The Investment Banking Leaders Podcast
Unlock the secrets of investment banking success from those who’ve made it to the top.
The Investment Banking Leaders Podcast is the ultimate resource for ambitious investment bankers who are committed to growth, leadership, and long-term success.
Whether you’re an Analyst or Associate aspiring to lead, a VP or Director making the critical shift from execution to origination, or a Managing Director seeking fresh perspectives, each episode features in-depth conversations with the industry’s most accomplished leaders.
Each episode features in-depth conversations with top investment banking leaders, uncovering their career-defining moments, leadership philosophies, and strategies for thriving in an ultra-competitive industry.
Our mission is straightforward: to connect you with the best minds in investment banking, enabling you to learn, grow, and lead with confidence.
Listen, Learn, Lead.
Explore episodes below and start levelling up your investment banking career today.
Episode 40: Most Bankers Fail at the VP - Director Transition (And How to Get It Right)
Why do so many investment bankers struggle to make the jump from execution to origination?
In this episode, Matt Zimmer, Head of Investment Banking at William Blair, shares what it really takes to succeed at the senior level, from building a 700-person global platform to developing the next generation of leaders.
We cover the mindset shift from VP to Director, why perfect execution is the foundation of origination, and how client trust, collaboration, and high standards drive long-term success.
Matt also shares powerful lessons on leadership, culture, and scaling teams. Including why great leaders act as “player-coaches,” eliminate toxicity fast, and build organisations that punch above their weight.
If you want to transition from executor to leader, this episode is essential listening.
Episode 39: From Medical School to Wall Street: How Great Investment Bankers Think Beyond the Deal
What separates transactional bankers from truly trusted advisors?
In this episode, Philip Ross, Vice Chairman and Chairman of Global Healthcare Investment Banking at Jefferies, shares his unconventional journey from medical school to Wall Street, and the principles that have shaped his 28+ year career.
Philip explains why the best bankers think in 10-year relationship arcs, stay relentlessly client-centric, and hold themselves to exceptionally high standards, even when no deal is on the table.
He also breaks down how VPs and Directors can move beyond execution to become strategic partners that clients trust. A masterclass in leadership, origination, and long-term thinking from one of the industry’s most respected voices.
Episode 38: How to Build an Investment Banking Boutique from Zero, and Why Origination is the Real Power
Most investment bankers are trained to execute. Very few are trained to originate, and that’s why most never make partner or build their own firm.
In this episode, Marcel Brix, Co-Managing Director and shareholder at Blok Management, shares how he went from intern to co-founder of one of Germany’s fastest-growing boutique investment banks and why he now spends 90% of his time on origination.
Episode 37: From Small Town to Shareholder Battles - How Kai Liekefett Became the World’s Top Activism Defense Lawyer
How one man's refusal to lose and deep belief in integrity, built the world's most elite shareholder activism defense practice.
From a small steel town in Germany to Wall Street, Kai Liekefett of Sidley Austin, became the world's top shareholder activism defense lawyer. He unpacks the "soap opera" of corporate battles, how he built a booming practice with constant BD, and why asking “why” is the key to leadership, learning, and client trust.
Episode 36: From Dreamer to Dealmaker - Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
Luis Carlos Ochoa Paris dreamt of becoming an investment banker. He made it to Citi. Then he dreamt of building his own boutique firm to serve clients with trust and speed. He made that happen too with Valoriza Group.
A powerful story of vision, discipline, and human connection in banking.
Episode 35: Breaking In, Standing Out, and Building Edge - Chiara Operto on the Future of Banking Talent
Chiara Operto, founder of Edge Skills, shares how she went from Credit Suisse M&A to fintech entrepreneur, why sales and soft skills matter more than ever, and how AI is shaping finance training.
A must-listen for aspiring bankers, juniors, and future leaders.
Episode 34: From Biology Lab to Boardroom - Aaron Schwimmer on Leading with Curiosity and Clarity
Aaron Schwimmer, Partner at MTS Health Partners, shares his unique journey across science, equity research, and banking—offering powerful lessons on authentic leadership, client trust, and becoming a strategic advisor in healthcare M&A.
A must-listen for bankers, advisors, and anyone navigating complex, content-rich client relationships.
