Published May 17, 2017

Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Jennifer Heller, President and CIO of Brandywine Trust Group, delves into her transition from nonprofits to finance, underscoring complex challenges and strategic thinking in investment. She discusses her investment philosophy, focusing on manager selection, strategy balance, and community-building in the industry, highlighting mentorship and learning from mistakes as key to success.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Topics covered

Popular Clips

Embracing Quality Moments

Active vs. Passive Investing

Investing in New Funds

Career Crossroads

Nonprofit Realities

Intellectual Honesty in Investing

Permanent Equity Models

Investing Insights

Passion vs. Judgment

Active vs. Passive Management

Navigating Career Transitions

Learning from Mistakes

Mentorship and Focus

Nonprofit Challenges

Episode Highlights

Nonprofit Experiences

Investment Philosophy

Building Community

Related Episodes

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Jennifer Heller – Beginner’s Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)

Ted with Jenny Heller – Compounding Knowledge and Relationships (Capital Allocators, EP.185)

Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)

[REPLAY] Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)

Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)

Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)

Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)

Katie Hall – Hall Capital Partners (Capital Allocators, EP.213)

Chris Heller - Ten Years of Weird Alternatives (EP.420)

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)

Ana Marshall – Preparing for the New Environment at Hewlett (Capital Allocators, EP. 288)

Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Topics covered

Popular Clips

Episode Highlights

Nonprofit ExperiencesJennifer Heller reflects on her journey from nonprofit work to finance, revealing the challenges and realizations that shaped her career. Her experiences highlight the complexities of nonprofit work and the strategic thinking required in the finance world.

Nonprofit Experiences

Investment PhilosophyJennifer Heller shares her insights on selecting investment managers, balancing active and passive strategies, and maintaining a long-term vision for family offices. Her approach emphasizes judgment, strategic alignment, and the potential of permanent equity models.

Investment Philosophy

Building Community

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