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The Investment Banking Leaders Podcast

Altrum - Hosted by Peter Nieberg
Investment Banking
Career Development
Networking
Leadership
Career Growth
Diversity and Inclusion
M&A
Mentorship
Leadership Development
Mergers and Acquisitions
Market Basket Supermarkets
Corporate Governance
Private Equity
Advisory Services
Financial Technology
Women In Leadership
Technology In Finance
Fund Finance
RBC Capital Markets
Restructuring

The Investment Banking Leaders Podcast is the only podcast dedicated to helping the Investment Banking community grow through learning from successful leaders. Whether you are interested in learning about investment banking, an Analyst or Associate looking to grow and develop within the industry, or a VP or Senior IB professional who is passionate about leadership and learning from others, you wil... more

PublishesMonthlyEpisodes38Founded2 years ago
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ManagementBusiness

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Artwork for The Investment Banking Leaders Podcast

Latest Episodes

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 early days in Colombia reading the Wall Street Journal to becoming a top independent... more

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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 went from Credit Suisse M&A to fintech entrepreneur, why sales and soft skills ... more

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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, partner at MTS Health Partners. Aaron shares his unconventional journey into inve... more

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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 Harris Williams, shares his 35+ years of expertise in investment banking.Turner d... more

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Recent Guests

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
Adrian Millan
Partner at PJT Partners, expert in the Secondaries Market
PJT Partners
Episode: Inside the Secondaries Market: A Conversation with Adrian Millan of PJT Partners
Tanya Van Biesen
President and CEO of Versify, dedicated to advancing women in finance
Versify
Episode: Leading Change: Tanya van Biesen of VersaFi on Gender Equity in Banking
Hawken Lord
Founder and managing partner at Edgewater Strategy Group, with extensive experience in investment banking and private equity.
Edgewater Strategy Group
Episode: M&A Mastery: Hawken Lord on Changing the Game with Edgewater Strategy Group
Greg Rodgers
Partner at Latham & Watkins, vice chair of corporate department with expertise in capital markets
Latham & Watkins
Episode: Inside the Mind of a Capital Markets Leader: Greg Rodgers of Latham & Watkins on Law, Leadership & the Future of Finance

Host

Peter
Host of discussions with industry leaders, focusing on investment banking insights and career progression.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
Q: What skills should the next generation focus on developing with AI coming through?
Focus on developing your brain, logic, and strategy as AI should be a complementary tool, not the centricity of your job.
From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
Q: How do you instill that level of client-first culture within the team?
It comes from building passion about the industry and hiring passionate bankers who understand client needs and prioritize them.
From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
Q: What gave you the confidence to step away from Citi and build something so impressive as Valoriza Group on your own?
The confidence came from my knowledge, my drive, my persistence, and the huge network I've built over three decades.
Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent
Q: What advice do you have for maintaining work-life balance in such a demanding industry?
Chiara emphasizes the importance of discipline and building routines to maintain balance outside of work, stressing that success is about managing energy and ensuring performance is sustainable.
Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent
Q: What common mistakes do aspiring bankers make?
Aspiring bankers often focus on memorization rather than understanding concepts' real-world applications, and many apply strictly for the prestige without appreciating the industry's demands.

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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?

Targeting professionals within investment banking, this podcast features discussions with prominent leaders who share valuable insights on career progression, mentorship, and innovative strategies in a competitive landscape. Topics frequently focus on investment banking expertise, from M&A activities to leadership development and the integration of technology in finance. The conversations also address issues such as gender equity and personal growth within the industry, offering both inspiration and practical advice to listeners seeking to enhance their careers. The unique blend of real-world experience and expert perspectives makes this show a significant resource for anyone looking to navigate the complexities of investment banking succes... 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. Market Maker
2. The Markets
3. Talks at GS
4. Exchanges
5. The Wall Street Skinny

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

The Investment Banking Leaders Podcast launched 2 years ago and published 38 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. Luis Carlos Ochoa Paris
2. Chiara Operto
3. Aaron Schwimmer
4. David Frank
5. Steve Rathbone
6. Adrian Millan
7. Tanya Van Biesen
8. Hawken Lord

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