65 min listen
Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
FromCapital Allocators – Inside the Institutional Investment Industry
Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
76 minutes
Released:
Aug 6, 2018
Format:
Podcast episode
Description
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates. Our conversation tracks Roz’s career, including lessons from teaching children, the most important rule of management, successful investment consulting, taking time off, and joining Helmsley. We then turn to her current role and cover opportunistic-based allocation, theme identification, benefits of concentrating in managers, oversight of a team and due diligence, stories from the front lines, exciting investment opportunities, co-investments, and governance. Discuss the show and Read the transcript Join Ted's mailing list at CapitalAllocatorsPodcast.com Write a review on iTunes Follow Ted on twitter at @tseides For more episodes go to CapitalAllocatorsPodcast.com/Podcast
Released:
Aug 6, 2018
Format:
Podcast episode
Titles in the series (100)
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06): My guest today is none other than Josh Brown. Josh is the CEO of Ritholz Wealth Management, a NYC based financial advisor that helps people align their investments with their financial goals. He is well known in social media financial circles for his de by Capital Allocators – Inside the Institutional Investment Industry