CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Capital Allocators – Inside the Institutional Investment Industry

Kandungan disediakan oleh Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

30d ago 51:08

MP3•Laman utama episod

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed.

Our conversation follows last week’s about succession, using the live example of a successful CIO transition. We discuss Roz’s plan for her retirement, steps to evaluate and train her successor, and actions upon her retirement announcement eighteen months beforehand. We also cover the transition from Josh’s perspective, including what happened along the way, conversations that took place, and changes when he took over as CIO. Lastly, Josh and Roz share lessons others can apply for transitions in both allocator and manager organizations.

Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

628 episod

#Capitalallocation #Trading #Business #Ted Seides – Allocator and Asset Management Expert #Asset Management Expert #Ted Seides – Allocator