Investing In Integrity · 2026-01-19 · 15 min
In this episode, our host and CEO, Ross Overline, reflects on what Scholars of Finance built in 2025 - and what 2026 demands from finance leaders in a rapidly changing world. Released on Martin Luther King Jr. Day, this episode starts with a question that sits at the heart of SOF’s mission: What kind of society are we trying to build - and what responsibility does capital carry in it? From there, Ross shares a clear look back at SOF’s growth in 2025 - tripling leadership development for students and serving 4,000+ future finance leaders - before laying out SOF’s 2026 theme: Adaptive Excellence. Episode Segments: • Growth in 2025: A behind-the-scenes look at how SOF strengthened student formation, expanded chapter presence, and grew the community supporting principled finance leadership. • 2026: Adaptive Excellence in the Age of AI: A candid assessment of what’s changing in finance - AI, automation, and rising competition - and what it means to stay both excellent and values-grounded. Ross shares how SOF will evolve curriculum, coaching, partnerships, and alumni support to keep members on the leading edge.
#99 - 30+ Years in a $50+ Trillion Bank (Mark Keating, EVP & Global Head of Strategic Finance at State Street)64 / 100
#98 - The Lost Culture of Wall Street (John Taft, Vice Chair at Baird)65 / 100
#97 - The $3B Giving Machine (Ben Choi, Managing Partner at Next Legacy)64 / 100
#96 - The Discipline of Giving: Wealth, Greed, and Responsibility (David Roberts, Retired Partner at Angelo Gordon)57 / 100
#95 - Driving Growth Through Change (Stephen Philipson, Vice Chair and Head of WCIB at U.S. Bank)76 / 100