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Investing In Integrity

Investing In Integrity

By Scholars of Finance
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 finance that will help you learn how you can make finance a force for good.
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#2 - Building Confidence and Relationships (feat. Teri List, Board Director @ Microsoft)
Today is our second episode of Investing In Integrity and we were joined by Teri List, a Board Director at Microsoft. Teri was the CFO of three Fortune 500 companies, including Gap Inc., Kraft Foods, and Dick’s Sporting Goods, after working for P&G for almost 20 years and Deloitte for 10 years prior to that. In our conversation with Teri, we covered some of the biggest lessons she learned throughout her career including how to build confidence, investing in relationships, managing machiavellian colleagues, diversity in finance, the role philanthropy plays in our economy, and her experience being on the Board of one of the largest companies in the world. Segments from the episode: 00:00 - Intro 04:00 - The one thing that had an exponential impact on Teri's success 7:15 - How you can develop confidence 9:25 - The biggest lessons from Teri's career 13:09 - How to manage machiavellian colleagues 17:35 - The importance of building relationships 22:20 - How Teri got involved with Microsoft's Board of Directors 27:00 - What it's like to be on the Board of Microsoft 31:00 - Best practices in board leadership 37:00 - The importance of diversity in finance 42:20 - What we can do to help women succeed in finance 46:45 - The importance of philanthropy
53:58
July 22, 2021
#1 - Using Finance as a Force for Good (feat. John Taft, Vice Chairman @ Baird)
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. -- 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 -- Join our mission at scholarsoffinance.org
58:19
July 8, 2021
Trailer
Welcome to Investing in Integrity by Scholars of Finance. We're 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 finance that will help you learn how you can make finance a force for good.
01:28
July 8, 2021