PODCAST · business
The Coffee Chat by Adventis
by Adventis
The Coffee Chat Podcast by Adventis is a podcast for finance students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance.For more information about how Adventis can help you further your finance career, or to appear on The Coffee Chat podcast, please visit https://adventiscg.com.
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Ep. 48 - The Recruiting Mindset That Earned Her a Junior Year Banking Offer
In this episode of The Coffee Chat, Ben sits down with Hadley Siena, a sophomore at the University of Illinois at Urbana-Champaign who just accepted a junior year investment banking internship at BMO in Chicago. Hadley shares how an international upbringing, including a formative experience in the Philippines through CISV, sparked her interest in business and ultimately led her to investment banking. We dig into her preparation timeline, from the Prime M&A Case Competition freshman year to grinding the 400 questions guide and earning her Adventis certification. Hadley also walks through her networking strategy, the value of in-person coffee chats, how she used AI tools like ChatGPT for mock interview practice, and what she learned from recruiting in both New York and Chicago.
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Ep. 47 - The Networking Playbook for Freshman & Sophomore Finance Students
In this episode of The Coffee Chat, Ben sits down with Anna Dyjach, a sophomore at Syracuse University who just landed a summer analyst internship on the Sales & Trading desk at Bank of America. Anna shares how she went from a small town in Massachusetts with no finance connections to securing two competitive offers before junior year. We cover her networking strategy (including cold emails with a 70% response rate), how the Adventis program built her technical foundation early, why she chose S&T over investment banking, and how she maximized her career center.
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Ep. 46 - How Persistent Networking Landed Him an Investment Banking Career
In this episode of The Coffee Chat, Ben sits down with Eric Ren, a University of Illinois Urbana-Champaign graduate who built his way into investment banking at Deutsche Bank.Eric shares how he navigated recruiting during COVID, cold-emailed hundreds of bankers, flew to New York to network in person, and developed the technical skills that helped him stand out once he landed on the desk. If you're interested in investment banking recruiting, networking strategy, and breaking into Wall Street from a non-traditional path, this episode provides a practical playbook.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.comEdited by Jamie Regan - @CreatedByRegan Hosted by Ben DowellGuest: Isaac (Ike) Cymerman
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Ep. 45 - The Program Turning MSU Students Into Wall Street Analysts
In this episode of The Coffee Chat, Ben sits down with Dave Hawthorne, Director of the Financial Markets Institute (FMI) at Michigan State University’s Eli Broad College of Business.They break down how FMI identifies and develops high-performing students for careers in investment banking, private equity, sales & trading, and more. Dave explains what separates successful candidates, why grit and leadership matter, how their 10-week Investment Banking Academy prepares students for Superdays, and how the program’s powerful alumni network places students at firms like Goldman Sachs, Morgan Stanley, Barclays, Houlihan Lokey, William Blair, and many others.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan - @CreatedByRegan Hosted by Ben DowellGuest: David Hawthorne---00:00 – Meet Dave Hawthorne & The Financial Markets Institute (FMI)03:00 – What Makes a Student a Good Fit for Investment Banking06:00 – Demonstrated Interest: Clubs, GPA & Adventis Modeling09:00 – The 10-Week Investment Banking Academy Explained13:00 – “Practice Until You Can’t Get It Wrong” (Interview Prep)16:00 – The New York Road Show: JP Morgan, Evercore, Carlyle & More19:00 – FMI’s Alumni Network & Where Students Land Jobs23:00 – Investment Banking as the Stepping Stone to Private Equity30:00 – How to Build a Successful Student Organization36:00 – Final Advice: Leadership, Grit & Earning the Offer
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Ep. 44 - Landing Your IB Internship and Earning The Return Offer
In this episode of The Coffee Chat, Ike Cymerman, a senior at the University of Michigan, breaks down how he secured — and earned a return offer from — TD’s Leveraged Finance & Private Credit group.We cover his internship experience, how he prepared technically and behaviorally, the role Michigan’s TAMID investment fund played in his development, and why networking conversations matter more than most students realize.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan - @CreatedByRegan Hosted by Ben DowellGuest: Isaac (Ike) Cymerman
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Ep. 43 - Securing Highly Competitive Internships and Earning Return Offers
In this episode of The Coffee Chat, Sante Bambocci, a student at Bentley University, shares how he secured a highly competitive sophomore summer investment banking internship at Bank of America — and earned a return offer.We break down his early technical preparation, networking strategy from a non-target school, how he used financial modeling training to stand out, and what actually matters when trying to secure — and keep — an offer in investment banking.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan - @CreatedByRegan Hosted by Ben DowellGuest: Sante Bambocci
