Welcome to Episode 33 of The Investment Banking Leaders Podcast!In this episode, host Peter interviews David Frank, the founder and CEO of Stonehaven. David discusses his entrepreneurial journey that began at age 23, navigating through the rise and fall of Robertson Stephens, and ultimately establishing one of the most innovative affiliate platforms for financial intermediaries.Learn about the transformative pivots that Stonehaven undertook, incorporating cutting-edge technology to create a collaborative ecosystem for independent financial professionals.Discover the intricacies of their tech-integrated system, the importance of community-building for success, and insightful advice for aspiring entrepreneurs in investment banking.Tune in for an episode packed with valuable insights, strategies, and leadership lessons that can fast-track your career!00:00 Introduction to the Podcast00:39 Meet David Frank: Disrupting Traditional Banking01:33 David's Early Career and Entrepreneurial Beginnings04:03 Building Stonehaven: From Placement Agent to Tech Platform05:50 The Evolution of Stonehaven's Affiliate Platform09:41 Stonehaven's Tech-Driven Approach11:55 How Stonehaven Supports Affiliates24:33 Community Building at Stonehaven25:20 Unlocking Collaboration in Affiliate Platforms26:25 Hosting Events and Building Community28:31 The Transition to Independence30:38 Economic Benefits of Independence31:58 AI and Technology in Deal Making37:13 Entrepreneurial Insights and Avoiding Burnout41:19 Final Thoughts and Recommendations#AI #fintech #finance #podcast #altrum #leadership #theinvestmentbankingleaderspodcast #dealtoys #financialtombstone #awards #mentorship #networking #innovative

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

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 Leaders 00:30 Introducing Alex Chesineau: A Global Banking Leader 01:12 Alex's Diverse Career Journey 02:57 CMD Global Partners: A Boutique Investment Bank 03:49 Alex's Passion for Scuba Diving 04:33 Working in China: Challenges and Learnings 11:16 Building a Diverse Network 18:33 The Importance of Mentorship 20:30 Strategically Managing Your Career 22:24 Finding Fulfillment in a Global Career 23:46 Navigating Cross-Border Transactions 26:02 Essential Skills for Investment Banking Leaders 31:06 The Role of Empathy in Leadership 33:08 Recognizing Success in Investment Banking 35:27 Opportunities and Challenges in 2025 38:48 Learning from Mistakes and Taking Risks 40:40 Recommended Reads for Leaders 44:14 Conclusion and Final Thoughts

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

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 Leaders Podcast

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 Bracket Firm

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

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 in debt 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 on leveraging 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

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

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

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

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

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

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 

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