- unregelmäßigErscheinungsrhythmus
- 54 mintypische Länge
- 5. Dez. 2025letzte Folge
The Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on investing, and their connections to the local community.
Find out more at:
cfasociety.org/phoenix
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Managing Generational Wealth: Inside DFE Capital with Terence Thompson, CFA
In this episode, Terence Thompson shares his path from Air Force officer to investment leader at a multi-billion-dollar single family office in Arizona. He opens up about lessons learned across institutional and family office investing, his
Building Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community Impact
In this episode of the Valley Investors Podcast, Don Opatrny shares his path from Cleveland to Cornell, through Wall Street and eventually to philanthropic leadership in Arizona. Don reflects on a dynamic career at Goldman Sachs that spanne
Value Investing in a Modern Market: Insights from Bill Nygren of Harris Associates
In this episode of the Valley Investors Podcast, host Nathan Erickson welcomes Bill Nygren, Partner, and Chief Investment Officer at Harris Associates and Vice President of Oakmark Funds. Bill shares his journey from a working-class high sc
Rethinking Indexing and the Future of Investing with Rob Arnott
In this episode of Valley Investors, Nathan Erickson welcomes Rob Arnott, Founder and Chairman of Research Affiliates, and a featured speaker at the upcoming CFA Society Phoenix Market Forecast Dinner. Rob discusses his pioneering work in f
Do Stocks Outperform Treasury Bills and more with Dr. Hendrik Bessembinder
In this episode of Valley Investors, host Nathan Erickson sits down with Dr. Hendrik Bessembinder, the Francis J. and Mary B. Labriola Endowed Chair at Arizona State University. Dr. Bessembinder shares his unique path from motorcycles to ac
Inside Wealth Management: Kory Leadon's Approach
In this episode of Valley Investors, Nathan Erickson interviews Kory Leadon, CFP, senior lead advisor at Brighton Jones. Kory shares his journey from growing up in Yakima, Washington, to his long tenure at Brighton Jones. He discusses the f
Real Estate and Private Credit with Boots Dunlap
In this episode, Nathan Erickson welcomes Boots Dunlap, CEO and Co-founder of RRA Capital. Boots shares his journey from the military to real estate, detailing how his family's deep roots in Arizona shaped his career. He discusses the evolu
Innovation and data analytics in pensions with Mark Steed
In this episode of Valley Investors, host Nathan Erickson welcomes Mark Steed, Chief Investment Officer at the Arizona Public Safety Personnel Retirement System (PSPRS). Mark shares his journey from Michigan to Arizona, delving into his bac
Dr. Sunil Wahal: A Deep Dive into Institutional Investment Strategies
In this episode, Nathan Erickson welcomes Dr. Sunil Wahal, the Jack D. Furst Professor of Finance and the Director of the Center for Responsible Investing at Arizona State University, also serving as a consultant for Avantis Investors. Dr.
Public Pension Management with Paul Matson
In this episode, host Nathan Erickson sits down with Paul Matson, the Executive Director of the Arizona State Retirement System, to explore the intricate world of pension fund management. Paul shares his journey from Canada to Arizona, shed
Exploring the Frontiers of Finance and Technology with Gargi Chaudhuri
In this episode, Nathan Erickson welcomes Gargi Chaudhuri, the Head of iShares Investment Strategy at BlackRock. Gargi brings her extensive experience of over two decades in the financial markets, offering a wealth of knowledge in fixed inc
Managing Insurance Assets with Cameron Black
In this episode of Valley Investors, host Nathan Erickson introduces Cameron Black, the VP, CIO, and Treasurer at Blue Cross Blue Shield of Arizona. With a diverse background from television production to finance, Cameron discusses managing
Balancing Returns and Responsibility with Jeff Mindlin
Welcome back to Valley Investors, where we untangle the complexities of the investment realm. In today's episode, Nathan Erickson sits down with Jeff Mindlin, the Chief Investment Officer at ASU Enterprise Partners. Jeff's extensive experie
The Evolution of the Financial Landscape: Insights from Tom Connelly
Welcome to Valley Investors, where we break down the intricacies of the financial world. Today, host Nathan Erickson has the pleasure of talking to Tom Connelly, the Chief Investment Officer at Versant Capital Management. With a career span
Investing Strategies: Custom Portfolios and Individual Securities with Harry Papp, CFA
Welcome to Valley Investors, the podcast where we delve into the world of finance, investments, and entrepreneurship. Today, our host Nathan Erickson is thrilled to chat with seasoned investment expert Harry Papp, CFA, who is the Managing P
Valley Investors Podcast with Nathan Erickson-TRAILER
The Valley Investors Podcast gives listeners insight into the most prominent investors in the Arizona community and beyond. We speak with founders, CEOs, and Chief Investment Officers about what brought them to Arizona, their views on inves