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Ep. 42 - How a Liberal Arts Student Landed an Investment Banking Internship
In this episode of The Coffee Chat, Braden Donovan from Amherst College shares how he successfully landed a junior year investment banking internship at Arris Partners. We break down his networking strategy, technical preparation, and how liberal arts students can compete in a highly competitive recruiting process.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Braedan Donovan
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Ep. 41 - The Truth About Recruiting from Non-Target Schools
In this episode of The Coffee Chat, we break down exactly how non-target students can compete for top investment banking roles through smart networking, focused recruiting strategy, and strong interview preparation. We cover how many banks to target, who to network with, and what actually makes candidates stand out.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Benjamin Wysmuller
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Ep. 40 - The Hard Lessons of a Career in Investment Banking
In this episode of The Coffee Chat, Christian Burmeister shares his real-world lessons from investment banking, private equity, and navigating early-career decisions. From closing his first deal to managing conflicts, weekend emergencies, and choosing the right career path, he breaks down what students MUST know before entering finance.If you're preparing for IB or PE recruiting, this episode will give you actionable advice, behind-the-scenes stories, and the mindset needed to stand out.---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Christian Burmeister
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Ep. 39 - Breaking Into Banking, Private Equity & Corporate Development
In this episode of The Coffee Chat, Ben sits down with Jay, a Michigan State alum whose career path spans investment banking at Wells Fargo, private equity at Huron Capital, and now corporate development at Perrigo. Jay shares how he broke into investment banking from a non-target school, how he outperformed during his internship (including being staffed solo on a live deal), and how early modeling training through Adventis gave him an edge.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Jay Burzych
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Ep. 38 - Expert Resume Strategies for Breaking Into Investment Banking
In this episode of The Coffee Chat, we sit down with Stephanie Hockman, a finance career expert with 35+ years of industry experience and founder of Alvista Loop talent development firm. Stephanie has reviewed over 5,000 resumes throughout her career at Arthur Andersen, Bank of America, BNP Paribas, and Amherst College.We dive deep into the art and science of building a standout finance resume, covering everything from formatting fundamentals to advanced tactics for beating applicant tracking systems. Whether you're an undergraduate student or early-career professional looking to break into investment banking, private equity, or other finance roles, this episode provides actionable strategies to help your resume rise above the competition.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Stephanie Hockman
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Ep. 37 - How to Master “Tell Me About Yourself” in Finance Interviews
In this episode of The Coffee Chat, Ben is joined once again by Stephanie Hockman, a 35-year finance veteran, former Amherst College program director, and executive coach specializing in early-career recruiting.Stephanie breaks down exactly how to craft a powerful “Tell Me About Yourself” or “Walk Me Through Your Resume” response — the most important question in any finance interview.She reveals what interviewers are REALLY looking for: cultural fit, motivation, communication skills, and your personal narrative. You’ll learn how to develop your hook, communicate your unique value, and avoid the common pitfalls that sink candidates.Perfect for anyone preparing for banking, investing, consulting, or corporate finance recruiting.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Stephanie Hockman
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Ep. 36 - How to Network Your Way Into Finance (Even as a Freshman)
In this episode of The Coffee Chat, host Ben sits down with Stephanie Hockman, founder of Alvista Loop, a talent development and executive coaching firm specializing in finance industry recruiting and career preparation.Stephanie shares insights from 35 years in finance and 10 years coaching students at Amherst College. You’ll learn why networking is really about relationship-building, not transactions — and how to create meaningful, memorable conversations that turn into real opportunities.They explain the purpose behind networking, how to ask better questions, how to stand out authentically, and exactly what to do freshman, sophomore, and junior year to maximize your recruiting odds.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Stephanie Hockman
