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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
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Join us for a brand new episode of The Investment Banking Leaders Podcast with Alexandre Chenesseau, Managing Director at CMD Global Partners in New York!
Alex shares his journey in investment banking, including his extensive experience in cross-border M&A and capital solutions, and his time in Asia.
Learn about Alex's unique approach to career growth, the importance of volunteering, building authentic relationships, and strategic decision-making. Gain insights on the current trends and opportunities in the industry, and discover how to navigate the complexities of cross-border transactions.
Whether you're an aspiring banker or a seasoned professional, this episode offers valuable lessons on leadership, mentorship, and achieving career success!00:00 Exclusive Insights from Industry Leaders00:30 Introducing Alex Chesineau: A Global Banking Leader01:12 Alex's Diverse Career Journey02:57 CMD Global Partners: A Boutique Investment Bank03:49 Alex's Passion for Scuba Diving04:33 Working in China: Challenges and Learnings11:16 Building a Diverse Network18:33 The Importance of Mentorship20:30 Strategically Managing Your Career22:24 Finding Fulfillment in a Global Career23:46 Navigating Cross-Border Transactions26:02 Essential Skills for Investment Banking Leaders31:06 The Role of Empathy in Leadership33:08 Recognizing Success in Investment Banking35:27 Opportunities and Challenges in 202538:48 Learning from Mistakes and Taking Risks40:40 Recommended Reads for Leaders44:14 Conclusion and Final Thoughts
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Join us for a new episode of The Investment Banking Leaders Podcast featuring David Lam, Vice Chair and Managing Partner at Deloitte Corporate Finance Canada!
Discover David's unique journey from fast food franchises to leading Deloitte's corporate finance practice, as well as his insights on entrepreneurship, team culture, and effective leadership.
Learn how David builds client trust, manages tough conversations, and maintains a long-term vision for success. Packed with personal anecdotes, Chinese philosophy, and practical advice, this episode is a must-watch for aspiring leaders and professionals in the finance industry.
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00:00 Introduction to the Investment Banking Leaders Podcast
00:30 Meet David Lam: From Fast Food Franchises to Deloitte
00:48 David's Entrepreneurial Journey and Early Career
02:38 Deloitte Corporate Finance: Services and Success
04:17 David's Personal Insights and Kickboxing Background
06:43 Entrepreneurial Skills in Finance
09:25 Building a Personal Brand and Authenticity
14:19 Overcoming Obstacles and Rising Above
17:23 Leadership and Building a Unique Culture
23:02 Understanding the Sales Process
23:47 The Bamboo Analogy
25:38 Building Client Trust
28:51 Delivering Tough News
30:04 Opportunities for Future Leaders
33:03 Challenges for Modern Leaders
34:25 The Future of M&A and AI
38:12 Advice for Aspiring Leaders
42:33 Final Thoughts and Reflections
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In this episode of the Investment Banking Leaders Podcast,our host, Peter Nieberg, interviewed Bryan Kuhn, co-founder and partner at Vestra Advisors.
Bryan shares his insights from his 12-year career at Citi, where he advised on complex M&A and capital market transactions and raised over $30 billion for clients.
Bryan discusses his journey of founding Vestra Advisors, emphasizing the importance of sector focus, quality service, and strategic planning. He also talks about career management, mentorship, goal setting, and the skills critical for investment banking leaders.
Bryan highlights the significance of taking risks, nurturing professional relationships, and continuously improving one's skillset for long-term success in the industry.
00:00 Introduction to the Investment Banking LeadersPodcast
00:26 Meet Bryan Kuhn: Co-Founder of Vestra Advisors
00:49 Bryan's Career Journey at Citi
01:21 The Birth of Vestra Advisors
01:49 Vestra Advisors: Focus and Services
02:57 Early Success and Future Prospects
03:11 Personal Insights: Sabbatical and Ironman
04:10 Career Reflections: Working at a Bulge BracketFirm
06:11 Strategic Career Management and Goal Setting
13:31 The Importance of Mentorship
17:08 Founding Vestra: Inspiration and Challenges
20:34 Embracing Risk and Uncertainty
21:54 Keys to Early Success at Vestra
23:17 Vestra's Unique Market Position
24:57 Managing Client Relationships
29:18 Essential Skills for Investment Banking Leaders
33:20 Challenges in the Post-COVID Environment
36:06 The Rise of Boutique Firms
37:36 Personal Growth and Development
41:03 Final Thoughts and Advice
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In this episode of the Investment Banking Leaders Podcast,host Pete welcomes Piers, the Managing Director and Head of DCM Syndicate at Truist Securities in New York.
