Discussion Topics for MDs & Seniors

Hi Guys, and Merry Christmas!

I need a bit of advice from the much more social monkeys lurking around this forum.

Have you ever found yourself stuck with a MD or a senior up and not know what to talk about? Someone you don't specifically work with and don't know too much about but who is way up your reporting line? I can handle one off meetings but topics like the weather and current news can get boring after a while.

I'll give you a bit of context in my case. My MD has made me his... weekly lunch buddy for the next half a year, even sending me a recurring meeting invite, and I am at a loss on what to talk to him about! I've had coffee with him once or twice and usually just go with the flow and see what HE has to say, but if I'm suddenly his weekly lunch buddy (and the 'lunch' is set for an hour each time), then I better come up with a few back up topics just in case the conversation goes stale. He's not only doing this with me, he's also invited other analysts for one on one lunches.

I'm also female, and sometimes it's a bit more difficult to find topics of interest. Topics like sports and cars would be pretentious because that's not my interest and while I can smile and nod at what he says, it'll come off as very insincere seeing as I know absolutely nothing about them!

Help??

 

Just listen, be yourself, be attentive.

Most senior execs like talking anyway. Being someone's listening ear is advantageous.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

Thanks for the advice, and that's what I've been doing for previous coffee sessions with him lol. However, those occured once in 2-3 months previously, and only for half an hour. Now that he wants to have lunch every week for an hour plus, I figured I better have something more interesting to say. I don't want to be the only one he never asks for lunch/coffee anymore!

 
unicornsandrainbows:
Thanks for the advice, and that's what I've been doing for previous coffee sessions with him lol. However, those occured once in 2-3 months previously, and only for half an hour. Now that he wants to have lunch every week for an hour plus, I figured I better have something more interesting to say. I don't want to be the only one he never asks for lunch/coffee anymore!

Sometimes its about perspective. He may say a few things and then you can provide a viewpoint. You don't have to worry about constantly coming up with an original idea, you're not John Nash.

People feel really good when they have a listening ear. This is about affirming him, not making yourself look smart. I mean the latter may occur, but to push it artificially isn't worth it in my opinion. I don't mean being a yes man/woman, but rather letting him know that you're there for him.

Just chill out, kick back, smile, enjoy the free food, smile, laugh, you know the deal. This is the easy part.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

I used to think that I tried too many things and succeeded none of them. But after reading this, I believed it's beneficial to try as many as possible things.

Going Private: It is about showing these various professionals a better time and connecting with them on a deeper level than the rest of the private equity professionals who were chasing them. I began, I thought, to suspect why Armin found me interesting. I sailed. I rode horses. I could hunt. I skied. I played tennis. I was a moderately talented faker when it came to golf. I came from a bit of a leisurely background. Perfect to connect, charm, seduce, whathaveyou, the CEx set.

 

I like this idea, but I barely even have weekends off these days, let alone time to try different things. Any quick tips?

I laughed at your 'moderately talented faker' remark. You sound like you'll have a very personable cv.

 
Best Response

Research, research, research. Follow him on LinkedIn, find out where his professional interests lie, the type of posts he likes/comments on. When you speak with other management, find out the MD's thoughts and opinions on matters facing the company. Then research them, find white papers or other information. Read those.

But you are not collecting this knowledge so you can give him long lectures! The knowledge is background info. Your #1 rule should be to ask good questions. People love talking about themselves, sharing their opinions, giving you their views of the world.

If you have background knowledge on professional / business matters that are important to your MD you can ask intelligent questions on those topics.

It's alright to talk about personal (non-business) interests like sports and cars, but I suggest you play to your strengths and avoid dwelling on those topics for too long. It also strays a bit into "date territory" if you spend the entire time talking about personal interests and never any business matters.

 

Really like your advice and gave you a banana for it :P Will definitely check his profile out online.

I kind of want to say something interesting + intelligent while still staying in neutral territory - I want to have my cake and eat it too, I know! Things like politics, religion or having too strong an opinion on anything really can come off as offensive. A confidante suggests I finally feed him the idea about a toxic colleague but I disagree, I don't want to be the analyst who complains about a senior who has been in the team longer even if many others have and based on what she's told me in person, I honestly think I have grounds to go to HR with her. But I just don't see the benefit in doing it aside from maybe getting her a slap in the wrist and that half a day of satisfaction. What are your thoughts?

