The Wall Street Lab

Rami Cassis, founder and CEO of Parabellum Investments, discusses how his firm operates as a hybrid between a family office and private equity firm. He provides an inside look at his investment approach, building relationships and reputation, and his perspective on improving private equity's image. Key Topics and Timestamps: More about our sponsor Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check Out these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/

In this episode, Christina Bresani, Managing Director and Head of Corporate Advisory at William Blair, shares her insights and experiences in investment banking and corporate advisory. She discusses her background, breaking into the industry, and the importance of networking. Christina explains the role of corporate advisory and its responsibilities in mergers and acquisitions, including advising clients on acquisitions, divestitures, mergers, and defending against activists. She emphasizes the changing landscape of friendly and hostile takeovers and the need for valuable relationships with clients. Additionally, Christina highlights the importance of diversity and the initiatives taken by William Blair to support women in investment banking. The episode concludes with her advice to be open to learning, curious, and true to oneself in the industry. We discuss the following topics: More about our sponsor Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check Out these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/

In this episode, Dr. Daniel Crosby shares insights on the behavioral aspects of investing. The conversation covered a range of topics, including the trends of passive and active investing, the biases exhibited by portfolio managers, the impact of recent events like the WallStreetBets phenomenon, and the interconnectedness of personal well-being and financial decision-making. Let's delve into the key takeaways from this enlightening discussion. We discuss the following topics: More about our sponsor Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check Out these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/

In this episode of the Wall Street Lab podcast, we had the opportunity to interview Gene Goldman, the Chief Investment Officer and Director of Research at Cetera Financial Group. We will dive into the key takeaways from the interview and explore how they combine quantitative and qualitative data to generate insights for financial investment decisions. More about our sponsor Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check Out these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/

Brian Robinson is not your average banker. He’s a partner at Goldman Sachs, runs the firm’s Prime Brokerage sales force and leads the hedge fund client segment for equities, both for the Americas region, but he's also made a name for himself through his unconventional yet determined approach to career and leadership. In this episode, we'll take you on an interesting trip through Brian's mind. We'll talk about: More about our sponsor Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check Out these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/ Interview Prep Hedge Fund Interview Prep Course: https://il130.isrefer.com/go/TWSLHFInt/TWSL/ Investment Banking Interview Prep Course: https://il130.isrefer.com/go/TWSLIBint/TWSL/ Private Equity Interview Prep Course: https://il130.isrefer.com/go/TWSLPEint/TWSL/ VC & PE Venture Capital Course: https://il130.isrefer.com/go/TWSLVC/TWSL/ Private Equity Deals Process: https://il130.isrefer.com/go/TWSLPEDeals/TWSL/