Piers shares valuable insights from his 20-year career indebt markets, including his pioneering work on contingent capital instruments and strategies for navigating financial crises.
The conversation covers key differences between U.S. and European finance, the importance of building a network, and actionable tips on fostering resilience and growth in fast-paced environments.
Additionally, Piers offers a unique perspective onleveraging technological advancements and demographic shifts for business growth, concluding with impactful advice for aspiring leaders.
00:00 Introduction to the Podcast
00:27 Meet Piers, the Debt Expert
00:44 Piers' Career Journey
01:54 Truist Securities: A New Banking Giant
03:37 Piers' Personal Interests
04:39 Lessons from the RAF
05:53 Transitioning from the UK to the US
09:54 Differences Between US and UK Finance
13:05 Pioneering Contingent Capital Instruments
16:54 Surviving the Financial Crisis
20:30 The Collapse of Credit Suisse
23:28 The Importance of Resilience in Leadership
23:35 Gaining Perspective as a Leader
24:05 A Controversial Leadership Tool
27:05 The Power of Vision in Leadership
29:07 Motivating Your Team
29:58 Opportunities and Challenges in the Industry
34:31 Building Resilience
36:38 Growth and Development as a Leader
38:33 Recommended Books and Podcasts
41:05 Career Highlights and Final Advice
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This week's episode of The Investment Banking Leaders Podcast features an exclusive conversation with Shaun Browne, Chairman of the Consumer Group, Europe, and Co-Head of Corporate Finance Europe at Houlihan Lokey in London.
Browne shares invaluable insights from his impressive career, which includes roles such as CEO of HSBC Investment Bank in India and founder of the boutique advisory firm McQueen.
Learn his secrets to success, including his ability to reinvent himself, build strong teams, and leverage deep sector knowledge. Discover how to navigate the challenges of the investment banking industry and capitalize on new opportunities like AI and IPO market recovery.
Don't miss out on Shaun's leadership tips and advice for aspiring investment banking professionals. Tune in now for a 45-minute deep dive into the world of investment banking and career growth!
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The Investment Banking Leaders Podcast
Hosted by Peter Nieberg
Produced by Peter Nieberg and Brett Dayman
Edited by Natalia Revere
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On this episode of The Investment Banking Leaders Podcast, our host Pete Nieberg sits down with Monika Nickl, Founding Partner at TCG Corporate Finance, to explore her 20-year career in the industry.
Monika shares insights on leading top firms, mentorship, industry trends, and overcoming challenges as a female leader.
Tune into Episode 19 now for valuable lessons on success in investment banking!
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The Investment Banking Leaders Podcast
Hosted by Peter Nieberg
Produced by Peter Nieberg and Brett Dayman
Edited by Natalia Revere
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In this episode of The Investment Banking Leaders Podcast, we sit down with Larry Grafstein, Deputy Chairman, Global Investment Banking at RBC Capital Markets.
Larry shares his unconventional journey from law and politics to investment banking, offering valuable insights on building relationships, winning major deals, and achieving a work-life balance.
With over $1 trillion in transactions under his belt, Larry’s wisdom on navigating high-stakes finance and fostering professional connections is a must-hear for aspiring finance professionals!____________________________________________
The Investment Banking Leaders Podcast
Hosted by Peter Nieberg
Produced by Peter Nieberg and Brett Dayman
Edited by Natalia Revere
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In this episode of the Investment Banking Leaders podcast, host Pete Nieberg interviews Neno Raic, Co-Founder and Managing Partner at NLC.
Founded in 2021, NLC has become the first independent alternative fund finance lender dedicated to providing financing solutions to general partners and the funds they manage.
Raic shares insights from his journey in the fund financing space, the impact of recent banking crises on the industry, and the importance of building a solid team culture in the ever-growing NLC.
He also discusses the transition from corporate banking to entrepreneurship, the value of networking, mentorship, and the significance of persistence and excitement in fundraising. Additionally, Raic emphasizes the importance of celebrating successes and encourages interested individuals to consider the growing field of fund financing.
