Shows / Investing In Integrity
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
Investing In IntegrityStewarding a $700 Billion Bank (John Stern, Vice Chair and CFO, U.S. Bancorp)
Podcast Description John Stern is Vice Chair and Chief Financial Officer of U.S. Bancorp, the parent company of U.S. Bank, the fifth-largest commercial bank in…
Investing In IntegrityKeeping $15 Trillion Safe (Pierre Sarrau, Chief Risk Officer at BlackRock)
Pierre Sarrau is the Chief Risk Officer of BlackRock, the world's largest asset manager, with more than $15.5 trillion in assets under management. He sits on…
Investing In Integrity#100 - The Future Depends on Who Leads It (Ross Overline, CEO, Chairman, and Co-Founder at SOF)
The future depends on who leads it. For Episode 100 of Investing In Integrity, Ross steps away from the guest interviews for a solo conversation about a…
Investing In Integrity#99 - 30+ Years in a $50+ Trillion Bank (Mark Keating, EVP & Global Head of Strategic Finance at State Street)
In this episode of Investing in Integrity, Ross Overline sits down with Mark Keating, EVP and Global Head of Strategic Finance at State Street — one of the…
Investing In Integrity#98 - The Lost Culture of Wall Street (John Taft, Vice Chair at Baird)
Our first-ever podcast guest, John Taft, returns nearly 100 episodes later. John is a Vice Chair of Baird. He was previously the CEO of RBC's U.S. wealth…
Investing In Integrity#97 — The $3B Giving Machine (Ben Choi, Managing Partner at Next Legacy)
Ben Choi has spent three decades across the technology ecosystem—as a product leader, founder, and venture investor—and today serves as a senior leader at Next…
Investing In Integrity#96 - The Discipline of Giving: Wealth, Greed, and Responsibility (David Roberts, Retired Partner at Angelo Gordon)
David Roberts spent nearly four decades in finance—starting on Wall Street in 1983 and joining Angelo Gordon in 1993, when the firm was a 15-person shop…
Investing In Integrity#95 - Driving Growth Through Change (Stephen Philipson, Vice Chair and Head of WCIB at U.S. Bank)
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and Co-founder of Scholars of Finance, welcomes Stephen Philipson, Vice Chair and…
Investing In Integrity#94 - CEO Letter 2026: Adaptive Excellence & Generosity
In this episode, our host and CEO, Ross Overline, reflects on what Scholars of Finance built in 2025—and what 2026 demands from finance leaders in a rapidly…
Investing In Integrity#93 - Best of Integrity 2: Top Episodes of 2025 (and 2024)
In this second Best Of compilation, our team distilled the most powerful insights from 2025, and some from 2024—of Investing in Integrity. Spanning leadership…
Investing In Integrity#92 - The Four Eyes in the Room: Building Institutional Trust at Scale (Jennifer James, MD, COO, and Head of Investor Relations and Marketing at Thoma Bravo)
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jennifer James, Managing Director…
Investing In Integrity#91 - Leading with Integrity: Lessons from a 45-Year Career in Banking (Jonathan Weiss - Former CEO of Corporate and Investment Bank at Wells Fargo)
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Jonathan Weiss, former CEO of…
Investing In Integrity#90 - Purpose Meets Profit in Finance: Steve Ellis – Co-Managing Partner of The Rise Fund
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Steve Ellis, Co-Managing Partner of…
Investing In Integrity#89 - The Humility Factor: Why Top Finance Leaders Choose Impact Over Recognition (Pamela Alexander - MD and Head of Corporate Citizenship at KKR)
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Pamela Alexander, MD, and Head of…
Investing In Integrity#88 - Service, Courage, and Innovation: Leadership in the Web3 World (Chris Lyons - President, Web3 Media at Andreessen Horowitz)
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Chris Lyons, President of Web3 Media…
Investing In Integrity#87 - Solving Our Leadership Crisis: Featuring Bill George, Former Board Director at Goldman Sachs
In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, welcomes Bill George, Legendary Business…
- Investing In Integrity
A Call to Compassion & Humility Amidst Political Violence
In this timely episode of Investing in Integrity, CEO Ross Overline addresses the political violence that has shaken our nation. Ross issues a powerful call to…
Investing In Integrity#86 - Finance as a Force for Good (Ross Overline - CEO and Co-Founder of Scholars of Finance)
This episode of the Investing in Integrity podcast features Ross Overline, CEO and co-founder of Scholars of Finance, as a special guest on the Mission Matters…
