Investing In Integrity
76 episodes - English - Latest episode: 9 days ago - ★★★★★ - 50 ratingsWelcome 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.
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Episodes
#63 - Revisiting a Leadership Masterclass: Richard Davis (Former Chairman & CEO @ US Bank)
April 17, 2024 08:01 - 45 minutes - 104 MBIn 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 from the financial industry having left a lasting legacy, he st...
#62 - The Role of Internal Audit in Managing Risks: Diana Pagliarini (Executive Vice President & General Auditor Officer @ State Street Corporation)
April 03, 2024 16:35 - 42 minutes - 96.1 MBIn 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 enterprise level. Diana’s role at State Street involves managing and...
#61 - Curating the Next-Generation of Emerging Managers: Winter Mead (Founder & CEO @ Coolwater Capital)
March 21, 2024 12:00 - 37 minutes - 85.9 MBIn this episode of Investing In Integrity, Ross Overline speaks with Winter Mead, the founder and CEO of investment firm Coolwater Capital, focusing on emerging managers and technology investments. Winter has previously helped build and invest an evergreen fund at SAP, a publicly listed enterprise software company, where he co-founded the LP transparency movement called #OpenLP. Winter also worked as a private equity and venture capital investor at a large multi-family office in San Franci...
#60 - Ethics in Finance: Katie Lawler (EVP & Global Chief Ethics Officer @ US Bank)
March 06, 2024 18:50 - 43 minutes - 99.8 MBIn this episode of Investing In Integrity, our CEO, Ross Overline has a conversation with Katie Lawler, the EVP and Global Chief Ethics Officer at US Bank. Having started her career as a labor and employment attorney, Katie has spent close to twenty-two years with US Bank, working in legal, human resources, and ethics roles. Katie's role at US Bank involves balancing culture and compliance. She focuses on building systems, structures, and processes to ensure every employee acts with high in...
#59 - Purpose-Driven Decisions in Venture Capital (Trae Stephens, Partner at Founders Fund and Co-Founder of Anduril, Sol, and Pursuit)
February 29, 2024 02:00 - 45 minutes - 104 MBIn this episode of Investing In Integrity, Ross Overline has an enlightening conversation with Trae Stephens, Partner at Founders Fund and Co-Founder of three companies, Anduril, Sol, and Pursuit. Join us as we delve into the world of venture capital, Trae's background in the intelligence community, his work at Palantir, and his co-founded companies. In this episode, he shares the importance of purpose-driven leadership in finance and the moral gray zones of investing. With book recommenda...
#59 - Purpose-Driven Decisions in Venture Capital: Trae Stephens (Partner @ Founders Fund and Co-Founder of Anduril, Sol, and Pursuit)
February 29, 2024 02:00 - 45 minutes - 104 MBIn this episode of Investing In Integrity, Ross Overline has an enlightening conversation with Trae Stephens, Partner at Founders Fund and Co-Founder of three companies, Anduril, Sol, and Pursuit. Join us as we delve into the world of venture capital, Trae's background in the intelligence community, his work at Palantir, and his co-founded companies. In this episode, he shares the importance of purpose-driven leadership in finance and the moral gray zones of investing. With book recommenda...
#58 - The Next Generation of Investing: Tory Reiss (CEO & Co-Founder @ Equi)
February 15, 2024 12:37 - 47 minutes - 108 MBIn this episode of Investing In Integrity, Ross Overline has an insightful conversation with Tory Reiss, a 3x Founder of Fintech startups. Tory shares his journey from a promising career at Microsoft to the thrilling world of startups, describing how his desire for personal growth and making a significant impact led him to Silicon Valley. Embarking on a startup journey often feels like a leap into the unknown. However, such bold moves can bring great rewards. Driven by personal challenges...
#57 - Leading the Charge in Finance and Climate Change (Chris Larsen, Chairman/Co-Founder @ Ripple)
January 26, 2024 17:18 - 50 minutes - 92 MBIn this episode of Investing In Integrity, Ross Overline has an insightful conversation with Chris Larsen, a well-known personality driving innovation in the financial system. Chris is the Executive Chairman and Co-Founder of Ripple. Chris co-founded Ripple to use blockchain technology and digital assets to enable financial institutions to send money across borders, instantly, reliably, and for fractions of a penny. Before Ripple, Chris co-founded and served as CEO of Prosper, a peer-to-pee...
