The Investment Banking Leaders Podcast Altrum

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 in London. Peter has loads of impressive experience in the industry, starting his career off at UBS Investment Bank as an Analyst. After that, Peter worked his way up through different firms such as KPMG, Piper Jaffray, Nomura International, and Mooreland Partners, ultimately setting him up for success in his leadership role at Stifel. His rapid ascent to the top, going from Analyst to MD in just 11 years, showcases his determination and sheer talent in the industry. 

If you’re interested in hearing a fun fact about Peter, we have a great one for you. After competing in range shooting at university, Peter obtained a license to teach others how to shoot guns. While he doesn’t use the license or practice often due to life getting in the way, he says it is quite a fun fact to bring up at client events! 

All banks work differently, but Peter’s advice for analysts is relevant to all. Trying to understand the big picture is key; don’t let yourself get absorbed in the minutia of what you need to do without actually understanding why. This is not helpful for your career at all; there should be a healthy balance between the production and the understanding of a task! Another key tip, do your best to not get overwhelmed by the intensity of working on a specific deal. Spiraling with worry will only set you back further – try to see the light at the end of the tunnel, push through and give it your all! 

If you’d like to learn more about Peter and get even more valuable career advice, press play for the final episode of Series 1 now! 



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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

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 Morgan Stanley. After that, he moved to J.P. Morgan and worked his way up to VP of Real Estate IB. Sher is a real estate M&A expert and is passionate about sharing his wisdom with you all.  

Sher shared an unexpected fun fact with us; as a kid, between first and twelfth grade, he moved quite a lot. Because his father was a diplomat, Sher’s family traveled frequently, and he had to change schools about 7 times. He credits his love for investment banking to his constant moving as a child; finding new friends at each school is like meeting new clients for new deals! His childhood experiences helped him learn how to assimilate quickly and grow in new, nerve-wracking environments. 

For those more junior in the industry, Sher says it is especially important to go with the flow and keep up with the times. Making sure that you evolve with the world is key; know what the trends are and be mindful of where the industry is going from a market perspective. Every aspect of your work should be evaluated to make sure you are staying ahead of trends is paramount to your success in the investment banking industry. 

Interested in hearing more from Sher about his career and advice to advance your own? Press play for Episode 7 now! 



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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

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 d’Angelin in 2018 as an Executive Director, moving up the ranks to Partner in under 4 years. Throughout his time in the industry, he has become an expert in fixed income, equities, corporate finance, M&A, and more, advising high-profile clients and transactions in many different industries across the globe. 

One thing you might not know about Alessio is that he is a huge Fiorentina fan. In his words, if you send him a CV and say you support Fiorentina, you are going to get some brownie points! All jokes aside, if you want to chat all things IB and football, Alessio is your guy. 

Alessio had some helpful tips for recognition for new Associates overseeing Analysts. If an Analyst does something differently than you would have done it, but at its core, it still works and fits the bill, let it be. Learning how to filter what you would’ve done differently and accepting the work allows the Analyst to feel rewarded and confident. 

To hear more insightful tips and career-changing advice from Alessio, press play for Episode 6 now! 



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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

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 over 20 years of experience in the IB industry, Charles focuses on M&A, divestitures, debt, and equity raises, LBOs, and MBOs. Charles started his career with PwC in 2003, working his way up through the years to make Partner in 2016, so he knows a thing or two about loyalty, growth, and development! 

Something you may not have expected about Charles is his love for a good time; he credits this to his more Latin blood, growing up in Montreal with French as his first language. Yes, bankers like to have fun too! He is known for dressing up in costumes whenever he gets the chance, his basement full of extravagant ensembles from different eras that he likes to whip out for some laughs around the office.  

We spoke to Charles about how he fosters a positive company culture at PwC, and he had great insights. In his words, if you’re putting in those long hours, work has to be fun. Focusing on key values like loyalty, teamwork, and respect helped to reduce turnover and create an overall better culture. Due to remote work taking over the world after the COVID-19 pandemic, rebuilding company culture has been one of the biggest challenges to Charles. Returning to those values has been paramount in rebuilding the strong culture he knows and loves at PwC. 

If you’re ready to hear more stories and career advice from Charles, Episode 5 is waiting for you! Press play now. 



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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

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 healthcare sector and has amassed over 20 years of experience in the investment banking industry. Joining Alantra in 2019, Rusty is an expert in his field and deeply understands all things biosciences, pharma, life sciences, and medical devices.  

While Rusty encourages all to take a break from work and unplug from the day-to-day tasks that come with the territory, he knows it can be tough to leave work at the door when you get home. One of his favorite ways to refresh and take time for himself is to start the day off with a morning workout; really focusing on yourself in that moment will allow you to bring your all later in the office. 

One of the best pieces of advice Rusty gave us in this episode was to be open. Everyone has their roles, but it is important to be as flat as one can be in terms of an organizational hierarchy; analysts are not expected to go out and generate business, but they should never be dissuaded from taking risks, interfacing with clients, and trying their hand at more advanced work.  

If you’d like to learn more about Rusty, his leadership style, and helpful tips and tricks to advance your career in the industry, press play for Episode 4 now! 

 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

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 Hill in 2002, acquired by Daiwa in 2018, Scott has been in finance for over 35 years and has no doubt secured himself as one of the industry’s best and brightest. Scott has been instrumental in hundreds of transactions, producing billions for clients in M&A. 

Upon moving to New York as a brand-new member of the industry, Scott tells us that he didn’t have two nickels to rub together. His journey through the IB world is truly a one-of-a-kind success story full of hard work and determination; just 5 years after his arrival in the Big Apple, he was in a completely different situation, thriving and succeeding. 

If you’re a junior member of the IB industry and take one thing away from this week’s episode, let it be this. We talked to Scott about what advice he has for juniors that are interested in becoming better networkers, and he had 4 great points. 


Listen intently 


Be a sponge 


Be tenacious 


Go beyond the simple – push yourself every day and always add your insight. 



His number one piece of advice that is fundamental to success? Press play for Episode 3 now! 



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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere