Valley Investors Podcast with Nathan Erickson copertina

Valley Investors Podcast with Nathan Erickson

Valley Investors Podcast with Nathan Erickson

Di: CFA SOCIETY PHOENIX
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 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/phoenix2023 Economia Finanza personale
Episodi
  • Managing Generational Wealth: Inside DFE Capital with Terence Thompson, CFA

    Managing Generational Wealth: Inside DFE Capital with Terence Thompson, CFA
    Dec 5 2025
    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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    52 min
  • Building Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community Impact

    Building Value, Giving Back: Don Opatrny on Wall Street Wisdom and Community Impact
    Apr 18 2025

    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/

    Don Opatrny on LinkedIn: https://www.linkedin.com/in/don-opatrny-544069268/
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    56 min
  • Value Investing in a Modern Market: Insights from Bill Nygren of Harris Associates

    Value Investing in a Modern Market: Insights from Bill Nygren of Harris Associates
    Feb 3 2025

    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/

    Bill Nygren: https://harrisassoc.com/

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

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    45 min
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