#56 - Breaking Barriers in Finance (Doug Kimmelman, Senior Partner @ ECP)
January 11, 2024 13:00 - 55 minutes - 128 MBIn this episode of Investing in Integrity, Doug Kimmelman recounts his journey from a New Jersey upbringing to a leading role in the finance industry. He describes his transition from pre-med at Stanford to economics, where he discovered a passion for stock options and entrepreneurship. He then goes into detail about the founding of Energy Capital Partners (ECP), and how it has grown into a prominent private equity firm over two decades. Doug emphasizes the importance of cultivating a resp...
#56 - Breaking Barriers in Finance (@Doug Kimmelman, Senior Partner at @ECP)
January 11, 2024 13:00 - 55 minutes - 128 MBIn this episode of Investing in Integrity, Doug Kimmelman recounts his journey from a New Jersey upbringing to a leading role in the finance industry. He describes his transition from pre-med at Stanford to economics, where he discovered a passion for stock options and entrepreneurship. He then goes into detail about the founding of Energy Capital Partners (ECP), and how it has grown into a prominent private equity firm over two decades. Doug emphasizes the importance of cultivating a resp...
#55 - The Future of Capitalism (Greg Shell, Partner @ Goldman Sachs)
December 12, 2023 18:05 - 47 minutes - 108 MBIn this episode of "Investing In Integrity", Ross Overline has an enlightening conversation with Greg Shell, an incredibly articulate and deep thinker. Greg is a partner in Sustainability Investing within Goldman Sachs Asset Management and serves as Head of the Inclusive Growth Strategy. Greg's journey in the investment field spans over 25 years, primarily in public equity as an analyst and portfolio manager. He observed that markets efficiently generate societal benefits when functioning w...
#55 - How Impact Investing is Redefining Capitalism (Greg Shell, Partner @ Goldman Sachs)
December 07, 2023 11:00 - 47 minutes - 108 MBIn this episode of Investing In Integrity, Ross Overline has an enlightening conversation with Greg Shell, a Partner at Goldman Sachs. Greg's journey in the investment field spans over 25 years, primarily in public equity as an analyst and portfolio manager. He observed that markets efficiently generate societal benefits when functioning well, but often fail to distribute these benefits equitably. Greg also highlights the importance of private capital in solving social issues, traditionally...
#54 - Empowering the Underbanked: Wole Coaxum (Founder & CEO of MoCaFi)
November 22, 2023 12:00 - 45 minutes - 103 MBIn this episode of "Investing in Integrity", Ross Overline has an enlightening conversation with Wole Coaxum, an incredibly thoughtful leader, and visionary entrepreneur. Wole is the Founder and CEO of MoCaFi, a financial technology company committed to helping America’s marginalized communities create wealth through better access to public, private, and social capital. Wole starts by sharing his background as he began his career at Commercial Credit in Baltimore, which evolved into Citigro...
#53 - Titans of Investing: Howard Morgan (Chairman & General Partner of B Capital Group)
November 07, 2023 10:00 - 42 minutes - 97.8 MBIn this episode of "Investing in Integrity", Ross Overline has an enlightening conversation with Howard Morgan, a formidable figure in the tech world and current chairman of B Capital. Howard walks us through his exciting journey from academia to tech innovations, recalling his impactful roles at First Round Capital and Renaissance Technologies. Venturing deep into the world of investments, Howard reveals some of his successful bets and those he passed on. Interestingly, he sees a conne...
#52 - Tech Meets Tradition: Asset Management's New Frontier (feat. Omar Aguilar, CEO & CIO at Schwab Asset Management)
October 19, 2023 11:00 - 43 minutes - 99.1 MB"The ability of using technology to create personal journeys in asset management is definitely the future and the next wave of opportunities for all of us," says Omar Aguilar, CEO & CIO of Schwab Asset Management, and our guest in the latest episode of Investing in Integrity. Throughout his podcast interview with Ross Overline, he delves into the future of asset management in the age of technological advancements, leadership, and innovation. Omar unfolds his narrative from his days as a Fu...
#51 - Forging the Future: Cultivating Character & Integrity in Finance Leaders (feat. Nishant Kumar Singhal, Chief of Staff at Scholars of Finance)
October 05, 2023 11:00 - 30 minutes - 70.6 MB"Building character is like eating vegetables. It takes effort, but it is valuable and helps us invest in ourselves meaningfully," says Nishant Kumar Singhal, Chief of Staff at Scholars of Finance, and our guest in the latest episode of Investing in Integrity. Throughout his podcast interview with Ross Overline, he delves into the very essence of SOF's mission: inspiring character and integrity in the next generation of finance leaders. Nishant also opens up about his transformation from an...
#50 - From Vision to Reality: Ross Overline and the SOF Story (hosted by Nishant Singhal, Chief of Staff @ SOF)
September 25, 2023 22:52 - 56 minutes - 129 MBThe 50th episode of "Investing in Integrity" is the second part of our special Chairman & CEO series with host Nishant Singhal, SOF’s Chief of Staff, and Ross Overline as featured guest. Through their enlightening conversation, they discuss why we need to be more optimistic about the future of the financial industry and how to make a positive difference in the lives of others. Ross' unyielding commitment to societal betterment is what inspired him to co-found Scholars of Finance. He talks ...
#50 - Ross Overline and the SOF Story (hosted by Nishant Singhal, Chief of Staff @ SOF)
September 25, 2023 22:52 - 56 minutes - 129 MBThe 50th episode of "Investing in Integrity" is the second part of our special Chairman & CEO series with host Nishant Singhal, SOF’s Chief of Staff, and Ross Overline as featured guest. Through their enlightening conversation, they discuss why we need to be more optimistic about the future of the financial industry and how to make a positive difference in the lives of others. Ross' unyielding commitment to societal betterment is what inspired him to co-found Scholars of Finance. He talks ...
#50 - Redefining Finance: Ross’ Vision for the Future (with Nishant Singhal, Chief of Staff at Scholars of Finance)
September 21, 2023 11:00 - 56 minutes - 129 MBThe 50th episode of "Investing in Integrity" is the second part of our special Chairman & CEO series with host Nishant Singhal, SOF’s Chief of Staff, and Ross Overline as featured guest. Through their enlightening conversation, they discuss why we need to be more optimistic about the future of the financial industry and how to make a positive difference in the lives of others. Ross' unyielding commitment to societal betterment is what inspired him to co-found Scholars of Finance. He talks ...
#49 - Ross Overline and the SOF Revolution (with Nishant Singhal, Chief of Staff at Scholars of Finance)
September 07, 2023 11:00 - 40 minutes - 37.5 MBThe 49th episode of "Investing in Integrity" offers a unique twist: Ross Overline, your usual host, steps into the guest seat for his first of two episodes with host Nishant Singhal, Chief of Staff at Scholars of Finance. Through their conversation, Ross dives deep into his unique journey from a modest farm town upbringing to becoming the champion for ethical finance he is today. Listen as Ross pulls back the curtain on his life before Scholars of Finance. He candidly speaks about his menta...
#48 - Best of Integrity: Must-Listen Highlights from the First 45 Episodes
August 24, 2023 11:00 - 43 minutes - 100 MBPrepare to be immersed in a wealth of knowledge as we present our 'Best Of' compilation, distilled from the first 45 episodes of Investing in Integrity. This special edition is custom-made to elevate your financial expertise and turbocharge your personal and professional growth. Segmented into overarching themes of Personal Development, Leadership, and Finance, we have distilled the top talking points of the past 2 years into one blockbuster podcast. Listen from start to finish - you wouldn'...
#48 - Best of Integrity: Must Watch Highlights from the First 45 Episodes
August 24, 2023 11:00 - 43 minutes - 100 MBPrepare to be immersed in a wealth of knowledge as we present our 'Best Of' compilation, distilled from the first 45 episodes of Investing in Integrity. This special edition is custom-made to elevate your financial expertise and turbocharge your personal and professional growth. Segmented into overarching themes of Personal Development, Leadership, and Finance, we have distilled the top talking points of the past 2 years into one blockbuster podcast. Listen from start to finish - you wouldn'...
