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All Episodes

Investing In Integrity — 97 episodes

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Title
1

#97 — The $3B Giving Machine (Ben Choi, Managing Partner at Next Legacy)

2

#96 - The Discipline of Giving: Wealth, Greed, and Responsibility (David Roberts, Retired Partner at Angelo Gordon)

3

#95 - Driving Growth Through Change (Stephen Philipson, Vice Chair and Head of WCIB at U.S. Bank)

4

#94 - CEO Letter 2026: Adaptive Excellence & Generosity

5

#93 - Best of Integrity 2: Top Episodes of 2025 (and 2024)

6

#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)

7

#91 - Leading with Integrity: Lessons from a 45-Year Career in Banking (Jonathan Weiss - Former CEO of Corporate and Investment Bank at Wells Fargo)

8

#90 - Purpose Meets Profit in Finance: Steve Ellis – Co-Managing Partner of The Rise Fund

9

#89 - The Humility Factor: Why Top Finance Leaders Choose Impact Over Recognition (Pamela Alexander - MD and Head of Corporate Citizenship at KKR)

10

#88 - Service, Courage, and Innovation: Leadership in the Web3 World (Chris Lyons - President, Web3 Media at Andreessen Horowitz)

11

#87 - Solving Our Leadership Crisis: Featuring Bill George, Former Board Director at Goldman Sachs

12

A Call to Compassion & Humility Amidst Political Violence

13

#86 - Finance as a Force for Good (Ross Overline - CEO and Co-Founder of Scholars of Finance)

14

#85 - Leading with Integrity in Uncertain Times (Ross Overline - CEO and Co-Founder of Scholars of Finance)

15

#84 - Capitalism with Compassion: Ending Global Homelessness (Brett Hagler - Co-Founder and CEO of New Story)

16

#83 - Ethical Leadership and Speaking the Truth with Love (Britt Harris - Legendary investor, leader, and educator)

17

#82 - Creativity, Leadership, and Navigating Mental Health in High-Stakes Finance: John Geelan (General Counsel and Secretary @Piper Sandler Companies)

18

#81 - Inside a $138B Private Market Firm: Insights from Jamie Kase (MD & Head of Global Investor Relations at HarbourVest)

19

#80 - Navigating the Investment World with Wisdom and Values: Howard Marks (Co-Founder and Co-Chairman @Oaktree Capital Management)

20

#79 - Shaping a Global Bank’s Culture: Lessons from Bei Ling (Head of Human Resources @ Wells Fargo)

21

#78 - Building Trust and Integrity in Finance: Lessons from Mike Bontrager (Founder of Chatham Financial and Team Lead at Square Roots Collective)

22

#77 - Lessons in Leadership with Reggie Love (Senior Advisor at Apollo Global Management and one of President Obama’s closest aides.)

23

#76 - Understanding Risk Management with Rick Flynn (Managing Director, Head of RQA EMEA at BlackRock)

24

#75 - Integrity Masterclass: John Shrewsberry (CFO @ GoodLeap + Former CFO @ Wells Fargo)

25

#74 - Empowering Black Women in Finance: Jessica Taylor (Managing Director @ Goldman Sachs // National Director @ One Million Black Women)

26

#73 - Building Relationships and Integrity in Finance: Miguel Guadalupe (Vice President of Development @ Scholars of Finance)

27

#72 - Navigating Integrity in Sustainable Finance, Cary Krosinsky (Leading Teacher, Author & Advisor @ Brown, NYU and Yale)

28

#71 - Beyond Dollars: The Power of Sustainable Stewardship, Jackie VanderBrug (Head of Sustainability Strategy @ Putnam Investments)

29

#70 - The Importance of Values in Leadership: Joel Peterson (Chairman and Founder @ Peterson Partners; Consulting Professor @ Stanford Graduate School of Business)

30

#69 - Democratizing Finance: Steve Quirk (Chief Brokerage Officer @ Robinhood)

31

#68 - Shaping the Future of Finance: Ross Overline (Chairman & CEO @ Scholars of Finance)

32

#67 - Leadership Over 50 Years: Robert Joss (Former Dean, Stanford GSB)

