Valley Investors Podcast with Nathan Erickson – Détails, épisodes et analyse

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Valley Investors Podcast with Nathan Erickson

CFA SOCIETY PHOENIX

Business & Entrepreneuriat

Fréquence : 1 épisode/53j. Total Éps: 16

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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Liens partagés entre épisodes et podcasts

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https://www.linkedin.com/in/nathanferickson/
19 partages
https://www.linkedin.com/in/terencemthompson
2 partages
https://www.linkedin.com/in/don-opatrny-544069268/
2 partages

https://www.cfasociety.org/phoenix
3 partages
https://www.asu.edu/
2 partages
https://oakmark.com/
2 partages

https://drive.google.com/file/d/1jkOwwO_3YxiGYzwaUBTLDEZRCj-vTIWa/view?usp=sharing
2 partages

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Liste des épisodes récents, avec titres, durées et descriptions.

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

Épisode 15

vendredi 5 décembre 2025 • Durée 51:31

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 personal motivations, and the balance between wealth creation, preservation, and purpose. A must-listen for anyone curious about private capital management, career development, or the role of investing in community impact.

Key Discussions in This Episode: 

00:00 – Intro & Terence's Background

03:54 – Discovering Investing Through ROTC & the 2008 Crisis

05:42 – Military Service & Transition to Finance

09:03 – Blue Cross Blue Shield & Early Investment Lessons

12:23 – CFA Program & Curriculum Evolution

17:39 – Joining DFE Capital Management

19:14 – Institutional vs. Family Office Investing

22:06 – Portfolio Strategy & Real Estate Exposure

26:58 – Digital Infrastructure & AI Themes

28:25 – Manager Selection, Structure, & Alignment

33:15 – Engaging the Family in Investment Decisions

35:51 – Career Advice & Lessons from the Field

46:20 – Why Arizona? Personal Reflections

50:13 – Closing Thoughts & Legacy Investing 

Links: 

Terence Thompson on Linkedin: https://www.linkedin.com/in/terencemthompson

Nathan Erickson on LinkedIn: https://www.linkedin.com/in/nathanferickson/ 

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

Épisode 14

vendredi 18 avril 2025 • Durée 55:30

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 spanned corporate finance, international restructuring, and asset management. Now based in Phoenix, he's channeling his expertise into nonprofit investment strategy—especially through his work at the Arizona Community Foundation. From practical insights on endowment management to stories about building impactful cultural and educational institutions, Don offers a masterclass on financial stewardship and civic engagement.

Key Discussions in This Episode:

00:00 – Intro & Background

03:07 – Career Journey Begins

05:56 – A Global Career at Goldman Sachs

10:22 – A Return to Roots with Endowment Work

14:51 – Arizona Connection

15:22 – Arizona Community Foundation (ACF)

19:31 – Inside the ACF Portfolio

28:55 – Private Equity in Endowments

36:58 – Market Views & Risk Management

44:38 – Broader Economic Shifts

47:02 – Beyond Finance: Arts, Environment, Education

51:28 – Why Arizona?

Links:

Arizona Community Foundation: https://www.azfoundation.org/

Nathan Erickson on LinkedIn: https://www.linkedin.com/in/nathanferickson/

Exploring the Frontiers of Finance and Technology with Gargi Chaudhuri

Épisode 5

mardi 30 janvier 2024 • Durée 47:34

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 income and equity strategy. Listeners will gain invaluable insights into the evolving landscape of global finance, from the intricacies of Bitcoin ETFs to the potential of AI in transforming various sectors.

Key Discussions in This Episode:

[00:01:25] Gargi's journey from India to Wall Street, marking the beginning of her illustrious career in finance

[00:02:46] The transition to BlackRock and her current role in iShares, emphasizing the importance of diverse viewpoints and collaborative decision-making in the investment process

[00:08:17] Gargi's analysis of the economic outlook for 2024, contemplating the prospects of growth, inflation, and the potential actions of the Federal Reserve

[00:23:31] A deep dive into the impact of AI on the financial markets and its future implications beyond the tech sector

[00:27:50] Asset allocation strategies for 2024, considering the shifting dynamics in equity markets and the potential of emerging economies