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Ep. 35 - How to Prepare for Technical Interviews in Finance (Beginner to Advanced)
In this episode of The Coffee Chat, host Ben sits down with Stephanie Hockman, founder of Alvista Loop, a talent development and executive coaching firm specializing in finance industry recruiting and career preparation.Ben and Stephanie Hockman dive into technical interview preparation, walking through how students can build skills from scratch — even with zero finance background.Stephanie shares how she built the Careers in Business & Finance program at Amherst College, where she helped students master accounting, financial modeling, valuation methods, and interview-specific technicals.You’ll learn what to study, which tools to use, and how to structure your freshman + sophomore year to be fully prepared for accelerated recruiting timelines.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Stephanie Hockman
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Ep. 34 - Navigating HireVue with Expert Insights
In this episode of The Coffee Chat, host Ben sits down with Stephanie Hockman, founder of Alvista Loop, a talent development and executive coaching firm specializing in finance industry recruiting and career preparation.Stephanie brings over three decades of experience in investment banking, higher education, and coaching. She breaks down how AI-assisted video interviews like HireVue and Spark Hire have reshaped the finance recruiting process — and shares practical, proven strategies to stand out in a digital interview.You’ll learn how these tools evaluate candidates, what AI is really looking for (from tone and enthusiasm to body language and pacing), and how to prepare effectively through practice, presentation, and confidence. Whether you’re a student or a young professional preparing for early recruiting, this episode is a must-listen.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Stephanie Hockman
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Ep. 33 - How One Student Built a Selective Finance Club at Cornell
In this episode of The Coffee Chat, host Ben sits down with Ben Gleeman, a senior at Cornell University and founder of Banking at Cornell, a rapidly growing student organization helping undergraduates break into investment banking.Ben shares how he turned rejection from every top finance club on campus into motivation to build his own organization — one that now serves hundreds of students through its unique two-tier membership model. He discusses building curriculum, partnerships, and leadership systems from the ground up, as well as the mindset it takes to start something meaningful in a competitive environment.Whether you’re a student interested in finance, entrepreneurship, or launching your own organization, this conversation offers valuable lessons in persistence, leadership, and innovation.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Ben Gleeman
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Ep. 32 - How the Freshman Finance Academy is Building Future Finance Leaders from Day One
In this episode of The Coffee Chat, host Ben sits down with Dalton Kahl, a finance student at the University of South Carolina’s Darla Moore School of Business, to talk about the creation and impact of the Freshman Finance Academy (FFA).Dalton shares how the program was designed to prepare first-year students for early recruiting in finance, offering hands-on case studies, mentorship from alumni, and real-world financial modeling experience. He also dives into the program’s selective application process, curriculum design, and the importance of building professional networks early.This conversation is a deep dive into student leadership, finance education, and how young professionals can get ahead in their college careers.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Dalton Kahl
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Ep. 31 - How a Student-Athlete Co-Founded the Ivy Investment Banking Initiative at Iowa State
In this episode of The Coffee Chat, host Ben sits down with Ty Claiborne, a senior at Iowa State University and student-athlete who helped launch the groundbreaking Ivy Investment Banking Initiative.Ty shares how a humbling stock pitch competition against the University of Iowa inspired him to transform Iowa State’s finance opportunities for future students. He talks about creating the program from scratch, working with alumni and deans, balancing football and finance, and empowering others to discover new career paths early in college.If you’re interested in leadership, finance, or how real change happens on campus, this is a must-listen conversation.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Ty Claiborne
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Ep. 30 - The Exact Playbook I Used to Land Top Finance Internships
In this episode of The Coffee Chat Podcast, we sit down with Demetre Carnot, a 2022 graduate of Miami University of Ohio who charted a focused and deliberate path into high finance. From caddying for wealthy executives as a teen to landing internships at William Blair, Copley Equity Partners, and ultimately earning a role at Pritzker Private Capital, Demetre shares the exact steps he took to break into the competitive world of investment banking and private equity.We dive into the power of early exposure, building a strategic network (80+ cold calls!), and why case competitions are your best friend. Whether you're a freshman just getting started or a junior looking for your edge, this episode offers real, tactical advice from someone who’s walked the path—one cold email at a time.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Demetre Carnot