33

#66 - The Executive Secrets to Leadership & Effective Risk Management: Bradford Hu (Executive Vice President & Chief Risk Officer @ State Street)

34

#65 - Cultivating a Culture of Transparency: Helene Glotzer (Head of Enterprise Risk @ Bridgewater Associates)

35

#64 - Holding Banks Accountable: Mike Mayo (Managing Director and Head of U.S. large-cap bank research @Wells Fargo)

36

#63 - Revisiting a Leadership Masterclass: Richard Davis (Former Chairman & CEO @ US Bank)

37

#62 - The Role of Internal Audit in Managing Risks: Diana Pagliarini (Executive Vice President & General Auditor Officer @ State Street Corporation)

38

#61 - Curating the Next-Generation of Emerging Managers: Winter Mead (Founder & CEO @ Coolwater Capital)

39

#60 - Ethics in Finance: Katie Lawler (EVP & Global Chief Ethics Officer @ US Bank)

40

#59 - Purpose-Driven Decisions in Venture Capital: Trae Stephens (Partner @ Founders Fund and Co-Founder of Anduril, Sol, and Pursuit)

41

#58 - The Next Generation of Investing: Tory Reiss (CEO & Co-Founder @ Equi)

42

#57 - Leading the Charge in Finance and Climate Change (Chris Larsen, Chairman/Co-Founder @ Ripple)

43

#56 - Breaking Barriers in Finance (Doug Kimmelman, Senior Partner @ ECP)

44

#55 - The Future of Capitalism (Greg Shell, Partner @ Goldman Sachs)

45

#54 - Empowering the Underbanked: Wole Coaxum (Founder & CEO of MoCaFi)

46

#53 - Titans of Investing: Howard Morgan (Chairman & General Partner of B Capital Group)

47

#52 - Tech Meets Tradition: Asset Management's New Frontier (feat. Omar Aguilar, CEO & CIO at Schwab Asset Management)

48

#51 - Forging the Future: Cultivating Character & Integrity in Finance Leaders (feat. Nishant Kumar Singhal, Chief of Staff at Scholars of Finance)

49

#50 - From Vision to Reality: Ross Overline and the SOF Story (hosted by Nishant Singhal, Chief of Staff @ SOF)

50

#49 - Ross Overline and the SOF Revolution (with Nishant Singhal, Chief of Staff at Scholars of Finance)

51

#48 - Best of Integrity: Must-Listen Highlights from the First 45 Episodes

52

#47 - Timeless Horizons: Unraveling the New Age Landscape (feat. Anne Ackerley, Managing Director & Head of Blackrock’s Retirement Group)

53

#46 - “The Life of The Long Odds, The Life of Making It Happen” (feat. Daniel Kimerling, Founder of Deciens Capital)

54

#45 - Curiosity and Deal-Making (feat. Jonathan Cary, Senior MD at Guggenheim Securities)

55

#44 - Realizations about Risk (feat. Armel Roméo Kouassi, Global Head of Asset Liability Management for Northern Trust Corporation)

56

#43 - Sustainable Finance (feat. Kara Succoso Mangone, Head of the Sustainable Finance Group at Goldman Sachs)

57

#42 - Human Flourishing through ‘Investing that Makes the World Rejoice’ (feat. Robin John, Co-Founder and CEO, Eventide)

58

#41 - Be Transparent; Assume Positive Intentions (feat. Arvind Purushotham, Head of Citi Ventures)

59

#40 - Life & Work in Balance (feat. Stephen Sorenson, COO at Scholars of Finance)

60

#39 - Recruiting Advice & Investment Banking in Healthcare (feat. Yassaman Salas, Partner at Goldman Sachs in the Healthcare Investment Banking Group)

61

#38 - ‘Active Patience’ & Communicating with Integrity (feat. Arielle Patrick, Chief Communications Officer of Ariel Investments)

62

#37 - Finance as Safeguarding (feat. Gunjan Kedia, Vice Chair of Wealth Management and Investment Services at U.S. Bank)

63

#36 - Options and Ethics (feat. Rory Gwozdz, SOF Alum)

