The Investment Banking Leaders Podcast is the only podcast dedicated to helping the Investment Banking community grow through learning from successful leaders. ...
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!
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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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43:10
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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45:05
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.
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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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45:48
Strategic Moves: Bryan Kuhn of Vestra Advisors on Career Growth and Leading in Investment Banking
In this episode of the Investment Banking Leaders Podcast,
our host, Peter Nieberg, interviewed Bryan Kuhn, co-founder and partner at Vestra Advisors.
Bryan shares his insights from his 12-year career at Citi, where he advised on complex M&A and capital market transactions and raised over $30 billion for clients.
Bryan discusses his journey of founding Vestra Advisors, emphasizing the importance of sector focus, quality service, and strategic planning. He also talks about career management, mentorship, goal setting, and the skills critical for investment banking leaders.
Bryan highlights the significance of taking risks, nurturing professional relationships, and continuously improving one's skillset for long-term success in the industry.
00:00 Introduction to the Investment Banking Leaders
Podcast
00:26 Meet Bryan Kuhn: Co-Founder of Vestra Advisors
00:49 Bryan's Career Journey at Citi
01:21 The Birth of Vestra Advisors
01:49 Vestra Advisors: Focus and Services
02:57 Early Success and Future Prospects
03:11 Personal Insights: Sabbatical and Ironman
04:10 Career Reflections: Working at a Bulge Bracket
Firm
06:11 Strategic Career Management and Goal Setting
13:31 The Importance of Mentorship
17:08 Founding Vestra: Inspiration and Challenges
20:34 Embracing Risk and Uncertainty
21:54 Keys to Early Success at Vestra
23:17 Vestra's Unique Market Position
24:57 Managing Client Relationships
29:18 Essential Skills for Investment Banking Leaders
33:20 Challenges in the Post-COVID Environment
36:06 The Rise of Boutique Firms
37:36 Personal Growth and Development
41:03 Final Thoughts and Advice
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43:18
Insights from Piers Ronan: Pioneering in Investment Banking and Embracing Change at Truist
In this episode of the Investment Banking Leaders Podcast,
host Pete welcomes Piers, the Managing Director and Head of DCM Syndicate at Truist Securities in New York.
Piers shares valuable insights from his 20-year career in
debt markets, including his pioneering work on contingent capital instruments and strategies for navigating financial crises.
The conversation covers key differences between U.S. and European finance, the importance of building a network, and actionable tips on fostering resilience and growth in fast-paced environments.
Additionally, Piers offers a unique perspective on
leveraging technological advancements and demographic shifts for business growth, concluding with impactful advice for aspiring leaders.
00:00 Introduction to the Podcast
00:27 Meet Piers, the Debt Expert
00:44 Piers' Career Journey
01:54 Truist Securities: A New Banking Giant
03:37 Piers' Personal Interests
04:39 Lessons from the RAF
05:53 Transitioning from the UK to the US
09:54 Differences Between US and UK Finance
13:05 Pioneering Contingent Capital Instruments
16:54 Surviving the Financial Crisis
20:30 The Collapse of Credit Suisse
23:28 The Importance of Resilience in Leadership
23:35 Gaining Perspective as a Leader
24:05 A Controversial Leadership Tool
27:05 The Power of Vision in Leadership
29:07 Motivating Your Team
29:58 Opportunities and Challenges in the Industry
34:31 Building Resilience
36:38 Growth and Development as a Leader
38:33 Recommended Books and Podcasts
41:05 Career Highlights and Final Advice
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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