 

Having lunch with an MD or other senior banker is really all about being a sounding board and not being an awkward weirdo. The MD doesn't want to talk about some target company or the nuances of a DCF; he wants to tell you about his kid's hockey team or talk about the college football playoff. Just listen and add little appropriate bits as necessary to keep the conversation moving ("yeah, I think 'bama is the team to beat" and "yeah, my good friend from college played hockey at Hotchkiss, too"). You don't need to know everything about him, and he's most likely not going to expect you to carry the conversation. Just relax, forget that he's an MD, and have a conversation. This is where being well-rounded is a major plus.

 
Tycho Brahe:
Having lunch with an MD or other senior banker is really all about being a sounding board and not being an awkward weirdo. The MD doesn't want to talk about some target company or the nuances of a DCF; he wants to tell you about his kid's hockey team or talk about the college football playoff. Just listen and add little appropriate bits as necessary to keep the conversation moving ("yeah, I think 'bama is the team to beat" and "yeah, my good friend from college played hockey at Hotchkiss, too"). You don't need to know everything about him, and he's most likely not going to expect you to carry the conversation

This.

Some of you guys on WSO want to be go-go-go and pitching all the time, but it doesn't work like that. Building a valuable and mutually beneficial relationship with your superiors in the company (and those that continue on after they/you leave the company) are ones built on just talking about the different facets of life. When the time is right for you to plant a seed for an idea that you have, it is important that you have established the right soil in the relationship for the next stage to transpire.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

Find some interesting books or articles (can be non-finance or finance), read them, and bring them up. See what their thoughts are.

You come off as interesting/well-read, you get to chat with the MD's on cool topics, and you gain some knowledge.

 

It's hard to just say "be an interesting person" - but...that's about the size of it. Have other interests besides work. Have something to say about the world around you on a few topics. Read as much as you can. Making yourself better in this way will naturally force you to become someone that others find interesting. I have a good friend that's an MD...we talk about the same things I talk about with all my other smart, successful friends. What's going on in the world, markets, politics, etc. But having something unique to say about these things, or at least showing that you've put more than minimal effort into understanding them than most, that's what will set you apart.

Being a good conversationalist is key. Figure out questions you'd like to ask him. People love to talk about themselves, especially if they think the other person is interested and might get something out of it.

"When you stop striving for perfection, you might as well be dead."
 
PeterMullersKeyboard:
It's hard to just say "be an interesting person" - but...that's about the size of it. Have other interests besides work. Have something to say about the world around you on a few topics. Read as much as you can. Making yourself better in this way will naturally force you to become someone that others find interesting. I have a good friend that's an MD...we talk about the same things I talk about with all my other smart, successful friends. What's going on in the world, markets, politics, etc. But having something unique to say about these things, or at least showing that you've put more than minimal effort into understanding them than most, that's what will set you apart.

Being a good conversationalist is key. Figure out questions you'd like to ask him. People love to talk about themselves, especially if they think the other person is interested and might get something out of it.

Sounds pretty fake. I'm interested in the things I'm interested in.

"If you always put limits on everything you do, physical or anything else, it will spread into your work and into your life. There are no limits. There are only plateaus, and you must not stay there, you must go beyond them." - Bruce Lee
 

I mean, there's a bit of relativism here. Some people could certainly stand to expand their interests and knowledge level on various things....obviously if there's a bunch of stuff you're already into and passionate about, that's fine - just be able to speak about it in a compelling and interesting way - no need to be fake, in fact you'll only hurt yourself doing that.

"When you stop striving for perfection, you might as well be dead."
 

I have some experience that may be useful to you - I recently had lunch with an MD at a bulge bracket. I was nervous going into it (I'm a freshman in college) but I found this approach useful - let them do the majority of the talking. Read some books about something you think the both of you could talk about - I read Liar's Poker and Principles by Ray Dalio. It helped immensely - make a statement that indicates you're looking for his opinion or guidance. Examples I find success with "Now my understanding is that x equals x.. am I missing something". "Now I was reading in X (book) that x equals x.. what are your thoughts?". This will show you're coach able and open minded, and he will love giving his opinion and having the opportunity to mentor you.

Good luck.

 
unicornsandrainbows:
Hi Guys, and Merry Christmas!