64

#35 - The Third Winter of Crypto (feat. Michael Sonnenshein, CEO at Grayscale Investments)

65

#34 - Help People Achieve Their Goals (feat. Tim Welsh, Vice Chair, Consumer and Business Banking at U.S. Bank)

66

#33 - Integrity from Vulnerability: On Entrepreneurship & Startup Investing (feat. Techstars Managing Director, Vijay Tirathrai)

67

#32 - Reflection and Resilience (feat. Peter Akwaboah, COO for Technology & Head of Innovation at Morgan Stanley)

68

#31 - Finance, Law and Life Lessons (feat. Jack Pitts, Senior Managing Director at Blackstone)

69

#30 - Illuminating Impact in Finance (feat. Aaron Yeo, Founder of Purposeful Finance)

70

#29 - From Their Campuses (feat. SOF Students: Amirta (USC), Drake (UPenn), Serena (UVA))

71

#27 - Leadership Masterclass (feat. Richard Davis, former CEO & Chairman of U.S. Bank)

72

#26 - The Cutting Edges of Private Equity (feat. Daniel Pietrzak, Partner and Co-Head of Private Credit at KKR)

73

#24 - The CFPB, Student Debt & Crypto (feat. Kathy Kraninger, former CFPB Director & Crypto Regulatory Leader)

74

#23 - “Crypto Mom”, SEC Commissioner Hester Peirce, on Crypto, Regulation, and ESG Critiques

75

#22 - Michelle Seitz, CEO @ Russell Investments: Being “Authentically You” – Solving Bigger Problems, Asking Better Questions, and Leading with Great Teams in Finance

76

#21 - Purpose-Driven Pioneer: John W. Rogers, Jr. on Founding The First Black-Owned Investment Management Firm in America, Closing The Racial Wealth Gap, and Civic Engagement

77

#20 - SOF Student Panel #1: From Stigma & Stereotype to Purpose & Passion – 4 Student Perspectives on Pursuing Careers in Finance

78

#19 - Inclusive Capitalism (feat. Mandell Crawley, CHRO @ Morgan Stanley)

79

#18 - Macroeconomics and Finance (feat. Chris Campbell, Chief Strategist at Kroll)

80

#17 - Private Equity and Technology (feat. Chris Varelas, Founding Partner at Riverwood Capital Partners)

81

#16 - The Evolving Reputation of Finance (feat. Christine Anderson, Global Head of External Relations, Blackstone)

82

#15 - Academia in Finance (Jonathan Knee, Senior Advisor @ Evercore)

83

#14 - Innovation in Finance (feat. Stephanie Cohen, Global Co-Head of Consumer and Wealth Management at Goldman Sachs)

84

#13 - Venture Capital (feat. Scott Kupor, Managing Partner at Andreessen Horowitz)

85

#12 - FDIC and the Financial Crisis (feat. Sheila Bair, Former Chair of FDIC)

86

#11 - Stewardship (feat. Ray Cameron, Head of the Strategic Partner Program & Head of Corporate Client Strategy - The Americas at BlackRock)

87

#10 - Principled Leadership (feat. Tony Paquette, CFO at Point72)

88

#9 - Authentic Leadership (feat. Kofi Bruce, CFO at General Mills)

89

#8 - ESG Investing (feat. Scott Mather, CIO at PIMCO)

90

#7 - Paving Your Path in Finance (feat. Elizabeth Sandler, Former MD & COO at Blackstone)

91

#6 - Our Story (feat. Ryan Quinlivan, VP of Institutional Equity Sales at Piper Sandler & SOF Co-Founder)

92

#5 - Crypto and the Future of Finance (feat. Chris Larsen, Co-Founder and Executive Chairman at Ripple)

93

#4 - Seeking Virtue in Finance (feat. JC de Swaan, Lecturer at Princeton University)

94

#3 - FinTech and the Economic System (feat. Joe Martinetto, COO @ Charles Schwab)

95

#2 - Building Confidence and Relationships (feat. Teri List, Board Director @ Microsoft)

96

#1 - Using Finance as a Force for Good (feat. John Taft, Vice Chairman @ Baird)

97

Trailer