Scholars of Finance

🚀 Exciting times ahead for Scholars of Finance! Join Ross Overline on the latest episode of Investing In Integrity as he reflects on SOF and unveils SOF V2, the growth strategy to triple leadership development for students across over 60 universities nationwide. Discover the groundbreaking results from a Harvard study, demonstrating that today, SOF is recognized as the home for purpose-driven, principled, high-performing current and future financial leaders and executives. Ross envisions SOF shaping future finance leaders who will revolutionize capital management and allocation, all while making a positive impact in our communities. We couldn’t be more grateful for our listeners, mentors, advisors, and supporters—let's achieve this mission together! 🌟 Links in the comment section below. #InvestinginIntegrity #FinanceLeaders #ScholarsofFinance #Values #Leadership

A holiday message from our Chairman, Ross Overline! 🇺🇸 Happy 4th of July from Scholars of Finance! Our CEO shares heartfelt reflections on the journey so far and exciting updates ahead. Celebrating our progress from 3 universities to over 60, impacting 5,000+ young leaders! As we honor the founding of our nation, let’s also celebrate the birth of a new financial future we’re building together 🎉 Enjoy your well-deserved rest and stay tuned for more! #4thofJuly #ScholarsOfFinance #Leadership #FinancialLiteracy #Community

🎙️ Exciting News! In this episode of Investing In Integrity, Ross Overline speaks with global banking leader Robert Joss. Robert is a former Vice-Chairman of Wells Fargo, CEO of Westpac, Australia's largest bank, and former Dean of Stanford University Graduate School of Business, where he teaches leadership today. Robert shares incredible insights on the importance of meaningful work, long-term decision-making, and the values of accessibility, humility, and relatability in leadership. During the episode, he emphasizes the need for continuous skill development, the concept of balance in leadership, and the significance of finding work that aligns with our skills, interests, and values. Most importantly, he highlights the struggle of managing our own psychology, especially when it comes to ambition. Robert offers valuable advice on modulating ambitions and prioritizing what truly matters. You don’t want to miss this one! Links in the comments section.🎧 #riskmanagement #financeindustry #growth #geopolitics #scholarsoffinance #leadership

The current landscape of risks includes the COVID-19 pandemic, geopolitical tensions, the upcoming US presidential election, the end of historically low interest rates, and cybersecurity. In this episode of Investing In Integrity, Ross Overline has an insightful conversation with Bradford Hu, the Executive Vice President and Chief Risk Officer of State Street, in which he shares his insights on the importance of understanding vulnerabilities and developing alternative action plans to ensure operational and financial resilience. Bradford previously worked at Morgan Stanley and Citigroup before becoming the Chief Risk Officer of State Street. His curiosity and love for learning have helped define his career. Bradford emphasizes the ability to continuously learn as essential in the finance industry. Bradford’s role involves mitigating risk while driving growth and innovation. Bradford encourages taking intelligent risks and emphasizes the need for a principles-based approach to risk management. You don’t want to miss this one! Check out the link in the comment section🎧 #riskmanagement #financeindustry #growth #geopolitics #scholarsoffinance #leadership

Hats off to the class of 2024! 🎓✨ As we wrap up another incredible academic year at SOF, we extend our heartfelt congratulations to our more than 450 graduating seniors. Your dedication, resilience, and passion have been truly inspiring, and we are proud of all that you've accomplished. Having embraced our mission of Inspiring Character & Integrity in the Finance Leaders of Tomorrow, you are now ready to guide your future with purpose and excellence. We wish you all the best in your future endeavors and look forward to seeing the remarkable impact you will make in the world of finance and beyond. Stay connected with the SOF community, and never stop striving for excellence! #Graduation2024 #ScholarsOfFinance #FutureLeaders #Finance

In this episode of Investing In Integrity, Ross Overline speaks with Helene Glotzer, Board Member and Head of Risk at Bridgewater Associates. Helene has spent nearly two decades at Bridgewater, one of the top asset managers globally. In 2018, Helene was named among the 50 Leading Women in Hedge Funds by the Hedge Fund Journal. Helene is dedicated to advancing best practices and the standards in alternative asset management, serving as a Council Member for the Alternative Investment Management Association (AIMA) and a Director on the Board of Hartford Healthcare. Together, Helene and Ross explore the unique culture at Bridgewater, the benefit of high-performance teamwork, key leadership values, and the importance of personal growth, transparency, and candor. Links in the comment section below. #RiskManagement #FinanceIndustry #Growth #Geopolitics #ScholarsofFinance #Leadership

