One Size Doesn’t Fit All—An Investment Banker’s Journey

In this episode of Pencils Down, Matt Epstein, founder and Managing Partner at Newbold Partners LLC, joins host Federico Baradello in a wide-ranging and often deep discussion about his journey into independent investment banking. There was an element of sheer luck, particularly in the way the Covid-19 pandemic intersected with the founding of Epstein’s firm; but also elements of sharp and very profitable insight with respect to what he calls a hybrid merchant banking model. Hear all about that intriguing story in this episode.