Published Mar 25, 2021

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

Jennifer Heller, President and CIO of Brandywine Trust Group, shares her transformative career journey and insights into adapting investment strategies for taxable investors, the power of mentorship, and the intricacies of balancing active and passive approaches.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

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

Topics covered

Popular Clips

Navigating Career Choices

Active vs. Passive Insights

Permanent Equity Insights

Investing in New Funds

Manager Evaluation Strategies

Investment Horizons

Active vs. Passive Investing

Learning from Mistakes

Nonprofit Realities

Balancing Work and Life

Building Community Connections

Nonprofit Challenges

Long-Term Investment Strategy

Risk and Learning

Passion vs. Judgment

Episode Highlights

Professional Development

Career Evolution

Investment Strategies

Related Episodes

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

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

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

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

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

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

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

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

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

[REPLAY] - Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)

[REPLAY] Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)

REPLAY - Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)

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

[REPLAY] Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)

[REPLAY] André Perold – Academic Practitioner (Capital Allocators, EP.02)

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

Topics covered

Popular Clips

Episode Highlights

Professional Development

Career EvolutionJennifer Heller, President and CIO of Brandywine Trust Group, shares her journey from nonprofit work in India and South Africa to leading investment roles. Her experiences reveal insights into nonprofit challenges, investment strategies, and the importance of mentorship.

Career Evolution

Investment Strategies

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