🚀 We’re Hiring Now! 🚀 We’re currently hiring for a pivotal leadership role at Scholars of Finance—to scale our funding from $2M/yr to $10M/yr to expand our impact on thousands of future finance leaders. Know someone who could be an amazing Director of Development? We’re looking for a rockstar fundraising leader who can help run our fundraising engine while inviting new donors to join our mission. The ideal candidate has worked in finance, has sales, partnerships, or business development experience, and has done nonprofit fundraising, whether full-time or as a volunteer or board member. Scholars of Finance is on a mission to inspire character and integrity in the finance leaders of tomorrow. We invest in undergraduate students through leadership development, mentorship, and the active support of purpose-driven investors and executives. Whether they’re pursuing roles in Venture Capital, Private Equity, Asset Management, Investment Banking, Retail Banking, Corporate Finance, Impact Investing, or FinTech, we’ve impacted more than 3,300 students across 60+ universities since 2019 and we’re just getting started. Our Partners include BlackRock, Goldman Sachs, Morgan Stanley, Blackstone, Insight Partners, and U.S. Bank. And we’re grateful to have support from leaders like Teri List, Scott Kupor, Daniel Pietrzak, Elizabeth J. Sandler, Ray Cameron, and many more. Please share with anyone who might be interested, or visit our career page here: https://bit.ly/3wpPfk1 #hiring #hiringnow #transformfinance #impactinvesting #opportunity #leadership #fundraising #finance #partnerships #growth #scholarsoffinance

That’s a wrap! We end our symposia season highlighting the DC Symposium on April 20th, Impactful Leaders: Practicing Humility and Valuing Others. This symposium brought together students from Georgetown, Howard University, University of Virginia, Richmond University, and George Washington University for an afternoon that showcased how effective leadership extends beyond mere authority, emphasizing the importance of humility and the value of acknowledging the contributions of others in the finance sector. A special thanks to Sheila Bair, former Chair of the FDIC, for her profound keynote that resonated with all attendees. We are grateful to our sponsors BlackRock, Navigant, and Georgetown University Lecture Fund, and speakers Elizabeth J. Sandler, Emily Alejos, and Marcus Shaw for enriching the dialogue. A heartfelt thank you to Fatir Muhammad, Caroline Wynne, Serena Ding, Fernando Armenteros Lama, Jalen Sledge, Julian Solages, Blaise Marsho, Emma Kruus, Pablo Cristiani, McGinnis W. Harvey, and Tommy Lin for making this a great event. Your engagement and enthusiasm were instrumental in bringing the symposium’s theme to life! #Leadership #Humility #FinanceIndustry

We are delighted to reflect on the Northeast Symposium, themed "The Humility Behind Impact." This event brought us to explore how humility drives genuine impact in both careers and enterprises. Our keynote speaker, Terence Curd, Head of Treasury, Planning, and Capital Technology at Morgan Stanley, provided invaluable insights, inspiring us to integrate humility into our professional journeys. The discussions were further enriched by the wisdom of our professionals on the executive panel, including Ian Sandler, and Jennifer Delaney. Your perspectives and experiences added depth to our theme and inspired everyone present. We are immensely grateful to our sponsors, Deutsche Bank and BlackRock, and Insight Partners as a participating firm, whose support made this event possible. A special acknowledgment to our participating universities: NYU, Columbia University, Colgate University, and Cornell University. The commitment and hard work of students Emily Zhang, Soham Chaudhuri, and Tarun Sivakumar, who were instrumental in the planning committee. Your efforts were pivotal in shaping this successful symposium! #HumilityInLeadership #ProfessionalDevelopment #Networking

In this episode of Investing In Integrity, Ross Overline speaks with Mike Mayo, Managing Director and head of U.S. large-cap bank research at Wells Fargo Securities. He has spent 30 years as a bank analyst and is the author of “Exile on Wall Street: One Analyst’s Fight to Save the Big Banks From Themselves.” Mike's influence extends beyond traditional research roles, as he was one of the few analysts who foresaw the 2008 global financial crisis and subsequently testified on its causes to the Financial Crisis Inquiry Commission in 2010. His contributions to the field have earned him widespread recognition, including accolades such as the Daniel J. Forrestal III Leadership Award for Professional Ethics and Standards of Investment Practice from the CFA Institute. Mike shares his rich background and journey into the finance industry, his heroes in finance, and how he stayed true to his values against criticism. Dive in and listen 🎧 Links are in the comment section. #riskmanagement #financeindustry #growth #geopolitics #scholarsoffinance #leadership