Investing In Integrity

#1 - Using Finance as a Force for Good (feat. John Taft, Vice Chairman @ Baird)


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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 for responsible financial reform.

His book "Stewardship" is read by all of our students during the Leadership Development Program and covers the importance of core principles on a personal, professional, and societal level.

Throughout this interview, Ross and John unpack the concept of stewardship and what everyone can do to use finance as a force for good.

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Segments from the episode:

00:00 - Intro

06:45 - John's book "Stewardship"

15:30 - What we can do to make finance a force for good

24:30 - The role of finance in making a positive impact

29:20 - Vehicles that generate value vs. those that extract value

39:30 - To what extent is the financial services industry extractive?

42:00 - Combating inequality and inequity through finance

53:00 - Advice for investors to maximize personal impact

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Investing In IntegrityBy Scholars of Finance

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