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In this episode, I am joined by one of the top technology investment bankers on wall street, Ted Smith. Ted is the Co-Founder and President of Union Square Advisors, a technology focused investment bank.

After graduating with a bachelor's degree from Notre Dame University, Ted began his career at Morgan Stanley, where he was an early member of the firm’s technology investment banking group.

Prior to co-founding Union Square Advisors he was a Managing Director at Credit Suisse, where he headed the global software investment banking practice. He also served as a corporate executive at Novell, including as Vice President of both Corporate Development and Business Development.

In our episode we chat about his time in the early days of Morgan Stanley’s tech group, the dot.com era, founding Union Square, his career journey, AI tech trends, work life balance, and his advice for junior investment bankers.

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In this episode of the FinanZe podcast, I am joined by one of the top investment bankers on Wall street, Steve McLaughlin. Steve is the Founder and CEO of FT Partners, one of the premier investment banks in the world and the largest focused on Fintech.

After graduating with a finance degree from Villanova University, Steve spent his first few years working at GE Capital in their famous financial management program. He then received his MBA from The Wharton School at The University of Pennsylvania, leading him to Goldman Sachs, where he spent 8 years at the firm becoming the head of the fintech group until his departure in 2002. With his entrepreneurial spirit and love for fintech, Steve started Financial Technology Partners in San Francisco. Steve was named the most influential dealmaker in Fintech by The Institutional Investor in 2017 and has continued to close some of the biggest deals in the fintech industry.

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In this episode I am joined by another amazing guest Mrs. Saira Malik. Mrs. Malik has had a fantastic career in the finance world. Mrs. Malik is currently the Chief Investment Officer of Nuveen, one of the largest investment management firms in the world.

Previously, she spent her first 6 years at J.P. Morgan Asset Management in equity research. Saira was recognized as one of Pensions & Investments’ "Most Influential Women in Institutional Investing" in 2023 and has been profiled in Barron’s, which ranked her among the top 100 most influential women in U.S. finance. She was also named one of the LinkedIn "Top Voices in Finance".

Saira holds a bachelor’s degree in economics from Cal Poly in San Luis Obispo and a masters of finance from The University of Wisconsin-Madison. Lastly, she holds the CFA designation.

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