Investing In Integrity#85 - Leading with Integrity in Uncertain Times (Ross Overline - CEO and Co-Founder of Scholars of Finance)
In this solo episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, offers a thoughtful exploration of…
Investing In Integrity#84 - Capitalism with Compassion: Ending Global Homelessness (Brett Hagler - Co-Founder and CEO of New Story)
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…
Investing In Integrity#83 - Ethical Leadership and Speaking the Truth with Love (Britt Harris - Legendary investor, leader, and educator)
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…
Investing In Integrity#82 - Creativity, Leadership, and Navigating Mental Health in High-Stakes Finance: John Geelan (General Counsel and Secretary @Piper Sandler Companies)
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…
Investing In Integrity#81 - Inside a $138B Private Market Firm: Insights from Jamie Kase (MD & Head of Global Investor Relations at HarbourVest)
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…
Investing In IntegrityHoward Marks on Taking The High Road
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…
Investing In Integrity#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…
Investing In Integrity#78 - Building Trust and Integrity in Finance: Lessons from Mike Bontrager (Founder of Chatham Financial and Team Lead at Square Roots Collective)
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…
Investing In Integrity#77 - Lessons in Leadership with Reggie Love (Senior Advisor at Apollo Global Management and one of President Obama’s closest aides.)
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…
Investing In Integrity#76 - Understanding Risk Management with Rick Flynn (Managing Director, Head of RQA EMEA at BlackRock)
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…
Investing In Integrity#75 - Integrity Masterclass: John Shrewsberry (CFO @ GoodLeap + Former CFO @ Wells Fargo)
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…
Investing In Integrity#74 - Empowering Black Women in Finance: Jessica Taylor (Managing Director @ Goldman Sachs // National Director @ One Million Black Women)
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…
Investing In Integrity#73 - Building Relationships and Integrity in Finance: Miguel Guadalupe (Vice President of Development @ Scholars of Finance)
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…
Investing In Integrity#72 - Navigating Integrity in Sustainable Finance, Cary Krosinsky (Leading Teacher, Author & Advisor @ Brown, NYU and Yale)
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…
Investing In Integrity#71 - Beyond Dollars: The Power of Sustainable Stewardship, Jackie VanderBrug (Head of Sustainability Strategy @ Putnam Investments)
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…
Investing In Integrity#70 - The Importance of Values in Leadership: Joel Peterson (Chairman and Founder @ Peterson Partners; Consulting Professor @ Stanford Graduate School of Business)
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…
Investing In Integrity#69 - Democratizing Finance: Steve Quirk (Chief Brokerage Officer @ Robinhood)
In this episode of Investing In Integrity, Ross Overline speaks with Steve Quirk, Chief Brokerage Officer at Robinhood. While the democratization of finance…
Investing In Integrity#68 - Shaping the Future of Finance: Ross Overline (Chairman & CEO @ Scholars of Finance)
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…
Investing In Integrity#67 - Leadership Over 50 Years: Robert Joss (Former Dean, Stanford GSB)
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…
Investing In Integrity#66 - The Executive Secrets to Leadership & Effective Risk Management: Bradford Hu (Executive Vice President & Chief Risk Officer @ State Street)
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…
Investing In Integrity#65 - Cultivating a Culture of Transparency: Helene Glotzer (Head of Enterprise Risk @ Bridgewater Associates)
In this episode of Investing In Integrity, Ross Overline speaks with Helene Glotzer, Head of Risk at Bridgewater Associates. Helene has spent nearly two…
Investing In Integrity#64 - Holding Banks Accountable: Mike Mayo (Managing Director and Head of U.S. large-cap bank research @Wells Fargo)
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…
Investing In Integrity#63 - Revisiting a Leadership Masterclass: Richard Davis (Former Chairman & CEO @ US Bank)
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…
