by CFA SOCIETY PHOENIX
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
Language
🇺🇲
Publishing Since
9/27/2023
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December 5, 2025
<div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "TextRun SCXW63575612 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW63575612 BCX0">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</span> <span class="NormalTextRun SCXW63575612 BCX0">opens up</span> <span class="NormalTextRun SCXW63575612 BCX0">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.</span></span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">Key Discussions in This Episode:</span><span class= "NormalTextRun SCXW63575612 BCX0"> </span><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">00:00 – Intro & Terence's Background</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">03:54 – Discovering Investing Through ROTC & the 2008 Crisis</span><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">05:42 – Military Service & Transition to Finance</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">09:03 – Blue Cross Blue Shield & Early Investment Lessons</span><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">12:23 – CFA Program & Curriculum Evolution</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">17:39 – Joining DFE Capital Management</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">19:14 – Institutional vs. Family Office Investing</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">22:06 – Portfolio Strategy & Real Estate Exposure</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">26:58 – Digital Infrastructure & AI Themes</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">28:25 – Manager Selection, Structure, & Alignment</span><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">33:15 – Engaging the Family in Investment Decisions</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">35:51 – Career Advice & Lessons from the Field</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">46:20 – Why Arizona? Personal Reflections</span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">50:13 – Closing Thoughts & Legacy Investing </span><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0"> </span><span class= "EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><strong><span class= "NormalTextRun SCXW63575612 BCX0">Links:</span><span class= "NormalTextRun SCXW63575612 BCX0"> </span><span class= "EOP SCXW63575612 BCX0" data-ccp-props= "{}"> </span></strong></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "TextRun SCXW63575612 BCX0" lang="EN-US" xml:lang="EN-US" data-contrast="auto"><span class= "NormalTextRun SCXW63575612 BCX0">Terence Thompson on</span> <span class= "NormalTextRun SpellingErrorV2Themed SCXW63575612 BCX0">Linkedin</span><span class="NormalTextRun SCXW63575612 BCX0">:</span></span> <a class="Hyperlink SCXW63575612 BCX0" href= "https://www.linkedin.com/in/terencemthompson" target="_blank" rel= "noreferrer noopener"><span class= "NormalTextRun SCXW63575612 BCX0">https://www.linkedin.com/in/terencemthompson</span></a><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div> <div class="OutlineElement Ltr SCXW63575612 BCX0"> <p class="Paragraph SCXW63575612 BCX0"><span class= "NormalTextRun SCXW63575612 BCX0">Nathan Erickson on LinkedIn:</span> <a class="Hyperlink SCXW63575612 BCX0" href= "https://www.linkedin.com/in/nathanferickson/" target="_blank" rel= "noreferrer noopener"><span class= "NormalTextRun SCXW63575612 BCX0">https://www.linkedin.com/in/nathanferickson/ </span></a><span class="EOP SCXW63575612 BCX0" data-ccp-props="{}"> </span></p> </div>
April 18, 2025
<p dir="ltr">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.<strong><br /></strong></p> <p dir="ltr"> </p> <p dir="ltr"><strong>Key Discussions in This Episode: </strong></p> <p dir="ltr">00:00 – Intro & Background</p> <p dir="ltr">03:07 – Career Journey Begins</p> <p dir="ltr">05:56 – A Global Career at Goldman Sachs</p> <p dir="ltr">10:22 – A Return to Roots with Endowment Work</p> <p dir="ltr">14:51 – Arizona Connection</p> <p dir="ltr">15:22 – Arizona Community Foundation (ACF)</p> <p dir="ltr">19:31 – Inside the ACF Portfolio</p> <p dir="ltr">28:55 – Private Equity in Endowments</p> <p dir="ltr">36:58 – Market Views & Risk Management</p> <p dir="ltr">44:38 – Broader Economic Shifts</p> <p dir="ltr">47:02 – Beyond Finance: Arts, Environment, Education</p> <p dir="ltr">51:28 – Why Arizona?<br /> </p> <p dir="ltr"><strong>Links: </strong></p> <p dir="ltr">Arizona Community Foundation: <a href= "https://www.azfoundation.org/">https://www.azfoundation.org/</a></p> <p dir="ltr">Nathan Erickson on LinkedIn: <a href= "https://www.linkedin.com/in/nathanferickson/">https://www.linkedin.com/in/nathanferickson/ </a></p> <p dir="ltr">Don Opatrny on LinkedIn: <a href= "https://www.linkedin.com/in/don-opatrny-544069268/">https://www.linkedin.com/in/don-opatrny-544069268/</a></p> <p> </p>
February 3, 2025
<p dir="ltr">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.</p> <p><strong> </strong></p> <p dir="ltr"><strong>Key Discussions in This Episode: </strong></p> <p dir="ltr">[00:00:00] - Intro to the Podcast and Guest</p> <p dir="ltr">[00:01:26] - Bill’s Early Years and Path to Investing</p> <p dir="ltr">[00:07:16] - From the University of Minnesota to Wisconsin</p> <p dir="ltr">[00:12:46] - Early Career Lessons</p> <p dir="ltr">[00:15:16] - The Evolution of Value Investing</p> <p dir="ltr">[00:24:18] - AI’s Impact on Businesses</p> <p dir="ltr">[00:26:05] - Interest Rates and Their Implications</p> <p dir="ltr">[00:31:46] - GM as a Prime Example of Value Investing</p> <p dir="ltr">[00:39:16] - Challenges for Modern Investors</p> <p dir="ltr">[00:42:16] - Arizona and Cubs Spring Training</p> <p dir="ltr">[00:43:46] - Closing Remarks<br /> </p> <p dir="ltr"> </p> <p dir="ltr"><strong>Links: </strong></p> <p dir="ltr">Oakmark Funds: <a href= "https://oakmark.com/">https://oakmark.com/</a></p> <p dir="ltr">Bill Nygren on Linkedin: <a href= "https://www.linkedin.com/in/bill-nygren-173605208">https://www.linkedin.com/in/bill-nygren-173605208</a></p> <p>Nathan Erickson on LinkedIn: <a href= "https://www.linkedin.com/in/nathanferickson/">https://www.linkedin.com/in/nathanferickson/ </a></p>
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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/phoenix
This podcast updates bi-weekly.
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Yes, this podcast regularly features guests.
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