#47 - Timeless Horizons: Unraveling the New Age Landscape (feat. Anne Ackerley, Managing Director & Head of Blackrock’s Retirement Group)
August 10, 2023 11:00 - 38 minutes - 87.8 MBIn this episode of Investing in Integrity, we engage in an enlightening conversation with Anne Ackerley, an esteemed executive at BlackRock. As the overseer of the US Retirement Group, Anne is responsible for over $1 trillion in assets, serving the retirement needs of millions of Americans. With keen insights and unmatched expertise, Anne takes us on a captivating journey through her life and career in finance, starting from her roots as an investment banker at Merrill Lynch and eventually...
#46 - “The Life of The Long Odds, The Life of Making It Happen” (feat. Daniel Kimerling, Founder of Deciens Capital)
July 27, 2023 13:00 - 50 minutes - 117 MBIn this episode of Investing in Integrity, we spoke with Daniel Kimerling, Managing Partner of Deciens Capital, an early-stage investment fund. Along with being an experienced startup operator, Daniel is also the Co-Founder of Standard Treasury, a Y-Combinator backed startup. Daniel makes an impassioned case for the role of finance & technology (specifically venture capital) in creating opportunity and driving positive innovation – telling stories about how the financing of Genentech enable...
#45 - Curiosity and Deal-Making (feat. Jonathan Cary, Senior MD at Guggenheim Securities)
July 13, 2023 13:00 - 35 minutes - 33 MBIn this episode of Investing In Integrity, we spoke with Jonathan Cary, a Senior Managing Director at Guggenheim Securities, one of the leading investment banks on Wall Street. In this episode, Jonathan discusses everything from navigating the financial landscape after the 2008 recession, to unleashing the power of authentic leadership. Jonathan shares several anecdotes of how he steered Guggenheim Securities through the challenging period of the last financial crisis, shaping the organizat...
#44 - Realizations about Risk (feat. Armel Roméo Kouassi, Global Head of Asset Liability Management Modeling for Northern Trust Corporation)
June 22, 2023 11:00 - 50 minutes - 46.5 MBIn this episode of Investing in Integrity, we had an in-depth conversation about risk management and modeling with Armel Roméo Kouassi, Global Head of Asset Liability Management Modeling for Northern Trust Corporation. From dissecting the downfall of Silicon Valley Bank to comparative historical analysis of how firms managed and modeled risk in the 1980s, Armel argues throughout the conversation how the complexity and uncertainty of working in finance necessitates strong, principled leaders...
#44 - Realizations about Risk (feat. Armel Roméo Kouassi, Global Head of Asset Liability Management for Northern Trust Corporation)
June 22, 2023 11:00 - 52 minutes - 99 MBIn this episode of Investing in Integrity, we had an in-depth conversation about risk management and modeling with Armel Roméo Kouassi, Global Head of Asset Liability Management for Northern Trust Corporation. From dissecting the downfall of Silicon Valley Bank to comparative historical analysis of how firms managed and modeled risk in the 1980s, Armel argues throughout the conversation how the complexity and uncertainty of working in finance necessitates strong, principled leadership. He...
#43 - Sustainable Finance (feat. Kara Succoso Mangone, Head of the Sustainable Finance Group at Goldman Sachs)
June 07, 2023 23:54 - 40 minutes - 93.4 MBIn this episode of Investing In Integrity, we talked with one of sustainable finance’s most innovative and impactful leaders, Kara Succoso Mangone. Kara is a Managing Director and Head of the Sustainable Finance Group at Goldman Sachs where she drives Goldman’s $750B firmwide commitment to providing sustainable finance solutions to clients and investors.This conversation dives into Kara’s perspectives on issues from the pragmatics of global decarbonization, to purchasing nature offsets in em...
#42 - Human Flourishing through ‘Investing that Makes the World Rejoice’ (feat. Robin John, Co-Founder and CEO, Eventide)
May 25, 2023 12:00 - 40 minutes - 37.9 MBCiting Matthew 5:16, “Let your light shine before others, so that they may see your good works and give glory,” Robin John, CEO of Eventide Asset Management, traces his inspiring, Christ-driven journey in building an investment firm that “makes the world rejoice” by allocating capital to promote “human flourishing.” In this one-of-a-kind episode of Investing In Integrity, Robin John explains how Eventide’s investment philosophy goes beyond, “avoiding the worst examples” of exploitation, to a...