00:00 Meet Neno Raic: A Trailblazer in Fund Financing
02:09 The Evolution of Fund Financing with Neno Raic
03:40 Neno's Journey: From Croatia to Fund Finance Innovator
07:50 The Importance of Fund Finance in Investment Banking
11:47 Mindset and Skillset: Keys to Success in Fund Finance
16:05 Mastering the Art of Fundraising and Adding Value
22:06 Navigating Career Transitions in Finance
23:42 The Essence of Problem Solving in Business
24:12 Navigating Challenges and Embracing Opportunities
24:53 Leadership Insights: Building a Culture and Team Dynamics
26:44 The Power of Core Values in Shaping a Company
28:59 Transitioning from Investment Banking to Entrepreneurship
30:58 The Role of Mentorship in Career Development
33:44 Networking: A Necessary Skill for Founders
35:37 Fund Finance: Opportunities and Growth
37:23 Looking Ahead: Plans and Predictions for NLC
39:33 Reflecting on Career Advice and Continuous Learning
43:44 Closing Thoughts and Open Invitation
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This episode features Justine Mannering, an accomplished Managing Director on the Consumer Retail Team at Stifel in New York, sharing her extensive investment banking experience and insights on career growth, diversity and inclusion, networking, and work-life balance.
Starting her career at DC Advisory and rapidly advancing, Mannering has executed over a hundred transactions across various consumer segments. She emphasizes the importance of building robust expertise, leveraging networking for career advancement, the role of mentorship and sponsorship, and actively participating in diversity and inclusion initiatives.
Mannering also discusses the challenges and opportunities presented by technology in the banking sector, the significance of building meaningful relationships within the industry, and offers practical advice for professionals at different stages of their banking careers. Her unique perspective as a founding member of Exponent Women highlights the need for platforms that support women in finance!
00:00 Welcome to the Investment Banking Leaders Podcast Series 2
00:41 Meet Justine Mannering: A Trailblazer in Investment Banking
03:05 Justine's Unexpected Journey into Investment Banking
06:12 The Evolution of Investment Banking: Challenges and Technology
09:48 Building a Successful Career in Investment Banking
12:45 The Power of Sponsorship and Building Meaningful Connections
19:28 Embracing New Opportunities: Justine's Experience with Team Building
23:51 Championing Diversity and Inclusion in the Workplace
27:19 Empowering Women in Banking: Strategies and Insights
28:14 The Importance of Networking and Building Supportive Communities
29:31 Balancing Family and Career in Investment Banking
32:38 Creating a Supportive Work Environment and Recognizing Achievements
37:11 Navigating the Post-COVID Work Environment: Challenges and Adaptations
40:23 Effective Networking Strategies for Investment Bankers
43:19 Reflecting on a Career in Investment Banking: Advice and Insights
47:05 Final Thoughts and Resources for Professional Growth
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This episode features an enlightening conversation with Karan Goyal, Managing Director of Group Strategy, M&A, and Venture Capital at Emirates MBD in Dubai.
Goyal shares his extensive journey in the investment banking sector, starting from boutique investment banks in India, moving to Dubai, and eventually joining Emirates NBD. He delves into his role in expanding the bank's international presence through strategic M&A transactions and talks about the uniqueness of in-house investment banking compared to traditional advisory roles.
The discussion covers key aspects of leadership, the importance of networking, work-life balance, the impact of technology on banking, and the value of recognition within the industry. Karan offers invaluable insights for both aspiring investment bankers and seasoned professionals on navigating a successful career in this dynamic field!
00:00 Meet Karan Goyal: A Journey from Investment Banking to Emirates MBD
01:54 The Evolution of Emirates MBD and Karan's Role
04:24 Karan's Personal Journey into Investment Banking
07:40 Insights into In-House Investment Banking vs. M&A Advisory
16:55 Transitioning to In-House: Skills, Preparation, and Challenges
22:49 Advice for Vice Presidents Aspiring to MD Level
26:10 The Importance of Networking for Career Advancement
26:32 Building Strong Professional Relationships
27:35 The Importance of Networking Beyond Work
28:54 Adapting to Post-COVID Work Environments
29:21 The Value of In-Person Networking in the Hybrid Work Era
31:35 Leveraging Events and Technology for Networking
32:44 Future Trends in Banking and Customer Centricity
34:45 Leadership Skills for the Financial Industry
41:07 Recognition and Culture in Investment Banking
44:53 Personal Growth and Work-Life Balance
49:22 Final Thoughts on Investment Banking as a Career
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This episode features Maren Winnick, a senior Managing Director at Evercore in New York, discussing her extensive career in biotech and healthcare investment banking.
Maren shares her journey from consulting at Monitor Group and her time at Goldman Sachs, to leading Moderna Therapeutics' corporate finance and investor relations, before joining Evercore in 2017.
She also talks about her role as co-head of Evercore Women's Network, aimed at supporting and mentoring women in finance. Maren gives advice on building a successful career in investment banking, the importance of networking and mentorship, achieving work-life balance, and her efforts towards promoting female leadership in the industry.
She emphasizes personal growth, the value of facing challenging situations, and the importance of aligning with rising stars in the industry for career development!