[00:32:11] BlackRock's foray into Bitcoin ETFs, discussing the nuances of incorporating digital currencies into investment portfolios

[00:40:27] The evolution of investing over the past two decades, highlighting the rise of ETFs, the speed of information, and the global reach of business operations

[00:44:05] The challenges investors might face in the next 5-10 years, including adapting to a world of higher interest rates and managing the implications of growing deficits

Links:

Managing Insurance Assets with Cameron Black

Épisode 4

jeudi 28 décembre 2023 • Durée 40:24

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 substantial assets, the strategic importance of advanced degrees and certifications, and the unique challenges of overseeing investments for an insurance company.

Beyond finance, Cameron emphasizes the importance of community involvement and the personal satisfaction derived from contributing to the betterment of society. He shares insights into how investment strategies are influenced by broader economic trends like medical costs and inflation and the necessity of staying informed about emerging technologies.

Key Points From This Episode:

[00:01:09] An overview of Cameron's professional background

[00:03:02] His time working in reality TV and how it equipped him with unique people skills

[00:03:48] How involvement in a legal case sparked Cameron's interest in the financial aspects of pension plans

[00:05:26] The decision to move to Arizona for education

[00:06:25] Journey to Blue Cross Blue Shield of Arizona

[00:07:36] The Importance of the CFA Designation

[00:10:23] Combining CFA with CFP and CAIA Designations

[00:13:06] How Blue Cross Blue Shield of Arizona became an early adopter of private markets

[00:15:08] Managing a multi-billion-dollar portfolio

[00:19:45] How regulatory frameworks influence investment decisions in insurance companies

[00:21:31] Challenges in the current interest rate environment

[00:26:27] Impact of healthcare costs on investments

Balancing Returns and Responsibility with Jeff Mindlin

Épisode 3

vendredi 1 décembre 2023 • Durée 49:37

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 experience spans hedge funds, private wealth, and strategic roles in the nonprofit sector. Jeff will offer an insider's perspective on effective investment strategies, the evolving role of educational institutions in finance, and the significance of community engagement.

Jeff isn't just about numbers; his approach combines patience, educational excellence, and a hands-on perspective. Tune in to discover how his Arizona roots have influenced his professional journey, his pivotal role in ASU's innovative investment initiatives, and his dedication to making a long-term impact on education and community, only on this episode of Valley Investors

Key Points From This Episode:

[00:00:56] An overview of Jeff's professional background

[00:07:44] Pursuing CFA for career advancement

[00:10:22] CFA compared to MBA, managing nonprofit versus private wealth

[00:17:01] Asset allocation in institutional portfolios

[00:22:31] ASU's unique venture investments leveraging campus innovation and tech insights

[00:25:09] Sustaining futures and funding visions through endowments

[00:30:17] ASU's Endowment prioritizes active, measurable impact over exclusionary ESG investing

The Evolution of the Financial Landscape: Insights from Tom Connelly

Épisode 2

lundi 30 octobre 2023 • Durée 50:50

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 spanning over 35 years, Tom brings a wealth of hands-on experience in investment and estate planning and manager research.

This episode promises to dive deeply into portfolio management and investment valuation nuances. Tom will provide a backstage view into making strategic investment decisions and navigating market volatility. Recognized as an industry authority, he'll share the 'what' and the 'why' behind effective financial management.

But Tom's influence extends beyond mere numbers. His client-focused approach and commitment to broader learning make him a holistic financial advisor. Tune in to find out how Tom balances a remarkable career while being influential in the economic landscape only on this episode of Valley Investors.

Key Points From This Episode:

[00:00:56] An overview of Tom's professional background

[00:01:46] His transition from geology to finance, influenced by experiences and motivated by job instability

[00:05:05] First pursued CFP and later focused on CFA, driven by his interest in investments

[00:07:03] Launching a fee-only financial advisory firm focused on Canadians, capitalizing on a niche market and Bob Keats' dual citizenship

[00:10:05] Transitioning from a Canadian-focused firm to a lifestyle practice in St. Paul, balancing investment and planning, supported by a skilled team

[00:14:39] Differentiating Versant as a high-level, client-oriented financial planning firm that's independent and fee-only

