What does it really take to leave a major investment bank and build your own firm?
Going independent is a path many senior bankers consider, but few have an honest understanding of what it actually takes to make the transition successfully. In this engaging panel discussion, industry leaders Ross Weiner, Michael Lamm, and Eliza Sporn Fromberg share firsthand perspectives on launching and operating an independent advisory practice, while Finalis Founder and CEO Federico Baradello moderates the conversation.
This panel explores the key questions bankers face before making the leap: Are clients hiring you or your firm’s brand? What does the first year really look like? How important is choosing the right partner? The discussion also dives into often-overlooked legal, regulatory, and compliance considerations, including engagement letters, broker-dealer requirements, and managing client risk.
Whether you’re actively considering independence or simply curious about the realities behind it, this conversation offers practical advice, candid lessons learned, and actionable insights from professionals who have successfully navigated the journey. Watch the full video to gain a clearer understanding of the opportunities, challenges, and decisions that can shape the future of your practice. https://youtu.be/yJFx9b49fRU?si=2DP7U2cfhfbqVAbh
