Investment Banking Insights
What information do you need to know as an aspiring investment banker? Join career-switcher and MBA student Alex Mason as we journey together to uncover the technical (including the famous "400 interview questions") and not-so-technical aspects of the investment banking profession.
Episodes
365 episodes
How to Un-lever and Re-lever Beta
Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the capital structure of a target business that you're valuing (e.g. for a DCF analysis)....
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Episode 362
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9:48
SIE Exam Results
How I did on the Securities Industry Essentials (SIE) exam and advice for you!
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Episode 361
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4:50
What Is Beta?
What does beta mean in finance and what is it used for? A simple explanation.
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Episode 360
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5:22
Quick NVIDIA Comps Analysis (Capital IQ)
Today we're performing a quick comparable companies analysis for NVIDIA in Capital IQ. We'll walk through how to create the set of comparable companies and get to the point of being able to compare trading multiples for similar firms.
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Episode 359
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6:29
IB Journey Update and Networking Thoughts
Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you!
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Episode 358
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9:35
AI's Impact on Investment Banking
AI's a big buzzword these days, but it's worthwhile to think about how artificial intelligence is going to impact our work as investment bankers. While I don't think we'll be out of a job, I strongly believe the nature of our work as advisors i...
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Episode 357
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10:59
Recruiting Trends and Strategies with Jason Lum
It's my pleasure to welcome Jason Lum back on the show to talk about recruiting trends and strategies to help you stand out (particularly if you go to a non-target school). We discuss what's going on in the market right now and specific actions...
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Episode 356
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24:55
M&A Accretion Example (Capital One and Discover)
Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a deal like this. We'll go over a simple merger model that I put together in Ex...
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Episode 355
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17:56
Capital One Acquires Discover Financial (Deal Pitch)
Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase price, consideration, and rationale.
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Episode 354
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13:15
FINRA Requirements for Investment Bankers
After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don't worry, these are standardized exams that will draw on a lot of knowledge you've ...
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Episode 353
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7:48
The State of Investment Banking 2025
Happy 2025! Every now and then it's good to zoom out of the small details of recruiting and understand what's going on in the broader industry. Here are are some fast facts and figures about how the IB industry did in 2024...and my thoughts for...
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Episode 352
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9:12
Evaluating Multiple Offers
When you get that investment banking offer in hand, it's a beautiful thing. The most common situation is simple - you accept the offer!But what if you have multiple IB offers to choose from? It's an amazing position to be in, f...
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Episode 351
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11:54
3 Fatal Mistakes When Answering Interview Questions
There are a number of ways to prepare for investment banking interviews...and there are ways to not prepare. I've experienced some of these mistakes myself and want to share the lessons I've learned with you in today's episod...
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Episode 349
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12:37
Jon Paris - Career Evolution in Banking and Career Advice From My Talent Director at Lincoln International
Today I have the pleasure of sharing a conversation with someone who not only rose the ranks of investment banking to become a Director, but is also someone who runs recruiting at the largest privately held investment bank in the world, Lincoln...
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Episode 348
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53:43
Case Studies In Investment Banking Interviews
A trend is emerging among some investment banks, where case studies are becoming a component of the interview process. In today's episode, we discuss:why case studies can be relevant to investment banksthe two structures of...
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Episode 347
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8:53
Jason Lum - The 'Bridge' Path to Investment Banking
Today's episode features a conversation with finance consultant Jason Lum. Jason worked his way up to several high-finance roles - including a banking role at CIBC - from his time as an undergraduate at a non-target university in Canada. We dis...
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Episode 346
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30:22
Boeing Buys Spirit Aerosystems (Deal Pitch)
Today we'll look at a real deal pitch example for a deal that's happening in the market right now. We cover the basic facts of the deal and what things you can point to in terms of the strategic rationale for the acquisition.
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Episode 345
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14:41
Deal Pitch 101
Getting the typical "why investment banking" question is expected, but what if your interviewer expects you to go deeper?You might get asked for a deal pitch! Today we cover the basics of how to structure an answer to the question "pitc...
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Episode 344
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12:32
How To Become An IB Analyst w/Larry Oliver
What does it take to become an investment banking analyst? When you do you need to start the process, and how do you keep track of so many deadlines?In today's conversation, I speak with Larry B Oliver. As a current IB analyst, Larry ha...
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Episode 343
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37:48
The Six Steps of Sell-Side M&A
When a company mergers with another business or acquires a business, there is a standard process that investment banks go through to get the deal done. Today we explore these six steps.
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Episode 342
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12:45
Valuation Ratios for Investment Bankers
Today we discuss some common valuation ratios for investment bankers!
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Episode 341
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7:49