Episode 33: From Analyst to Industry Leader: Turner Bredrup on Building Trust, Teams & Top Tier M&A Franchise
Turner Bredrup, Senior Advisor and former Group Head at Harris Williams shares leadership lessons from his 35+ year career in investment banking. Turner reveals how he helped scale Harris Williams from a 20-person M&A shop to an industry leader and founded its healthcare and life sciences group.
An essential listen for VPs navigating the shift from execution to leadership, aspiring dealmakers, client advisors, and future investment banking leaders.
Episode 32: From Traditional to Transformative: Stonehaven’s David Frank on FinTech Leadership
David Frank, CEO of Stonehaven, shares how he built a fintech platform powering 150+ independent bankers. From increasing deal economics to AI in compliance and burnout tips, this episode is a must-listen for bankers, investors & entrepreneurs shaping the future of finance
Episode 31: Leadership and Adaptability in Investment Banking with Steven Rathbone of Stout
What does it take to move to New York with no job, survive the Global Financial Crisis, and rise to Vice Chairman at a leading investment bank?
In this powerful episode, Steve Rathbone, Vice Chairman and MD at Stout, shares the journey behind the title from cold starts and economic chaos to building deep client trust and cultivating a high-performance, human-first leadership style.
Whether you're a junior banker or a seasoned MD, Steve’s insights on growth, leadership, and perseverance will leave you inspired and ready to level up.
Episode 30: Inside the Secondaries Market: A Conversation with Adrian Millan of PJT Partners
Adrian Millan, Partner at PJT Partners, breaks down why the secondaries market is exploding with forecasts reaching $1 trillion by 2030 and how PJT’s unique culture and use of technology is reshaping what it means to lead in investment banking.
A must-listen for future leaders, innovators, and anyone intrigued by the next frontier of private markets.
Episode 29: Leading Change: Tanya van Biesen of VersaFi on Gender Equity in Banking
Tanya Van Biesen, President & CEO of Versafi shares her unconventional path to leadership and her mission to drive gender equity in the finance industry.
In this episode, she dives into the real reasons women leave investment banking, what cultural shifts are needed, how AI could reshape career pathways, and why the wealth management sector is facing a once-in-a-generation opportunity. With insight, optimism, and action-oriented advice, Tanya makes a compelling case for a more inclusive future in finance.
A must-listen for aspiring leaders, senior bankers, and anyone committed to building teams that win by valuing every voice.
Episode 28: M&A Mastery: Hawken Lord on Changing the Game with Edgewater Strategy Group
Hawken Lord, Founder of Edgewater Strategy Group, shares how his "deal team for hire" model is reshaping how top firms like KKR and HIG tackle today's biggest challenges in M&A and private equity from talent shortages to market volatility. A must-listen for bankers, investors, and future dealmakers.
Episode 27: Inside the Mind of a Capital Markets Leader: Greg Rodgers on Law, Leadership & the Future of Finance
Greg Rodgers, Senior Partner at Latham & Watkins, shares insights from 26 years in Big Law, including leading Spotify’s landmark direct listing. A must-listen for investment bankers, capital markets professionals, and corporate lawyers interested in leadership, deal-making, mentorship, and the evolving intersection of law, finance, and tech.
Episode 26: Innovative Strategies in Finance: John Stamatis of HCMA on Leadership and Growth
John Stamatis, MD & Co-Head of North America at Howden Capital Markets & Advisory, shares how deep industry expertise, strategic integration, and a long-term focus on talent and culture are helping HCMA redefine investment banking in the global insurance space. A must-listen for bankers aiming to specialise, lead, and stand out.
Episode 25: Empowering Leaders in Investment Banking: Lessons from Allan Bertie of Raymond James
Allan Bertie, Head of European Investment Banking at Raymond James, shares insights on navigating complex deals, overcoming setbacks, and leading with integrity. Tune in to learn how top investment banking leaders cultivate resilience, build trust, and master the art of communication in high-stakes transactions.
Episode 24: Investment Banking Secrets to Success: A Conversation with David Koch from BGL
Discover how David Koch, MD & Head of ECM at BGL, navigated the fall of Lehman Brothers, built high-performing ECM teams, and embraced AI-driven change. A must-listen for investment bankers looking to lead in a rapidly evolving industry!
