The Investment Banking Leaders Podcast

The Fire That Changed a Wall Street Leader: Brian Jones on Archegos, Success & Rebuilding

What happens when everything you’ve built - your career, reputation and future plans - can suddenly feel like it has been crushed? In this episode, Brian Jones, CEO and

Beyond the Pitchbook: What Really Makes a Great Investment Banker?

What separates the investment bankers who win deals from those who win trust? In this episode, Simon Mordant, Vice Chairman at Luminis Partners, reflects on more than fo

Beyond Financial Engineering: Winning in Private Equity

What do private equity firms really look for in an investment banking partner, and why do some bankers become trusted advisors while others remain transactional? In this

From McKinsey to Building Hungary's Leading Investment Banking Boutique

What does it take to create one of the most successful investment banking boutiques in Central & Eastern Europe, and develop an entirely new buyer universe along the way?

From Risk Manager to CEO: The Leadership Lessons That Changed Everything

What does it take to rise from managing risk during the global financial crisis to leading one of the world's most dynamic investment banking platforms across EMEA? In t

The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust

What can a career spanning healthcare, public health, andinvestment banking teach us about becoming a trusted advisor and leader? In this episode, Michael Meyers, Vice C

From Producer to Leader: Building a Career That Compounds with Larry Wieseneck

Why do so many top producers struggle when they step into leadership roles, and what actually separates the bankers who compound their careers over decades from those who

Beyond the Numbers: The Hidden Driver of M&A Success

Why do so many investment bankers misunderstand origination, and what actually drives long-term success in M&A? In this episode, Jason Murgio, CEO of M&A Services Inc.,

Why 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, sha

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 at Jefferies shares his unconventional journey from medical

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

From Small Town to Shareholder Battles: How Kai Liekefett Became the World's Top Activism Defense Lawyer

Welcome back to another great episode of The Investment Banking Leaders Podcast! In today's episode, we will explore how one man's refusal to lose and deep belief in inte

From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit

Welcome back to The Investment Banking Leaders Podcast! In this episode, our host Pete Nieberg chats with Luis Carlos Ochoa Paris, founder of Valoriza Group.From his earl

Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent

Welcome back to another episode of The Investment Banking Leaders Podcast! This week, we welcome Chiara Operto, founder of Edge Skills. In Episode 36, she shares how she

From Biology Lab to Boardroom: Aaron Schwimmer on Leading with Curiosity and Clarity

Welcome to another episode of The Investment Banking Leaders Podcast, hosted by the Investment Banking Leaders Club. In this episode, we are joined by Aaron Schwimmer, p

From Analyst to Industry Leader: Turner Bredrup on Building Trust, Teams & Top-Tier M&A Franchise

In this week's episode of The Investment Banking Leaders Podcast, hosted by The Investment Banking Leaders Club, Turner Bredrup, Senior Advisor and former Group Head of H

From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership

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

Leadership and Adaptability in Investment Banking with Steven Rathbone of Stout

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,

Inside the Secondaries Market: A Conversation with Adrian Millan of PJT Partners

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.

Leading Change: Tanya van Biesen of VersaFi on Gender Equity in Banking

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 oppor