Investing In Integrity

• #80 - Navigating the Investment World with Wisdom and Values: Howard Marks (Co-Founder and Co-Chairman @Oaktree Capital Management)

  In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Join Howard and Ross as they explore the key moments of his illustrious career and the principles defining exceptional investing. They discuss second-level thinking, the emotional challenges of investing, and how integrity and shared values build successful partnerships. Howard also shares his insights on philanthropy and giving back to inspire future leaders. A must-listen for finance enthusiasts and aspiring leaders!Meet Howard Marks:Howard Marks is a legend in the world of investing, known for his sharp insights and disciplined approach to risk. As the Co-Founder and Co-Chairman of Oaktree Capital Management, he has grown the firm to manage over $200 billion in assets, specializing in distressed debt and high-yield investments. With a career spanning Citicorp Investment Management and TCW Group, Howard has shaped modern investing through his expertise and widely followed memos. Beyond finance, he is dedicated to philanthropy, serving on the investment committee of the Metropolitan Museum of Art and as an emeritus trustee at the University of Pennsylvania.

  --------  

  40:03
• #79 - Shaping a Global Bank’s Culture: Lessons from Bei Ling (Head of Human Resources @ Wells Fargo)

  In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Bei Ling, Head of HR at Wells Fargo.Bei shares her experience and insights on ethics, leadership, and cultural transformation in finance. Bei discusses her career journey from Merrill Lynch to Wells Fargo while underscoring the impact of HR on ethical practices in an organization. She highlighted Wells Fargo’s focus on transparent feedback, leadership accountability, and promoting a positive risk mindset among employees through extensive training. Bei also shared personal values like family and self-awareness, her framework for decision-making, and insights into handling ethical challenges in finance. Her advice to future leaders is to develop authenticity, kindness, and resilience as key soft skills.Meet Bei LingBei Ling is the Head of Human Resources at Wells Fargo and a member of the company’s Operating Committee. She leads all aspects of the company’s human capital strategy. Bei focuses on cultivating a world-class culture and inclusive environment that supports the recruitment, development, and retention of top talent across Wells Fargo’s global operations. Since joining in 2021, Bei has worked closely with senior leadership to drive innovative and people-centric strategies.Before Wells Fargo, Bei was a Managing Director at JPMorgan Chase, where she led Talent Development and Total Rewards while overseeing leadership development, compensation, benefits, and workforce analytics. She also served as Head of HR for the Commercial Bank. A graduate of Beijing University, Bei holds an MBA from USC’s Marshall School of Business and serves on the boards of CareerWise USA and USC Marshall’s Corporate Advisory Board.

  --------  

  45:38
• #78 Building Trust and Integrity in Finance: Lessons from Mike Bontrager (Founder of Chatham Financial and Team Lead at Square Roots Collective)

  In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Mike Bontrager, Founder of Chatham Financial and Team Lead at Square Roots Collective.This conversation explores Mike Bontrager's entrepreneurial journey in the world of risk management. Mike takes us through the processes of building Chatham Financial and emphasizes the importance of building trust and integrity in finance. He shares several lessons on navigating the challenges of entrepreneurship and how prioritizing client trust has fostered long-lasting relationships at Chatham Financial.Mike and Ross also discuss the role of movements in driving systemic change. Mike addresses the importance of collaboration and ethical leadership in shaping a more trustworthy and stable financial industry.Meet Mike BontragerMike Bontrager has spent his career starting and operating both purpose-driven for-profit and nonprofit organizations. In 1991, he founded Chatham Financial and built it into the largest independent financial derivatives advisory services and technology firm. In 2019, he retired from Chatham and founded Square Roots Collective (SRC) to launch ventures under one umbrella to cultivate a community where everyone can thrive and meet their potential. Mike holds a BA in economics from Wheaton College and received an MBA from The Wharton School at the University of Pennsylvania.

  --------  

  1:03:51
• #77 - Lessons in Leadership with Reggie Love (Senior Advisor at Apollo Global Management and one of President Obama’s closest aides.)

  In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Reggie Love, Senior Advisor at Apollo Global Management.  Reggie discusses his inspiring journey from college athlete to key aide for Barack Obama and now as a leader in finance. We explore the pivotal role of mentorship in developing leaders, effective leadership qualities, and financial services' transformative impact on promoting equality. Reggie shares valuable insights on integrity in finance, the traits of successful mentees, and the importance of community engagement. This conversation offers meaningful takeaways for students, professionals, and executives alike. Reggie's story is a testament to the power of hard work, resilience, and the importance of giving back to the community. Tune in to discover how you can make finance a force for good! Meet Reggie Love Reggie Love is a Senior Advisor at Apollo Global Management, where he leads strategies in human capital, public engagement, and DE&I initiatives. Known for his tenure as one of President Obama’s longest-serving aides, Reggie played a crucial role in the inner circle, bridging Obama’s public and private affairs. His memoir, Power Forward: My Presidential Education, chronicles his front-row experience during Obama’s historic campaign and presidency. Reggie also served as a Partner at RON Transatlantic EG, focusing on financial services and energy investments across the U.S., Latin America, and Europe. His career reflects a commitment to leadership, resilience, and change.

  --------  

  42:16
• #76 - Understanding Risk Management with Rick Flynn (Managing Director, Head of RQA EMEA at BlackRock)

  In this episode of the Investing in Integrity podcast, Ross Overline, CEO and co-founder of Scholars of Finance, speaks with Rick Flynn, Managing Director, Head of RQA EMEA at BlackRock. This conversation explores the entrepreneurial journey of Rick Flynn in the world of risk management. Rick takes us through the processes needed to gain knowledge about risks. He shares several lessons about risk management and also how the support given to his clients while making decisions has improved their relationship over the years. The episode concludes with a discussion on the role of derivatives in the financial markets. Rick addresses concerns about the potential risks associated with derivatives trading and the importance of regulatory oversight to ensure market stability. Meet Rick Flynn Richard Flynn, Managing Director and Head of Risk & Quantitative Analysis EMEA at BlackRock. In addition, he is the Chief Risk Officer of BlackRock Group Limited (BGL), co-chairs the EMEA Enterprise Risk Committee, and is a member of the European Executive and Global Operating Committees of the firm.   Mr. Flynn's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI in November 2005, he spent 4 years at London-based hedge fund Horizon Asset Limited focused on convertible bond arbitrage research and equity stat-arb trading. Previous experience includes setting up proprietary trading groups and managing risk arbitrage strategies at both Sanwa International plc and Sumitomo Finance International plc. Mr. Flynn began his career by spending 9 years with Salomon Brothers Proprietary Fixed Income groups variously in London, Hong Kong, Tokyo, and New York.   Mr. Flynn holds a Masters in Finance from London Business School, a BSc in Computer Science from Rensselaer Polytechnic Institute, and is a CFA Charterholder.

  --------  

  1:16:10

Więcej Biznes podcastów

Trendy w podcaście Biznes

O Investing In Integrity