65 min listen
Jennifer Heller – Beginner’s Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
FromCapital Allocators – Inside the Institutional Investment Industry
Jennifer Heller – Beginner’s Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
44 minutes
Released:
Aug 30, 2021
Format:
Podcast episode
Description
Jennifer Heller is the President and Chief Investment Officer of Brandywine Trust Group, where she manages $12 billion of ‘family endowments’ that are effectively permanent capital if well invested and managed. Jenny is nothing short of a superstar CIO. She was the 7th guest on the show back in 2017, and that recording is replayed in the feed. Our second conversation gets a bit more in the weeds on Jenny’s superb thought processes. We discuss a beginner’s mind, the deep dive aspect of Brandywine’s research process using examples from affordable housing, crypto, and insurance, KPIs for managers, position sizing, lessons learned in the manager evaluation process, and how her thinking about teams and culture has evolved. Learn More Subscribe: Apple | Spotify | Google Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Read the transcripts
Released:
Aug 30, 2021
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