Episode 23: Mastering Cross-Border Deals & Career Growth – Investment Banking Insights with Alex Chenesseau
Alex Chenesseau, MD at CMD Global Partners, shares his journey from Asia to Wall Street, revealing the secrets to building strong relationships, navigating global markets, and leveraging mentorship for career success. A must-listen for investment bankers looking to thrive in an international landscape!
Episode 22: Lessons from a Financial Trailblazer: A Conversation with David Lam of Deloitte Corporate Finance
David Lam, Vice Chair & Managing Partner at Deloitte Corporate Finance Canada, shares his unconventional path to investment banking success, the power of an entrepreneurial mindset, and how to build high-performing teams with trust, transparency, and accountability. A must-listen for future industry leaders!
Episode 21: Strategic Moves: Bryan Kuhn of Vestra Advisors on Career Growth and Leading in Investment Banking
Bryan Kuhn, co-founder of Vestra Advisors, shares his journey from executing $30B+ in deals at Citi to launching his own investment banking firm. Learn how to take control of your career, build lasting relationships, and develop the skills needed for long-term success in IB. A must-listen for ambitious professionals!
Episode 20: Insights from Piers Ronan: Pioneering in Investment Banking and Embracing Change
Piers Ronan, MD & Head of DCM Syndicate at Truist Securities, shares his journey from London to New York, pioneering contingent capital instruments, and leading through market shifts. Discover how to build a powerful network, embrace learning curves, and develop resilience in investment banking. A must-listen for aspiring leaders!
Episode 19: The Growth Journey with Shaun Browne of Houlihan Lokey: Leadership in Action
Shaun Browne, Chairman & Co-Head of Corporate Finance Europe at Houlihan Lokey, shares his journey from accounting to investment banking leadership. Learn how to build strong teams, master sector specialization, and navigate industry shifts like AI and IPO market recovery. Learn expert strategies to elevate your career in investment banking.
Episode 18: Leading the Way: Monika Nickl on Building Top Investment Banking Firms and Empowering Future Leaders
Monika Nickl, Founding Partner at TCG Corporate Finance, shares her journey of scaling three M&A advisory firms, the power of sector specialization, and why emotional intelligence is just as vital as technical skills in leadership. Gain fresh insights into navigating investment banking with an entrepreneurial mindset.
Larry Grafstein, Deputy Chairman at RBC Capital Markets, shares his unconventional path from law and politics to investment banking, the art of building lasting relationships, and the balance between high-stakes deals and personal fulfilment. A deep dive into success, strategy, and career longevity in finance.
Episode 16: Fund Finance Unveiled: A Masterclass on Thriving in Fund Finance with Neno Raic of NLC
Neno Raic, Co-Founder & Managing Partner at NLC, shares his journey from corporate banking to entrepreneurship, the rapid evolution of fund financing, and the power of perseverance, culture, and client-centric thinking. A must-listen for those looking to break into or excel in alternative finance.
Episode 15: The Evolution of Investment Banking with Justine Mannering
Justine Mannering, MD at TD Cowen, shares her journey from auditing to investment banking, the power of networking and sponsorship, and how diversity is shaping the future of finance. Gain insights into career growth, industry innovation, and navigating work-life balance in a demanding profession. A must-listen for finance professionals at every stage!
Episode 14: The Strategic Mind: Excellence in Investment Banking with Karan Goyal of Emirates NBD
Karan Goyal, MD at Emirates NBD, shares his journey from boutique investment banking to leading strategic M&A, the differences between in-house and advisory roles, and the keys to long-term success—including networking, execution, and work-life balance. Essential listening for those navigating a career in finance.
Episode 13: Breaking Barriers: Empowerment in Finance with Maren Winnick, Snr MD, Biopharma Investment Banking at Evercore
Maren Winnick, Senior MD at Evercore, shares her path from consulting to leading biotech and healthcare investment banking, the power of mentorship and sponsorship, and strategies for career success. Tune in for insights on building relationships, embracing challenges, and driving diversity in finance.
Episode 12: Cultivating Leadership with Armin Heuberger, Former MD Head of ECM DE/AT & Equity Linked EMEA at UBS
Armin Heuberger, former MD & Head of ECM at UBS, shares his journey from Wall Street to leading European capital markets, the importance of adaptability, and how strong client and investor relationships drive success. Gain expert insights on leadership, team-building, and navigating the evolving banking landscape.
