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

The Freshman Finance Academy: Building Future Finance Leaders from Day One

Ben Dowell sits down with Dalton Kahl from the University of South Carolina to discuss the Freshman Finance Academy, a selective program helping first-year students build the technical, networking, and leadership skills needed to thrive in competitive finance recruiting.

Episode 32 | November 10, 2025

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Coffee Chats Marie Castillo Coffee Chats Marie Castillo

The Exact Playbook I Used to Land Top Finance Internships

From golf course conversations to a private equity associate role, Demetre’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

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Coffee Chats Heather Sinfield Coffee Chats Heather Sinfield

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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Coffee Chats Heather Sinfield Coffee Chats Heather Sinfield

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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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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