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Investing In Integrity

Scholars of Finance
Leadership
Integrity
Finance
Scholars Of Finance
Financial Services
US Bank
Risk Management
Make-a-Wish Foundation
State Street
Trust
Education
Compassion In Finance
Servant Leadership
Philanthropy
Mentorship
Financial Crisis
Leadership Development
Ethics In Business
Abraham Lincoln
Mental Health

Welcome to Investing In Integrity by Scholars of Finance. SOF is 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 fina... more

PublishesMonthlyEpisodes99Founded6 years ago
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Artwork for Investing In Integrity

Latest Episodes

In this episode of Investing in Integrity, Ross Overline sits down with Mark Keating, EVP and Global Head of Strategic Finance at State Street — one of the largest financial institutions in the world, with roughly $50T in assets under custody and 15%... more

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 al... more

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 fir... more

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 con... more

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Recent Guests

Mark Keating
Executive Vice President and Global Head of Strategic Finance at State Street
State Street Corporation
Episode: #99 - 30+ Years in a $50+ Trillion Bank (Mark Keating, EVP & Global Head of Strategic Finance at State Street)
John Taft
Vice Chair at Baird; former CEO of RBC Wealth Management US; author
Baird; RBC
Episode: #98 - The Lost Culture of Wall Street (John Taft, Vice Chair at Baird)
Ben Choi
Managing Director at Next Legacy Partners
Next Legacy Partners
Episode: #97 — The $3B Giving Machine (Ben Choi, Managing Partner at Next Legacy)
David Roberts
Former partner at Angelo Gordon, founder of Sparks From Culture
Angelo Gordon (former); Sparks From Culture
Episode: #96 - The Discipline of Giving: Wealth, Greed, and Responsibility (David Roberts, Retired Partner at Angelo Gordon)
Stephen Philipson
Vice Chair and Head of Wealth, Corporate, Commercial, and Institutional Banking at U.S. Bank
U.S. Bank
Episode: #95 - Driving Growth Through Change (Stephen Philipson, Vice Chair and Head of WCIB at U.S. Bank)
Jonathan Weiss
Former CEO of Corporate and Investment Bank at Wells Fargo
Wells Fargo
Episode: #91 - Leading with Integrity: Lessons from a 45-Year Career in Banking (Jonathan Weiss - Former CEO of Corporate and Investment Bank at Wells Fargo)
Steve Ellis
Co-Managing Partner of TPG and the RISE Fund, focusing on impact investing
TPG
Episode: #90 - Purpose Meets Profit in Finance: Steve Ellis – Co-Managing Partner of The Rise Fund
Pamela Alexander
Head of Corporate Citizenship at KKR, with a multi-decade career in philanthropy and corporate citizenship.
KKR
Episode: #89 - The Humility Factor: Why Top Finance Leaders Choose Impact Over Recognition (Pamela Alexander - MD and Head of Corporate Citizenship at KKR)
Bill George
Legendary corporate executive and leadership author
Former Board Director at Goldman Sachs, Former CEO of Medtronic
Episode: #87 - Solving Our Leadership Crisis: Featuring Bill George, Former Board Director at Goldman Sachs

Host

Ross Overline
CEO and Co-Founder of Scholars of Finance; leads conversations on integrity, leadership, and the future of finance.

Reviews

4.9 out of 5 stars from 73 ratings
  • Finance needs this!

    Uncompariably amazing insights to the closed door meeting of the leaders of the financial industry. Getting to hear them speak on how they got to where they are, and what their roles are into allocating billions of dollars to ESG, climate change, shareholder value, sustainability, etc. The plan to aid the world through capital can only be addressed through the trillions of dollars in investments inside private institiutions. The work these leaders do to achieve goals, and overcome the challenges... more

    Apple Podcasts
    5
    Alan Quezada
    United States3 years ago
  • Insightful and a Must Listen for Students in Finance

    These conversations provide a necessary insight into how upholding values and character, beyond just finance roles, can be instrumental in personal and professional development. Each episode is interesting, motivating, and easy to understand; I especially enjoyed Episode 39!

