The Art of Advisory Leadership

Moving from Executing and Operating—to Originating, and Advising.

Register Today

Join one or more sessions in The Art of Advisory Leadership series.

Each track is free for Oaklands’ network.

(You’ll receive a calendar invite and Zoom link upon registration.)

This is The Moment to Pause Before You Accelerate.

Most banks and advisory firms are entering feedback season — a natural time to step back, assess your impact, and refocus on what truly drives commercial growth.

Join Rahul Bala, Founder of Deep Lake, for a live 60-minute webinar exploring how elite bankers evolve from high-performing executors to trusted advisors and franchise builders. He spent 18 years in Investment Banking-at Goldman Sachs, Citigroup, RBC, and most recently as Head of U.S. Fintech Investment Banking at Santander

The session draws from the Deep Lake Compass — our proprietary framework built on four dimensions: Coverage, Presence, Performance, and Principles. Together, they define what it means to lead with influence, originate consistently, and scale a lasting franchise.

What We’ll Cover

  • The step-function shift from execution to origination.

  • The 12 competencies of advisory leadership — how they show up across levels (VP, Director, MD).

  • Real-world examples from Rahul’s 18-year banking career at Goldman Sachs, Citi, RBC, and Santander, and from his experiences of coaching advisors, investors and c-suite professionals.

  • Practical reflection and application exercises using the Compass model.

Takeaways

  • Compass Self-Assessment Link – receive your automated Advisory Leadership Snapshot highlighting individual strengths and growth areas.

  • Exclusive Access – the first ten registrants receive a complimentary 1:1 coaching conversation with Rahul Bala to debrief their results and set personal next steps.

Details

Duration: 45-min live session + 15-min Q&A

Format: Virtual (Zoom link on registration)

Date: November 12 (VP), 13 (Director), 14 (MD/Partner) | 11am ET

Cost: Complimentary for Oaklands Global network