top of page
Writer's pictureCreative Return

A DEEP DIVE INTO THE WORLD OF INVESTMENT BANKING W. JEAN-MARC BOUGIE EP. 124

Updated: May 28, 2023


Jean-Marc Bougie at The Insider's Guide to Finance
Jean-Marc Bougie shares valuable insights about the investment banking world.


In today’s episode, we speak to Jean-Marc Bougie, who has had a remarkable career in the capital markets.


Jean-Marc is an accomplished business leader and CEO. His distinguished career spans over two decades. He is a trusted advisor and consultant.


“It’s only if you build a true long-term relationship [with an investment banker] that you’ll get a strong partnership that you will get value out of.” — Jean-Marc Bougie [0:06:14]

As an advisor and consultant, he provides guidance and valuable insights to a broad range of businesses. Jean-Marc prides himself on being known for his analytical skills, strategic thinking and ability to develop innovative solutions. Some businesses he works with include family offices, investment banks, investment funds, and more.


Our conversation dives deep into how investment banking works and how CEOs can make the best of banking relationships.


“It’s always the people that go over and beyond and deliver that great experience, that great product, that can innovate and adapt to change, that will succeed.” — Jean-Marc Bougie [0:42:35]

We then take a turn into a discussion on what good board composition looks like and what it means to take on the role of chairman.


Although his career is demanding, he always finds the time for family and values being a supportive father and husband.


This episode is a must-listen episode for management teams and bankers.


KEY POINTS FROM THIS EPISODE:

  • What CEOs and management teams need to know about investment banking/bankers.

  • Jean-Marc’s advice to companies on how to choose the right investment bankers.

  • We hear about his most memorable deal/experience while working at RBC Capital Markets.

  • Building relationships and what it looks like between investment bankers and investors.

  • The importance of having a team and what makes a successful firm

  • How Jean-Marc’s experience in banking influences his transition into becoming a CEO.

  • How he set the terms when he left one profession and stepped into another.

  • His most influential mistake; something he has taken and learned from.

  • We dive into the discussion on what makes a good chairman.

  • Board composition: What does each board member bring to the table?

  • An example of a CEO/leader that has been compelling in how they’ve run their business.

  • Jean-Marc’s thoughts on public company investor relations and the role of investor relations.

  • Why communication is so critical to fruitful investor relations.





Sign up for our FREE 5-part master class Investor Marketing 2.0



LINKS MENTIONED IN TODAY'S EPISODE:


For more information on our sponsor, please visit Olympia Trust Company

bottom of page