    Apple Podcasts
    5
    Prashanth Ramachandra
    United States3 years ago
  • phenomenally insightful questions and speakers

    Investing in Integrity sets a high bar for podcasts. Ross Overline is an incredible host and always manages to drive conversations forward in meaningful ways and the guests can easily feed off his energy. In the right hands, finance is a force for good, and everyone involved in these episodes truly embody valuable principles that anyone interested in finance should carry with them.

    Apple Podcasts
    5
    andyy.zhang
    United States3 years ago
  • Educational and Insightful

    This podcast really does open the perspective of how to incorporate integrity and other morals in an industry where only a few actors can taint its reputation. A must listen for anyone who’s interested in impactful finance!!!!

    Apple Podcasts
    5
    rohanbajpai
    United States3 years ago
  • Motivating and Enlightening Podcast!!!

    The ‘Investing in Integrity‘ podcast is a captivating exploration of the significance of strong values and morals in the finance industry. With its thought-provoking discussions and expert guests, each episode delves into the impact of ethical decision-making and integrity on financial success. The hosts' engaging storytelling and actionable insights make this podcast a must-listen for professionals seeking to align their financial practices with their personal values. ‘Investing in Integrity‘ s... more

    Apple Podcasts
    5
    LukeKim3000
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the host's ability to drive meaningful conversations with high-caliber guests.
Feedback highlights accessibility for students and non-finance professionals.
Praise for actionable takeaways and relatable storytelling.
Appreciation for diverse guest perspectives on integrity and leadership in finance.

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Talking Points

Recent interactions between the hosts and their guests.

#98 - The Lost Culture of Wall Street (John Taft, Vice Chair at Baird)
Q: How do you define stewardship in the context of modern finance?
Stewardship is about responsibly managing what others entrust to you and ensuring capital is allocated toward productive, societal benefits rather than merely extracting wealth; it's the North Star for whether financial activities truly serve real-world needs.
#90 - Purpose Meets Profit in Finance: Steve Ellis – Co-Managing Partner of The Rise Fund
Q: What advice would you offer our students for staying true to their values while being successful?
Have resolve but maintain an open mind, and emphasize the importance of caring and empathy in one's personal and professional interactions.
#90 - Purpose Meets Profit in Finance: Steve Ellis – Co-Managing Partner of The Rise Fund
Q: What motivated you throughout your college and early career?
Ellis discusses how early experiences, including his parents' civic involvement and personal experiences with community issues, shaped his motivations and commitment to making a positive impact.
#88 - Service, Courage, and Innovation: Leadership in the Web3 World (Chris Lyons - President, Web3 Media at Andreessen Horowitz)
Q: What advice might you offer people around our development and the evolution of our financial system?
Understand the importance of information access and be proactive in educating yourself about investing and personal finance.
#88 - Service, Courage, and Innovation: Leadership in the Web3 World (Chris Lyons - President, Web3 Media at Andreessen Horowitz)
Q: Can you talk about the role that mentorships played in your career trajectory?
Mentorship is extremely important and should be acknowledged when it appears naturally instead of formally requested. I've learned a lot from various mentors throughout my career.

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Frequently Asked Questions About Investing In Integrity

What is Investing In Integrity about and what kind of topics does it cover?

Investing In Integrity spotlights leaders who are weaving ethics, purpose, and social impact into finance. Across episodes, conversations explore authentic leadership, risk management, governance, and the role of capital in advancing societal good—from impact investing and housing initiatives to corporate citizenship and community engagement. The show often surfaces practical frameworks for aligning profits with integrity, including how AI, mentorship, diversity, and long-term stewardship shape responsible finance. A notable strength is its clear commitment to pairing high-caliber finance insight with values-driven leadership, making it helpful for students, executives, and brands seeking principled engagement in capital markets.

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Which podcasts are similar to Investing In Integrity?

These podcasts share a similar audience with Investing In Integrity:

1. Exchanges
2. WSJ Minute Briefing
3. Unhedged
4. Up First from NPR
5. Pioneers of AI

How many episodes of Investing In Integrity are there?

Investing In Integrity launched 6 years ago and published 99 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Investing In Integrity?

Recent guests on Investing In Integrity include:

1. Mark Keating
2. John Taft
3. Ben Choi
4. David Roberts
5. Stephen Philipson
6. Jonathan Weiss
7. Steve Ellis
8. Pamela Alexander

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