Investors are quick to brag about the impact and network they add to their investments. After all, they know a lot of important people, have access to cash, and an infinite source of knowledge. Christoph Jost, Founder & Managing Partner at FLEX Capital, isn't one of them. "We come in when the founders have already done the hard part", he says. "They have scaled their business to 1 million EBITDA or 5 million in revenue. It's clearly working already." In this episode, Andi and Christoph discuss: More about FLEX Capital: https://www.flex.capital/en/ More about Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/ Check 0ut these Wall Street Oasis courses: Modeling Elite Modeling Package: https://il130.isrefer.com/go/TWSLElite/TWSL/ LBO Modeling Course: https://il130.isrefer.com/go/TWSLLBO/TWSL/ Real Estate Modeling Course: https://il130.isrefer.com/go/TWSLRE/TWSL/ Interview Prep Hedge Fund Interview Prep Course: https://il130.isrefer.com/go/TWSLHFInt/TWSL/ Investment Banking Interview Prep Course: https://il130.isrefer.com/go/TWSLIBint/TWSL/ Private Equity Interview Prep Course: https://il130.isrefer.com/go/TWSLPEint/TWSL/ VC & PE Venture Capital Course: https://il130.isrefer.com/go/TWSLVC/TWSL/ Private Equity Deals Process: https://il130.isrefer.com/go/TWSLPEDeals/TWSL/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. In this episode, Jan Voss of BLN Capital shares insights on the challenges, rewards, and intricacies of working in the family office space We discussed: What are the complexities of family offices and their various forms (Single Family Offices vs. Multi-Family Offices)? How does the role of a family office manager differ from traditional fund managers? What is the importance of discretion and trust in family office management? How do family office managers balance family interests while maintaining professionalism? What is the appeal of working in the family office space in terms of diversity and intellectual stimulation? More about BLN Capital: https://www.blncapital.com/ More about Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Financial models are more than forecasts - they're a crucial decision-making tool. And it takes more than Excel-skills to make them impactful. Our guest today is Ian Schnoor, Co-Founder and Executive Director of the Financial Modeling Institute In this episode, we discuss: Learn more about the Financial Modeling Institute: https://fminstitute.com/ More about Fintalent.io: https://fintalent.io You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Alan Jones is a Senior Managing Director and the Head of North American Private Investment of ICG Asset Management, a global alternative asset manager with over 65 billion USD in Assets under Management. Prior to ICG, Alan spent 25 years with Morgan Stanley where he served most recently as Vice-Chairman of Private Credit & Equity. In 2007, he rebuilt Morgan Stanley’s private equity investing business, and from 2007 to 2018 was Head of Private Equity and Chair of the Group’s Private Equity Investment Committee. In this episode, we discussed: - How luck can be a powerful driver for career change - How Alan considers PE investments - How he lets younger professionals into his inner circle - Why humility and curiosity are key traits when hiring More about Alan and ICG here: https://www.icgam.com/people/alan-jones/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Kison Patel, CEO and Founder of M&A Science and Dealroom, a project management software for complex M&A transactions. In this interview, we will discuss: More about M&A Science: https://www.mascience.com/ More about DealRoom: https://dealroom.net/ Follow Kison on LinkedIn: https://www.linkedin.com/in/kisonpatel/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Krista Morgan, a general partner at Stage, an early-stage private equity firm based in Denver, Colorado. She's also the co-founder of Aelin.ai, an artificial intelligence platform helping small businesses prepare for loans. She's currently a board member of Peak Beverage. Krista holds a Bachelor of Arts in Economics and Political Science and a Diploma in Liberal Arts. In this interview, we will discuss: How Krista and her co-founder founded StageHer experiences running a private-equity firmManaging relationships with founders and investorsHer approach to funding startups and getting returns More about Stage: https://stagefund.com/ More about Krista: https://www.linkedin.com/in/kristamorgan/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

My guest today is Maëlle Gavet, the CEO of Techstars. Techstars is one of the world's largest pre-seed investors, with over 3,300 investments. Maëlle is the Author of “Trampled by Unicorns” and an advocate for Empathetic Tech. Today is a special episode. I apologize for the noise in the background because we have the pleasure of recording this episode in person at the Web Summit in Lisbon. Links More about Techstars: https://www.techstars.com/ More about Maelle: https://www.linkedin.com/in/maellegavet/ More about Fintalent: https://fintalent.io/ You can find all episodes of The Wall Street Lab Podcast on https://thewallstreetlab.com/

Today we're joined by Lisa Marchese, Head of Corporate Development of American Express, where she is responsible for all venture investments, joint ventures and M&A activities. Previous positions at American Express include SVP of International Business Development, VP Corporate Development, and VP Strategic Planning Group within the last 20 years. Lisa holds an MBA degree from Columbia Business School and a bachelor's degree from Barnard College. This episode is about all things strategic M&A. Buckle up because we'll discuss: The episode is filled with a ton of frameworks and practical tips for M&A practitioners and professionals interested in the space alike. The Wall Street Lab is brought to you by Fintalent.io - the leading community for M&A and Private Equity professionals.

