The Investment Banking Leaders Podcast

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

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 [https://www.youtube.com/watch?v=xOL4eENCDaQ] Introduction to the Podcast00:39 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=39s] Guest Introduction: Steve Rathbone's Career Journey01:59 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=119s] Early Career Challenges and Lessons03:36 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=216s] Formative Experiences at HT Capital07:01 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=421s] Transition to Stout and Leadership Insights09:02 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=542s] Leadership and Mentorship Philosophy14:14 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=854s] Navigating Market Volatility18:25 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=1105s] Business Development Strategies26:40 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=1600s] Personal Development and Mindset31:27 [https://www.youtube.com/watch?v=xOL4eENCDaQ&t=1887s] Recommended Resources and Final Advice#theinvestmentbankingleaderspodcast [https://www.youtube.com/hashtag/theinvestmentbankingleaderspodcast] #stevenrathbone [https://www.youtube.com/hashtag/stevenrathbone] #stout [https://www.youtube.com/hashtag/stout] #investmentbanking [https://www.youtube.com/hashtag/investmentbanking] #finance [https://www.youtube.com/hashtag/finance] #podcast [https://www.youtube.com/hashtag/podcast] #mergersandacquisitions [https://www.youtube.com/hashtag/mergersandacquisitions]

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