#41 - Be Transparent; Assume Positive Intentions (feat. Arvind Purushotham, Head of Citi Ventures)
May 11, 2023 13:02 - 30 minutes - 69.2 MB“Life’s too short to play games,” says Arvind Purushotham, Head of Citi Ventures, our guest in our latest episode of Investing in Integrity. Arvind traces an impressive career arc from engineering leadership at Intel to making high-stakes investment decisions and advising founders & business leaders at Citi, unpacking how strong technical and product knowledge can equip future investors to make smarter decisions. For those curious about different approaches to venture capital (e.g. the diff...
#40 - Life & Work in Balance (feat. Stephen Sorenson, COO at Scholars of Finance)
April 27, 2023 10:00 - 28 minutes - 64.7 MBIn this episode of Investing In Integrity, we spoke with Stephen Sorenson, COO at Scholars of Finance. This conversation is all about balance and leadership. Stephen defines work-life balance as “being healthy on all fronts - mental, emotional, physical, and spiritual,” and shares several stories about his early days in building SOF – and how being focused and present in the task at hand, whether it is work or spending time with family, benefited him. Stephen also talks openly about how w...
#39 - Recruiting Advice & Investment Banking in Healthcare (feat. Yassaman Salas, Partner at Goldman Sachs in the Healthcare Investment Banking Group)
April 06, 2023 10:00 - 39 minutes - 91.2 MBIn this episode of Investing In Integrity, we spoke with Yassaman Salas, Partner at Goldman Sachs in the Healthcare Investment Banking Group. At Goldman Sachs, Yassaman leads their Medical Technology Banking division, where she’s been involved in some of the biggest Healthcare and MedTech industry deals of the last decade. Yassaman digs into how the pandemic impacted the space, and also discusses several predictions for the industry in the coming years. Yassaman also co-leads the undergr...
#38 - ‘Active Patience’ & Communicating with Integrity (feat. Arielle Patrick, Chief Communications Officer of Ariel Investments)
March 23, 2023 10:00 - 35 minutes - 32.8 MBIn this episode of Investing In Integrity, we spoke with Arielle Patrick, Chief Communications Officer of Ariel Investments. Arielle leads an integrated team responsible for all communications for the $16.2 billion global asset management firm and its private equity arm. This episode is a masterclass on essential communication skills for all finance professionals. Arielle also explains the recent rebranding of Ariel Investments, which introduced the tagline, ‘Active Patience.’ She emphasi...
#37 - Finance as Safeguarding (feat. Gunjan Kedia, Vice Chair of Wealth Management and Investment Services at U.S. Bank)
March 09, 2023 12:00 - 46 minutes - 106 MBWorking in finance is essentially “safeguarding people’s lives and dreams,” according to Gunjan Kedia, Vice Chair of Wealth Management and Investment Services at U.S. Bank. “The most successful leaders and firms in finance,” Gunjan argues, are those who carry this obligation “close to heart, and never let people become just a statistic.” U.S. Bank, Gunjan explains, follows this principle through efforts to bring equal access to wealth management and robo-advisory technology in serving clie...
Options and Ethics (feat. Rory Gwozdz, SOF Alum)
February 23, 2023 11:00 - 48 minutes - 44.3 MBIn this episode of Investing in Integrity, Ross had the pleasure of speaking with Rory Gwozdz in our first ever alumni interview. Rory was one of the Co-Founders of our UC Berkeley chapter and is currently a trader at the hedge fund The Voleon Group. Rory shares his experience of charting his initial path in finance. As a recent graduate of UC Berkeley, he offers relatable insights into choosing your professional careers from a student perspective. He candidly takes us through his journey a...
#36 - Options and Ethics (feat. Rory Gwozdz, SOF Alum)
February 23, 2023 11:00 - 48 minutes - 44.3 MBIn this episode of Investing in Integrity, Ross had the pleasure of speaking with Rory Gwozdz in our first ever alumni interview. Rory was one of the Co-Founders of our UC Berkeley chapter and is currently a trader at the hedge fund The Voleon Group. Rory shares his experience of charting his initial path in finance. As a recent graduate of UC Berkeley, he offers relatable insights into choosing your professional careers from a student perspective. He candidly takes us through his journey a...
