The Investment Banking Leaders Podcast

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 LeadersPodcast 00:39 Meet Adrian Millan: A Journey Through InvestmentBanking 01:18 The Exciting World of Secondaries 01:47 Adrian's Career Path and Insights 04:18 Client Services and Market Strategies 16:46 The Role of Technology and Innovation 25:49 Advice for Aspiring Investment Bankers 30:29 Reflections and Recommendations 35:20 Conclusion and Final Thoughts

Welcome back to another great episode of The Investment Banking Leaders Podcast, brought to you by The Investment Banking Leaders Club. In this episode, we had the opportunity to sit down with Tanya Van Biesen, President and CEO of VersaFi, a purpose-driven organization dedicated to advancing women in the finance sector. Tanya shares her journey from Procter & Gamble to leading roles at Spencer Stuart and Catalyst Canada, offering insights into her work in transforming the financial services industry by focusing on gender equity. Tanya discusses the challenges women face in investment banking, wealth management, and capital markets, and provides actionable strategies for leaders to foster a more inclusive and supportive environment. Join us for an enlightening conversation that explores the future of finance, AI’s impact on gender representation, and valuable leadership lessons. To view Project Affinity's report, click here! https://drive.google.com/file/d/12D7i_6yL_Xw-hFPh1o-4tPvQQ6C4EU0O/view?usp=sharing For more exclusive insights, join the IB Leaders Club at ibleadersclub.com. Happy listening!   00:00 Introduction to The Investment Banking Leaders Podcast 00:39 Guest Introduction: Tanya Van Biesen 02:11 Tanya's Career Journey 03:38 VersaFi's Mission and Success 05:09 Challenges in Investment Banking 07:57 Parental Leave and Gender Equality 09:42 Leadership and Inclusivity in Finance 20:21 Future of Finance: AI and Gender Representation 24:09 Wealth Management and Gender Dynamics 26:34 Tanya's Leadership Style and Advice 31:08 Conclusion and Final Thoughts

Join us for a brand new episode of The Investment Banking Leaders Podcast as we delve into the journey of Hawken Lord, founder and managing partner at Edgewater Strategy Group! From his beginnings at Morgan Stanley to the creation of Edgewater, learn about his transition from investment banking to private equity, the challenges he faced, and the lessons he learned along the way. Hawken shares invaluable insights into managing people, setting up a firm, and the current state of the PE market. Tune in for a deep dive into entrepreneurship, culture building, and the nuances of M&A and the office of the CFO services. A must-watch for anyone looking to navigate the competitive world of investment banking and private equity!   00:00 Introduction to the Podcast 00:39 Guest Introduction: Hawken Lord's Journey 01:55 The Birth of Edgewater Strategy Group 05:22 Challenges and Lessons in Entrepreneurship 12:05 Building a Strong Company Culture 17:09 Talent Acquisition and Development 20:57 Transitioning from Investment Banking to PrivateEquity 22:07 Challenges in Financial Modeling for Different Sectors 22:48 Overcoming Rejections and Finding the Right Fit 25:31 Advice for Aspiring Private Equity Professionals 26:25 The Importance of Reputation and Relationships 28:46 Differences Between Investment Banking and PrivateEquity 32:22 Current Challenges in Private Equity 34:25 The Deal Team for Hire Model 37:40 Building and Expanding Edgewater 40:03 Leadership and Personal Growth 42:06 Reflecting on Career Plans and Flexibility 44:06 Conclusion and Final Thoughts

In this episode of The Investment Banking Leaders Podcast, we sit down with Greg Rodgers from Latham & Watkins, one of the industry's most respected capital markets lawyers!With nearly 30 years of experience, Greg has advised on some of the biggest deals—including Spotify’s groundbreaking direct listing—and has built a career at the intersection of law, finance, and innovation.🎧 What You’ll Learn in This Episode:✅ How Greg transitioned from philosophy student to capital markets leader✅ The Spotify deal and how it changed the game for IPOs✅ Why great lawyers act as the “grease” in a smooth transaction✅ How to build meaningful client relationships that last decades✅ The biggest emerging trends in capital markets and the impact of AI✅ Greg’s best career advice for junior professionals in law and finance🚀 Whether you’re an aspiring lawyer, investment banker, or finance professional, this episode is packed with valuable insights from one of the best in the business.00:00 Introduction to the Podcast00:38 Guest Introduction: Greg Rodgers02:51 Greg's Career Journey and Role at Latham & Watkins07:25 Insights on Time Management and Networking10:25 Building Client Relationships13:27 The Spotify Direct Listing17:00 The Role of Lawyers in Transactions18:29 Leadership Advice for Aspiring Leaders27:50 Emerging Trends and Future Outlook32:11 Final Thoughts and Recommendations🔔 Subscribe for more insights from industry leaders!📩 Got questions or topics you’d love to hear about? Drop them in the comments!🔗 Follow us on LinkedIn for more: https://www.linkedin.com/showcase/altrum-dealtoys/#InvestmentBanking #CorporateLaw #Latham&Watkins #CorporateLawyer #Spotify #FinanceLeadership #CapitalMarkets #AI #Technology #Networking

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