Today is a special episode - because our host Andi is the guest! Andi was a guest on the Fintalent.io podcast. Of course, he's not only the host of the Wall Street Lab, but also founded his own FinTech recently - and raised money for it. If you have always wondered who Andi actually is and how he started the Wall Street Lab podcast, this is the episode to tune in. In this episode, we discussed: This podcast is supported by Fintalent.io. Fintalent.io is a professional community for M&A and Private Equity professionals. Connect with peers, and work on exciting deals together. Links: Connect with Andi on Linkedin: https://www.linkedin.com/in/andreasvonhirschhausen/ More about Reach.Finance: https://reach.finance/ More about Fintalent.io: https://fintalent.io

Our guest today is Danielle Joseph. Danielle is a Managing Director and leads the Closed Loop Ventures Group platform – the seed and pre-seed investment division of Closed Loop Partners - focused on the circular economy. She is also a Board Member of several companies. Prior to Closed Loop Partners, Danielle worked on clean energy project finance activities, including clean energy, energy efficiency, waste-to-value, water resources and reclamation, and environmental services. Danielle earned her MBA from Stanford Graduate School of Business where she led the GSB Impact Fund, an early stage investing platform for impact-driven companies. Danielle earned her Bachelor of Arts from Pomona College. Danielle is a mentor with Built By Girls – an organisation preparing the next generation of female leaders, builders and creators. What we'll talk about in this episode Links https://www.closedlooppartners.com/team-members/danielle-joseph-2/ https://www.linkedin.com/in/danielle-joseph-71790026/ https://www.homebiogas.com/ https://partsmonkey.com/ https://www.solarcycle.us/ https://www.cartercenter.org/ https://www.amazon.de/-/en/Peter-Lacy/dp/1349959677 https://www.amazon.com/Waste-Free-World-Circular-Economy-Planet/dp/0593191846 https://www.wastedive.com/ Contact & Disclaimer If you want to get in touch: contact@thewallstreetlab.com Disclaimer: Information contained in this podcast constitutes the opinions of individuals and should not be treated as investment, tax, financial or legal advice. We take no responsibility for the accuracy of any statements made in this podcast. This podcast is for informational and educational purposes only and it does not contain an offer to sell or buy any sort of financial products and should not be treated as advertisement for such. Any copying, distribution or reproduction of this podcast without the prior permission of the creators of the podcast is strictly prohibited.

Srecko Dzeko is a General Partner with Flash Ventures in Berlin, focusing on Europe and Latin America. Prior to joining Flash, he was a Senior Consultant at McKinsey. During his career Srecko working in banking with ANZ and Morgan Stanley, private equity with 3i and founded his own startup: Simplo, a venture-backed B2B marketplace. Srecko holds degrees in philosophy from the London School of Economics, and business from the WHU - Otto Beisheim School of Management. In this episode Srecko talks to us about investing into early stage companies as a day-zero investor. His investment decision making criteria, what he looks out for in a startup, and most importantly in a founders team. We learn how Flash Ventures thinks about deal sourcing by creating a network of exceptional people, even before they even think about founding a company. That is how committed Srecko and Flash ventures are to finding the right founders. Srecko also gives advices to founders, and people that want to start a career in VC. https://flash.vc/ https://www.linkedin.com/in/sre%C4%87ko-d%C5%BEeko-58259864/

Mathieu Chabran is Co-founder of Tikehau Capital, a global alternative asset manager with over 30 Billion USD in Assets under Management. Previously, he worked in the Real Estate Debt Market team of Deutsche Bank in London. He began his career at Merrill Lynch, firstly in Paris within the Principal Investment team, then in London, in the High Yield Capital Market department. He received his education from ESCP Europe. This episode is about Mathieu's journey as a founder to scaling his alternative investment asset management company across the global. We talk about Private Debt, Real Assets, Private Equity, and Capital Markets Strategy. We cover the importance of people and culture and the effects of covid on the business. And of course we talk about the requirements to grow as an employee and climb the ranks.

Andrew Scott is a founding partner of 7percent ventures, a London & San Francisco-based technology VC. Before founding 7percent ventures in 2014, Andrew founded six startups of his own. Among these was the world’s first location based social network (Playtxt 2001; patented), online digital news archive (BritishPathe.com, 2002), trust graph/recommendation engine using machine learning (Rummble, 2007; patented). In-between he did strategy consulting for VCs and Corporates including Astra Zeneca, AT&T and Alcatel Lucent. Andrew is also co-founder of ICE, a global non-profit network of tech founders and investors, established in 2009. In this episode we talk about Andrew's journey from serial entrepreneur to Venture Capital investors. Along the way we learn about his selection criteria for investments, lessons learned from being an entrepreneuer, CEO, and then investors. We also talk about how to stand out as someone looking to get into the VC industry.