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Ep. 29 - How to Network Like a Pro in Investment Banking
In this episode of The Coffee Chat, host Ben sits down with Jack Starzyk, a first-year student at Miami University of Ohio, to discuss how to navigate the world of investment banking recruiting — from networking and technical prep to understanding the middle market vs. bulge bracket difference.Jack shares his early interest in finance and how he’s preparing to break into the industry, while Ben offers practical coaching on building authentic relationships, asking better questions, and standing out in early conversations with bankers.They also cover what makes the middle market such a strong training ground for future private equity professionals and how students can use storytelling, curiosity, and specificity to turn networking calls into real connections.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Jack Starzyk
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Ep.28 - What I Wish I Knew Before Starting My Career in Finance
In this episode of The Coffee Chat Podcast, we sit down with Brian Etienne, a Miami of Ohio graduate who has built an impressive career in private credit. From starting out with no knowledge of the field to working in Chicago, London, and Paris, Brian shares the pivotal moments, skills, and networking strategies that shaped his path. We dive into the technical demands of private credit, the differences from investment banking, the role of global experience, and the lessons he learned while traveling the world for a year. Whether you’re a student aiming for high finance or a professional curious about career pivots, this conversation is packed with insights, advice, and inspiration.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Brian Etienne
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Ep.27 - What It Really Takes to Land a Finance Role
In this episode of The Coffee Chat Podcast, our guest Kaushal Dhumal shares his journey from high school business programs to landing a remote internship at a private equity firm while studying at Indiana University. We discuss the reality of starting with grunt work, building technical skills, and the often-overlooked importance of networking. From early missteps in coffee chats to refining outreach emails for better response rates, he offers candid insights on making connections, overcoming common mistakes, and standing out in competitive fields like investment banking and private equity.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Kaushal Dhumal
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Ep. 26 - Why I Left Investment Banking
In this episode of The Coffee Chat Podcast, our guest Wayllon Lu shares his journey from discovering finance in high school to landing a role at a top investment bank — and why he decided to leave the traditional Wall Street path for a leadership role in corporate operations. We explore lessons from non-target school recruiting, networking strategies that actually work, the balance between technical skills and personality in interviews, and what it really takes to thrive in high-pressure environments. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Wayllon Lu
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Ep. 25 - Leaving Accounting for Investment Banking
In this episode of The Coffee Chat Podcast, we speak to Michael Rose who began his academic career with aspirations of becoming a CPA, only to discover his passion for investment banking. From navigating Miami University’s strong accounting network to seeking out the challenge of breaking into banking, he shares how joining finance clubs, building technical skills, and learning the art of networking reshaped his career goals. This candid conversation explores the grind of preparation, the importance of mentorship, and strategies for standing out during recruitment and internships. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Michael Rose
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Ep. 24 - Breaking Into Investment Banking from a Non-Target School
In this episode of The Coffee Chat by Adventis, we sit down with Nik Wolf, a driven student from Miami University of Ohio, to unpack strategies for landing investment banking roles—especially when you're not coming from a "target" school. We explore how to stand out in a competitive field, navigate the world of networking, and strategically approach recruiting at bulge bracket and middle market banks. Nik shares insights from his 70+ informational interviews, and we offer practical tips on relationship-building, following up, and preparing for success before and during your internship.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Nik Wolf
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Ep. 23 - Navigating U.S. Internships as an International Student
