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

Capital Allocators – Inside the Institutional Investment Industry

Contenu fourni par Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

28d ago 51:08

MP3•Maison d'episode

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

627 episodes

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