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 Stanley and Merrill Lynch, his transition to nonprofit work after Hurricane Maria, and his mission...

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 workshop on Climate Tech Ventures, and the first MBA class on Sustainable Finance. Cary is also the...

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 integration. She is also a member of Putnam's operating committee. Join them as Jackie shares...

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 the importance of trust while building high-performing teams. Joel emphasizes the need for integrity...

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 finance industry. Steve and Ross also explore the topic of industry leadership and the strategies...

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 finance industry. Steve and Ross also explore the topic of industry leadership and the strategies...

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 today, SOF stands as the home for purpose-driven, principled, high-performing current and future...

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 new MBA curriculum, the institution of new collaborations between the school and Stanford...

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 Street. His curiosity and love for learning have helped define his career.  Bradford’s role at...

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 Division of the US Securities and Exchange Commission. From 2004 to 2007, she co-headed the...

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 analysts who foresaw the 2008 global financial crisis and subsequently testified on its causes to...

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 leadership. Richard has now retired from the financial industry having left a lasting legacy, he...

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 changes and risk practices at an enterprise level. Diana’s role at State Street involves managing and...

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 worked as a private equity and venture capital investor at a large multi-family office in San...

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. She focuses on building systems, structures, and processes to ensure every employee acts with high...

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 of purpose-driven leadership in finance and the moral gray zones of investing. With book...

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 into the unknown. However, such bold moves can bring great rewards. Driven by personal challenges,...

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 fractions of a penny. Before Ripple, Chris co-founded and served as CEO of Prosper, a peer-to-peer...

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 prominent private equity firm over two decades.  Doug emphasizes the importance of cultivating a...

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 analyst and portfolio manager. He observed that markets efficiently generate societal benefits when functioning...

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 sharing his background as he began his career at Commercial Credit in Baltimore, which evolved into...

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 investments, Howard reveals some of his successful bets and those he passed on. Interestingly, he sees a...

"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 of technological advancements, leadership, and innovation.  Omar unfolds his narrative from his days as a...

"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 and integrity in the next generation of finance leaders. Nishant also opens up about his transformation from an...