The Investment Banking Leaders Podcast

Welcome to Episode 8 of The Investment Banking Leaders Podcast, hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  We can't believe we've reached the end of Series 1 already. Our final episode for this series features an amazing guest, Peter Shin, Managing Director at Stifel Financial Corporation in London. Peter has loads of impressive experience in the industry, starting his career off at UBS Investment Bank as an Analyst. After that, Peter worked his way up through different firms such as KPMG, Piper Jaffray, Nomura International, and Mooreland Partners, ultimately setting him up for success in his leadership role at Stifel. His rapid ascent to the top, going from Analyst to MD in just 11 years, showcases his determination and sheer talent in the industry.  If you're interested in hearing a fun fact about Peter, we have a great one for you. After competing in range shooting at university, Peter obtained a license to teach others how to shoot guns. While he doesn't use the license or practice often due to life getting in the way, he says it is quite a fun fact to bring up at client events!  All banks work differently, but Peter's advice for analysts is relevant to all. Trying to understand the big picture is key; don't let yourself get absorbed in the minutia of what you need to do without actually understanding why. This is not helpful for your career at all; there should be a healthy balance between the production and the understanding of a task! Another key tip, do your best to not get overwhelmed by the intensity of working on a specific deal. Spiraling with worry will only set you back further – try to see the light at the end of the tunnel, push through and give it your all!  If you'd like to learn more about Peter and get even more valuable career advice, press play for the final episode of Series 1 now!  ------------------------------------------------------------- The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 7 of The Investment Banking Leaders Podcast, hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.   This week's episode features our newest guest, Sher Hafeez, Managing Director at JLL Securities. Sher began his career in the investment banking industry in 2006 as an Analyst at Morgan Stanley. After that, he moved to J.P. Morgan and worked his way up to VP of Real Estate IB. Sher is a real estate M&A expert and is passionate about sharing his wisdom with you all.   Sher shared an unexpected fun fact with us; as a kid, between first and twelfth grade, he moved quite a lot. Because his father was a diplomat, Sher's family traveled frequently, and he had to change schools about 7 times. He credits his love for investment banking to his constant moving as a child; finding new friends at each school is like meeting new clients for new deals! His childhood experiences helped him learn how to assimilate quickly and grow in new, nerve-wracking environments.  For those more junior in the industry, Sher says it is especially important to go with the flow and keep up with the times. Making sure that you evolve with the world is key; know what the trends are and be mindful of where the industry is going from a market perspective. Every aspect of your work should be evaluated to make sure you are staying ahead of trends is paramount to your success in the investment banking industry.  Interested in hearing more from Sher about his career and advice to advance your own? Press play for Episode 7 now!  ------------------------------------------------------------ The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 6 of The Investment Banking Leaders Podcast hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible. Our next guest in the series is Alessio Pieri, Partner at d'Angelin & Co. Limited. Alessio has been in the industry since 2008, beginning at Credit Suisse as an Analyst. He joined d'Angelin in 2018 as an Executive Director, moving up the ranks to Partner in under 4 years. Throughout his time in the industry, he has become an expert in fixed income, equities, corporate finance, M&A, and more, advising high-profile clients and transactions in many different industries across the globe.  One thing you might not know about Alessio is that he is a huge Fiorentina fan. In his words, if you send him a CV and say you support Fiorentina, you are going to get some brownie points! All jokes aside, if you want to chat all things IB and football, Alessio is your guy.  Alessio had some helpful tips for recognition for new Associates overseeing Analysts. If an Analyst does something differently than you would have done it, but at its core, it still works and fits the bill, let it be. Learning how to filter what you would've done differently and accepting the work allows the Analyst to feel rewarded and confident.  To hear more insightful tips and career-changing advice from Alessio, press play for Episode 6 now!  --------------------------------------------------------------   The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 5 of The Investment Banking Leaders Podcast, hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  We are more than halfway through Series 1! For this week's episode, our guest is Charles Godbout, Partner, and Managing Director at PwC Corporate Finance in Montreal, Canada. With over 20 years of experience in the IB industry, Charles focuses on M&A, divestitures, debt, and equity raises, LBOs, and MBOs. Charles started his career with PwC in 2003, working his way up through the years to make Partner in 2016, so he knows a thing or two about loyalty, growth, and development!  Something you may not have expected about Charles is his love for a good time; he credits this to his more Latin blood, growing up in Montreal with French as his first language. Yes, bankers like to have fun too! He is known for dressing up in costumes whenever he gets the chance, his basement full of extravagant ensembles from different eras that he likes to whip out for some laughs around the office.   We spoke to Charles about how he fosters a positive company culture at PwC, and he had great insights. In his words, if you're putting in those long hours, work has to be fun. Focusing on key values like loyalty, teamwork, and respect helped to reduce turnover and create an overall better culture. Due to remote work taking over the world after the COVID-19 pandemic, rebuilding company culture has been one of the biggest challenges to Charles. Returning to those values has been paramount in rebuilding the strong culture he knows and loves at PwC.  If you're ready to hear more stories and career advice from Charles, Episode 5 is waiting for you! Press play now.  ---------------------------------------------------------------   The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 4 of the Investment Banking Leaders Podcast hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  Episode 4's guest is Rusty Ray, Managing Partner at Alantra. His career began at Brocair Partners, where he led M&A, recaps, and private placements. Rusty specializes in the healthcare sector and has amassed over 20 years of experience in the investment banking industry. Joining Alantra in 2019, Rusty is an expert in his field and deeply understands all things biosciences, pharma, life sciences, and medical devices.   