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 well, but often fail to distribute these benefits equitably. Greg also highlights the importance of private capital in solving social issues, traditionally left to the non-profit and public sectors.

In his role at Goldman Sachs, Greg focuses on impact investing, a type of sustainable investing that uses private equity to invest in companies addressing societal challenges, with a dual focus on environmental and social issues. Greg shares the role of impact investing in rectifying inequalities in capitalism, advocating for a system where opportunity and prosperity are more equitably distributed.

As the conversation draws to a close, Greg shares how capitalism, as an evolving socio-economic system, is neither bad nor perfect in its current form. However, its adaptability and potential for improvement are key strengths. According to Greg, the future of capitalism involves large companies systematically providing value for all stakeholders, returning to core economic wisdom while evolving to meet modern challenges.

In this episode of Investing In Integrity, Ross Overline has an enlightening conversation with Greg Shell, a Partner at Goldman Sachs.

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 well, but often fail to distribute these benefits equitably. Greg also highlights the importance of private capital in solving social issues, traditionally left to the non-profit and public sectors.

In his role at Goldman Sachs, Greg focuses on impact investing, a type of sustainable investing that uses private equity to invest in companies addressing societal challenges, with a dual focus on environmental and social issues. Greg shares the role of impact investing in rectifying inequalities in capitalism, advocating for a system where opportunity and prosperity are more equitably distributed.

As the conversation draws to a close, Greg shares how capitalism, as an evolving socio-economic system, is neither bad nor perfect in its current form. However, its adaptability and potential for improvement are key strengths. According to Greg, the future of capitalism involves large companies systematically providing value for all stakeholders, returning to core economic wisdom while evolving to meet modern challenges.

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 Citigroup, where he gained exposure to the world of finance. However, after the tragic death of Michael Brown in 2014, Wole was inspired to shift his career toward addressing economic injustice and helping more underserved people thrive economically. Leaving a secure position at JPMorgan, Wole embarked on an entrepreneurial journey and launched MoCaFi.

Wole shares the importance of diverse educational experience and critical thinking as he benefited from various learning methods like the Socratic method, the Harkness table, and the tutorial system at Oxford, which provided him with a solid basis in logical reasoning and effective communication, skills that are vital in any career.

MoCaFi's mission focuses on expanding access to financial and social capital, striving to place people on a wealth-building path regardless of their historical starting points. The company has reimagined traditional banking products to serve underbanked communities better. For example, MoCaFi offers a demand deposit account that doesn't require credit checks or a standard banking history. Also, they are working on including rent and utility payments in credit reporting to help customers build credit scores.

As the conversation draws to a close, Wole shares some of the challenges he faces with MoCaFi's business model, the customers, and investors as a founder. He also explains how innovating within the sector to serve the underbanked requires a break from traditional models and demystifies some of the most common misconceptions about those underbanked individuals and businesses.

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 connection between academia and venture capital - both are about nurturing fresh talent. He also sheds light on the values that drive him: persistence, passion, and humility.

Life outside of business is also bustling for Howard. He stresses the importance of human connection when choosing business partners and shares insights into his disciplined personal routine, which astonishingly includes reading 160 books a year and prioritizing fitness. 

As the conversation draws to a close, Ross and Howard delve into a transformative concept: redefining the finance sector's role in fostering global betterment. They discuss the potential for future finance professionals to effect real change, striking a harmonious balance between achieving financial success and making a meaningful, positive impact.

Ready to dive deeper into this riveting discussion? Tune in now and enrich your perspective!

"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 Fulbright Scholar to his leadership at Charles Schwab Asset Management, suggesting the influential role interdisciplinary research played in his journey. He delves deeper into the burgeoning realm of asset management in the era of AI, spotlighting the transformative shift technology is bringing.

Discussing the paradigm shifts in the asset management landscape, Aguilar underscores the urgency to embrace technological advancements while navigating the challenges, notably regulatory concerns. He stresses, "Regulation is basically just putting in a speed bump. What actually works is if every single one of those drivers in that street realizes that there is a speed limit and they follow it, then it works." Furthermore, he alludes to Schwab's unique leadership ethos, which revolves around authenticity, transparency, and a staunch commitment to clients.

For those drawn to the intersections of technology and finance, intrigued by ethical leadership, or simply eager to delve into a journey of growth and transformation, this discussion offers a wealth of insights. Immerse yourself into the intricacies of the future of asset management, its impending hurdles, and the visionaries at its helm.

"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 introspective and anxious youngster to a driven and purposeful leader, alluding to the role SOF played in that metamorphosis. He then sheds light on the prevailing culture in finance on college campuses, pinpointing the transformative potential of an ethics-driven approach. 

