Leadership with Heart: A Conversation with James Rhee

Pull Up a Chair with CFA Society Boston

In this episode, host Asha Mehta, CFA, interviews James Rhee, private equity investor and author of red helicopter―a parable for our times: lead change with kindness (plus a little math). Rhee reflects on his inspiring journey, shaped by his Korean immigrant upbringing and the caregiving values instilled by his parents. He shares the story of a childhood moment with a red helicopter toy that became a lifelong symbol of his dedication to kindness and investing in people. Highlighting his transformative investment in Ashley Stewart—a brand serving plus-size Black women—Rhee discusses the power of intangible assets like loyalty and resilience. He also champions a leadership approach blending kindness with mathematical precision, encouraging investors to measure value beyond financial metrics.

Show notes

James Rhee is a high school teacher and Harvard Law graduate who became a private equity investor and unexpected CEO. He bridges math with emotions by marrying capital with purpose. His transformational leadership has been recognized by the leading business and civic organizations. His national bestselling book, entitled red helicopter―a parable for our times: lead change with kindness (plus a little math), was published in April 2024 in partnership with Harper One, an imprint of HarperCollins that seeks multi-platform ideas that “transform, inspire, change lives, and influence cultural discussions.” In its debut week, the book was the number one non-fiction book across all channels and media, per USA Today. He is working on related film, music, and television projects. His TED Talk and Dare to Lead interview with Brené Brown have captured the imagination of millions.

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