Investing In Integrity#62 - The Role of Internal Audit in Managing Risks: Diana Pagliarini (Executive Vice President & General Auditor Officer @ State Street Corporation)
In this episode of Investing In Integrity, Ross Overline speaks with Diana Pagliarini, the Executive Vice President and General Auditor at State Street…
Investing In Integrity#61 - Curating the Next-Generation of Emerging Managers: Winter Mead (Founder & CEO @ Coolwater Capital)
In this episode of Investing In Integrity, Ross Overline speaks with Winter Mead, the founder and CEO of investment firm Coolwater Capital, focusing on…
Investing In Integrity#60 - Ethics in Finance: Katie Lawler (EVP & Global Chief Ethics Officer @ US Bank)
In 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…
Investing In Integrity#59 - Purpose-Driven Decisions in Venture Capital: Trae Stephens (Partner @ Founders Fund and Co-Founder of Anduril, Sol, and Pursuit)
In this episode of Investing In Integrity, Ross Overline has an enlightening conversation with Trae Stephens, Partner at Founders Fund and Co-Founder of three…
Investing In Integrity#58 - The Next Generation of Investing: Tory Reiss (CEO & Co-Founder @ Equi)
In this episode of Investing In Integrity, Ross Overline has an insightful conversation with Tory Reiss, a 3x Founder of Fintech startups. Tory shares his…
Investing In Integrity#57 - Leading the Charge in Finance and Climate Change (Chris Larsen, Chairman/Co-Founder @ Ripple)
In this episode of Investing In Integrity, Ross Overline has an insightful conversation with Chris Larsen, a well-known personality driving innovation in the…
Investing In Integrity#56 - Breaking Barriers in Finance (Doug Kimmelman, Senior Partner @ ECP)
In 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…
Investing In Integrity#55 - The Future of Capitalism (Greg Shell, Partner @ Goldman Sachs)
In this episode of "Investing In Integrity", Ross Overline has an enlightening conversation with Greg Shell, an incredibly articulate and deep thinker. Greg is…
Investing In Integrity#54 - Empowering the Underbanked: Wole Coaxum (Founder & CEO of MoCaFi)
In this episode of "Investing in Integrity", Ross Overline has an enlightening conversation with Wole Coaxum, an incredibly thoughtful leader, and visionary…
Investing In Integrity#53 - Titans of Investing: Howard Morgan (Chairman & General Partner of B Capital Group)
In this episode of "Investing in Integrity", Ross Overline has an enlightening conversation with Howard Morgan, a formidable figure in the tech world and…
Investing In Integrity#52 - Tech Meets Tradition: Asset Management's New Frontier (feat. Omar Aguilar, CEO & CIO at Schwab Asset Management)
"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,"…
Investing In Integrity#51 - Forging the Future: Cultivating Character & Integrity in Finance Leaders (feat. Nishant Kumar Singhal, Chief of Staff at Scholars of Finance)
"Building character is like eating vegetables. It takes effort, but it is valuable and helps us invest in ourselves meaningfully," says Nishant Kumar Singhal…
Investing In Integrity#50 - From Vision to Reality: Ross Overline and the SOF Story (hosted by Nishant Singhal, Chief of Staff @ SOF)
The 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…
Investing In Integrity#49 - Ross Overline and the SOF Revolution (with Nishant Singhal, Chief of Staff at Scholars of Finance)
The 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…
Investing In Integrity#48 - Best of Integrity: Must-Listen Highlights from the First 45 Episodes
Prepare 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…
Investing In Integrity#47 - Timeless Horizons: Unraveling the New Age Landscape (feat. Anne Ackerley, Managing Director & Head of Blackrock’s Retirement Group)
In this episode of Investing in Integrity, we engage in an enlightening conversation with Anne Ackerley, an esteemed executive at BlackRock. As the overseer of…
Investing In Integrity#46 - “The Life of The Long Odds, The Life of Making It Happen” (feat. Daniel Kimerling, Founder of Deciens Capital)
In this episode of Investing in Integrity, we spoke with Daniel Kimerling, Managing Partner of Deciens Capital, an early-stage investment fund. Along with…
Investing In Integrity#45 - Curiosity and Deal-Making (feat. Jonathan Cary, Senior MD at Guggenheim Securities)
In this episode of Investing In Integrity, we spoke with Jonathan Cary, a Senior Managing Director at Guggenheim Securities, one of the leading investment…
Investing In Integrity#44 - Realizations about Risk (feat. Armel Roméo Kouassi, Global Head of Asset Liability Management for Northern Trust Corporation)
In 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…