Explore every episode of the podcast Investment Banking Insights
| Title | Pub. Date | Duration | |
|---|---|---|---|
| Top 10 IB Recruiting Resources | 15 Jul 2025 | 00:13:25 | |
By popular demand... here are my top 10 recruiting resources for investment banking! 1. 400Q Guide 2. Investment Banking by Rosenbaum and Pearl 3. Financial Statements by Ittelson 5. Morning Brew 7. Toastmaster's International 8. Microsoft Excel 10. Notion AI Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Working Capital Equation (Receivables, Inventory and Payables) | 01 Jul 2025 | 00:12:24 | |
Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically:
Thanks so much for supporting the show! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Wells Fargo Update, Plus Ken Moelis Steps Down | 24 Jun 2025 | 00:10:28 | |
Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co. Click here for Buy Side Recruiting Help Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Contact: investmentbankinginsights@gmail.com | |||
| Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion | 04 Jun 2025 | 00:53:20 | |
Drew Pascarella is a seasoned investment banker and educator (including my professor!). Drew shares his journey from an IT role at Goldman Sachs to becoming a front-office investment banker at Citi, and eventually transitioning to teaching at Cornell University. Click here for Buy Side Recruiting Help Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Contact: investmentbankinginsights@gmail.com | |||
| Series 63 Exam Results (Plus Graduation!!) | 28 May 2025 | 00:05:47 | |
Series 63 exam results and differences from the SIE. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| IB Recruiting Outside of NYC | 20 May 2025 | 00:09:22 | |
Most of the investment banking jobs in the United States are in New York...but what if you want to work somewhere else? Setting up your life in a physical location is a big decision that impacts your entire lifestyle. Today we cover how to tackle this interview question. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Finding Your Champion with Pete Fraser | 29 Apr 2025 | 00:49:22 | |
Today we're sitting down with Pete Fraser, a former mechanical engineer who successfully pivoted to investment banking after his MBA at Cornell. Pete shares his journey from working in a steel mill in Gary, Indiana to landing a coveted position at Guggenheim in New York City. We discuss:
Check out Pete's book Wall Street Dropout at https://streetdropout.com/ You can reach out to him at: peter@streetdropout.com Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| How to Un-lever and Re-lever Beta | 22 Apr 2025 | 00:10:36 | |
Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the capital structure of a target business that you're valuing (e.g. for a DCF analysis). Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| SIE Exam Results | 15 Apr 2025 | 00:05:38 | |
How I did on the Securities Industry Essentials (SIE) exam and advice for you! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| What Is Beta? | 21 Mar 2025 | 00:06:10 | |
What does beta mean in finance and what is it used for? A simple explanation. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Quick NVIDIA Comps Analysis (Capital IQ) | 11 Mar 2025 | 00:07:17 | |
Today we're performing a quick comparable companies analysis for NVIDIA in Capital IQ. We'll walk through how to create the set of comparable companies and get to the point of being able to compare trading multiples for similar firms. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| IB Journey Update and Networking Thoughts | 05 Mar 2025 | 00:10:23 | |
Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| AI's Impact on Investment Banking | 25 Feb 2025 | 00:11:47 | |
AI's a big buzzword these days, but it's worthwhile to think about how artificial intelligence is going to impact our work as investment bankers. While I don't think we'll be out of a job, I strongly believe the nature of our work as advisors is changing, and we'll be expected to do much more, as sophisticated tools allow us to expand our productivity. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Recruiting Trends and Strategies with Jason Lum | 18 Feb 2025 | 00:25:43 | |
It's my pleasure to welcome Jason Lum back on the show to talk about recruiting trends and strategies to help you stand out (particularly if you go to a non-target school). We discuss what's going on in the market right now and specific actions you can take to make progress toward success! Looking for one-on-one help with the recruiting process? Jason and his team still have a few slots open for this cycle, so reach out now if you need some extra help. Note: At no extra cost to you, I may receive compensation from services you purchase through this podcast. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| M&A Accretion Example (Capital One and Discover) | 13 Feb 2025 | 00:18:44 | |
Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a deal like this. We'll go over a simple merger model that I put together in Excel. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Capital One Acquires Discover Financial (Deal Pitch) | 04 Feb 2025 | 00:14:03 | |
Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase price, consideration, and rationale. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| FINRA Requirements for Investment Bankers | 28 Jan 2025 | 00:08:36 | |
After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don't worry, these are standardized exams that will draw on a lot of knowledge you've already been learning. Let's dive into exactly what these tests are so you know how to approach them when you're ready. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| The State of Investment Banking 2025 | 22 Jan 2025 | 00:10:00 | |
Happy 2025! Every now and then it's good to zoom out of the small details of recruiting and understand what's going on in the broader industry. Here are are some fast facts and figures about how the IB industry did in 2024...and my thoughts for what's to come this year! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Evaluating Multiple Offers | 24 Dec 2024 | 00:12:42 | |
When you get that investment banking offer in hand, it's a beautiful thing. The most common situation is simple - you accept the offer! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| How To Know When To Quit Recruiting | 15 Dec 2024 | 00:15:17 | |
How To Know When To Quit Recruiting Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| 3 Fatal Mistakes When Answering Interview Questions | 06 Dec 2024 | 00:13:25 | |
There are a number of ways to prepare for investment banking interviews...and there are ways to not prepare. I've experienced some of these mistakes myself and want to share the lessons I've learned with you in today's episode. The content of what you share is important, but the way you deliver your message is equally important. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Jon Paris - Career Evolution in Banking and Career Advice From My Talent Director at Lincoln International | 26 Nov 2024 | 00:54:31 | |
Today I have the pleasure of sharing a conversation with someone who not only rose the ranks of investment banking to become a Director, but is also someone who runs recruiting at the largest privately held investment bank in the world, Lincoln International. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Case Studies In Investment Banking Interviews | 19 Nov 2024 | 00:09:41 | |
A trend is emerging among some investment banks, where case studies are becoming a component of the interview process. In today's episode, we discuss:
Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Jason Lum - The 'Bridge' Path to Investment Banking | 12 Nov 2024 | 00:31:10 | |
Today's episode features a conversation with finance consultant Jason Lum. Jason worked his way up to several high-finance roles - including a banking role at CIBC - from his time as an undergraduate at a non-target university in Canada. We discuss several aspects of the recruiting process, including: Looking for one-on-one help with the recruiting process? Jason and his team still have a few slots open for this cycle, so reach out now if you need some extra help. Note: At no extra cost to you, I may receive compensation from services you purchase through this podcast.
Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Boeing Buys Spirit Aerosystems (Deal Pitch) | 07 Nov 2024 | 00:15:29 | |
Today we'll look at a real deal pitch example for a deal that's happening in the market right now. We cover the basic facts of the deal and what things you can point to in terms of the strategic rationale for the acquisition. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Deal Pitch 101 | 30 Oct 2024 | 00:13:20 | |
Getting the typical "why investment banking" question is expected, but what if your interviewer expects you to go deeper? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| How To Become An IB Analyst w/Larry Oliver | 21 Oct 2024 | 00:38:35 | |
What does it take to become an investment banking analyst? When you do you need to start the process, and how do you keep track of so many deadlines? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| The Six Steps of Sell-Side M&A | 14 Oct 2024 | 00:13:33 | |
When a company mergers with another business or acquires a business, there is a standard process that investment banks go through to get the deal done. Today we explore these six steps. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Valuation Ratios for Investment Bankers | 01 Oct 2024 | 00:08:37 | |
Today we discuss some common valuation ratios for investment bankers! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Lessons From The Summer Internship (Banking De-brief) | 16 Sep 2024 | 00:17:30 | |
It's time to reflect on my summer internship in investment banking! Here are the high level lessons I learned. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Back and Ready Fall 2024! | 05 Sep 2024 | 00:06:52 | |
