Investing In Integrity

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Brett Hagler. Brett is a social entrepreneur, CEO, and co-founder of New Story, a pioneering organization tackling global homelessness through capitalism.

You will learn how Brett is transforming traditional philanthropy into sustainable, market-based solutions that serve vulnerable populations while de...

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with Britt Harris. Britt is a legendary investor, financial leader, and coach. He has managed over $500 billion in AUM over his career. 

You will learn why true leadership in finance goes beyond technical expertise—it requires wisdom, integrity, and a commitment to serving others....

In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, sits down with John Geelan, General Counsel and Secretary at Piper Sandler Companies.

For 20 years, John has been a driving force at Piper Sandler, rising from Assistant General Counsel in 2005 to leading the firm’s legal department. With deep expertise in corporate governance, publi...

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...

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...