The Coffee Chat Podcast

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What I Wish I Knew Before Starting My Career in Finance

Breaking into finance isn’t always a straight path. In this episode, Ben sits down with Brian, a Miami of Ohio graduate, to reflect on what he wishes he had known before starting his career in private credit. From the power of networking to the importance of hard work and flexibility, Brian shares candid insights and lessons that every aspiring finance professional should hear.

Episode 28 | September 29, 2025

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What It Really Takes to Land a Finance Role

Landing a finance role takes more than technical skills; it requires persistence, networking savvy, and the discipline to excel in every detail. In this Coffee Chat episode, Ben and Indiana University student Kaushal discuss what it really takes to stand out in competitive recruiting.

Episode 27 | September 15, 2025

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Why I Left Investment Banking

Ben interviews Wayllon Lu, a University of Illinois graduate who began his career in investment banking at Moelis before making the unconventional decision to exit the industry. Wayllon shares why he ultimately chose to pivot into corporate finance and operations with a client.

Episode 26 | September 1, 2025

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Leaving Accounting for Investment Banking

Miami of Ohio student Michael Rose reflects on his decision to leave accounting for investment banking. Guided by mentors, club experiences, and Adventis’s Financial Modeling Certification® Program, Michael shares valuable lessons on finding the right career fit, building technical skills, and approaching internships with professionalism.

Episode 25 | August 18, 2025

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Mastering Cold Emails & Networking for Investment Banking

Ben sits down with Chun from the University of Illinois to discuss the art of cold emailing, networking, and preparing for investment banking interviews. With real-world examples and actionable frameworks, this episode equips aspiring bankers with the confidence to connect effectively and stand out in the recruiting process.

Episode 21 | June 23, 2025

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Preparing for Your Summer Internship

Heading into your summer internship? In Episode 20 of the Coffee Chat Podcast, Ben and guest Will (UCLA ’26) break down how to prepare: covering technical prep, building professional habits, and navigating the soft skills that help secure a return offer.

Episode 20 | June 9, 2025

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4 Finance Skills Top Execs Look for in New Hires

What do top finance executives really look for when hiring? With over two decades of private equity experience and a front-row seat to what sets candidates apart, Andy shared four key skills he believes are essential for new hires in finance — especially in private equity, commercial banking, and investment banking.

Episode 19 | May 28, 2025

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The Best Advice to Get Jobs at Big Firms

Landing a job at a top firm requires early preparation, technical mastery, and the discipline to “do the work when no one’s watching.” In this episode, Indiana University’s Ryan shares his path into finance and his best advice for students aiming to break into big firms.

Episode 18 | May 12, 2025

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Investment Banking Exit Strategies

Investment banking opens doors to countless career opportunities, but how do you decide which path is right for you? In this Coffee Chat episode, host Ben speaks with Colin about common exit strategies, building meaningful connections, and how Adventis’s Financial Modeling Certification® Program (FMC® Program) helped him stand out early in his career.

Episode 17 | April 28, 2025

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Private Wealth Management vs. Investment Banking

In Episode 16, Ben and Libby, a finance student at Auburn, dive into the differences between private wealth management and investment banking. They discuss recruiting, skill-building, and how to evaluate which path might be the right fit for your career goals.

Episode 16 | April 15, 2025

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The Secret That Triples Email Response Rate

In this episode, Ben Dowell chats with Rylan, a sophomore at the University of Miami Herbert Business School, offering expert coaching on improving response rates, mastering cold emails, preparing for interviews, and converting networking calls into real opportunities.

Episode 14 | March 10, 2025

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What Should I Do as a Freshman or Sophomore to Build a Career in Finance?

A successful career in finance doesn't start with your first job offer, it begins with your actions as a freshman or sophomore. The competition for top investment banking and private equity roles is fierce, and the most successful candidates start preparing early. So, what can you do right now to set yourself apart?

Episode 13 | February 24, 2025

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Standing Out While Networking

Breaking into finance isn’t just about what you know—it’s about how you set yourself apart. Ben chats with Sebastian, a finance student at Texas Christian University, to discuss his journey from Lima, Peru, to securing a double major and an internship in private equity.

Episode 12 | February 10, 2025

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Breaking Into U.S. Investment Banking as a Canadian

Breaking into investment banking from Canada presents unique challenges, but with the right strategy, it's possible to land a role in the U.S. In Episode 11 of The Coffee Chat podcast, Ben speaks with Jake, a finance student at Simon Fraser University, about key tactics for standing out.

Episode 11 | January 27, 2025

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Figuring Out Your Path in Finance

This episode covers everything from identifying the right finance career path to mastering essential skills through the Financial Modeling Certification® Program. Learn how to build a strong network and stay resilient in the competitive world of finance. Whether you're just starting or looking to advance, this podcast episode offers key takeaways to help you achieve your goals.

Episode 9 | January 6, 2025

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Join student leaders, faculty, finance professionals, and Adventis-certified students as they share insights on recruiting, interviews, career development, and industry trends. Whether you're a freshman exploring your path or gearing up for summer internships, each episode offers practical advice to help you get ahead.

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