The Coffee Chat by Adventis

In this episode of The Coffee Chat Podcast, our guest Wayllon Lu shares his journey from discovering finance in high school to landing a role at a top investment bank — and why he decided to leave the traditional Wall Street path for a leadership role in corporate operations. We explore lessons from non-target school recruiting, networking strategies that actually work, the balance between technic...

In this episode of The Coffee Chat Podcast, we speak to Michael Rose who began his academic career with aspirations of becoming a CPA, only to discover his passion for investment banking. From navigating Miami University’s strong accounting network to seeking out the challenge of breaking into banking, he shares how joining finance clubs, building technical skills, and learning the art of networki...

In this episode of The Coffee Chat by Adventis , we sit down with Nik Wolf, a driven student from Miami University of Ohio, to unpack strategies for landing investment banking roles—especially when you're not coming from a "target" school. We explore how to stand out in a competitive field, navigate the world of networking, and strategically approach recruiting at bulge bracket and m...

In this episode, Ben chats with Prim Tangkaravakoon, a Columbia University student calling in from Thailand, about the unique challenges and opportunities international students face when pursuing internships and full-time roles in the U.S. finance industry. From navigating visa sponsorship to building a targeted networking strategy, this episode is packed with real talk, practical advice, and enc...

In this episode of the Coffee Chat podcast, host Ben sits down with Nicholas John, a first-year student at the University of Illinois, to discuss early-stage recruiting strategy for investment banking. From navigating location preferences (Chicago vs. New York) to building your narrative, this episode gives a front-row seat to the decisions that matter most—early. Sign up for the Adventis Financia...

In this episode of the Coffee Chat podcast, we sit down with Chun Hei Guo, a student from the University of Illinois, to break down the dos and don’ts of networking in the high-stakes world of investment banking. From crafting the perfect cold email to standing out in interviews and transitioning schools mid-recruitment, this episode is packed with tactical advice and real-world insights. Host Ben...

Today we're joined by William Li, an international student at UCLA preparing for their summer investment banking internship at Citi Bank. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: William Li

Today we're joined by Andrew John of Calvert Street Investment Partners as he reveals the 4 MUST HAVE skills he looks for with all of his new hires. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: Andrew John

In Episode 18 of The Coffee Chat , we delve into actionable insights for landing roles at prestigious firms like Goldman Sachs, McKinsey, and Google. Our expert guest shares firsthand experiences and practical tips to navigate the competitive recruitment landscape. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠Creat...

In Episode 17 of The Coffee Chat , we delve into the various exit opportunities available after a career in investment banking. Our expert guest shares firsthand experiences and practical advice on transitioning to roles in private equity, venture capital, corporate finance, and more. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Ja...

In this episode, the discussion centers around comparing careers in private wealth management and investment banking, providing insights into the differences, benefits, and challenges of each path. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: Livi Hicks

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: Samantha Aronoff

In this episode of The Coffee Chat, host Ben Dowel sits down with Rylan Chandler, a sophomore at the University of Miami Herbert Business School, to unpack what it takes to break into investment banking—especially from a non-target school. Rylan shares his journey pivoting from a pre-law track to a finance focus, the networking strategies that landed him real conversations with bankers, and his pl...

What Should I Be Doing as a Freshman or Sophomore to Build a Career in Finance? In this episode, host Ben Dowell chats with David, a student making impressive strides in the finance world, to answer one of the most important questions for aspiring finance students: How do I start preparing for a successful career in finance early in college? Learn practical steps you can take as a freshman or soph...

Want to break into finance? Learn key networking and career insights from Sebastian, a Texas Christian University finance student, as he shares his journey from Lima, Peru, to private equity. Host Ben Dowell offers expert advice on standing out, gaining hands-on experience, and preparing for opportunities. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventisc...

Ben Dowell and Jake, a finance student at Simon Fraser University in Vancouver, discuss strategies for landing a banking job across the border. Their conversation highlights key takeaways on networking, demonstrating commitment, and making yourself stand out in a competitive field. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie...

Adventis' Ben Dowell sits down with Stephanie Hockman to discuss the latest trends in investment banking recruitment and their implications for future finance professionals. Explore how Amherst College has transformed its finance curriculum with the Financial Modeling Certification® (FMC®) Program. Discover how hands-on learning and flexible options are equipping students for success in compet...

Learn how to navigate your journey in finance with insights from host Ben Dowell and guest Jack Stappenbeck. This episode is packed with insights on choosing the right finance career, mastering essential skills, and building a network that supports your growth. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedBy...

If you're considering a career shift or are simply curious about the intersection of engineering and finance, Episode 8 of The Coffee Chat podcast is a must-watch. In this episode, Ben explores how one professional successfully transitioned from mechanical engineering to finance. Key takeaways include: Leveraging your existing analytical skills for a finance career. Gaining essential technical...

For students from non-target schools, breaking into finance may seem challenging. Whether you're aiming for investment banking, private equity, or an adjacent industry such as corporate finance, these insights will motivate and guide you to stand out in the competitive job market. With the right approach and resources, success is within reach. In this episode, Ben shares actionable strategies...

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: Jackson St. Cyr

In this episode, we take questions from Abishek Samuel, a student from William & Mary to discuss some of the popular questions for students looking to enter the finance industry. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: Abishek Samuel

This week we welcome Samuel Walters, a student from Bentley and 2025 Investment Banking Summer Analyst at Citizens Financial Group. The Coffee Chat Podcast by Adventis is a podcast for students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance....

This week we welcome Samuel Walters, a student from Bentley and 2025 Investment Banking Summer Analyst at Citizens Financial Group. Sign up for the Adventis FMC program at https://adventiscg.comThe Coffee Chat Podcast by Adventis is a podcast for students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you h...

This week we welcome Kiarra Welch, a student from UCLA and president of the Bruin Investment and Trading Club, onto the Adventis Podcast. Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com --- Edited by Jamie Regan ( ⁠⁠⁠CreatedByRegan⁠⁠⁠ ) Hosted by Ben Dowell Guest: Kiarra Welch