I need a bit of advice from the much more social monkeys lurking around this forum.

Have you ever found yourself stuck with a MD or a senior up and not know what to talk about? Someone you don't specifically work with and don't know too much about but who is way up your reporting line? I can handle one off meetings but topics like the weather and current news can get boring after a while.

I'll give you a bit of context in my case. My MD has made me his... weekly lunch buddy for the next half a year, even sending me a recurring meeting invite, and I am at a loss on what to talk to him about! I've had coffee with him once or twice and usually just go with the flow and see what HE has to say, but if I'm suddenly his weekly lunch buddy (and the 'lunch' is set for an hour each time), then I better come up with a few back up topics just in case the conversation goes stale. He's not only doing this with me, he's also invited other analysts for one on one lunches.

I'm also female, and sometimes it's a bit more difficult to find topics of interest. Topics like sports and cars would be pretentious because that's not my interest and while I can smile and nod at what he says, it'll come off as very insincere seeing as I know absolutely nothing about them!

Help??

Two words: Enlarged. Prostates.

Works every time.

"Son, life is hard. But it's harder if you're stupid." - my dad
 

First of all, that's a big deal because this MD clearly likes you (I actually wonder since you're a girl if he likes you only as a colleague), and this is an amazing and unique opportunity to connect with someone who can be a mentor and an advocate and can help make your career.

With that said, I think the key thing is to be natural and get comfortable talking to him. He's a guy you're going to be spending time with, so just try to cultivate a genuine relationship. Few people are good enough fakers or liars to make conversations fun and interesting many times in a row if they're fake. You'll get caught in lies and you'll sound fake and like a scheming fuck. Just be genuine and laid back and it'll be all good. See what he wants to talk about, and then talk about anything else you want to. If the lunches are long, ask some generalized advice questions, maybe bring some experiences in and out of the office to him and ask his opinion, tell some stories, etc. Just be natural and you'll be solid. But seriously, think about whether he could want more than lunch though......

 

I usually just ask them what their hobbies/interests are outside the office, and suppose he/she mentions wine clubs. I don't know anything about them, but I become the ever attentive listener. "Oh so what are wine clubs exactly?" "Interesting, do they focus on locally produces wines. or wines across the world?" "I don't know my wines that well, I jusy know white with seafood and red with meats. What about you? What's your favoruite one?" "Ah you've definitely peaked my interest in wines, I'll have to cultivate this interst more. Are they any good wine clubs near by for novices like me?" "Sounds wonderful, I'll definitely have a look. Maybe next time, you can guide me through these places." "I'm more a beer person, I could definitely recommend some good IPA's."

This is just a sample, let them lead, that way they feel more important and you still seem engaged :) Of course, interest must be genuine.

"Finance is a gun. Politics is knowing when to pull the trigger" - Mario Puzo
 

Social situations when work related typically requires one to "BS my way through stupid conversations about stuff I don't know what I am talking about." Sorry, that's just the way it is. If you want to really meet and connect with a few senior execs find out what they like and learn a little bit about it. There's so much info online about people so just google, LinkedIn, FB, etc stalk them (with the appropriate privacy settings) and figure out what the ones you want to meet like. Maybe you have something in common with them, be it something typical like golf, movies (see an FB post about Star Wars? talk about it), sports, or something weird like you're both alpaca farmers. Or if you have nothing in common figure out what they like, especially if it's not main stream like alpaca farming, learn a little bit about it and casually bring it up in conversation and express interest in learning about it.

 

pere797 I usually introduce myself and try to join in on a conversation and see what topic they are talking about. If its Football (NFL) or sports I'll chime in and talk about an article I read on ESPN or I try and find someone who has stated their opinion and support them.

(e.g. Boss A "I think Cam Newton is the best Quarterback in the NFC!" I would respond and talk about his stats, how the Panthers are undefeated and playing better with Cam as QB than some of the other NFC teams)

If I see someone by themselves I go up to them and introduce myself and ask the general questions (e.g. What do you do? Are you from XYZ? and then try to find some common ground and talk about it such as being from the same city or the same school).

The advice I've received is that most Executives are tried of work-related topics and like to unwind and talk about things other than work. Sports is a great topic for men and as for women talking about (believe it or not) realty TV shows, fashion trends, or food and drink is usually a safe bet.

 

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