Investing In Integrity

In this week’s episode of Investing In Integrity, our CEO, Ross Overline, interviewed Michelle Seitz, the Chairman & CEO of Russell Investments, a leading global investment firm that ended 2021 with over $340 billion in assets under management and $1.2 trillion under advisement for clients in 32 countries. Michelle digs into her 35+ year career arc, speaking candidly about the importance of br...

At the dinner table with his father, a Tuskegee airman, John Rogers began reading Kiplinger’s Letters and the annual reports of companies. Soon after, Rogers began being mentored by Stacy Adams, a pioneering African-American stockbroker in Chicago. In just 30 minutes, John traces in remarkable detail his own pioneering, history-making career. John discusses how Ariel Investments, the first Black-o...

In our first-ever student panel, our CEO Ross Overline spoke with several Scholars of Finance members from the Princeton, MIT, and UC Berkeley chapters. “One finance club I joined had a party culture – it was toxic and snaky, and instead of encouraging community, it made me feel alone,” said one panelist. “It made me reconsider and almost give up on the finance industry because I wasn’t comfortabl...

Mandell began his career at Morgan Stanley and has been with the firm for 30 years. Prior to his role as CHRO, he served as the Head of Private Wealth Management, as the Chief Marketing Officer, and in a variety of roles in Sales, Trading, and Business Development. Throughout his time at Morgan Stanley Mandell has led the organization across revenue and asset growth, fielded leadership talent, and...

In episode #18, Ross converses with Chris Campbell, the Chief Strategist at Kroll. Chris has an incredibly interesting story and provides unique insight on the financial system with his deep experience in both the public and private sectors. Chris discussed many topics including, working in the United States government, tackling tough objectives through policy, early career trajectory and advice,...

Chris Varelas is the Founding Partner at Riverwood Capital Partners. Riverwood Capital Partners is a world-leading Private Equity firm that invests in high growth technology. With over 3 billion dollars in capital commitments Riverwood enables tech-related business scale into world-class organizations. If that isn't enough, Chris is a board member for The Aspen Institute - an organization that wor...

Our CEO, Ross Overline, talks with Christine Anderson about how the reputation of finance and corporate governance have evolved over the years, her experience in the Clinton Administration press room, and the duties of her current role at Blackstone. Christine Anderson leads Blackstone’s efforts related to Environmental, Social and Governance issues and she serves as the primary spokesperson for t...

This week on the podcast we had Jonathan Knee, a Senior Advisor at Evercore in the firm’s Corporate Advisory Business and Co-Director of the Media and Technology Program at Columbia Business School. Before joining Evercore as a Senior Managing Director in 2003, Professor Knee was a Managing Director and Co-head of Morgan Stanley's Media Group. He was previously Publishing Sector Head in the Commun...

In episode #14, Ross converses with Stephanie Cohen, Global Co-Head of Consumer and Wealth Management at Goldman Sachs. Stephanie discusses the importance of giving everyone a voice, and how staying curious and embracing failure can lead a company to rapidly innovate - even an investment bank as large as Goldman Sachs. Prior to assuming her current role, Ms. Cohen was the firm’s Chief Strategy Off...

Scott Kupor is a Managing Partner at Andreessen Horowitz (a16z). A16z is a leading venture capital firm based in Menlo Park, California, with more than $18B AUM, focusing on early stage tech companies. Scott Kupor is the Managing Partner of Andreessen Horowitz (a16z), one of the world’s top venture capital firms. He has overseen the firm's rapid growth to more than 300 employees and more than $18...

Sheila Bair , named the 2nd most powerful woman in the world by Forbes in 2008 and 2009, is a former Chair of the Federal Deposit Insurance Corporation (FDIC). She oversaw the organization from 2006-2011, notably during the Financial Crisis and its aftermath. The FDIC, founded in 1933 as a part of the New Deal to restore confidence in the banking system, is one of two government agencies that supp...

