PODCAST · business
Investing In Integrity
by Scholars of Finance
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
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#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 question he believes is becoming increasingly consequential for finance — and for society: Who is going to allocate the world's capital? Ross…
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#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 largest financial institutions in the world, with roughly $50T in assets under custody and 15% of the world's daily financial transactions...
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#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 management business through the Great Financial Crisis, overseeing nearly 7,000 employees and almost $300 billion in assets. He chaired SIFMA,...
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#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 Legacy Partners, where he helps oversee $3.5B+ invested across premier venture capital firms and early-stage startups. In this episode of...
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#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 managing about $300M. By the time he left, the firm managed roughly $50B in assets, and David contributed to that growth by helping build and...
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#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 Head of Wealth, Corporate, Commercial, and Institutional Banking at U.S. Bank, America’s fifth-largest bank, to unpack how principled...
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#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 changing world. Released on Martin Luther King Jr. Day, this episode starts with a question that sits at the heart of SOF’s mission: What…
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#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, culture, and purpose-driven finance and investing, this special edition brings together defining moments from more than 40 conversations...
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#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, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo, to uncover how one of the world’s largest…
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#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 Corporate and Investment Bank at Wells Fargo, and former MD of JPMorgan Chase, to reflect on leadership, trust, and ethics across a 45-year…
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#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 The Rise Fund at TPG Capital, a global investment firm with $269 billion in assets under management. As leader of the RISE Fund, the…
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#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 Corporate Citizenship at KKR & Co. Inc., for an insightful conversation on the future of corporate philanthropy. Together, they explore how...
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#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 at a16z Crypto, a division of Andreessen Horowitz. Chris shares his journey from music producer to tech investor and cultural connector,...
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#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 leader and former CEO of Medtronic, Harvard Business School professor, and board member at Goldman Sachs, for a candid conversation on…
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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 action for leaders in finance: at a time when division runs deep, we must embody compassion and humility—and actively invest in healing…
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#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 Marketing podcast with host Adam Torres. Join Ross as he shares the journey of Scholars of Finance (SOF), from a small college project…
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#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 leadership, purpose, and principled decision-making in uncertain times. Drawing from his conversations with finance leaders and students, Ross...
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#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 entrepreneur, CEO, and co-founder of New Story, a pioneering organization tackling global homelessness through capitalism. You will learn...
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#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 legendary investor, financial leader, and coach. He has managed over $500 billion in AUM over his career. You will learn why true leadership in...
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#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 and Secretary at Piper Sandler Companies. For 20 years, John has been a driving force at Piper Sandler, rising from Assistant General…
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#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 and Global Head of Investor Relations at HarbourVest. Learn how Jamie manages and builds relations with a global community of investors at...
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#80 - Navigating the Investment World with Wisdom and Values: Howard Marks (Co-Founder and Co-Chairman @Oaktree Capital Management)
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...
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#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...
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#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 Financial and Team Lead at Square Roots Collective. This conversation explores Mike Bontrager's entrepreneurial journey in the world of...
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#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 Apollo Global Management. Reggie discusses his inspiring journey from college athlete to key aide for Barack Obama and now as a leader in...
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#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, Head of RQA EMEA at BlackRock. This conversation explores the entrepreneurial journey of Rick Flynn in the world of risk management. Rick…
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#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 and Former CFO at Wells Fargo. The conversation explores the role of ethical leadership in fostering sustainable finance. John shares his...
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#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 and National Director of One Million Black Women at Goldman Sachs. Jessica discusses the One Million Black Women initiative, a $10 billion...
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#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 of Development at Scholars of Finance. Miguel shares his journey from the South Bronx to finance, highlighting the pivotal roles of…
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#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, Author & Advisor at Brown, NYU and Yale. At Yale University, Cary has been co-teaching a seminar on climate, energy and finance since 2014....
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#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 Sustainability Strategy at Putnam Investments, a division of Franklin Templeton. At Putnam, Jackie is responsible for leading the company’s...
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#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 Founder of Peterson Partners, Consulting Professor at Stanford Graduate School of Business, and best-selling author of Entrepreneurial…
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#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 makes investing more accessible to a broader investor base, Steve emphasizes the importance of responsible investing behavior, especially…
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#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 organization is headed. He shares insights on SOF’s remarkable growth and outlines a proposal for the future, “SOF V2.” Join Ross as he...
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#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 largest bank, and Dean of Stanford University Graduate School of Business where he teaches leadership today. Robert became the eighth dean...
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#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 almost 40 years of experience, Bradford is an international leader in financial services, risk management, and financial regulation. Bradford...
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#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 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…
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#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 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...
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#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. Richard sits on several boards including Wells Fargo, MasterCard, Dow Chemical Mayo Clinic, and the Advisory Board of Scholars of Finance. A...
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#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 Corporation. Diana has 32 years of experience in the banking industry and 14 years in board-visible roles. Her leadership and ability to execute...
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#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 emerging managers and technology investments. Winter has previously helped build and invest an evergreen fund at SAP, a publicly listed…
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#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. 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...
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#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 companies, Anduril, Sol, and Pursuit. Join us as we delve into the world of venture capital, Trae's background in the intelligence...
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#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 journey from a promising career at Microsoft to the thrilling world of startups, describing how his desire for personal growth and making a...
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#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 financial system. Chris is the Executive Chairman and Co-Founder of Ripple. Chris co-founded Ripple to use blockchain technology and…
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#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 describes his transition from pre-med at Stanford to economics, where he discovered a passion for stock options and entrepreneurship. He then...
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#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 a partner in Sustainability Investing within Goldman Sachs Asset Management and serves as Head of the Inclusive Growth Strategy. Greg's...
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#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 entrepreneur. Wole is the Founder and CEO of MoCaFi, a financial technology company committed to helping America’s marginalized communities...
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#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 current chairman of B Capital. Howard walks us through his exciting journey from academia to tech innovations, recalling his impactful roles at...
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#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," says Omar Aguilar, CEO & CIO of Schwab Asset Management, and our guest in the latest episode of Investing in Integrity. Throughout his…
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ABOUT THIS SHOW
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.
HOSTED BY
Scholars of Finance
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Frequently Asked Questions
How many episodes does Investing In Integrity have?
Investing In Integrity currently has 100 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Investing In Integrity about?
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...
How often does Investing In Integrity release new episodes?
Investing In Integrity has 100 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Investing In Integrity?
You can listen to Investing In Integrity on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Investing In Integrity?
Investing In Integrity is created and hosted by Scholars of Finance.
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