Due Diligence Insights
Roz shares her experience with a highly successful manager selection process, revealing that only one recommendation has been turned down in eight years. By implementing a proactive approach with advance memos and detailed due diligence, the team ensures thorough preparation and adherence to policy. Roz also emphasizes the importance of learning from past mistakes and the need for marketers to understand their audience.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
Related Questions
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode Kim Lew – The Carnegie Way (Capital Allocators, EP.52) and the clip Shifts in CIO Role?
How should I think about hiring the right people for my VC growth fund, given the difference in underwriting processes from the seed/early stage investing I currently do, as discussed in the episode How an $80B Asset Manager Seeds the Growth of New GP Talent and the clip Fundraising Challenges?