The Investment Banking Leaders Podcast – Détails, épisodes et analyse

In this episode of the Investment Banking Leaders podcast, host Pete Nieberg interviews Neno Raic, Co-Founder and Managing Partner at NLC.

Founded in 2021, NLC has become the first independent alternative fund finance lender dedicated to providing financing solutions to general partners and the funds they manage.

Raic shares insights from his journey in the fund financing space, the impact of recent banking crises on the industry, and the importance of building a solid team culture in the ever-growing NLC.

He also discusses the transition from corporate banking to entrepreneurship, the value of networking, mentorship, and the significance of persistence and excitement in fundraising. Additionally, Raic emphasizes the importance of celebrating successes and encourages interested individuals to consider the growing field of fund financing. 

00:00 Meet Neno Raic: A Trailblazer in Fund Financing 

02:09 The Evolution of Fund Financing with Neno Raic 

03:40 Neno's Journey: From Croatia to Fund Finance Innovator 

07:50 The Importance of Fund Finance in Investment Banking 

11:47 Mindset and Skillset: Keys to Success in Fund Finance 

16:05 Mastering the Art of Fundraising and Adding Value 

22:06 Navigating Career Transitions in Finance 

23:42 The Essence of Problem Solving in Business 

24:12 Navigating Challenges and Embracing Opportunities 

24:53 Leadership Insights: Building a Culture and Team Dynamics 

26:44 The Power of Core Values in Shaping a Company 

28:59 Transitioning from Investment Banking to Entrepreneurship 

30:58 The Role of Mentorship in Career Development 

33:44 Networking: A Necessary Skill for Founders 

35:37 Fund Finance: Opportunities and Growth 

37:23 Looking Ahead: Plans and Predictions for NLC 

39:33 Reflecting on Career Advice and Continuous Learning 

43:44 Closing Thoughts and Open Invitation

This episode features Justine Mannering, an accomplished Managing Director on the Consumer Retail Team at Stifel in New York, sharing her extensive investment banking experience and insights on career growth, diversity and inclusion, networking, and work-life balance.

Starting her career at DC Advisory and rapidly advancing, Mannering has executed over a hundred transactions across various consumer segments. She emphasizes the importance of building robust expertise, leveraging networking for career advancement, the role of mentorship and sponsorship, and actively participating in diversity and inclusion initiatives.

Mannering also discusses the challenges and opportunities presented by technology in the banking sector, the significance of building meaningful relationships within the industry, and offers practical advice for professionals at different stages of their banking careers. Her unique perspective as a founding member of Exponent Women highlights the need for platforms that support women in finance!

00:00 Welcome to the Investment Banking Leaders Podcast Series 2 

00:41 Meet Justine Mannering: A Trailblazer in Investment Banking 

03:05 Justine's Unexpected Journey into Investment Banking 

06:12 The Evolution of Investment Banking: Challenges and Technology 

09:48 Building a Successful Career in Investment Banking 

12:45 The Power of Sponsorship and Building Meaningful Connections 

19:28 Embracing New Opportunities: Justine's Experience with Team Building 

23:51 Championing Diversity and Inclusion in the Workplace 

27:19 Empowering Women in Banking: Strategies and Insights 

28:14 The Importance of Networking and Building Supportive Communities 

29:31 Balancing Family and Career in Investment Banking 

32:38 Creating a Supportive Work Environment and Recognizing Achievements 

37:11 Navigating the Post-COVID Work Environment: Challenges and Adaptations 

40:23 Effective Networking Strategies for Investment Bankers 

43:19 Reflecting on a Career in Investment Banking: Advice and Insights 

47:05 Final Thoughts and Resources for Professional Growth

Welcome to Episode 7 of The Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  

This week’s episode features our newest guest, Sher Hafeez, Managing Director at JLL Securities. Sher began his career in the investment banking industry in 2006 as an Analyst at Morgan Stanley. After that, he moved to J.P. Morgan and worked his way up to VP of Real Estate IB. Sher is a real estate M&A expert and is passionate about sharing his wisdom with you all.  

Sher shared an unexpected fun fact with us; as a kid, between first and twelfth grade, he moved quite a lot. Because his father was a diplomat, Sher’s family traveled frequently, and he had to change schools about 7 times. He credits his love for investment banking to his constant moving as a child; finding new friends at each school is like meeting new clients for new deals! His childhood experiences helped him learn how to assimilate quickly and grow in new, nerve-wracking environments. 

