The Coffee Chat Podcast
Looking for something specific? Explore episodes by category or topic to find insights most relevant to your finance journey.
Category
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
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
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
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
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
The Secret That Triples Email Response Rate
In this episode, Ben Dowell chats with Rylan, a sophomore at the University of Miami Herbert Business School, offering expert coaching on improving response rates, mastering cold emails, preparing for interviews, and converting networking calls into real opportunities.
Episode 14 | March 10, 2025
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
Breaking Into U.S. Investment Banking as a Canadian
Breaking into investment banking from Canada presents unique challenges, but with the right strategy, it's possible to land a role in the U.S. In Episode 11 of The Coffee Chat podcast, Ben speaks with Jake, a finance student at Simon Fraser University, about key tactics for standing out.
Episode 11 | January 27, 2025
Preparing for the Investment Banking Recruitment Process
In this episode, Amherst College’s Stephanie Hawkman shares how early preparation, structured training, and the Adventis Financial Modeling Certification® Program help liberal arts students succeed in today’s competitive investment banking recruitment process.
Episode 10 | January 10, 2025
Figuring Out Your Path in Finance
This episode covers everything from identifying the right finance career path to mastering essential skills through the Financial Modeling Certification® Program. Learn how to build a strong network and stay resilient in the competitive world of finance. Whether you're just starting or looking to advance, this podcast episode offers key takeaways to help you achieve your goals.
Episode 9 | January 6, 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
Breaking Into Finance from Non-Target Schools
Attending a non-target school can feel like an insurmountable obstacle for many aspiring finance professionals. Limited access to alum networks, fewer on-campus recruiting opportunities, and the perception of being at a disadvantage often deter students from pursuing careers in finance. However, as Episode 7 proves, these challenges are not insurmountable.
Episode 7 | December 9, 2024
The Keys to Networking for Finance Students
Networking in finance is more than collecting LinkedIn connections; it’s about building genuine relationships that reflect hard work, preparation, and authenticity. In Episode 6 of The Coffee Chat Podcast, host Ben sits down with Jackson, a sophomore at American University, to uncover the strategies that can make or break a student’s path to investment banking.
Episode 6 | November 25, 2024
Characteristics of Successful Wall Street Analysts
What makes a standout Wall Street analyst? In this episode of The Coffee Chat Podcast, host Ben sits down with Abishek, a sophomore at William & Mary and aspiring banker, to explore the core traits that set top analysts apart.
Episode 5 | November 11, 2024
Getting an Internship After Your Freshman Year
Bentley University’s Samuel shares how he landed competitive finance internships starting freshman year, and how persistence, networking, and the Financial Modeling Certification® (FMC®) Program gave him a critical edge.
Episode 4 | September 23, 2024
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
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