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 networking reshaped his career goals. This candid conversation explores the grind of preparation, the importance of mentorship, and strategies for standing out during recruitment and internships.

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Michael Rose

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 middle market banks. Nik shares insights from his 70+ informational interviews, and we offer practical tips on relationship-building, following up, and preparing for success before and during your internship.

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Nik Wolf

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 encouragement for those looking to break into investment banking or consulting from abroad.

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Prim Tangkaravakoon

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 Financial Modeling Certification (FMC) program at https://adventiscg.com

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Nicholas John

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 Dowell shares practical frameworks for outreach, common mistakes students make, and how to carry yourself in a way that resonates with recruiters and bankers.

Sign up for the Adventis Financial Modeling Certification (FMC) program at https://adventiscg.com

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Chun Hei Guo

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

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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

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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

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Ryan Sigman

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

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Colin Davis

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

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Edited by Jamie Regan (⁠⁠⁠CreatedByRegan⁠⁠⁠)

Hosted by Ben Dowell

Guest: Livi Hicks