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

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

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 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

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