Valley Investors Podcast with Nathan Erickson

Valley Investors Podcast with Nathan Erickson

CFA SOCIETY PHOENIX

Episodes 16
Avg. Duration 51m
Activity Active
Apple Rating 5.0 (4)
Since Sep 2023
Latest Episode Dec 2025

Publishing Details

Schedule
Every 2 Months
Format
Episodic
Hosting
rss.libsyn.com

Contact & Outreach

About This Podcast

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: https://www.cfasociety.org/phoenix

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Recent Episodes

Managing Generational Wealth: Inside DFE Capital with Terence Thompson, CFA

Dec 05, 2025 51m

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…

Building Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community Impact

Apr 18, 2025 55m

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…

Value Investing in a Modern Market: Insights from Bill Nygren of Harris Associates

Feb 03, 2025 45m

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…

Rethinking Indexing and the Future of Investing with Rob Arnott

Jan 10, 2025 58m

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…

Do Stocks Outperform Treasury Bills and more with Dr. Hendrik Bessembinder

Oct 21, 2024 53m

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…

Inside Wealth Management: Kory Leadon's Approach

Jul 19, 2024 38m

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…

Real Estate and Private Credit with Boots Dunlap

Jun 04, 2024 56m

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…

Innovation and data analytics in pensions with Mark Steed

May 07, 2024 54m

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…

Dr. Sunil Wahal: A Deep Dive into Institutional Investment Strategies

Apr 11, 2024 58m

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…

Public Pension Management with Paul Matson

Mar 06, 2024 1h 9m

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…

Exploring the Frontiers of Finance and Technology with Gargi Chaudhuri

Jan 30, 2024 47m

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,…

Managing Insurance Assets with Cameron Black

Dec 28, 2023 40m

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…

Balancing Returns and Responsibility with Jeff Mindlin

Dec 01, 2023 49m

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…

The Evolution of the Financial Landscape: Insights from Tom Connelly

Oct 30, 2023 50m

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…

S1E1 Investing Strategies: Custom Portfolios and Individual Securities with Harry Papp, CFA

Oct 02, 2023 53m

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…

Valley Investors Podcast with Nathan Erickson-TRAILER

Sep 27, 2023 2m 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…

Frequently Asked Questions

How many episodes does Valley Investors Podcast with Nathan Erickson have?

Valley Investors Podcast with Nathan Erickson has published 16 episodes since September 2023, covering topics in Business, Investing.

Is Valley Investors Podcast with Nathan Erickson still active?

Valley Investors Podcast with Nathan Erickson is currently active with new episodes every 2 months. Average episode length is 51m.

How do I contact Valley Investors Podcast with Nathan Erickson for sponsorship or guest appearances?

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