Valley Investors Podcast with Nathan Erickson
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
Recent Episodes
Dec. 5, 2025
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...
April 18, 2025
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 spanned corporate...
Feb. 3, 2025
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 school in St....
Jan. 10, 2025
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 fundamental...
Oct. 21, 2024
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 academia,...
July 19, 2024
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 firm's...
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