[00:17:22] Transitioned leadership to Liz and Royce, emphasizing planning, preserving firm values and enabling employee ownership for long-term legacy

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

Saison 1 · Épisode 1

lundi 2 octobre 2023 • Durée 53:32

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 Partner and Portfolio Manager at L. Roy Papp Associates. Harry's father, Roy, started the firm in 1978, and Harry and his wife, Rose, joined the firm in 1981. Harry has a fascinating background in the investment industry, and is a cornerstone of the Arizona investment community, helping families and serving on multiple, not-for-profit boards over his 40-plus-year career. Together, they'll unravel the complexities of the financial market, from custom portfolio design to the intriguing world of bond vigilantes. Harry packs a punch with years of hands-on investment expertise. He'll give you a behind-the-scenes look into selecting individual securities, tailoring asset allocation, and the cachet that comes with the CFA designation. We'll also get a glimpse into Harry's corporate voyages learning how company activities mirror in their financial books and why timing in investment is everything. Harry's influence doesn't stop at financial statements. He's a strong advocate for social responsibility and is deeply invested in philanthropic work. Join us to find out how he's balancing a remarkable career in finance while making a tangible impact in the community on this episode of Valley Investors. L. Roy Papp & Associates Desert Botanical Garden Phoenix Zoo Harry Papp on LinkedIn

Valley Investors Podcast with Nathan Erickson-TRAILER

mercredi 27 septembre 2023 • Durée 02:44

Find out more at:
https://www.cfasociety.org/phoenix

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

Épisode 13

lundi 3 février 2025 • Durée 45:20

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 school in St. Paul, Minnesota, to becoming a distinguished value investor managing the Oakmark Fund. He discusses his investment philosophy, lessons from his early career, and insights into the current market environment. Bill reflects on the evolution of value investing over four decades, why value still matters, and how he identifies opportunities in an increasingly intangible-driven economy. The conversation also explores the challenges investors face today with the abundance of information, the role of AI in transforming industries, and the persistence of value investing in an era dominated by mega-cap growth stocks.

Key Discussions in This Episode:

[00:00:00] - Intro to the Podcast and Guest

[00:01:26] - Bill's Early Years and Path to Investing

[00:07:16] - From the University of Minnesota to Wisconsin

[00:12:46] - Early Career Lessons

[00:15:16] - The Evolution of Value Investing

[00:24:18] - AI's Impact on Businesses

[00:26:05] - Interest Rates and Their Implications

[00:31:46] - GM as a Prime Example of Value Investing

[00:39:16] - Challenges for Modern Investors

[00:42:16] - Arizona and Cubs Spring Training

[00:43:46] - Closing Remarks

Links:

Oakmark Funds: https://oakmark.com/

Rethinking Indexing and the Future of Investing with Rob Arnott

Épisode 12

vendredi 10 janvier 2025 • Durée 58:00

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 fundamental indexing, the evolution of quantitative investing, and the importance of rebalancing in capturing returns. He shares insights into the limitations of traditional market-cap-weighted indices, behavioral investing biases, and the impact of indexing on market dynamics. Rob also explores the role of AI in finance, macroeconomic trends, and his cautious yet optimistic long-term outlook for global value stocks and emerging markets. Tune in for a deep dive into the future of asset management and market performance.

Key Discussions in This Episode: 

[00:00:00] Introduction to the Valley Investors Podcast

[00:01:00] Introduction to Rob Arnott and his achievements

[00:03:15] Rob discusses his college journey and early interest in investing

[00:05:00] The influence of his first stock pick at age 12 and lessons learned

[00:06:15] The origin of the fundamental index concept and its development

[00:09:00] Key advantages of fundamental indexing over market-cap-weighted indices

[00:11:20] Behavioral biases in investing: why investors chase winners and avoid losers

[00:13:00] Discussion of the "Malkiel's Monkey" paper and random portfolios outperforming active managers

[00:17:00] Explanation of how rebalancing contributes to portfolio performance

[00:20:20] Rob describes the structural growth tilt in cap-weighted indices

[00:25:00] The rise of indexing and its implications for market dynamics

[00:32:40] The creation of the NIXT strategy based on index deletions and its early success

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