00:00 Meet Maren Winnick: A Biotech Investment Banking Powerhouse
01:08 Introduction to Evercore and Its Impact in Investment Banking
02:05 Maren's Unexpected Journey into Investment Banking
03:58 Overcoming Introversion: Tips for Success in Client Service
06:58 Leveraging Diverse Experiences for a Successful Career
13:14 Advice for Aspiring Investment Bankers: From Analyst to MD
16:58 Building Meaningful Relationships and Navigating a Demanding Career
20:42 Achieving Work-Life Integration in High-Pressure Jobs
22:13 Balancing Work and Personal Life: Insights and Strategies
22:57 Empowering Through Communication: The Key to Work-Life Harmony
24:07 Elevating Women in the Workplace: The Ever Cause Women's Network
25:57 Strategies for Promoting Female Leadership in Investment Banking
28:06 The Importance of Sponsorship and Networking for Career Advancement
33:05 Cultivating a Positive Work Culture and Team Recognition
37:05 Adapting to Post-Covid Work Environments and Embracing Flexibility
39:06 Reflecting on Career Growth and Future Aspirations
41:03 Leadership Insights: Reading for Success
42:01 Final Thoughts and Career Advice
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In this episode of the 'Investment Banking Leaders Podcast', host Pete Nieberg interviews Armin Heuberger, a seasoned investment banker with over 25 years of experience, currently serving as the managing director and head of ECM for Germany and Austria, and equity linked in EMEA.
Based in Frankfurt, Heuberger shares his journey from starting his career at Merrill Lynch in New York, to his successful stint at Morgan Stanley in London, and finally leading the team at UBS.
Alongside his career development, he emphasizes the importance of versatility in investment banking, taking opportunities to learn across different sectors and products, and building direct relationships with investors.
Armin also discusses the shifts in banking culture post-Brexit and COVID-19, the balance between client demands and work life, and the significance of leadership style and team dynamics in driving success!
00:00 Meet Armin Heuberger: A Journey Through Investment Banking
02:47 Armin's Path to Investment Banking: From Apprenticeship to Expertise
05:25 The Essence of Investment Banking: Client Relationships and Deal Success
08:08 The Art of Execution in Investment Banking
09:43 Building Versatility and Skills in Investment Banking
22:05 Advice for Navigating and Succeeding in the Equity Space
25:05 Decoding Financial Metrics and Investor Insights
26:08 Cultivating Career-Defining Relationships
26:29 Strategic Advice for Aspiring Executives
27:11 Navigating the VP Level: Focus and Relationships
29:27 Leadership Style and Development at the VP Level
30:37 Exploring Personal Growth and Leadership Philosophies
34:23 Fostering Team Success and Recognition in Investment Banking
37:35 Adapting to Changes in European Investment Banking Post-Brexit
39:53 Balancing Client Demands with Team Well-being
43:11 Reflecting on a Career in Investment Banking
45:39 Final Thoughts and Personal Mantras
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In this extensive interview, Dominic Lester, a seasoned investment banker with over 32 years of experience and current EMEA Head of Investment Banking and Joint Global Head of Technology at Jefferies, London, shares his journey from starting at Dylan Reed in New York to growing Jefferies' investment banking sector in EMEA.
He discusses Jefferies' evolution into a top global investment bank, focusing solely on M&A and capital markets advice without delving into wealth or commercial banking.
Dominic speaks about the transition from specialist to leader, emphasizing the importance of persistence, adaptability, and the power of persuasion in investment banking. He also touches on the dynamic nature of the industry, the challenges of leading and motivating teams, the value of client relationships, and the impact of AI and technology on investment banking.
Furthermore, he shares personal insights into the significance of embracing diverse cultures and experiences for professional growth and the importance of looking beyond immediate tasks to understand and influence the broader business landscape!
00:00 Meet Dominic Lester: A Titan in Investment Banking
00:28 Dominic's Journey: From Boutique Banks to Jefferies
01:51 The Essence of Jefferies: A Pure Play Investment Bank
04:12 Dominic's Personal Insights: Memory, Persuasion, and Success
07:13 The Art of Deal-Making: Strategies and Challenges
12:56 Dominic's Advice: Overcoming Challenges in Investment Banking
18:06 Choosing the Right Company: Leadership andAdaptability
22:53 Attracting and Building Talented Teams
28:37 The Balancing Act of Specialization and Leadership
30:34 Recognizing Success Beyond Financial Results
32:43 Personalized Motivation: The Key to Team Success
34:44 Leadership Development: Insights and Opportunities
36:25 Embracing Diversity and Change in Investment Banking
40:21 The Value of Cultural Adaptability in Global Business
43:57 AI's Role in Shaping the Future of Investment Banking
48:08 Reflecting on Career Growth and Advice for the Future
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In this episode of the Investment Banking Leaders Podcast, we're joined by Maria Watts, Managing Director and Co-Head of Global Consumer Investment Banking at Baird in Chicago.
