From Small Town to Shareholder Battles: How Kai Liekefett Became the World's Top Activism Defense Lawyer
Welcome back to another great episode of The Investment Banking Leaders Podcast! In today's episode, we will explore how one man's refusal to lose and deep belief in integrity built the world's most elite shareholder activism defense practice.From a small steel town in Germany to Wall Street, Kai Liekefett became the world's top shareholder activism defense lawyer. He unpacks the "soap opera" of corporate battles, how he built a booming practice with constant BD, and why asking “why” is the key to leadership, learning, and client trust.To learn more from Kai, tune into Episode 38 of The Investment Banking Leaders Podcast today!
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From Dreamer to Dealmaker: Luis Carlos Ochoa Paris on Building Valoriza Group & Leading with Grit
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 investment banker in Latin America, Luis shares his journey, lessons learned, and leadership advice.Don't miss this inspiring conversation covering client trust, grit, international exposure, and the impact of AI in investment banking!Join the Investment Banking Leaders Club for more valuable resources at ibleadersclub.com.00:00 Introduction to the Podcast00:41 Meet Luis Carlos Ochoa Paris01:07 Luis's Journey to Founding Valoriza Group07:09 Keys to Building Trust in Cross-Border Transactions09:26 Client-Centric Culture at Valoriza14:25 Leadership Lessons from Family and Mentors15:56 The Role of Discipline in Personal and Professional Life18:13 Importance of Networking and Client Relationships22:13 The Power of Networking in Business23:36 Transitioning from Execution to Origination23:46 Insights on Working at Citi28:00 Advice for Aspiring Global Bankers30:28 Finding Passion in Investment Banking35:44 The Role of AI in Investment Banking39:25 Recommended Reads for Leaders42:00 Final Reflections and Advice
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Breaking In, Standing Out, and Building Edge: Chiara Operto on the Future of Banking Talent
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 matter more than ever, and how AI is shaping finance training!A must-listen for aspiring bankers, juniors, and future leaders!00:00 Introduction to the Podcast00:39 Introducing Today's Guest: Chiara Operto01:51 Chiara's Journey in Investment Banking04:10 Building Trust and Standing Out as a Junior Banker11:02 The Importance of Sales Skills in Banking15:17 Leadership and Entrepreneurship Insights17:59 Managing Resilience and Avoiding Burnout20:11 Taking Risks and Embracing Entrepreneurship21:52 The Importance of Co-Founders23:11 AI in Recruiting: Opportunities and Challenges26:25 Staying Relevant in an AI-Driven World27:36 Business Development and Community Building30:42 Proactive Outreach and Building Visibility34:57 Advice for Aspiring Professionals36:21 Recommended Resources and Final Thoughts
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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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