The Coffee Chat Podcast
Looking for something specific? Explore episodes by category or topic to find insights most relevant to your finance journey.
Category
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
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
Switching from Mechanical Engineering to Finance: A Career Transition Story
Transitioning from mechanical engineering to finance may seem daunting, but it is entirely achievable with the right mindset and resources. This episode reveals how leveraging transferable skills, gaining financial expertise, and embracing continuous learning can lead to success in a new industry.
Episode 8 | December 23
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