The Investment Banking Leaders Podcast

Altrum - Hosted by Peter Nieberg
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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 DE SET.

    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 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

    39min

  2. 9 DE SET.

    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 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

    38min

  3. 21 DE JUL.

    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 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

    46min

  4. 23 DE JUN.

    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&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

    36min

  5. 3 DE JUN.

    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 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 LeadersPodcast 00:39 Meet Adrian Millan: A Journey Through InvestmentBanking 01:18 The Exciting World of Secondaries 01:47 Adrian's Career Path and Insights 04:18 Client Services and Market Strategies 16:46 The Role of Technology and Innovation 25:49 Advice for Aspiring Investment Bankers 30:29 Reflections and Recommendations 35:20 Conclusion and Final Thoughts

    36min

  6. 27 DE MAI.

    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 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=sharing For more exclusive insights, join the IB Leaders Club at ibleadersclub.com. Happy listening!   00:00 Introduction to The Investment Banking Leaders Podcast 00:39 Guest Introduction: Tanya Van Biesen 02:11 Tanya's Career Journey 03:38 VersaFi's Mission and Success 05:09 Challenges in Investment Banking 07:57 Parental Leave and Gender Equality 09:42 Leadership and Inclusivity in Finance 20:21 Future of Finance: AI and Gender Representation 24:09 Wealth Management and Gender Dynamics 26:34 Tanya's Leadership Style and Advice 31:08 Conclusion and Final Thoughts

    37min

  7. 28 DE ABR.

    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 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 Podcast 00:39 Guest Introduction: Hawken Lord's Journey 01:55 The Birth of Edgewater Strategy Group 05:22 Challenges and Lessons in Entrepreneurship 12:05 Building a Strong Company Culture 17:09 Talent Acquisition and Development 20:57 Transitioning from Investment Banking to PrivateEquity 22:07 Challenges in Financial Modeling for Different Sectors 22:48 Overcoming Rejections and Finding the Right Fit 25:31 Advice for Aspiring Private Equity Professionals 26:25 The Importance of Reputation and Relationships 28:46 Differences Between Investment Banking and PrivateEquity 32:22 Current Challenges in Private Equity 34:25 The Deal Team for Hire Model 37:40 Building and Expanding Edgewater 40:03 Leadership and Personal Growth 42:06 Reflecting on Career Plans and Flexibility 44:06 Conclusion and Final Thoughts

    45min

  8. 31 DE MAR.

    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 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

    36min
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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/

Informações

  • Criado por
    Altrum - Hosted by Peter Nieberg
  • Anos de atividade
    2023 - 2025
  • Episódios
    36
  • Classificação
    Livre
  • Copyright
    © Altrum - Hosted by Peter Nieberg
  • Site do podcast
    The Investment Banking Leaders Podcast

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