Speaking about the revolutionary impact SOF is achieving, Nishant emphasizes the need to change perceptions and promote values in the finance sector. To that end, he mentions the critical role of character screening in the recruitment process. “It's really time that firms who care about the character and care about the principles and values of their staff begin to meaningfully screen for that,” he says. Further, he touches upon SOF’s vision study, and its goal to quantify the organization's profound influence on its members.

For those with a keen interest in the future of finance, a passion for ethical leadership, or simply the desire to hear a transformative personal journey, this episode is your gateway to impactful insights. Dive in for a profound exploration into the heart of finance's future, its challenges, and the leaders shaping its evolution.

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' unyielding commitment to societal betterment is what inspired him to co-found Scholars of Finance. He talks in detail about why finance must be transformed, especially within the academic world. Ross argues that our current definition of finance is essentially a construct that we’ve designed and passed on intergenerationally for centuries. As such, he emphasizes the need to reconceptualize it for humanity to thrive.

On a personal level, Ross also explores the impact of the pivotal influences in his life. Discover how his mother, a pioneering figure in Minneapolis back in 1981, has been a compelling figure throughout the years. Learn how his stepfather’s encouragement sparked his passion for data and graphics. Lastly, delve into the challenging journey that led to the creation of SOF.

Whether you're interested in reforming finance, gaining actionable advice, or simply hearing inspiring stories, this episode has something for everyone. So tune in for an enlightening installment that serves as a fitting and poignant conclusion to our podcast’s two-part special.

The 49th episode of "Investing in Integrity" offers a unique twist: Ross Overline, your usual host, steps into the guest seat for his first of two episodes with host Nishant Singhal, Chief of Staff at Scholars of Finance. Through their conversation, Ross dives deep into his unique journey from a modest farm town upbringing to becoming the champion for ethical finance he is today.

Listen as Ross pulls back the curtain on his life before Scholars of Finance. He candidly speaks about his mental health struggles and the invaluable support he received from family and friends on his path to recovery. Remarkably, he relates how he channeled these personal trials into his professional calling, using them to inform and inspire the future leaders of finance.

Ross' unyielding commitment to societal betterment is what inspired him to co-found Scholars of Finance, an organization poised to revolutionize ethical practices within the financial sector. By instilling values-based leadership in today’s students, he aims to transform the panorama of the finance industry and effect a positive societal impact.

Join Ross as he offers us a rare blend of personal growth stories, mentorship insights, and professional development tips that are as impactful as they are inspirational. He even commemorates the memory of a late student member, adding a layer of depth and community spirit to his powerful message.

Whether you're a seasoned professional in the finance realm or just embarking on your career, this is a must-listen episode that packs a powerful punch of wisdom and actionable insights. Get ready to be both enlightened and empowered!

Prepare to be immersed in a wealth of knowledge as we present our 'Best Of' compilation, distilled from the first 45 episodes of Investing in Integrity. This special edition is custom-made to elevate your financial expertise and turbocharge your personal and professional growth. Segmented into overarching themes of Personal Development, Leadership, and Finance, we have distilled the top talking points of the past 2 years into one blockbuster podcast. Listen from start to finish - you wouldn't want to miss this one!

But here's the kicker - this episode isn't just about collecting information. It's about lighting a fire within you. We're here to equip you with actionable insights that can inspire, guide, and equip you with actionable insights for meaningful transformation in your career, business, and life.

In this episode of Investing in Integrity, we engage in an enlightening conversation with Anne Ackerley, an esteemed executive at BlackRock. As the overseer of the US Retirement Group, Anne is responsible for over $1 trillion in assets, serving the retirement needs of millions of Americans. 

With keen insights and unmatched expertise, Anne takes us on a captivating journey through her life and career in finance, starting from her roots as an investment banker at Merrill Lynch and eventually finding her way to BlackRock. She then discusses the secrets behind BlackRock's phenomenal growth and success; these being a relentless client-focused approach, an entrepreneurial spirit, and a steadfast commitment to risk management through their exclusive proprietary system.

Anne also delves into the sweeping trends shaping the finance industry, such as the burgeoning impact of AI, the urgent need for environmentally conscious investments, and personalized finance solutions. This leads her to address the shifting landscape of the retirement age, as people live longer and redefine the traditional notion of elderliness. By shedding light on the challenges of retirement planning, Anne highlights the significance of understanding and monitoring risks in the face of global uncertainty.

Join us for a valuable journey with Anne, where beyond sharing her wisdom, she encourages the young finance leaders of today to toil diligently, maintain a curious spirit, and exhibit compassion. We are sure that you’ll enjoy this great conversation!