In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Dan Zilberman, Managing Director, Global Head of Capital Solutions, and Global Co-Head of Financial Services at Warburg Pincus. During their conversation, they discuss Dan’s career path, advice for the next generation, and the importance of finding your passion. Thank you for joining us!

Neil Shah – senior managing director and Co-Head of the Financial Sponsors Group at Evercore

Dan Zilberman – Managing Director, Global Head of Capital Solutions, and Global Co-Head of Financial Services at Warburg Pincus

© Evercore Inc. 2025. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Evercore’s Naveen Nataraj, senior managing director and Co-Head of Evercore’s U.S. Investment Banking business. During their conversation, Naveen walks listeners through his career journey – where he started and how he got to where he is today. Thank you for joining us!

Neil Shah – senior managing director and Co-Head of the Financial Sponsors Group at Evercore

Naveen Nataraj – senior managing director and Co-Head of U.S. Investment Banking at Evercore

© Evercore Inc. 2025. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down Michelle McKenna, Senior Advisor in the strategic advisory practice at Evercore, with a focus on technology, entertainment and sports. During their conversation, Michelle details her incredible career journey, over the course of which she worked in some of the world’s most prominent companies, and the importance of bringing your most authentic self to work. Thank you for joining us! 

Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore

Michelle McKenna – Senior Advisor in the strategic advisory practice at Evercore, with a focus on technology, entertainment and sports

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Randi Brown, Senior Managing Director and Co-Head of the U.S. Human Capital Group at Evercore. During the conversation, Randi provides insight and tangible advice about the investment banking recruiting process for college students, including how to build your network, best practices to prepare for interviews, and what employers look for in candidates.

Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore

Randi Brown – Senior Managing Director and Co-Head of the U.S. Human Capital Group at Evercore.

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Jason Sobol, Evercore’s Co-Head of Investment Banking, U.S.. During the conversation, Jason shares his path into investment banking, what makes his day-to-day interesting and advice to junior bankers.

Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore

Jason Sobol – Co-Head of Investment Banking, U.S.

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Evercore Founder and Senior Chairman Roger Altman to discuss his career and experiences.

Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore

Roger Altman – Founder and Senior Chairman

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.

In this episode, Neil Shah, Co-Head of the Financial Sponsors Group at Evercore, sits down with Evercore Chairman Emeritus Ralph Schlosstein to discuss his career and experiences, as well as guidance on finding a good mentor.

Neil Shah – Senior Managing Director and Co-Head of the Financial Sponsors Group at Evercore

Ralph Schlosstein – Chairman Emeritus at Evercore

© Evercore Inc. 2024. All rights reserved.

The material contained herein is intended as a general market and/or economic commentary and is not intended to constitute financial, legal, tax, accounting or investment advice. The information contained in this podcast does not constitute an offer to buy or sell securities from any Evercore entity to the listener and should not be relied upon to evaluate any potential transaction. The information contained in this recording was obtained from publicly available sources, has not been independently verified by Evercore, may not be current, and Evercore has no obligation to provide any updates or changes. This podcast is not a product of Evercore Investment Research and the information contained in this podcast is not financial research. The views and opinions expressed in this podcast are not necessarily those of Evercore and may differ from the views and opinions of other departments or divisions of Evercore and its affiliates. In addition, the receipt of this podcast by any listener is not to be taken to constitute such person a client of any Evercore entity. Neither Evercore nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this podcast and any liability therefore (including in respect of direct, indirect or consequential loss or damage) is expressly disclaimed.