Investing In Integrity

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, the leading securities industry trade association, and testified before Congress during the post-c...

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 Investing in Integrity, our host Ross Overline and Ben navigate the intersection of venture capital,...

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 launch several of the firm’s businesses. After retiring, he created Sparks From Culture , a widely read S...

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 leadership shapes modern finance.  Stephen shares how embracing calculated risk, most notably during the 2...

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 kind of society are we trying to build—and what responsibility does capital carry in it? From there, Ross...

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 with some of the world’s most thoughtful executives, investors, and builders. Rather than a simple high...

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 software-focused private equity firms grew from $8B to over $180B in AUM while staying true to its core values....

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 career in finance. From his unlikely start as a romance languages major to leading a $20B business, Weiss...

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 world’s largest impact investing platform, Ellis shares how purpose and profit can reinforce each other....

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 finance professionals can balance business objectives with meaningful social impact. Pamela shar...

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, offering a rare perspective on how culture and innovation intersect in venture capital.  You’ll learn...

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 authentic leadership in finance. Drawing on decades of executive and boardroom experience, Bill highlights w...

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 our democracy. With influence and resources comes responsibility, and our country urgently needs leade...

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 with 40 students to a movement impacting over 7,000 future finance leaders across 60+ universities.  W...

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 unpacks how values like contentment, gratitude, generosity, and intellectual curiosity help guard agai...

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 se...

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...

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, publ...

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 rel...

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 inve...

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 or...

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 th...

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 qualit...

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 r...

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 bal...