Empowering Leaders in Investment Banking: Lessons from Allan Bertie of Raymond James
Description
Welcome to The Investment Banking Leaders Podcast, brought to you by The Investment Banking Leaders Club.
In this episode, our host Peter Nieberg sits down with Allan Bertie, Head of European Investment Banking at Raymond James, UK.
Allan shares his extraordinary 32-year journey from roles in firms like Schroders, DLJ, Bridgewell, Jefferies, and Raymond James, and his venture into entrepreneurship in renewable energy.
Gain insights into his philosophy on resilience, leadership, and collegiate environments in investment banking. Hearabout his experiences with global transactions, navigating economic cycles, and his views on Ai's role in future deal-making.
Don't miss this engaging conversation with a leader who has closed numerous deals, generating billions of dollars. Join us for actionable advice and strategies to accelerate yourcareer!
00:00 Introduction to the Podcast
00:38 Guest Introduction: Alan Bertie
02:01 Allan's Career Journey
06:22 Experiences at DLJ
08:28 Entrepreneurial Ventures
10:40 Current Role at Raymond James
12:34 Leadership Insights
15:19 Building Collegiate Environments
18:52 Cracking the C-Suite
20:46 Top 5%: The Power of Diligence and Follow-Up
21:12 Key Traits for Building Strong Relationships
21:40 Opportunities and Challenges for Modern Leaders
22:26 Ai's Impact on the Future of Deal Making
24:58 Evolving Dynamics in Private Equity
27:57 Resilience and Tenacity in Investment Banking
32:57 Global Travel and Networking Highlights
34:04 Advice for Aspiring Investment Bankers
35:10 The Importance of Continuous Learning
37:47 Final Thoughts and Future Outlook
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