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

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

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

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

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

Welcome to The Investment Banking Leaders Podcast, where we dive deep into the minds of industry giants!

In this episode, we sit down with John Stamatis, Managing Director and Co-Head of North America at Howden Capital Markets and Advisory (HCMA).

John shares his unique journey and insights from his decade-long experience building HCMA from the ground up.

Learn about HCMA's strategic focus on the global insurance and reinsurance industry, its approach to M&A advisory, capital markets, and insurance-linked securities. Discover how HCMA differentiates itself through deep specialization, integrated collaboration within the Howden Group, and a relentless focus on client service and execution.

John also discusses the importance of building a strong talent pipeline, fostering a collaborative culture, and maintaining client relationships.

Tune in for valuable career advice, leadership lessons, and John's vision for the future of investment banking. Don't miss this informative conversation packed with strategies that can fast-track your career!00:00 Introduction to the Podcast00:38 Guest Introduction: John Stamatis01:54 John's Career Journey and HCMA's Growth06:31 Scaling the Team and Strategic Integration11:02 Talent Development and Culture17:54 Client Relationships and Execution26:04 Industry Evolution and Future Opportunities34:28 Leadership Advice and Personal Insights39:31 Conclusion and Final Thoughts

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

In this episode of The Investment Banking Leaders Podcast, we gain exclusive and rare insights from David Koch, Managing Director, Head of ECM, and Co-Head of Capital Markets at Brown Gibbons Lang & Company in New York!

David shares his journey from starting his career at Lehman Brothers through its collapse, his significant contributions at Barclays and GP Bullhound, to his current role at BGL.

Learn about his unique capital formation approach, the importance of brand recognition in investment banking, and the key lessons he has learned from building multiple successful ECM teams.

David also discusses embracing change through technology, and the significance of mentorship, and offers valuable advice for aspiring leaders.

Don't miss out on this insightful discussion aimed at accelerating your career growth in the investment banking industry!

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00:00 Welcome to The Investment Banking Leaders Podcast

00:28 Introducing David Koch: A Journey Through Investment Banking

02:19 David Koch's Career Insights and Lessons

05:19 The Importance of Brand Recognition in Investment Banking

09:25 Building a Personal and Professional Brand

10:16 Transitioning Between U.S. and European Markets

17:20 Building Successful ECM Teams

23:46 Creative Deal Structuring

24:31 Advice for Aspiring Leaders

25:01 Key Leadership Traits

29:19 Building a Successful Team

32:46 Opportunities and Challenges in Investment Banking

33:56 Embracing Technology and AI

36:51 Recognizing Success in Teams

38:16 Reflecting on Career Growth

40:06 Future of Investment Banking

42:27 Conclusion and Final Thoughts