Investing In Integrity

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 investment commitment to create economic opportunities for Black women by 2030. She shares insigh...

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 integrity and relationship-building throughout his career. He discusses his career beginnings at Morgan St...

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. Other courses at Yale include the first seminar on Business & Sustainability, a new worksho...

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 ESG-focused business functions, including stewardship, engagement, partnerships, and ESG strategy and i...

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 Leadership and the upcoming book, Juggling Glass and Rubber Balls. The conversation starts with discussing th...

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 for novice investors. The conversation also touches on the innovation and evolution within the financ...

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 unpacks this transformation and discusses the groundbreaking results from a Harvard study, showing that tod...

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 of the Business School in 1999. He served as Dean for 10 years – overseeing the introduction of a...

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 previously worked at Morgan Stanley and Citigroup before becoming the Chief Risk Officer of State Stre...

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 Fund Journal. Prior to her role at Bridgewater, Helene spent ten years as an attorney in the Enforcement...

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 Themselves.” Mike's influence extends beyond traditional research roles, as he was one of the few a...

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 giant figure in the banking industry, Richard is renowned for his financial know-how and excellent lead...

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 strategic plans leads to improved processes, functions, and departments while influencing policy change...

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 enterprise software company, where he co-founded the LP transparency movement called #OpenLP. Winter also worke...

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 resources, and ethics roles. Katie's role at US Bank involves balancing culture and compliance. Sh...

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 community, his work at Palantir, and his co-founded companies. In this episode, he shares the importance...

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 significant impact led him to Silicon Valley. Embarking on a startup journey often feels like a leap int...

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 digital assets to enable financial institutions to send money across borders, instantly, reliably, and for f...

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 goes into detail about the founding of Energy Capital Partners (ECP), and how it has grown into a promi...

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 journey in the investment field spans over 25 years, primarily in public equity as an anal...

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 create wealth through better access to public, private, and social capital. Wole starts by sh...

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 First Round Capital and Renaissance Technologies. Venturing deep into the world of investme...

"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...

"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 an...

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 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&...