Series Wrap-Up: The Investment Banking Leaders Podcast – Series 2

July 31, 2024

In The Investment Banking Leaders Podcast

Series 2 of The Investment Banking Leaders Podcast is a wrap!

In the high-stakes world of investment banking, insights from industry leaders can be a game-changer! Series 2 of The Investment Banking Leaders Podcast, produced by Altrum and hosted by Peter Nieberg, Global Head at Altrum, provided a wealth of knowledge for investment bankers at all stages of their careers. Featuring distinguished guests from banks all over the world, each episode featured industry titans who shared their journeys, strategies, and wisdom. This season covered a range of topics from mentorship and networking to leadership and the evolving landscape of investment banking!

Let’s take a look at the highlights from each episode…

Episode 10: Steve Hufford: Embracing a Non-Linear Career Path

Steve Hufford, Senior Managing Director and COO at Raymond James, kicked off the season with a discussion on the benefits of a non-linear career path. Steve’s journey from law and technology startups to investment banking underscored the value of diverse experiences. He highlighted the importance of persistent problem-solving and client engagement, sharing leadership principles from his partner Jim Bunn. Steve also emphasized the role of mentorship and fostering an inclusive environment at Raymond James!

Connect with Steve on LinkedIn.

Listen to Episode 10 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 11: Maria Watts: Curiosity and Resilience in Investment Banking

Maria Watts, Managing Director and Co-Head of Global Consumer IB at Baird in Chicago, shared her evolution from a curious newcomer to a seasoned leader. Maria emphasized the importance of understanding the ‘why’ behind one’s work, celebrating achievements, and proactively filling skill gaps. Her leadership philosophy, centered on empathy and elevating others, was a highlight, alongside her efforts to increase female representation in investment banking.

Connect with Maria on LinkedIn.

Listen to Episode 11 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 12: Dominic Lester: Leadership and Adaptability

Dominic Lester, EMEA Head of Investment Banking and Joint Global Head of Technology at Jefferies, brought over three decades of experience to the table. He discussed the importance of leadership, adaptability, and cultural fluency. Dominic’s insights into the role of AI as an enabler in investment banking and his emphasis on building cohesive teams provided valuable takeaways for listeners aiming to navigate the industry’s complexities.

Connect with Dominic on LinkedIn.

Listen to Episode 12 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 13: Armin Heuberger: The Power of Versatility

Armin Heuberger shared insights from his 25+ years in investment banking, highlighting the importance of understanding clients and meticulous execution. His advice on seeking versatility through rotation programs and practicing authentic leadership resonated deeply. Armin’s philosophy, “The answer is always convertible; what’s the question?” encourages a mindset of continual reassessment and innovative solutions.

Connect with Armin on LinkedIn.

Listen to Episode 13 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 14: Maren Winnick: Networking and Mentorship

Maren Winnick, Senior Managing Director at Evercore, emphasized the importance of networking, mentorship, and continuous learning. Her journey from the Monitor Group to Evercore, where she also co-heads the Evercore Women’s Network, is a testament to her strategic acumen and commitment to fostering inclusive work environments. Maren’s advice to align with high achievers and see the long-term perspective in one’s career is invaluable for aspiring bankers.

Connect with Maren on LinkedIn.

Listen to Episode 14 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 15: Karan Goyal: Strategic In-House Roles

Karan Goyal, Managing Director of Group Strategy, M&A, and Venture Capital at Emirates NBD discussed the unique aspects of in-house investment banking roles. He highlighted the broader scope of involvement and better work-life balance offered by such roles. Karan’s journey from boutique investment banks in India to leading strategic initiatives in Dubai provided listeners with a roadmap for success in both traditional and in-house banking roles.

Connect with Karan on LinkedIn.

Listen to Episode 15 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 16: Justine Mannering: Relationship-Building and Adaptability

Justine Mannering, Managing Director in the Consumer Retail team at Stifel, shared her rise from associate to Director level, excelling in the consumer retail space. Her involvement in WIN, Stifel’s women’s organization, and her role as a diversity ambassador were significant highlights. Justine’s emphasis on relationship-building, adaptability, and the strategic use of AI in market research offered practical advice for aspiring bankers.

Connect with Justine on LinkedIn.

Listen to Episode 16 on Spotify, Apple Podcasts, or watch it on YouTube!

Episode 17: Neno Raic: The Growing Importance of Fund Finance

Neno Raic, Co-Founder and Managing Partner at NLC, highlighted the significance of fund finance in the investment banking ecosystem. Neno’s journey from traditional banking roles to founding NLC, the first independent alternative fund finance lender, provided insights into the growing importance of this niche market. His emphasis on innovation, client understanding, and a positive mindset offered a blueprint for success in fund finance.

Connect with Neno on LinkedIn.

Listen to Episode 17 on Spotify, Apple Podcasts, or watch it on YouTube!

Final Thoughts

Season 2 of The Investment Banking Leaders Podcast has been a treasure trove of insights and inspiration. From Steve Hufford’s non-linear career path to Neno Raic’s pioneering work in fund finance, each episode provided valuable lessons for investment bankers at any stage of their career. The discussions emphasized the importance of continuous learning, adaptability, and building strong relationships!

For those who haven’t tuned in yet, these episodes offer a wealth of knowledge and practical advice from industry leaders. And for our loyal listeners, we hope you’re as excited as we are for the next season, where we’ll continue to bring you more insightful conversations and valuable takeaways from the world of investment banking. Stay tuned!

The Author

Natalia Revere

Content Marketing Specialist

Meet Natalia Revere, one of the creative forces behind Altrum’s captivating content. As a Content Marketing Specialist, Natalia is dedicated to crafting innovative strategies to elevate the Altrum brand. From co-editing The Investment Banking Leaders Podcast to crafting insightful blog posts, she ensures clients receive top-notch content. With a passion for creativity, Natalia brings fresh perspectives to every project, enriching the Altrum experience. Join her journey as she explores the dynamic intersection of finance and creativity, delivering engaging content that resonates with audiences worldwide.