For those more junior in the industry, Sher says it is especially important to go with the flow and keep up with the times. Making sure that you evolve with the world is key; know what the trends are and be mindful of where the industry is going from a market perspective. Every aspect of your work should be evaluated to make sure you are staying ahead of trends is paramount to your success in the investment banking industry. 

Interested in hearing more from Sher about his career and advice to advance your own? Press play for Episode 7 now! 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Welcome to Episode 6 of The Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.

Our next guest in the series is Alessio Pieri, Partner at d’Angelin & Co. Limited. Alessio has been in the industry since 2008, beginning at Credit Suisse as an Analyst. He joined d’Angelin in 2018 as an Executive Director, moving up the ranks to Partner in under 4 years. Throughout his time in the industry, he has become an expert in fixed income, equities, corporate finance, M&A, and more, advising high-profile clients and transactions in many different industries across the globe. 

One thing you might not know about Alessio is that he is a huge Fiorentina fan. In his words, if you send him a CV and say you support Fiorentina, you are going to get some brownie points! All jokes aside, if you want to chat all things IB and football, Alessio is your guy. 

Alessio had some helpful tips for recognition for new Associates overseeing Analysts. If an Analyst does something differently than you would have done it, but at its core, it still works and fits the bill, let it be. Learning how to filter what you would’ve done differently and accepting the work allows the Analyst to feel rewarded and confident. 

To hear more insightful tips and career-changing advice from Alessio, press play for Episode 6 now! 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Welcome to Episode 5 of The Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible. 

We are more than halfway through Series 1! For this week’s episode, our guest is Charles Godbout, Partner, and Managing Director at PwC Corporate Finance in Montreal, Canada. With over 20 years of experience in the IB industry, Charles focuses on M&A, divestitures, debt, and equity raises, LBOs, and MBOs. Charles started his career with PwC in 2003, working his way up through the years to make Partner in 2016, so he knows a thing or two about loyalty, growth, and development! 

Something you may not have expected about Charles is his love for a good time; he credits this to his more Latin blood, growing up in Montreal with French as his first language. Yes, bankers like to have fun too! He is known for dressing up in costumes whenever he gets the chance, his basement full of extravagant ensembles from different eras that he likes to whip out for some laughs around the office.  

We spoke to Charles about how he fosters a positive company culture at PwC, and he had great insights. In his words, if you’re putting in those long hours, work has to be fun. Focusing on key values like loyalty, teamwork, and respect helped to reduce turnover and create an overall better culture. Due to remote work taking over the world after the COVID-19 pandemic, rebuilding company culture has been one of the biggest challenges to Charles. Returning to those values has been paramount in rebuilding the strong culture he knows and loves at PwC. 

If you’re ready to hear more stories and career advice from Charles, Episode 5 is waiting for you! Press play now. 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Welcome to Episode 4 of the Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible. 

Episode 4’s guest is Rusty Ray, Managing Partner at Alantra. His career began at Brocair Partners, where he led M&A, recaps, and private placements. Rusty specializes in the healthcare sector and has amassed over 20 years of experience in the investment banking industry. Joining Alantra in 2019, Rusty is an expert in his field and deeply understands all things biosciences, pharma, life sciences, and medical devices.  

While Rusty encourages all to take a break from work and unplug from the day-to-day tasks that come with the territory, he knows it can be tough to leave work at the door when you get home. One of his favorite ways to refresh and take time for himself is to start the day off with a morning workout; really focusing on yourself in that moment will allow you to bring your all later in the office. 

One of the best pieces of advice Rusty gave us in this episode was to be open. Everyone has their roles, but it is important to be as flat as one can be in terms of an organizational hierarchy; analysts are not expected to go out and generate business, but they should never be dissuaded from taking risks, interfacing with clients, and trying their hand at more advanced work.  

If you’d like to learn more about Rusty, his leadership style, and helpful tips and tricks to advance your career in the industry, press play for Episode 4 now! 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Welcome to Episode 3 of the Investment Banking Leaders Podcast, hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  

This week’s special episode features our next guest, none other than Scott Wieler, Founder & Chairman of DC Advisory in Washington, DC. As the Founder and Chairman of Signal Hill in 2002, acquired by Daiwa in 2018, Scott has been in finance for over 35 years and has no doubt secured himself as one of the industry’s best and brightest. Scott has been instrumental in hundreds of transactions, producing billions for clients in M&A. 

Upon moving to New York as a brand-new member of the industry, Scott tells us that he didn’t have two nickels to rub together. His journey through the IB world is truly a one-of-a-kind success story full of hard work and determination; just 5 years after his arrival in the Big Apple, he was in a completely different situation, thriving and succeeding. 