#35 - The Third Winter of Crypto (feat. Michael Sonnenshein, CEO at Grayscale Investments)
February 10, 2023 11:00 - 38 minutes - 34.9 MBIn this episode of Investing In Integrity, Ross Overline spoke with Michael Sonnenshein, CEO at Grayscale Investments. For context, Grayscale is the world’s largest digital currency asset manager, and its flagship product, the Grayscale Bitcoin Trust, or GBTC for short, has had major ups & downs in the last couple years – just like Bitcoin. Ross & Michael dig into some of the major controversies and flashpoints in crypto, from the recent collapse of FTX, to Grayscale’s clash with the SEC ov...
#34 - Help People Achieve Their Goals (feat. Tim Welsh, Vice Chair, Consumer and Business Banking at U.S. Bank)
January 26, 2023 11:00 - 41 minutes - 95.4 MBIn this episode of Investing In Integrity, Ross Overline spoke with Tim Welsh, Vice Chair of Consumer and Business Banking at U.S. Bank. This conversation is all about helping other people to achieve their goals, and how a mindset grounded in humility, compassion, and integrity should be at the center of banking. Tim’s career started in management consulting, spanning over two decades at McKinsey. He discusses in-depth how a leadership foundation in solving problems and helping clients has ...
#33 - Integrity from Vulnerability: On Entrepreneurship & Startup Investing (feat. Techstars Managing Director, Vijay Tirathrai)
January 12, 2023 17:00 - 41 minutes - 95.7 MBIn this episode of Investing In Integrity, Ross chatted with Vijay Tirathrai, Managing Director of Techstars, a juggernaut startup accelerator which has had 2,900 companies go through its accelerator programs, adding up to a combined market capitalization of over $70 billion. Vijay’s journey spans founding, failing, building, scaling, and exiting as a serial startup founder – and then investing, advising, and mentoring as a venture investor at Techstars. Vijay emphasizes the role of integri...
#32 - Reflection and Resilience (feat. Peter Akwaboah, COO for Technology & Head of Innovation at Morgan Stanley)
December 29, 2022 12:00 - 43 minutes - 39.6 MBIn this year-end episode of Investing In Integrity, we’re joined by Peter Akwaboah, the Chief Operating Officer for Technology and Head of Innovation at Morgan Stanley. It’s alright to “slow down,” Peter says. “The pandemic taught us we can take time out and calibrate; things will survive and still run.” As we wrap up a year marked by so much uncertainty and kick off 2023, Peter reminds us that “it doesn’t matter what we do – taking care of yourself is the only way we continue to have mile...
#31 - Finance, Law and Life Lessons (feat. Jack Pitts, Senior Managing Director at Blackstone)
December 15, 2022 12:00 - 37 minutes - 84.9 MBIn this episode of Investing In Integrity, we’re joined by Jack Pitts, Senior Managing Director in the Legal & Compliance Group, where he serves as General Counsel of Blackstone Alternative Asset Management (BAAM). “I’m only as good as the people around me,” Jack said, praising his colleagues at Blackstone. “I can’t do anything without an offensive line in front of me or a receiver to throw to,” the former quarterback added. Educated at Howard University School of Law, Jack explains the r...
#30 - Illuminating Impact in Finance (feat. Aaron Yeo, Founder of Purposeful Finance)
December 01, 2022 12:00 - 31 minutes - 28.6 MB“Impact is the next big shift in finance,” says Aaron Yeo, SOF UCLA member and Founder of Purposeful Finance, a purpose-driven media initiative to illuminate and amplify stories of finance making an impact, showcasing how rapidly-expanding disciplines like Impact Investing & Sustainable Development are changing the world for the better. A UCLA student interested in pursuing a career in finance who started his adult life in Singapore’s armed forces, Aaron reflects on how he founded Purposefu...
#29 - From Their Campuses (feat. SOF Students: Amirta (USC), Drake (UPenn), Serena (UVA))
November 03, 2022 10:55 - 46 minutes - 106 MBIn this episode of Investing In Integrity, we were joined by three student members of SOF: Amirta (USC), Drake (UPenn) and Serena (UVA). This conversation was all about culture and community–not only how each student has experienced SOF on their campus, but how their broader experiences in college and interactions with the industry–from networking conversations to recent internships–have shaped their pursuits of a career in finance. With recruiting and networking top-of-mind for many stud...
