The Investment Banking Leaders Podcast

• Innovative Strategies in Finance: John Stamatis of HCMA on Leadership and Growth

  Welcome to The Investment Banking Leaders Podcast, where we dive deep into the minds of industry giants!In this episode, we sit down with John Stamatis, Managing Director and Co-Head of North America at Howden Capital Markets and Advisory (HCMA).John shares his unique journey and insights from his decade-long experience building HCMA from the ground up.Learn about HCMA's strategic focus on the global insurance and reinsurance industry, its approach to M&A advisory, capital markets, and insurance-linked securities. Discover how HCMA differentiates itself through deep specialization, integrated collaboration within the Howden Group, and a relentless focus on client service and execution.John also discusses the importance of building a strong talent pipeline, fostering a collaborative culture, and maintaining client relationships.Tune in for valuable career advice, leadership lessons, and John's vision for the future of investment banking. Don't miss this informative conversation packed with strategies that can fast-track your career!00:00 Introduction to the Podcast00:38 Guest Introduction: John Stamatis01:54 John's Career Journey and HCMA's Growth06:31 Scaling the Team and Strategic Integration11:02 Talent Development and Culture17:54 Client Relationships and Execution26:04 Industry Evolution and Future Opportunities34:28 Leadership Advice and Personal Insights39:31 Conclusion and Final Thoughts

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• Empowering Leaders in Investment Banking: Lessons from Allan Bertie of Raymond James

  Welcome to The Investment Banking Leaders Podcast, brought to you by The Investment Banking Leaders Club.In this episode, our host Peter Nieberg sits down with Allan Bertie, Head of European Investment Banking at Raymond James, UK.Allan shares his extraordinary 32-year journey from roles in firms like Schroders, DLJ, Bridgewell, Jefferies, and Raymond James, and his venture into entrepreneurship in renewable energy. Gain insights into his philosophy on resilience, leadership, and collegiate environments in investment banking. Hearabout his experiences with global transactions, navigating economic cycles, and his views on Ai's role in future deal-making.Don't miss this engaging conversation with a leader who has closed numerous deals, generating billions of dollars. Join us for actionable advice and strategies to accelerate yourcareer! 00:00 Introduction to the Podcast00:38 Guest Introduction: Alan Bertie02:01 Allan's Career Journey06:22 Experiences at DLJ08:28 Entrepreneurial Ventures10:40 Current Role at Raymond James12:34 Leadership Insights15:19 Building Collegiate Environments18:52 Cracking the C-Suite20:46 Top 5%: The Power of Diligence and Follow-Up21:12 Key Traits for Building Strong Relationships21:40 Opportunities and Challenges for Modern Leaders22:26 Ai's Impact on the Future of Deal Making24:58 Evolving Dynamics in Private Equity27:57 Resilience and Tenacity in Investment Banking32:57 Global Travel and Networking Highlights34:04 Advice for Aspiring Investment Bankers35:10 The Importance of Continuous Learning37:47 Final Thoughts and Future Outlook

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• Investment Banking Secrets to Success: A Conversation with David Koch from BGL

  In this episode of The Investment Banking Leaders Podcast, we gain exclusive and rare insights from David Koch, Managing Director, Head of ECM, and Co-Head of Capital Markets at Brown Gibbons Lang & Company in New York! David shares his journey from starting his career at Lehman Brothers through its collapse, his significant contributions at Barclays and GP Bullhound, to his current role at BGL. Learn about his unique capital formation approach, the importance of brand recognition in investment banking, and the key lessons he has learned from building multiple successful ECM teams. David also discusses embracing change through technology, and the significance of mentorship, and offers valuable advice for aspiring leaders. Don't miss out on this insightful discussion aimed at accelerating your career growth in the investment banking industry! -------------------------------------------- 00:00 Welcome to The Investment Banking Leaders Podcast 00:28 Introducing David Koch: A Journey Through Investment Banking 02:19 David Koch's Career Insights and Lessons 05:19 The Importance of Brand Recognition in Investment Banking 09:25 Building a Personal and Professional Brand 10:16 Transitioning Between U.S. and European Markets 17:20 Building Successful ECM Teams 23:46 Creative Deal Structuring 24:31 Advice for Aspiring Leaders 25:01 Key Leadership Traits 29:19 Building a Successful Team 32:46 Opportunities and Challenges in Investment Banking 33:56 Embracing Technology and AI 36:51 Recognizing Success in Teams 38:16 Reflecting on Career Growth 40:06 Future of Investment Banking 42:27 Conclusion and Final Thoughts

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• Investment Banking Leadership with Alexandre Chenesseau: Career Growth, Networking, and Cross-Border Expertise

  Join us for a brand new episode of The Investment Banking Leaders Podcast with Alexandre Chenesseau, Managing Director at CMD Global Partners in New York! Alex shares his journey in investment banking, including his extensive experience in cross-border M&A and capital solutions, and his time in Asia. Learn about Alex's unique approach to career growth, the importance of volunteering, building authentic relationships, and strategic decision-making. Gain insights on the current trends and opportunities in the industry, and discover how to navigate the complexities of cross-border transactions. Whether you're an aspiring banker or a seasoned professional, this episode offers valuable lessons on leadership, mentorship, and achieving career success! 00:00 Exclusive Insights from Industry Leaders 00:30 Introducing Alex Chesineau: A Global Banking Leader 01:12 Alex's Diverse Career Journey 02:57 CMD Global Partners: A Boutique Investment Bank 03:49 Alex's Passion for Scuba Diving 04:33 Working in China: Challenges and Learnings 11:16 Building a Diverse Network 18:33 The Importance of Mentorship 20:30 Strategically Managing Your Career 22:24 Finding Fulfillment in a Global Career 23:46 Navigating Cross-Border Transactions 26:02 Essential Skills for Investment Banking Leaders 31:06 The Role of Empathy in Leadership 33:08 Recognizing Success in Investment Banking 35:27 Opportunities and Challenges in 2025 38:48 Learning from Mistakes and Taking Risks 40:40 Recommended Reads for Leaders 44:14 Conclusion and Final Thoughts

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• Lessons from an Investment Banking Trailblazer: A Conversation with David Lam of Deloitte Corporate Finance Canada

  Join us for a new episode of The Investment Banking Leaders Podcast featuring David Lam, Vice Chair and Managing Partner at Deloitte Corporate Finance Canada! Discover David's unique journey from fast food franchises to leading Deloitte's corporate finance practice, as well as his insights on entrepreneurship, team culture, and effective leadership. Learn how David builds client trust, manages tough conversations, and maintains a long-term vision for success. Packed with personal anecdotes, Chinese philosophy, and practical advice, this episode is a must-watch for aspiring leaders and professionals in the finance industry. ---------------------------------------------------------- 00:00 Introduction to the Investment Banking Leaders Podcast 00:30 Meet David Lam: From Fast Food Franchises to Deloitte 00:48 David's Entrepreneurial Journey and Early Career 02:38 Deloitte Corporate Finance: Services and Success 04:17 David's Personal Insights and Kickboxing Background 06:43 Entrepreneurial Skills in Finance 09:25 Building a Personal Brand and Authenticity 14:19 Overcoming Obstacles and Rising Above 17:23 Leadership and Building a Unique Culture 23:02 Understanding the Sales Process 23:47 The Bamboo Analogy 25:38 Building Client Trust 28:51 Delivering Tough News 30:04 Opportunities for Future Leaders 33:03 Challenges for Modern Leaders 34:25 The Future of M&A and AI 38:12 Advice for Aspiring Leaders 42:33 Final Thoughts and Reflections

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