Podcasts

The latest conversations from the Finalis Network

Pencils Down

A podcast for listeners wanting to learn more about the ins and outs of the securities brokerage landscape. Each episode will feature interviews with the world's leading investment bankers, placement agents, capital providers, and startup CEOs.
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Episode 14
Season 2
·
Starting a Boutique Investment Bank During a Pandemic

Justin Hand has spent his entire career as an investment banker, in established firms. During the pandemic, he took the extraordinary step of starting his own investment banking firm. Many would think of this as hugely risky, starting a business at the onset of a pandemic—but this has proven to be a largely positive step for Justin and Westcove Partners.

29 Jun
Episode 13
Season 2
·
Path to Success: Unlocking Collaboration and Relationships

The pandemic has changed much about how our world operates. It has fueled the Great Resignation, ignited conversations about the workplace, and inherently changed the business world. For some, this has presented an unexpected opportunity to leverage years of experience and relationships to embark on a new path of entrepreneurship. In this episode, Daniela Messina, Founder and Managing Member at Portside Capital Solutions, shares her story of founding her own company, building a future on your past experience, and challenging the status quo.

15 Jun
Episode 12
Season 2
·
FinTech and the Future of Asset Management

Historically, startups and small businesses haven’t had the time or resources to take full advantage of cutting-edge technological advances that will allow them to grow their business. With the emergence of FinTech and product-based, customer-focused financial services, new opportunities for startups and small businesses are being created. In this episode, Zach Emig, Capital Markets Leader at MainStreet , talks about his journey from MIT to Wall Street, and how FinTech is changing the capital markets landscape.

1 Jun
Episode 11
Season 2
·
How to Thrive in Chaos: Adapting to Exogenous Factors in Investment Banking

Within the military, you’re faced with an onslaught of unpredictable moments that need to be handled decisively and with great situational awareness. Armed with that experience, our guest brings these qualities to the world of investment banking. Hear our conversation with Billy Birdzell, Managing Director at Horatius Group.

18 May
Episode 10
Season 1
·
My Journey Into Entrepreneurship

Description: In this special episode, our guest host and Finalis’ CTO, Guido Barosio turns the table and interviews me, Federico Baradello, founder and CEO of Finalis. We discuss my journey into entrepreneurship, a personal look into my background, and lessons I have learned along the way.

22 Jul
Episode 9
Season 1
·
Public Policy, Technology, and the Investment Banking Space

Emanuel Pleitez is co-founder of East Los capital, a Los Angeles based tech enabled lower middle-market private equity fund. Emanuel started his career in finance as a banker at Goldman Sachs. He parlayed that into a career in politics, in public policy at the highest levels before diving back into investing. We discuss his journey to private equity, how he differentiates East Los Capital from the competition and how he sees technology impacting the investing space.

8 Jul
Episode 8
Season 1
·
Investment Banking as a Catalyst for Social Impact

Silvio Pupo is managing director and CEO at Logos Capital, a global investment bank based in Miami. Silvio started his career in banking at Citigroup and spent the better part of the last decade working on project finance and economic development initiatives in the US and across the world. We sat down to discuss his journey into banking, how he differentiates Logos Capital from the competition, and how he sees the role of a global investment bank catalyzing social impact.

24 Jun
Episode 7
Season 1
·
The Silicon Valley Dealmaking Ecosystem

Vitaly Golomb is Managing Partner at GS Capital, a global investment bank based in Silicon Valley. Prior to launching the firm in 2018, Vitaly was Founding Partner & Global Evangelist at HP Tech Ventures and served as a C-Suite executive and Founder for multiple Bay Area technology businesses. We sat down to discuss his journey into M&A, how he differentiates GS Capital from the competition, industries that he’s excited about and tracking this year, and what he thinks distinguishes Silicon Valley as a dealmaking ecosystem.

17 Jun