In this episode, Ben chats with Prim Tangkaravakoon, a Columbia University student calling in from Thailand, about the unique challenges and opportunities international students face when pursuing internships and full-time roles in the U.S. finance industry. From navigating visa sponsorship to building a targeted networking strategy, this episode is packed with real talk, practical advice, and encouragement for those looking to break into investment banking or consulting from abroad. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Prim Tangkaravakoon
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Ep. 22 - Building a Strategic Recruiting Game Plan (Freshman Year to Offer)
In this episode of the Coffee Chat podcast, host Ben sits down with Nicholas John, a first-year student at the University of Illinois, to discuss early-stage recruiting strategy for investment banking. From navigating location preferences (Chicago vs. New York) to building your narrative, this episode gives a front-row seat to the decisions that matter most—early.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Nicholas John
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Ep. 21 - Mastering Cold Emails & Networking for Investment Banking
In this episode of the Coffee Chat podcast, we sit down with Chun Hei Guo, a student from the University of Illinois, to break down the dos and don’ts of networking in the high-stakes world of investment banking. From crafting the perfect cold email to standing out in interviews and transitioning schools mid-recruitment, this episode is packed with tactical advice and real-world insights.Host Ben Dowell shares practical frameworks for outreach, common mistakes students make, and how to carry yourself in a way that resonates with recruiters and bankers.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Chun Hei Guo
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Ep. 20 - Preparing for Your Summer Internship
Today we're joined by William Li, an international student at UCLA preparing for their summer investment banking internship at Citi Bank.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: William Li
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Ep. 19 - 4 Finance Skills Top Execs Look For in New Hires
Today we're joined by Andrew John of Calvert Street Investment Partners as he reveals the 4 MUST HAVE skills he looks for with all of his new hires.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Andrew John
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Ep. 18 - The Best Advice to Get Jobs at Big Firms
In Episode 18 of The Coffee Chat, we delve into actionable insights for landing roles at prestigious firms like Goldman Sachs, McKinsey, and Google. Our expert guest shares firsthand experiences and practical tips to navigate the competitive recruitment landscape.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Ryan Sigman
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Ep. 17 - Investment Banking Exit Strategies
In Episode 17 of The Coffee Chat, we delve into the various exit opportunities available after a career in investment banking. Our expert guest shares firsthand experiences and practical advice on transitioning to roles in private equity, venture capital, corporate finance, and more.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Colin Davis
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Ep. 16 - Private Wealth Management vs. Investment Banking
In this episode, the discussion centers around comparing careers in private wealth management and investment banking, providing insights into the differences, benefits, and challenges of each path.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Livi Hicks
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Ep. 15 - Why Being a Server Makes You a Better Banker
Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Samantha Aronoff
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Ep. 14 - The Secret That Triples Email Response Rate
In this episode of The Coffee Chat, host Ben Dowel sits down with Rylan Chandler, a sophomore at the University of Miami Herbert Business School, to unpack what it takes to break into investment banking—especially from a non-target school.Rylan shares his journey pivoting from a pre-law track to a finance focus, the networking strategies that landed him real conversations with bankers, and his plan to build a rock-solid technical foundation. Ben offers expert coaching on improving response rates, mastering cold emails, preparing for interviews, and converting networking calls into real opportunities.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Rylan Chandler
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Ep. 13 - The Freshman's Prep Guide for a Career in Finance
What Should I Be Doing as a Freshman or Sophomore to Build a Career in Finance?In this episode, host Ben Dowell chats with David, a student making impressive strides in the finance world, to answer one of the most important questions for aspiring finance students: How do I start preparing for a successful career in finance early in college?Learn practical steps you can take as a freshman or sophomore—from developing key technical skills to building a standout resume and making the most of your network.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: David Kordziel
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Ep. 12 - Standing Out While Networking
