The Coffee Chat Podcast

Looking for something specific? Explore episodes by category or topic to find insights most relevant to your finance journey.

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Coffee Chats Marie Castillo Coffee Chats Marie Castillo

From Electrician’s Apprentice to Investment Banking Intern

In Episode 55 of the Coffee Chat podcast, Ben speaks with Iowa State junior Anthony about his unconventional path from an electrician’s apprenticeship to earning a 2027 investment banking internship at Lincoln International. Anthony shares how taking a gap year helped him find direction, why he focused his networking efforts on one firm, how Iowa State’s Investment Banking Initiative supported his recruiting preparation, and how the Financial Modeling Certification® Program helped him build practical financial modeling skills.

Episode 55 | October 5, 2026

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Coffee Chats Marie Castillo Coffee Chats Marie Castillo

Say Yes to Everything Freshman Year, Then Go All In

In Episode 54 of the Coffee Chat podcast, Ben speaks with University of Illinois junior Tej about his path from exploring opportunities freshman year to earning a private equity internship at Water Street Healthcare Partners and an upcoming JPMorgan M&A analyst position. Tej shares practical advice on networking, financial modeling, recruiting timelines, and why students should “say yes” early before narrowing their focus and going all in.

Episode 54 | September 21, 2026

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Expert Recruiting Advice, Coffee Chats Marie Castillo Expert Recruiting Advice, Coffee Chats Marie Castillo

An Expert's Honest Guide to Breaking into High Finance

Investment banking recruiting moves faster than ever. In this episode of The Coffee Chat, Bentley University's Mary Ellen Ryan shares an honest look at recruiting timelines, networking, technical preparation, and what students can do early in college to position themselves for success in high finance.

Episode 53 | September 7, 2026

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Coffee Chats Marie Castillo Coffee Chats Marie Castillo

How He Landed 2 Banking Internships Before Junior Year

Ben speaks with Jimmy, a rising junior at the University of Illinois Urbana-Champaign, about how he landed two highly competitive finance internships before junior year. Jimmy discusses his experience with Prime M&A, recruiting for investment banking in Chicago, preparing for technical interviews, becoming an Adventis trainer, and securing offers from Morningstar and J.P. Morgan. This episode is packed with practical advice for students interested in investment banking recruiting.

Episode 52 | July 6, 2026

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Coffee Chats, Selective Organizations Marie Castillo Coffee Chats, Selective Organizations Marie Castillo

The Program Turning MSU Students Into Wall Street Analysts

In this episode, Ben talks with David Hawthorne, Director of the Financial Markets Institute at Michigan State University, about how FMI identifies top talent early and builds the technical, professional, and interpersonal skills needed to succeed in competitive Wall Street recruiting.

Episode 45 | March 30, 2026

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Coffee Chats Marie Castillo Coffee Chats Marie Castillo

Securing Highly Competitive Internships and Earning Return Offers

In this episode of the Coffee Chat podcast, host Ben interviews Bentley student Sante about securing a highly competitive sophomore-year investment banking internship at Bank of America, plus how he earned a return offer. Sante shares actionable advice on preparation, technical skills, and taking ownership of your career development.

Episode 43 | March 2, 2026

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Coffee Chats Marie Castillo Coffee Chats Marie Castillo

The Hard Lessons of a Career in Investment Banking

In Episode 40 of the Coffee Chat podcast, Ben chats with Christian to unpack real stories from investment banking, lessons learned in private equity, and how the Adventis Financial Modeling Certification® Program helped Christian launch his career. Christian shares actionable insights for undergraduates navigating early recruiting and building the mindset needed to thrive on Wall Street.

Episode 40 | January 19, 2026

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Expert Recruiting Advice, Coffee Chats Marie Castillo Expert Recruiting Advice, Coffee Chats Marie Castillo

Expert Resume Strategies for Breaking Into Investment Banking

In this episode, host Ben sits down with Stephanie Hockman, who has reviewed more than 5,000 resumes across 35 years in finance, to share proven strategies for building a standout investment banking resume. From formatting fundamentals to showcasing experience when you “don’t have any,” this episode breaks down exactly what recruiters look for.

Episode 38 | December 22, 2025

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Coffee Chats, Expert Recruiting Advice Marie Castillo Coffee Chats, Expert Recruiting Advice Marie Castillo

How to Master “Tell Me About Yourself” in Finance Interviews

In Episode 37 of The Coffee Chat Podcast, Ben and Stephanie break down how to craft a memorable and strategic response to “Tell me about yourself.” Drawing from 35 years of industry experience, Stephanie shares practical tactics (reflection exercises, structural frameworks, and key pitfalls) to help candidates differentiate themselves in competitive finance interviews.

Episode 37 | December 15, 2025

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Expert Recruiting Advice, Coffee Chats Marie Castillo Expert Recruiting Advice, Coffee Chats Marie Castillo

How to Network Your Way Into Finance (Even as a Freshman)

In Episode 36 of The Coffee Chat Podcast, host Ben and guest Stephanie Hockman, a former investment banker and executive coach, discuss the mindset, tactics, and pitfalls every student should know about networking. From building authentic relationships to asking the right questions, this episode is your guide to mastering one of the most important skills in finance recruiting.

Episode 36 | December 8, 2025

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Expert Recruiting Advice, Coffee Chats Marie Castillo Expert Recruiting Advice, Coffee Chats Marie Castillo

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

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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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