Ray Cameron is the Head of the Strategic Partner Program - The Americas, and the Head of Corporate Client Strategy - The Americas at BlackRock. Prior to this, Ray had been Head of Investment Stewardship for 3 years. Before joining BlackRock in 2018, Ray worked in a variety of roles across Wall Street for over 20 years, including firms such as Lehman Brothers, Morgan Stanley, and Barclays. Ray hold...

Tony Paquette is the Chief Financial Officer at Point72, a leading hedge fund with over $22bn in assets under management. Prior to joining the firm in 2020, Tony was at SoFi, a publicly traded FinTech company in Silicon Valley, as a Business Unit Leader overseeing International, New Business, Treasury, Regulatory Operations, and the firm's application for their bank charter - to name a few. Before...

Kofi Bruce is the Chief Financial Officer at General Mills where he has worked for over 12 years in various roles at the firm. Prior to joining General Mills in 2009, Kofi worked at EcoLab and at the Ford Motor Company in various financial positions. Kofi holds an undergraduate degree in international relations from Stanford and a masters in business administration from the Ross School of Business...

Scott Mather is the CIO of U.S. Core and Sustainable Investing at PIMCO where he helps oversee over $2.2 trillion in AUM. He is a member of the Investment Committee and a portfolio manager. Scott also oversees the firm’s global ESG portfolio integration and sustainable investment activities and previously, he was head of global portfolio management. Prior to joining PIMCO in 1998, he was a fixed i...

In today’s episode, we were joined by Elizabeth Sandler, the Founder and CEO of Echo Juliette and a former Managing Director at The Blackstone Group, to discuss mentorship with a focus on helping people chart their path in finance. Prior to founding her consultancy, Elizabeth served as a Managing Director at The Blackstone Group and Chief Operating Officer of Blackstone’s Real Estate Debt Strategi...

Today’s episode is a special one for many of us at Scholars of Finance as we had the opportunity to sit down with our Co-Founder, Ryan Quinlivan, to discuss the founding story of SOF. Ryan is a VP of institutional equity sales at Piper Sandler in their New York office. Beyond having a very successful early career thus far, Ryan has helped us build and grow SOF every step of the way on nights and w...

Chris Larsen is the Co-Founder and Executive Chairman of Ripple and happens to be a crypto billionaire. Chris is active in working to advance pro-consumer regulation in the financial sector and is an incredibly impressive leader, founder, and change-maker. In today's episode of Investing In Integrity, we delve into the regulation of cryptocurrencies, transparency in the financial system, socioecon...

JC de Swaan is a Lecturer at Princeton University on the topic of Ethics in Finance. He also teaches at Cambridge University and is a partner at Cornwall Capital, a New York-based investment fund. In today's episode of Investing In Integrity, we talk with JC about his new book, Seeking Virtue in Finance: Contributing to Society in a Conflicted Industry. We unpacked each of the four pillars in his...

Joseph R. Martinetto is the Chief Operating Officer of Charles Schwab where he is responsible for operations, infrastructure, and products. This includes Charles Schwab Investment Management, Legal Services, Client Solutions, Community Services, Schwab's registered investment advisor affiliates and market strategists, and the Schwab Center for Financial Research. In addition, he leads Technology S...

Today is our second episode of Investing In Integrity and we were joined by Teri List, a Board Director at Microsoft. Teri was the CFO of three Fortune 500 companies, including Gap Inc., Kraft Foods, and Dick’s Sporting Goods, after working for P&G for almost 20 years and Deloitte for 10 years prior to that. In our conversation with Teri, we covered some of the biggest lessons she learned thro...

John Taft is Vice Chairman at Baird and a member of the firm's Executive Committee. Prior to joining Baird, he served as CEO of RBC Wealth Management, a full-service brokerage firm with nearly 2,000 financial advisors and over $280 billion in assets, for more than 10 years (2005-2016). He is a past chairman of the Securities Industry and Financial Markets Association (SIFMA), where he advocated fo...

Welcome to Investing in Integrity by Scholars of Finance. We're 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 finan...