Want to break into finance? Learn key networking and career insights from Sebastian, a Texas Christian University finance student, as he shares his journey from Lima, Peru, to private equity. Host Ben Dowell offers expert advice on standing out, gaining hands-on experience, and preparing for opportunities.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Sebastian Galarza Pasco
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Ep. 11 - Breaking Into U.S. Investment Banking as a Canadian
Ben Dowell and Jake, a finance student at Simon Fraser University in Vancouver, discuss strategies for landing a banking job across the border. Their conversation highlights key takeaways on networking, demonstrating commitment, and making yourself stand out in a competitive field.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Jake Valinho
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Ep. 10 - Preparing for the Investment Banking Recruitment Process
Adventis' Ben Dowell sits down with Stephanie Hockman to discuss the latest trends in investment banking recruitment and their implications for future finance professionals. Explore how Amherst College has transformed its finance curriculum with the Financial Modeling Certification® (FMC®) Program. Discover how hands-on learning and flexible options are equipping students for success in competitive finance interviews. Learn about the impact of early hiring, full-time opportunities, and evolving strategies on the future of finance careers.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Stephanie Hockman
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Ep.9 - Figuring Out Your Path in Finance
Learn how to navigate your journey in finance with insights from host Ben Dowell and guest Jack Stappenbeck. This episode is packed with insights on choosing the right finance career, mastering essential skills, and building a network that supports your growth.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Jack Stappenback
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Ep. 8 - Switching from Mechanical Engineering to Finance
If you're considering a career shift or are simply curious about the intersection of engineering and finance, Episode 8 of The Coffee Chat podcast is a must-watch. In this episode, Ben explores how one professional successfully transitioned from mechanical engineering to finance.Key takeaways include: Leveraging your existing analytical skills for a finance career.Gaining essential technical expertise through programs like the Financial Modeling Certification® (FMC®) Program.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Ogni Goswami
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Ep. 7 - Breaking Into Finance From Non-Target Schools
For students from non-target schools, breaking into finance may seem challenging. Whether you're aiming for investment banking, private equity, or an adjacent industry such as corporate finance, these insights will motivate and guide you to stand out in the competitive job market. With the right approach and resources, success is within reach.In this episode, Ben shares actionable strategies to help you:Build meaningful connections through networking.Develop essential technical skills with programs like the Financial Modeling Certification® (FMC®) Program.Perfect your resume, cover letter, and interview techniques.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: William Sohn
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Ep. 6 - The Keys to Networking for Finance Students
Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Jackson St. Cyr
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Ep. 5 - Characteristics of Successful Wall St Analysts
In this episode, we take questions from Abishek Samuel, a student from William & Mary to discuss some of the popular questions for students looking to enter the finance industry.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Abishek Samuel
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Ep. 4 - Getting an Internship After Your Freshman Year
This week we welcome Samuel Walters, a student from Bentley and 2025 Investment Banking Summer Analyst at Citizens Financial Group.The Coffee Chat Podcast by Adventis is a podcast for students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Samuel Walters
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Ep. 3 - Maximizing Your Summer Finance Internship
This week we welcome Samuel Walters, a student from Bentley and 2025 Investment Banking Summer Analyst at Citizens Financial Group.Sign up for the Adventis FMC program at https://adventiscg.comThe Coffee Chat Podcast by Adventis is a podcast for students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Zach Visconti
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Ep. 2 - Finding Your First Finance Internship
This week we welcome Kiarra Welch, a student from UCLA and president of the Bruin Investment and Trading Club, onto the Adventis Podcast.Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com---Edited by Jamie Regan (CreatedByRegan)Hosted by Ben DowellGuest: Kiarra Welch
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ABOUT THIS SHOW
The Coffee Chat Podcast by Adventis is a podcast for finance students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance.For more information about how Adventis can help you further your finance career, or to appear on The Coffee Chat podcast, please visit https://adventiscg.com.
HOSTED BY
Adventis
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