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, partner at MTS Health Partners. Aaron shares his unconventional journey into investment banking, starting in a lab, moving to equity research at Goldman Sachs, and transitioning to business development at MedImmune, before finally finding his stride at Barclays, Bank of America, and MTS Health Partners.Aaron discusses how his diverse background has shaped his leadership style and approach to client management in the healthcare sector. Topics covered include leveraging unique career paths for a competitive edge, building trust within teams, navigating high-stakes healthcare transactions, and empowering junior bankers.Aaron also provides valuable advice for aspiring leaders in the investment banking industry. Tune in for exclusive insights, leadership strategies, and career growth tips straight from one of the industry's top professionals. Don't forget to join the Investment Banking Leaders Club at ibleadersclub.com for even more resources and events.00:00 Introduction to the Investment Banking Leaders Podcast00:39 Meet Aaron Schwimmer: A Unique Journey into Investment Banking01:55 Aaron's Early Career and Transition to Finance03:42 Insights from Equity Research to Business Development06:52 Leadership Lessons from MedImmune15:27 Navigating Senior Relationships and Building Influence32:30 Transitioning to MTS Health Partners34:53 Final Thoughts and Career Advice
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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 Harris Williams, shares his 35+ years of expertise in investment banking.Turner discusses his journey from working at JP Morgan to growing Harris Williams into an industry leader, emphasizing the importance of building a lasting firm culture and the distinct skills required in M&A advisory versus broader investment banking.Tune in to Episode 34 to hear Turner's insights on career progression, leadership, client trust, and the pivotal role of VPs in banking.For more exclusive insights and career resources, visit ibleadersclub.com!Connect with Turner on LinkedIn - https://www.linkedin.com/in/turner-bredrup-212b7812/00:00 Introduction to The Investment Banking Leaders Podcast00:39 Guest Introduction: Turner Bredrup01:39 Turner's Early Career Journey04:06 Building a Healthcare and Life Sciences Group06:38 Comparing M&A Advisory and Full-Service Investment Banking11:08 The Pivotal VP Transition19:27 Building Client Trust and Relationships25:33 Maintaining a Strong Firm Culture30:15 Balancing High Performance with Humanity34:01 Final Thoughts and Recommendations#theinvestmentbankingleaderspodcast #harriswilliams #turnerbredrup #managingdirector #investmentbanking #finance #leadership
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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 entrepreneurial journey that began at age 23, navigating through the rise and fall of Robertson Stephens, and ultimately establishing one of the most innovative affiliate platforms for financial intermediaries.Learn about the transformative pivots that Stonehaven undertook, incorporating cutting-edge technology to create a collaborative ecosystem for independent financial professionals.Discover the intricacies of their tech-integrated system, the importance of community-building for success, and insightful advice for aspiring entrepreneurs in investment banking.Tune in for an episode packed with valuable insights, strategies, and leadership lessons that can fast-track your career!00:00 Introduction to the Podcast00:39 Meet David Frank: Disrupting Traditional Banking01:33 David's Early Career and Entrepreneurial Beginnings04:03 Building Stonehaven: From Placement Agent to Tech Platform05:50 The Evolution of Stonehaven's Affiliate Platform09:41 Stonehaven's Tech-Driven Approach11:55 How Stonehaven Supports Affiliates24:33 Community Building at Stonehaven25:20 Unlocking Collaboration in Affiliate Platforms26:25 Hosting Events and Building Community28:31 The Transition to Independence30:38 Economic Benefits of Independence31:58 AI and Technology in Deal Making37:13 Entrepreneurial Insights and Avoiding Burnout41:19 Final Thoughts and Recommendations#AI #fintech #finance #podcast #altrum #leadership #theinvestmentbankingleaderspodcast #dealtoys #financialtombstone #awards #mentorship #networking #innovative
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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, Vice Chairman and Managing Director at Stout in New York. Steve shares his inspirational career journey, which began with real estate and business sales in Perth, Australia, and then led him to New York City to build a career in M&A.He discusses pivotal experiences, including his formative years during the global financial crisis, leadership insights, mentorship, and how adaptability in uncertain markets is crucial. Steve emphasizes the importance of developing a business development mindset, creating a balanced life, and maintaining perseverance.Episode 32 provides invaluable insights and practical advice for both aspiring and seasoned investment banking professionals. Join the conversation and gain exclusive access to the strategies and lessons that can accelerate your career in investment banking!00:00 Introduction to the Podcast00:39 Guest Introduction: Steve Rathbone's Career Journey01:59 Early Career Challenges and Lessons03:36 Formative Experiences at HT Capital07:01 Transition to Stout and Leadership Insights09:02 Leadership and Mentorship Philosophy14:14 Navigating Market Volatility18:25 Business Development Strategies26:40 Personal Development and Mindset31:27 Recommended Resources and Final Advice#theinvestmentbankingleaderspodcast #stevenrathbone #stout #investmentbanking #finance #podcast #mergersandacquisitions
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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.Adrian shares his remarkable career journey, starting fromcorporate finance at Credit Lyonnais, to becoming a leading figure in Blackstone's LP advisory practice. Discover the exciting growth of the secondaries market, how innovation and AI are reshaping the industry, and what it takes to thrive in this ever-evolving space.Adrian also discusses PJT's unique approach to attractingtop talent, the role of technology as a competitive differentiator, and offers valuable career advice for aspiring investment banking professionals.Join us for another engaging conversation that explores howto succeed in investment banking and the promising future of the secondaries market.Tune in now!00:00 Introduction to the Investment Banking LeadersPodcast00:39 Meet Adrian Millan: A Journey Through InvestmentBanking01:18 The Exciting World of Secondaries01:47 Adrian's Career Path and Insights04:18 Client Services and Market Strategies16:46 The Role of Technology and Innovation25:49 Advice for Aspiring Investment Bankers30:29 Reflections and Recommendations35:20 Conclusion and Final Thoughts
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 will enjoy the show.
Our mission is to connect you with as many successful Investment Banking leaders as possible helping you succeed in a competitive space!
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