While Rusty encourages all to take a break from work and unplug from the day-to-day tasks that come with the territory, he knows it can be tough to leave work at the door when you get home. One of his favorite ways to refresh and take time for himself is to start the day off with a morning workout; really focusing on yourself in that moment will allow you to bring your all later in the office.  One of the best pieces of advice Rusty gave us in this episode was to be open. Everyone has their roles, but it is important to be as flat as one can be in terms of an organizational hierarchy; analysts are not expected to go out and generate business, but they should never be dissuaded from taking risks, interfacing with clients, and trying their hand at more advanced work.   If you'd like to learn more about Rusty, his leadership style, and helpful tips and tricks to advance your career in the industry, press play for Episode 4 now!    ----------------------------------------------------------- The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 3 of the Investment Banking Leaders Podcast, hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.   This week's special episode features our next guest, none other than Scott Wieler, Founder & Chairman of DC Advisory in Washington, DC. As the Founder and Chairman of Signal Hill in 2002, acquired by Daiwa in 2018, Scott has been in finance for over 35 years and has no doubt secured himself as one of the industry's best and brightest. Scott has been instrumental in hundreds of transactions, producing billions for clients in M&A.  Upon moving to New York as a brand-new member of the industry, Scott tells us that he didn't have two nickels to rub together. His journey through the IB world is truly a one-of-a-kind success story full of hard work and determination; just 5 years after his arrival in the Big Apple, he was in a completely different situation, thriving and succeeding.  If you're a junior member of the IB industry and take one thing away from this week's episode, let it be this. We talked to Scott about what advice he has for juniors that are interested in becoming better networkers, and he had 4 great points.  Listen intently  Be a sponge  Be tenacious  Go beyond the simple – push yourself every day and always add your insight.  His number one piece of advice that is fundamental to success? Press play for Episode 3 now!  ----------------------------------------------------------   The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 2 of the Investment Banking Leaders Podcast hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  Our next guest for this series is truly impressive, being recognized in 2020 as one of the Top 100 Power Businesswomen by Forbes Middle East. Noha El Ghazaly is no stranger to the industry, with over 10 years of experience at HC Securities & Investment, she is now focused on private equity as Managing Director at Mediterrania Capital Partners in Egypt and sits on multiple different boards across the region. It is safe to say that Noha is paving the way for other women in the industry interested in becoming leaders.   While Noha absolutely loves the Investment Banking sphere, she has a super interesting hobby you might not guess; she's a certified hypnotist! She has also studied neuro-linguistic programming, a set of principles that aims to help us understand human experiences and enhance communication. Noha is up there for one of our favorite fun facts in this series!  Noha's advice for female listeners? When you find yourself in a meeting room with 15 men, don't get intimidated. Don't assume that you are an outsider! There is a reason why you are there, and your contributions are just as important and valuable. Embrace your unique difference as a woman and use it to your advantage.  To hear more from Noha and learn about her journey in the IB industry, press play now!  ------------------------------------------------------------ The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Welcome to Episode 1 of The Investment Banking Leaders Podcast hosted by Altrum's Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.   For our inaugural episode, we are excited to introduce Gokhan Ozkan, Managing Director & Head of Middle East, Turkiye, Africa FIG & EMEA Credit Management Services at JP Morgan. Gokhan has been with JPM since 2006, working his way up the ranks from intern to MD. With over 17 years of experience, he deeply understands FIG and credit management. He is the head of FIG in Turkey, the Middle East, and Africa and the head of EMEA Credit Management services. Gokhan is very passionate about sharing his knowledge and helping others grow.  A fun fact about him you can't find online? He loves the NBA! Fascinated with the Golden State Warriors, Gokhan loves success stories. In this episode, he compares team sports to working in Investment Banking – you must be able to work with others and play to each other's strengths to succeed.   One of the most important things he recommends for success is to observe. As an investment banker, you are exposed to various high-profile leaders across the world. Take note of how they conduct themselves in meetings, how they present, and how they manage situations. Reading is another important skill. Read everything you can, from books to research reports, because the world is constantly changing.   If you want to learn more about Gokhan and gain valuable advice for working in the IB industry, press play now!    ------------------------------------------------------------ The Investment Banking Leaders Podcast  Hosted by Peter Nieberg  Produced by Peter Nieberg and Brett Dayman  Edited by Natalia Revere 

Altrum is proud to announce that we are launching our very first podcast! The Investment Banking Leaders Podcast is just as it sounds – a podcast where we get the inside scoop from some of the top leaders in the Investment Banking industry. Our mission is to connect you with as many successful investment banking leaders as possible. Whether you're a first-year analyst looking for guidance and inspiration from senior leaders, or a veteran MD interested in learning from industry peers, there is something for everyone in this series.  For those looking to enter the field, tune in to understand what it takes to stand out amongst the crowd and secure your spot as an Analyst. If you're already in the industry and are looking to take that step up to Associate or VP, you'll discover various nuggets of wisdom to prepare yourself for the increased responsibility that comes with the territory. And for our current MDs and leaders, press play to learn fun facts about some of your IB counterparts, new methods of leadership, tips & tricks for recognizing your team and boosting company culture.  This series highlights 8 unique and talented leaders from firms all over the world like JP Morgan, DC Advisory, and Stifel. They'll share their wealth of knowledge and suggestions for career progression with our Global Head, Peter Nieberg. This series is chock full of over 150 years of combined Investment Banking experience and discusses topics like how to network, the ins and outs of transitioning from one role to another, the key to work/life balance, and so much more.  Make sure you subscribe to get weekly updates! We can't wait for you to tune in.  ----------------------------------------- https://www.altrum.com/ Celebrate the closing of your deal today! ----------------------------------------- Credits Host: Peter Nieberg Producers: Peter Nieberg & Brett Dayman Editor: Natalia Revere