Investing In Integrity

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#100 - The Future Depends on Who Leads It (Ross Overline, CEO, Chairman, and Co-Founder at SOF)

August 28, 2026

The future depends on who leads it.For Episode 100 of Investing In Integrity, Ross steps away from the guest interviews for a solo conversation about a question he believes is becoming increasingly consequential for finance — and for society: Who is going to allocate the world's capital?Ross took inspiration from Adam Smith’s The Wealth of Nations and thought deeply about the forces reshaping our economic system. Capital is increasingly concentrated. AI is transforming the work finance pr...

#99 - 30+ Years in a $50+ Trillion Bank (Mark Keating, EVP & Global Head of Strategic Finance at State Street)

July 16, 2026

In this episode of Investing in Integrity, Ross Overline sits down with Mark Keating, EVP and Global Head of Strategic Finance at State Street — one of the largest financial institutions in the world, with roughly $50T in assets under custody and 15% of the world's daily financial transactions running through its infrastructure.Mark and Ross discuss what it means to build a career of lasting impact inside a globally systemically important bank, how AI is reshaping corporate finance, and t...

#98 - The Lost Culture of Wall Street (John Taft, Vice Chair at Baird)

June 04, 2026

Our first-ever podcast guest, John Taft, returns nearly 100 episodes later. John is a Vice Chair of Baird. He was previously the CEO of RBC's U.S. wealth management business through the Great Financial Crisis, overseeing nearly 7,000 employees and almost $300 billion in assets. He chaired SIFMA, the leading securities industry trade association, and testified before Congress during the post-crisis reforms.John has spent more than 40 years in finance, but he didn't start there. He set ...