If you’re a junior member of the IB industry and take one thing away from this week’s episode, let it be this. We talked to Scott about what advice he has for juniors that are interested in becoming better networkers, and he had 4 great points. 

• Listen intently 

• Be a sponge 

• Be tenacious 

• Go beyond the simple – push yourself every day and always add your insight. 

His number one piece of advice that is fundamental to success? Press play for Episode 3 now! 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Welcome to Episode 2 of the Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible. 

Our next guest for this series is truly impressive, being recognized in 2020 as one of the Top 100 Power Businesswomen by Forbes Middle East. Noha El Ghazaly is no stranger to the industry, with over 10 years of experience at HC Securities & Investment, she is now focused on private equity as Managing Director at Mediterrania Capital Partners in Egypt and sits on multiple different boards across the region. It is safe to say that Noha is paving the way for other women in the industry interested in becoming leaders.  

While Noha absolutely loves the Investment Banking sphere, she has a super interesting hobby you might not guess; she’s a certified hypnotist! She has also studied neuro-linguistic programming, a set of principles that aims to help us understand human experiences and enhance communication. Noha is up there for one of our favorite fun facts in this series! 

Noha’s advice for female listeners? When you find yourself in a meeting room with 15 men, don’t get intimidated. Don’t assume that you are an outsider! There is a reason why you are there, and your contributions are just as important and valuable. Embrace your unique difference as a woman and use it to your advantage. 

To hear more from Noha and learn about her journey in the IB industry, press play now! 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Welcome to Episode 1 of The Investment Banking Leaders Podcast hosted by Altrum’s Deal Toy Global Head, Peter Nieberg! Our mission is to connect as many of you with successful investment banking leaders as possible.  

For our inaugural episode, we are excited to introduce Gokhan Ozkan, Managing Director & Head of Middle East, Turkiye, Africa FIG & EMEA Credit Management Services at JP Morgan. Gokhan has been with JPM since 2006, working his way up the ranks from intern to MD. With over 17 years of experience, he deeply understands FIG and credit management. He is the head of FIG in Turkey, the Middle East, and Africa and the head of EMEA Credit Management services. Gokhan is very passionate about sharing his knowledge and helping others grow. 

A fun fact about him you can’t find online? He loves the NBA! Fascinated with the Golden State Warriors, Gokhan loves success stories. In this episode, he compares team sports to working in Investment Banking – you must be able to work with others and play to each other’s strengths to succeed.  

One of the most important things he recommends for success is to observe. As an investment banker, you are exposed to various high-profile leaders across the world. Take note of how they conduct themselves in meetings, how they present, and how they manage situations. Reading is another important skill. Read everything you can, from books to research reports, because the world is constantly changing.  

If you want to learn more about Gokhan and gain valuable advice for working in the IB industry, press play now! 

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The Investment Banking Leaders Podcast 

Hosted by Peter Nieberg 

Produced by Peter Nieberg and Brett Dayman 

Edited by Natalia Revere 

Altrum is proud to announce that we are launching our very first podcast! The Investment Banking Leaders Podcast is just as it sounds – a podcast where we get the inside scoop from some of the top leaders in the Investment Banking industry. Our mission is to connect you with as many successful investment banking leaders as possible.

Whether you’re a first-year analyst looking for guidance and inspiration from senior leaders, or a veteran MD interested in learning from industry peers, there is something for everyone in this series. 

For those looking to enter the field, tune in to understand what it takes to stand out amongst the crowd and secure your spot as an Analyst. If you’re already in the industry and are looking to take that step up to Associate or VP, you’ll discover various nuggets of wisdom to prepare yourself for the increased responsibility that comes with the territory. And for our current MDs and leaders, press play to learn fun facts about some of your IB counterparts, new methods of leadership, tips & tricks for recognizing your team and boosting company culture. 

This series highlights 8 unique and talented leaders from firms all over the world like JP Morgan, DC Advisory, and Stifel. They’ll share their wealth of knowledge and suggestions for career progression with our Global Head, Peter Nieberg. This series is chock full of over 150 years of combined Investment Banking experience and discusses topics like how to network, the ins and outs of transitioning from one role to another, the key to work/life balance, and so much more. 

Make sure you subscribe to get weekly updates! We can’t wait for you to tune in. 

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Celebrate the closing of your deal today! -----------------------------------------

Credits

Host: Peter Nieberg

Producers: Peter Nieberg & Brett Dayman

Editor: Natalia Revere