We’re back! A quick update for y’all. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Valuation Methodologies You Should Know | 22 Aug 2024 | 00:04:46 | |
Aside from the basic three methods of valuing a company, here are a few other valuation methodologies you should know. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Three Major Valuation Methodologies | 19 Aug 2024 | 00:06:33 | |
Today we cover the three major valuation methodologies! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| How Do You Account For Convertible Bonds in Enterprise Value? | 15 Aug 2024 | 00:04:09 | |
You might know the basic equation for calculating enterprise value already. But how do you account for convertible bonds as part of that calculation? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Calculating Fully Diluted Shares (Treasury Stock Method) | 12 Aug 2024 | 00:08:39 | |
Let's learn how to calculated fully diluted shares for a company using something called the Treasury Stock Method. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Breaking Down Enterprise Value | 08 Aug 2024 | 00:07:26 | |
Let's break down enterprise value together today! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Goodwill: What Is It Anyway? | 05 Aug 2024 | 00:07:29 | |
Goodwill is one of those weird accounting concepts that doesn't come naturally at first. But it's super important and not that hard to understand once you break down the underlying logic of it. Today we'll learn about goodwill! It's critical for investment bankers to know, particularly in the context of mergers and acquisitions. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Let's Talk About EBITDA | 01 Aug 2024 | 00:07:01 | |
What is EBITDA and why do we care about it as investment bankers? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| GAAP vs Non-GAAP Earnings | 29 Jul 2024 | 00:06:38 | |
What's the difference between GAAP and the ambiguous "Non-GAAP" earnings that we often see in company financials? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| When Do You Capitalize Or Expense A Purchase? | 25 Jul 2024 | 00:06:30 | |
Capitalizing a purchase vs expensing it can be understood by looking at the differences between the Income Statement and the Balance Sheet. Let's check it out! Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Why Collecting Cash Is Different From Earning Revenue | 22 Jul 2024 | 00:05:55 | |
I used to think that when a business "made money" it was the same thing as earning revenue, as well as collecting cash. But then I realized I was wrong. Today we cover a basic accounting principle that's important for investment bankers to understand when looking at financial statements. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| How Do You Account For Asset Write-Downs? | 18 Jul 2024 | 00:10:31 | |
When an asset gets written down in value, how does that impact the financial statements? What happens when debt gets written down too? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Working Capital Explained | 15 Jul 2024 | 00:07:22 | |
What does it mean for capital to be "working"? Today we unpack this concept, which is plays an important role in understanding the balance sheet, cash flow, and projecting cash flows in a DCF model. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Negative Shareholder's Equity - Is It Possible? | 11 Jul 2024 | 00:07:56 | |
Can Shareholder's Equity be negative on the balance sheet? And if so, how? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Company Sells A Product | 08 Jul 2024 | 00:06:30 | |
What happens when a company sells a product, and how are the financial statements impacted? We'll assume the product is sold for $20 and it costs $10 make. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Company Buys A Factory | 04 Jul 2024 | 00:14:32 | |
What happens to the financial statements when a company buys a factory with debt? We'll look at this scenario at Year 0, Year 1, and the end of Year 2 / start of Year 3. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| When Inventory Goes Up By $10 | 01 Jul 2024 | 00:04:35 | |
How do you account for changes in the financial statements when inventory increases by $10? Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Walk Me Through $10 Of Accrued Compensation | 27 Jun 2024 | 00:07:04 | |
How does accrued compensation work on the financial statements? Today we'll work through a simple problem to find out. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Walk Me Through $10 Of Depreciation | 24 Jun 2024 | 00:10:01 | |
Let's put our knowledge of financial statements and depreciation to work to solve a simple investment banking accounting question. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||
| Understanding Depreciation and Amortization | 20 Jun 2024 | 00:06:53 | |
Depreciation and Amortization always seems like funny concepts to me, but now that I have studied them in more detail I understand why they exist. Click here for Buy Side Recruiting Help Contact: investmentbankinginsights@gmail.com | |||