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The Investment Banking Leaders Podcast

Hosted by Peter Nieberg - Founder, IB Leaders Club
Investment Banking
Leadership
Career Development
Networking
Mentorship
Entrepreneurship
Mergers and Acquisitions
Career Growth
Capital Markets
Leadership Development
M&A
Private Equity
M&A Advisory
Diversity and Inclusion
Stonehaven
Healthcare
Biotechnology
Client Relationships
Business Development
Market Basket Supermarkets

Unlock the secrets of investment banking success from those who’ve reached the top. The IB Leaders Podcast is built for ambitious investment bankers 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 ... more

PublishesMonthlyEpisodes46Founded3 years ago
Number of ListenersCategories
ManagementBusiness

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Artwork for The Investment Banking Leaders Podcast

Latest Episodes

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 this episode, Evie Vanezi, CEO at Jefferies, shares the leadership lessons, caree... more

YouTube

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 Chairman, Head of M&A and Strategic Advisory Services at H.C. Wainwright & Co., L... more

YouTube

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 plateau?

In this episode, Larry Wieseneck, Head of Corporate & Investment Bank... more

YouTube

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., shares what it really takes to build a differentiated investment banking career,... more

YouTube

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Recent Guests

Michael Meyers
Vice Chairman, Head of M&A and Strategic Advisory Services at HC Wainwright & Co.
HC Wainwright & Co.
Episode: The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust
Jason Murgio
CEO of M&A Services Inc
M&A Services Inc
Episode: Beyond the Numbers: The Hidden Driver of M&A Success
Matt Zimmer
Investment banker, Head of Investment Banking at William Blair
William Blair
Episode: Why Most Bankers Fail at the VP → Director Transition (And How to Get It Right)
Kai Liekefett
Partner at Sidley Austin, leading the firm's shareholder activism and corporate defense practice.
Sidley Austin
Episode: From Small Town to Shareholder Battles: How Kai Liekefett Became the World's Top Activism Defense Lawyer
Luis Carlos Ochoa Paris
CEO and Founder of Valoriza Group, an independent investment bank in Colombia
Valoriza Group
Episode: From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
Chiara Operto
Former investment banker turned entrepreneur, founder of Edge.
Edge
Episode: Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent
Aaron Schwimmer
Partner at MTS Health Partners
MTS Health Partners
Episode: From Biology Lab to Boardroom: Aaron Schwimmer on Leading with Curiosity and Clarity
David Frank
Founder and CEO of Stonehaven, a tech-enabled platform for financial intermediaries.
Stonehaven
Episode: From Traditional to Transformative: Stonehaven's David Frank on FinTech Leadership
Steve Rathbone
Vice Chairman and Managing Director at Stout
Stout
Episode: Leadership and Adaptability in Investment Banking with Steven Rathbone of Stout

Host

Peter
Host of Investment Banking Leaders Podcast; presents strategic, leadership-focused discussions with senior bankers and industry leaders.

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Talking Points

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The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust
Q: What one piece of advice would you give to someone aiming to build a great career like yours?
He recommends reading two books—The Art of War by Sun Tzu for strategy and preparation, and Getting to Yes (Harvard negotiation project) by Roger Fisher—to develop strategic thinking and negotiation skills that translate into leadership and deal-making.
The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust
Q: How should good bankers think about long-term relationships versus short-term wins in this field?
Michael argues that multi-year relationships are essential, with the goal of becoming a go-to senior trusted advisor. He outlines building trust through demonstrated follow-through, setting realistic expectations, and aligning capital deployment with clients' longer-term strategic needs, rather than chasing short-term wins.
The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust
Q: From execution to origination, what helps junior bankers make the leap, and how should leaders structure exposure to client interactions?
The guest highlights that transitioning to origination requires exposure to client relationships and a blend of technical and interpersonal skills. He advocates including junior bankers in client meetings and discussions, emphasizing trust and learning by watching experienced bankers handle interactions, as well as the importance of humility and listening.
The Journey from Neurobiology to Head of M&A: Leadership, Mentorship & Client Trust
Q: You started in urology, considered medical school, and pursued a Masters in Public Health. Walk us through that journey and what ultimately pulled you into finance?
Michael explains how early interest in health care and life sciences, combined with an internship at Shearson Lehman Brothers, sparked a pivot toward finance. He emphasizes that hands-on experience in hospital settings and exposure to leadership in healthcare created a foundation for a career in life sciences investment banking, with a continued thread from research and buy-side work to advisory.
From Producer to Leader: Building a Career That Compounds with Larry Wieseneck
Q: How should a VP or director listening today think differently tomorrow about advancing to leadership?
Identify what it takes to become a managing director by transitioning from execution to leading teams, learning how the firm will measure success, and building leverage by developing associates and collaborating across groups.

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Frequently Asked Questions About The Investment Banking Leaders Podcast

What is The Investment Banking Leaders Podcast about and what kind of topics does it cover?

This show features in-depth conversations with senior investment bankers, traders, and industry leaders who shape dealmaking, leadership, and firm strategy. Across episodes, listeners get practical career guidance on ascent through the ranks, strategies for origination and client relationships, and insights into mergers, acquisitions, and the evolving financial services landscape. Notable throughlines include leadership development inside large institutions, building boutique shops, the growing influence of technology and data in banking, and perspectives on diversity, gender equity, and career transitions into fintech and entrepreneurship. The format often pairs personal journeys with actionable takeaways for advancing in investment bankin... more

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Which podcasts are similar to The Investment Banking Leaders Podcast?

These podcasts share a similar audience with The Investment Banking Leaders Podcast:

1. Dry Powder: The Private Equity Podcast
2. The Markets
3. Capital Allocators – Inside the Institutional Investment Industry
4. Masters in Business
5. Hard Lessons

How many episodes of The Investment Banking Leaders Podcast are there?

The Investment Banking Leaders Podcast launched 3 years ago and published 46 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Investment Banking Leaders Podcast?

Recent guests on The Investment Banking Leaders Podcast include:

1. Michael Meyers
2. Jason Murgio
3. Matt Zimmer
4. Kai Liekefett
5. Luis Carlos Ochoa Paris
6. Chiara Operto
7. Aaron Schwimmer
8. David Frank

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