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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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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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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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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Maximizing Your Summer Finance Internship

In this episode of The Coffee Chat Podcast, host Mike sits down with Zach, a Fordham junior and Adventis-certified student, to discuss how to make the most of a summer finance internship. From learning to “be a sponge” to building connections across departments and staying organized during recruiting, Zach shares actionable insights for aspiring analysts looking to stand out in a competitive industry.

Episode 3 | July 2, 2024

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Tips for Finding Your First Finance Internship

Finding your first finance internship can feel overwhelming. In this episode of the Coffee Chat podcast, UCLA junior and Bruin Investment and Trading Group President, Kiarra Welch, sits down with host Mike to share actionable tips on networking, preparing for interviews, and navigating the recruiting process with confidence.

Episode 2 | May 29, 2024

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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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