Episode 11: The Growth Game: Career Strategies & Insights with Dominic Lester, EMEA Head of Investment Banking at Jefferies
Dominic Lester, EMEA Head of Investment Banking & Joint Global Head of Technology at Jefferies, reflects on his journey from New York to leading a top global firm. He unpacks the art of persuasion, the role of vision in leadership, and how adaptability and technology are reshaping the industry. A compelling listen for those aiming to make a lasting impact in finance.
Episode 10: Strategies for Success with Maria Watts, MD & Co-Head of Global Consumer Investment Banking at Baird
Maria Watts, MD & Co-Head of Global Consumer Investment Banking at Baird, shares her journey from analyst to industry leader, the role of passion in career success, and why culture and mentorship are critical in investment banking. Tune in for insights on leadership, continuous growth, and navigating challenges in the evolving finance landscape.
Episode 9: From Unconventional Paths to Investment Banking Leadership – Steve Hufford’s Playbook
Steve Hufford, Senior MD & Head of Investment Banking at Raymond James, shares how teamwork, problem-solving, and persistence shaped his journey into investment banking. Learn how mentorship, continuous learning, and even lessons from coaching basketball can drive career growth and leadership in finance. A must-listen for those looking to stand out in the industry.
Episode 8: How to manage your time wisely and successfully balance your IB workload with Peter Shin of Stifel
Peter Shin, MD at Stifel, shares his journey from Analyst to Managing Director in just 11 years, offering invaluable career advice on time management, mentorship, and staying focused on the bigger picture. Tune in for strategies on navigating the pressures of deal-making while building strong relationships and a thriving team culture.
Episode 7: How to create a road map for your career and secure promotions in Investment Banking with Sher Hafeez of JLL
Sher Hafeez, MD at JLL Securities, shares how adaptability, strategic networking, and client understanding have shaped his career in real estate M&A. Gain insights on mentorship, market trends, and balancing personal growth with professional success in this dynamic industry.
Episode 6: How to make successful deals in Investment Banking with Alessio Pieri of d’Angelin
Alessio Pieri, Partner at d’Angelin & Co., shares his journey from Analyst to Partner, the critical role of communication and accountability in deal-making, and how to empower teams while maintaining work-life balance. Tune in for insights on leadership, networking, and the mindset needed to thrive in investment banking.
Episode 5: How can you find the right mentor in Investment Banking & network like a boss? With Charles Godbout of PwC
Charles Godbout, Partner & MD at PwC Corporate Finance, shares how genuine relationships, giving before asking, and carving out a niche can accelerate success in investment banking. Learn how he fosters a strong team culture, navigates industry changes, and balances hard work with having fun.
Episode 4: How can juniors in IB have a big impact on their firms? Insight and advice with Rusty Ray of Alantra
Rusty Ray, Managing Partner at Alantra, shares how fostering a strong company culture, embracing risk, and maintaining transparency can drive success in investment banking. Discover his insights on mentorship, networking, and work-life balance, along with strategies for taking ownership of your career.
Episode 3: How to make the jump from VP to MD & challenges facing CEOs today with Scott Wieler
Scott Wieler, Former Chairman at DC Advisory, shares his journey from humble beginnings to leading a top advisory firm. Learn how mentorship, relentless work ethic, and a client-first approach drive success, along with key lessons on leadership, culture, and sustaining long-term growth in investment banking.
Episode 2: How to move from IB to PE & tips on strong female leadership with Noha El Ghazaly of Mediterrania
Noha El Ghazaly, MD at Mediterrania Capital Partners, shares her journey from investment banking to private equity, the power of mentorship and teamwork, and how embracing diversity fuels success. Discover her insights on navigating high-stakes deals, maintaining balance, and making an impact in a male-dominated industry.
Episode 1: Secrets to getting hired at J.P. Morgan & advice on role transitions with Gokhan Ozkan of JP Morgan
Gokhan Ozkan, MD at J.P. Morgan, shares his journey from intern to industry leader, the critical role of technical skills and client relationships, and why observing top executives is key to success. Tune in for insights on proactivity, macro trends, and teamwork in high-stakes finance.
