The Wall Street Lab

Rami Cassis, founder and CEO of Parabellum Investments, discusses how his firm operates as a hybrid between a family office and private equity firm. He provides an inside look at his investment approach, building relationships and reputation, and his perspective on improving private equity's image. Key Topics and Timestamps: What a hybrid family office and private equity firm is and why Cassis car...

In this episode, Christina Bresani, Managing Director and Head of Corporate Advisory at William Blair, shares her insights and experiences in investment banking and corporate advisory. She discusses her background, breaking into the industry, and the importance of networking. Christina explains the role of corporate advisory and its responsibilities in mergers and acquisitions, including advising...

In this episode, Dr. Daniel Crosby shares insights on the behavioral aspects of investing. The conversation covered a range of topics, including the trends of passive and active investing, the biases exhibited by portfolio managers, the impact of recent events like the WallStreetBets phenomenon, and the interconnectedness of personal well-being and financial decision-making. Let's delve into the k...

In this episode of the Wall Street Lab podcast, we had the opportunity to interview Gene Goldman, the Chief Investment Officer and Director of Research at Cetera Financial Group. We will dive into the key takeaways from the interview and explore how they combine quantitative and qualitative data to generate insights for financial investment decisions. More about our sponsor Fintalent.io:  https://...

Brian Robinson is not your average banker. He's a partner at Goldman Sachs, runs the firm's Prime Brokerage sales force and leads the hedge fund client segment for equities, both for the Americas region, but he's also made a name for himself through his unconventional yet determined approach to career and leadership. In this episode, we'll take you on an interesting trip through Brian's mind. We'l...

Investors are quick to brag about the impact and network they add to their investments. After all, they know a lot of important people, have access to cash, and an infinite source of knowledge. Christoph Jost, Founder & Managing Partner at FLEX Capital, isn't one of them. "We come in when the founders have already done the hard part", he says. "They have scaled their business to 1 million EBITDA o...

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance.   In this episode, Jan Voss of BLN Capital shares insights on the challenges, rewards, and intricacies of working in the family office space We discussed: What are the complexities of family offices and their various forms (Si...

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Financial models are more than forecasts - they're a crucial decision-making tool. And it takes more than Excel-skills to make them impactful. Our guest today is Ian Schnoor, Co-Founder and Executive Director of the Financial...

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Alan Jones is a Senior Managing Director and the Head of North American Private Investment of ICG Asset Management, a global alternative asset manager with over 65 billion USD in Assets under Management. Prior to ICG, Alan spe...

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Kison Patel, CEO and Founder of M&A Science and Dealroom, a project management software for complex M&A transactions. In this interview, we will discuss: Why current M&A practices are not enough anymore t...

Welcome to the Wall Street Lab podcast, where we interview top financial professionals and deconstruct their practices to give you an insider look into the world of finance. Today we're joined by Krista Morgan, a general partner at Stage, an early-stage private equity firm based in Denver, Colorado. She's also the co-founder of Aelin.ai, an artificial intelligence platform helping small businesses...

My guest today is  Maëlle Gavet, the CEO of Techstars. Techstars is one of the world's largest pre-seed investors, with over 3,300 investments. Maëlle is the Author of "Trampled by Unicorns" and an advocate for Empathetic Tech. Today is a special episode. I apologize for the noise in the background because we have the pleasure of recording this episode in person at the Web Summit in Lisbon. Links...

Today we're joined by Lisa Marchese, Head of Corporate Development of American Express, where she is responsible for all venture investments, joint ventures and M&A activities. Previous positions at American Express include SVP of International Business Development, VP Corporate Development, and VP Strategic Planning Group within the last 20 years. Lisa holds an MBA degree from Columbia Business S...

Today is a special episode - because our host Andi is the guest! Andi was a guest on the Fintalent.io podcast. Of course, he's not only the host of the Wall Street Lab, but also founded his own FinTech recently - and raised money for it. If you have always wondered who Andi actually is and how he started the Wall Street Lab podcast, this is the episode to tune in.   In this episode, we discussed:...

Our guest today is Danielle Joseph. Danielle is a Managing Director and leads the Closed Loop Ventures Group platform – the seed and pre-seed investment division of Closed Loop Partners - focused on the circular economy. She is also a Board Member of several companies.   Prior to Closed Loop Partners, Danielle worked on clean energy project finance activities, including clean energy, energy effici...

Srecko Dzeko is a General Partner with Flash Ventures in Berlin, focusing on Europe and Latin America. Prior to joining Flash, he was a Senior Consultant at McKinsey. During his career Srecko working in banking with ANZ and Morgan Stanley, private equity with 3i and founded his own startup: Simplo, a venture-backed B2B marketplace. Srecko holds degrees in philosophy from the London School of Econo...

Mathieu Chabran is  Co-founder of  Tikehau Capital , a global alternative asset manager with over 30 Billion USD in Assets under Management.  Previously, he worked in the Real Estate Debt Market team of Deutsche Bank in London. He began his career at Merrill Lynch, firstly in Paris within the Principal Investment team, then in London, in the High Yield Capital Market department. He received his ed...

Andrew Scott is a founding partner of 7percent ventures, a London & San Francisco-based technology VC. Before founding 7percent ventures in 2014, Andrew founded six startups of his own. Among these was the world's first location based social network (Playtxt 2001; patented), online digital news archive ( BritishPathe.com , 2002), trust graph/recommendation engine using machine learning (Rummble, 2...

  Salim Ramji is a Senior Managing Director and Global Head of iShares and Index Investments for BlackRock and a member of the firm's Global Executive Committee. Prior to that he was Head of BlackRock's U.S. Wealth Advisory business. Salim joined BlackRock in 2014, serving initially as the Global Head of Corporate Strategy. Before joining BlackRock, he was a Senior Partner at McKinsey & Company wh...

Barney Coles is a Managing Director, Co-Head of the Clean Energy team and member of the Executive Committee of Capital Dynamics. He is also a member of the Responsible Investment Committee. He has over a decade of renewable energy financing experience across Europe. Prior to joining Capital Dynamics, Barney spent over six years in energy corporate finance at Ernst & Young in London, working across...

Rasa Karapandza is a Professor of Finance, Vice Dean of Education, and the Academic Director of the Master in Finance Program at EBS Business School in Germany. He is also a visiting Professor at New York University. He was previously also visiting scholar at UC Berkeley. Additionally, Rasa is a Member of the board of directors and member of the audit committee of RS2, a payment processing company...

Jens Bernhardt is the Founder and Managing Partner of Bernhardt Advisory, a multifamily office, an M&ampA service provider, and placement agent for private equity funds in Germany.  Before founding his own company, Jens was Chief Investment Strategist of the family office service provider subsidiary of Sal. Oppenheim, which at the time in 2008, was Europe's largest independent private bank. Jens p...

Jascha Samadi is Co-Founder and Partner at Greenfield One , a Berlin-based early-stage venture fund dedicated to blockchain and crypto. Greenfield One makes long-term bets on early developer teams building towards an open, decentralized and more robust architecture of tomorrow's web. Prior to Greenfield One, Jascha was Co-Founder and CEO of apprupt, which was acquired by browser maker Opera Softwa...