Investing In Integrity
Welcome to Investing In Integrity by Scholars of Finance. SOF is a rapidly growing organization on a mission to inspire character and integrity in the finance leaders of tomorrow. If you’re an investor, finance professional, or student aspiring to make an impact with capital, this podcast is for you. Investing In Integrity is a compilation of conversations and interviews with leading minds in finance that will help you learn how you can make finance a force for good.
Episodes
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Jamie Kase, Managing Director and Global Head of Investor Relations at HarbourVest.
Learn how Jamie manages and builds relations with a global community of investors at this $138 billion AUM firm. He shares how finance professionals can create authentic, long-term relationships. They discuss leadership duri...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management.
Join Howard and Ross as they explore the key moments of his illustrious career and the principles defining exceptional investing. They discuss second-level thinking, the emotional challenges of investing, and how integrity and shared valu...
#79 - Shaping a Global Bank’s Culture: Lessons from Bei Ling (Head of Human Resources @ Wells Fargo)
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Bei Ling, Head of HR at Wells Fargo.
Bei shares her experience and insights on ethics, leadership, and cultural transformation in finance. Bei discusses her career journey from Merrill Lynch to Wells Fargo while underscoring the impact of HR on ethical practices in an organization. She highlighted Wells Fa...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Mike Bontrager, Founder of Chatham Financial and Team Lead at Square Roots Collective.
This conversation explores Mike Bontrager's entrepreneurial journey in the world of risk management. Mike takes us through the processes of building Chatham Financial and emphasizes the importance of building trust a...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Reggie Love, Senior Advisor at Apollo Global Management.
Reggie discusses his inspiring journey from college athlete to key aide for Barack Obama and now as a leader in finance. We explore the pivotal role of mentorship in developing leaders, effective leadership qualities, and financial services' t...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Rick Flynn, Managing Director, Head of RQA EMEA at BlackRock.
This conversation explores the entrepreneurial journey of Rick Flynn in the world of risk management. Rick takes us through the processes needed to gain knowledge about risks. He shares several lessons about risk management and also how the suppor...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with John Shrewsberry, CFO at GoodLeap and Former CFO at Wells Fargo.
The conversation explores the role of ethical leadership in fostering sustainable finance. John shares his career journey from Wall Street to Wells Fargo and now renewable energy fintech. He explores the balance between performance incentives an...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Jessica Taylor, Managing Director and National Director of One Million Black Women at Goldman Sachs.
Jessica discusses the One Million Black Women initiative, a $10 billion investment commitment to create economic opportunities for Black women by 2030. She shares insights on the "Black in Business" program...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Miguel Guadalupe, Vice President of Development at Scholars of Finance.
Miguel shares his journey from the South Bronx to finance, highlighting the pivotal roles of integrity and relationship-building throughout his career. He discusses his career beginnings at Morgan Stanley and Merrill Lynch, his transiti...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Cary Krosinsky, Leading Teacher, Author & Advisor at Brown, NYU and Yale.
At Yale University, Cary has been co-teaching a seminar on climate, energy and finance since 2014. Other courses at Yale include the first seminar on Business & Sustainability, a new workshop on Climate Tech Ventures, and the fi...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Jackie VanderBrug, Head of Sustainability Strategy at Putnam Investments, a division of Franklin Templeton.
At Putnam, Jackie is responsible for leading the company’s ESG-focused business functions, including stewardship, engagement, partnerships, and ESG strategy and integration. She is also a member o...
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Joel Peterson, Chairman and Founder of Peterson Partners, Consulting Professor at Stanford Graduate School of Business, and best-selling author of Entrepreneurial Leadership and the upcoming book, Juggling Glass and Rubber Balls.
The conversation starts with discussing the importance of trust while building h...
In this episode of Investing In Integrity, Ross Overline speaks with Steve Quirk, Chief Brokerage Officer at Robinhood.
While the democratization of finance makes investing more accessible to a broader investor base, Steve emphasizes the importance of responsible investing behavior, especially for novice investors. The conversation also touches on the innovation and evolution within the finance industry.
Steve and Ross a...
In this episode of Investing In Integrity, Ross Overline, Chairman, CEO, and Co-Founder of Scholars of Finance, reflects on where SOF is today and where the organization is headed. He shares insights on SOF’s remarkable growth and outlines a proposal for the future, “SOF V2.”
Join Ross as he unpacks this transformation and discusses the groundbreaking results from a Harvard study, showing that today, SOF stands as the home for purp...
In this episode of Investing In Integrity, Ross Overline speaks with Robert Joss. Robert is a former Vice-Chairman of Wells Fargo, CEO of Westpac, Australia's largest bank, and Dean of Stanford University Graduate School of Business where he teaches leadership today.
Robert became the eighth dean of the Business School in 1999. He served as Dean for 10 years – overseeing the introduction of a new MBA curriculum, the instit...
In this episode of Investing In Integrity, Ross Overline speaks with Bradford Hu, the Executive Vice President and Chief Risk Officer at State Street. With almost 40 years of experience, Bradford is an international leader in financial services, risk management, and financial regulation.
Bradford previously worked at Morgan Stanley and Citigroup before becoming the Chief Risk Officer of State Street. His curiosity and love for...
In this episode of Investing In Integrity, Ross Overline speaks with Helene Glotzer, Head of Risk at Bridgewater Associates. Helene has spent nearly two decades at Bridgewater, one of the top hedge funds globally. In 2018, Helene was named among the 50 Leading Women in Hedge Funds by the Hedge Fund Journal.
Prior to her role at Bridgewater, Helene spent ten years as an attorney in the Enforcement Division of the US Securities ...
In this episode of Investing In Integrity, Ross Overline speaks with Mike Mayo, Managing Director and head of U.S. large-cap bank research at Wells Fargo Securities. He has spent 30 years as a bank analyst and is the author of “Exile on Wall Street: One Analyst’s Fight to Save the Big Banks From Themselves.”
Mike's influence extends beyond traditional research roles, as he was one of the few analysts who foresaw the 2008 g...
In this episode of Investing In Integrity, Ross Overline revisits our all-time favorite episode with Richard Davis, the former Chairman and CEO at US Bank. Richard sits on several boards including Wells Fargo, MasterCard, Dow Chemical Mayo Clinic, and the Advisory Board of Scholars of Finance. A giant figure in the banking industry, Richard is renowned for his financial know-how and excellent leadership.
Richard has now retired fro...
In this episode of Investing In Integrity, Ross Overline speaks with Diana Pagliarini, the Executive Vice President and General Auditor at State Street Corporation. Diana has 32 years of experience in the banking industry and 14 years in board-visible roles. Her leadership and ability to execute strategic plans leads to improved processes, functions, and departments while influencing policy changes and risk practices at an enterpri...
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