#28 - Making The Most of SOF’s Programs (feat. Miranda Jenkins, Chief Program Officer at Scholars of Finance)
October 20, 2022 10:30 - 39 minutes - 91.3 MBIn our latest episode of Investing In Integrity, we unpacked the changes & growth happening in our programs with our own Miranda Jenkins, Chief Program Officer at Scholars of Finance. This conversation offers a behind-the-scenes perspective, connecting the dots between our student members’ experiences; the involvement of professionals as speakers and mentors; and the support of corporate partners and donors. A decade-long leader in financial services, including a stint at Goldman Sachs, Mi...
#27 - Leadership Masterclass (feat. Richard Davis, former CEO & Chairman of U.S. Bank)
October 06, 2022 10:00 - 46 minutes - 105 MB“Don’t you dare sell anything you wouldn’t want your grandmother to have,” says Richard Davis. “Get it off the shelf!” This ‘Grandmother Quotient’ is one of many leadership principles that the former CEO of U.S. Bank and now President & CEO of Make a Wish America shares in this episode. It’s no secret that U.S. Bank during Richard’s (nearly two-decade) tenure set a standard of excellence, frequently being cited as one of the best places to work in America; racking up prestigious internation...
#26 - The Cutting Edges of Private Equity (feat. Daniel Pietrzak, Partner and Co-Head of Private Credit at KKR)
September 23, 2022 10:45 - 38 minutes - 35 MBThis episode of Investing In Integrity features a highly respected leader in Private Equity, Daniel Pietrzak. Daniel is a Partner at KKR where he co-leads the firm's private credit funds with about $72B in assets under management. Daniel recently launched a $2.1B asset-based finance fund, which is the firm’s first fund which finances assets secured against collateral-based cash flows, like consumer mortgages and commercial leases. Daniel not only takes us through the backstory of launching...
#25 - Growth: Careers, Relationships, and SOF’s Future (feat. Jody Holden, Chief Growth Officer of Scholars of Finance)
September 09, 2022 11:00 - 29 minutes - 26.6 MBIt’s another first on Investing In Integrity: a conversation with one of our team-members! We’re joined by Jody Holden, our new Chief Growth Officer at Scholars of Finance. Prior to joining SOF in the spring, Jody spent 25+ years in financial services, including stints at Prudential, Citigroup & Bank of America where she specialized in Equity Research and Institutional Sales. In this conversation, Jody takes us back to the beginning of her career working as an analyst. She recounts how her...
#24 - The CFPB, Student Debt & Crypto (feat. Kathy Kraninger, former CFPB Director & Crypto Regulatory Leader)
August 26, 2022 11:00 - 39 minutes - 36.3 MBIn this episode of Investing In Integrity, we’re joined by Kathy Kraninger, Vice President of Regulatory Affairs at Solidus Labs & the former Director of the Consumer Financial Protection Bureau (CFPB). A Republican Trump-appointee confirmed along party lines, Kathy covers several hot-button issues from her tenure leading the CFPB, from the $2T+ student loan debt crisis to the record-high level of consumer complaints filed in 2020. “Many Republicans stated their opposition to the CFPB,” s...
#23 - “Crypto Mom”, SEC Commissioner Hester Peirce, on Crypto, Regulation, and ESG Critiques
August 11, 2022 11:00 - 42 minutes - 39.3 MBIn this episode, we dig into cryptocurrency regulation, the societal role of corporations, and ESG requirements with SEC Commissioner Hester Peirce. Both a leading conservative advocate of cryptocurrency innovation and a vocal critic of ESG, Commissioner Peirce brings incisive perspective to complicated current topics including: Her path into financial regulation and her experience engaging in principled, civic discourse as the lone Republican of the SEC. The appropriate roles for Congres...
#22 - Michelle Seitz, CEO @ Russell Investments: Being “Authentically You” – Solving Bigger Problems, Asking Better Questions, and Leading with Great Teams in Finance
July 28, 2022 11:00 - 47 minutes - 109 MBIn this week’s episode of Investing In Integrity, our CEO, Ross Overline, interviewed Michelle Seitz, the Chairman & CEO of Russell Investments, a leading global investment firm that ended 2021 with over $340 billion in assets under management and $1.2 trillion under advisement for clients in 32 countries. Michelle digs into her 35+ year career arc, speaking candidly about the importance of bringing her authentic self to work, tracing back to 1987 when she was a first-time female portfolio ...