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 Podcast

00:38 Guest Introduction: Alan Bertie

02:01 Allan's Career Journey

06:22 Experiences at DLJ

08:28 Entrepreneurial Ventures

10:40 Current Role at Raymond James

12:34 Leadership Insights

15:19 Building Collegiate Environments

18:52 Cracking the C-Suite

20:46 Top 5%: The Power of Diligence and Follow-Up

21:12 Key Traits for Building Strong Relationships

21:40 Opportunities and Challenges for Modern Leaders

22:26 Ai's Impact on the Future of Deal Making

24:58 Evolving Dynamics in Private Equity

27:57 Resilience and Tenacity in Investment Banking

32:57 Global Travel and Networking Highlights

34:04 Advice for Aspiring Investment Bankers

35:10 The Importance of Continuous Learning

37:47 Final Thoughts and Future Outlook