The Coffee Chat Podcast
Looking for something specific? Explore episodes by category or topic to find insights most relevant to your finance journey.
How to Prepare for Technical Interviews in Finance (Beginner to Advanced)
Former Amherst College Program Director Stephanie Hockman joins us for an in-depth conversation on how universities can elevate students’ technical preparation for finance recruiting. From program design to the power of hands-on learning, Stephanie shares insights on what truly helps students stand out, and why Adventis’s Financial Modeling Certification® Program has become a cornerstone of Amherst’s success.
Episode 35 | December 1, 2025
Navigating HireVue with Expert Insights
AI is reshaping the investment banking recruiting process. In this episode, Ben and expert guest Stephanie Hockman explore how tools like HireVue have changed the game, and what students can do to stand out in a world where interviews are evaluated by algorithms.
Episode 34 | November 24, 2025
How One Student Built a Selective Finance Club at Cornell
When Cornell senior Ben Gleman was rejected from eight finance clubs, he built his own. In this episode, Ben shares how he founded Banking at Cornell, developed its two-tier membership model, and partnered with Adventis to prepare students for top roles on Wall Street.
Episode 33 | November 17, 2025
The Freshman Finance Academy: Building Future Finance Leaders from Day One
Ben Dowell sits down with Dalton Kahl from the University of South Carolina to discuss the Freshman Finance Academy, a selective program helping first-year students build the technical, networking, and leadership skills needed to thrive in competitive finance recruiting.
Episode 32 | November 10, 2025
How a Student-Athlete Co-Founded the Ivy Investment Banking Initiative at Iowa State
When Iowa State football player Ty Claiborne lost a stock pitch competition, he turned that moment into the spark that launched the Ivy Investment Banking Initiative.
Episode 31 | November 3, 2025
The Exact Playbook I Used to Land Top Finance Internships
From golf course conversations to a private equity associate role, Dimitri’s story offers a step-by-step playbook for landing top finance internships. Hear how he leveraged networking, case competitions, and the Adventis Financial Modeling Certification® Program to turn early curiosity into career success.
Episode 30 | October 27, 2025
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
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
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
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
Breaking Into Investment Banking from a Non-Target School
Breaking into investment banking without a target school name on your résumé is possible. In this episode, Miami University student Nik shares how he leveraged the FMC® Program, strategic networking, and a focus on regional markets to carve his own path into investment banking.
Episode 24 | August 4, 2025
Navigating U.S. Internships as an International Student
In this Adventis Coffee Chat, Columbia University student Prim joins Ben to discuss her path from Bangkok to New York City, the realities of sponsorship, and strategies that international students can use to maximize their chances of landing competitive internships.
Episode 23 | July 21, 2025
Building a Strategic Recruiting Game Plan: From Freshman Year to Offer
In this episode, we dive into the essentials of recruiting success. From narrowing down firms and cities to crafting a consistent narrative, to balancing technical prep with networking, this episode breaks down the step-by-step approach students can take to position themselves for multiple offers.
Episode 22 | July 7, 2025
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
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
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
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
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
Private Wealth Management vs. Investment Banking
In Episode 16, Ben and Livi, 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
Why Being a Server Makes You a Better Banker
On Episode 15 of The Coffee Chat, Samantha shares how serving tables prepared her for the intensity of investment banking. From juggling orders to managing multiple live deals, her story shows why soft skills matter just as much as technical ones, and how Adventis helped her build both.
Episode15 | March 31, 2025
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.
Listen on YouTube, Apple Podcasts and Spotify