banking: Strategies and Insights  28:14 The Importance of Networking and Building Supportive Communities  29:31 Balancing Family and Career in Investment Banking  32:38 Creating a Supportive Work Environment and Recognizing Achievements  37:11 Navigating the Post-COVID Work Environment: Challenges and Adaptations  40:23 Effective Networking Strategies for Investment Bankers  43:19 Reflecting on a Career in Investment Banking: Advice and Insights  47:05 Final Thoughts and Resources for Professional Growth

    51 min

Bande-annonce

Notes et avis

5
sur 5
3 notes

À propos

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/

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