With over 20 years of experience in investment banking and a portfolio of transactions exceeding $30 billion, Maria shares her journey from an analyst at Stephens to her current role at Baird. She delves into her passion for recruiting, coaching, and developing talent within the industry.
Maria also discusses the importance of intellectual curiosity, team dynamics, and the intrinsic meritocracy of investment banking. She emphasizes the role of culture and mentorship in career development, offering advice for aspiring bankers at various stages of their careers.
Additionally, Maria touches on the impact of Covid-19 on workplace relationships and strategies for navigating current industry challenges. Her insights extend to the value of female leadership, the importance of data for leveraging AI in investment banking, and recommendations for personal development and navigating feedback.
The conversation concludes with personal anecdotes, including her skydiving adventure, and essential reading suggestions for professionals seeking growth!
00:00 Welcome to the Investment Banking Leaders Podcast with Maria Watts
01:40 Introducing Baird: A Global Middle Market Investment Bank
02:26 Maria's Unexpected Journey into Investment Banking
04:22 Skydiving Adventures: Maria's Thrilling Experience
05:34 Building a Successful Investment Banking Career:Strategies and Reflections
06:55 The Importance of Recognition in Investment Banking
08:49 Owning Your Career: Maria's Advice on SkillDevelopment
13:07 Feedback and Evaluation: Navigating Challenges and Growth
14:44 Fostering Strong Peer-to-Peer Relationships inInvestment Banking
18:46 Addressing Challenges and Opportunities for Analysts and Associates
23:01 Navigating Career Growth: Insights for Business School Graduates
24:34 Transitioning from VP to MD: Strategies for Success
27:25 Empowering Female Leadership in Investment Banking
34:51 Cultivating a Supportive Culture and Mentorship
37:15 Strategic Leadership and Navigating IndustryChallenges
40:16 Embracing AI and Data for Future Success
41:57 Fostering a Positive Culture in Investment Banking
44:36 Personal Reflections and Advice for Aspiring Bankers
46:04 Recommended Reads for Personal and Professional Growth
47:32 Concluding Thoughts and the Value of Self-Reflection
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This episode of the Investment Banking Leaders Podcast features host Pete Nieberg, Global Head at Altrum, and guest Steve Hufford, Senior Managing Director and COO at Raymond James.
They delve into the intricacies of investment banking, discussing the keys to successful deal-making, the importance of growth and development, and the impact of technology on the industry. Hufford shares his unconventional path to investment banking, emphasizing the value of a varied background and the skills he acquired along the way.
The conversation also touches on fostering a diverse and inclusive workplace, the significance of self-awareness in leadership, and the role of recognition in building a positive corporate culture.
Additionally, Steve offers personal insights from his experience as a high school basketball coach, highlighting the parallels between sports leadership and corporate management.
00:00 Welcome to the Investment Banking Leaders Podcast Series 2!
01:15 Meet Steve Hufford: A Unique Journey in Investment Banking
03:16 Inside Raymond James: Strategies and Successes
05:05 The Path to Investment Banking: Steve's Story
10:45 Mastering Deal Making: Tips from the Top
16:47 Growth and Development: Advice for Aspiring Bankers
25:51 Mentoring and Leadership: Building Strong Teams
30:07 Unlocking Success: The Power of Self-Awareness in Banking
31:03 Mastering the Art of Effective Call Plans
33:12 Leading Yourself: The Foundation of Success
36:04 Navigating Challenges as an Investment Banking COO
39:41 Embracing Technology and Innovation in Investment Banking
42:17 Fostering Diversity and Inclusion in the Workplace
47:34 The Role of Recognition in Building a Positive Work Culture
57:04 Personal Growth and Leadership: Insights from a High School Basketball Coach
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Welcome back!
We are so excited to present you all with Series 2 of the Investment Banking Leaders podcast.
In Series 2 you will get...
8 more exclusive and rare interviews with some of the industry's best and brightest leaders across the globe.
Leaders who will share all their secrets to success with you!
Leaders who have closed thousands of successful deals between them, generating hundreds of billions of dollars in revenue.
Leaders giving you the roadmap to fast track your career and reach the highest echelons of the business!
We put the work in for you, to make your growth journey easier! Are you ready?
Enjoy Series 2 and let us know your thoughts!
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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
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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
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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
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