Published Aug 19, 2024

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

Roz Hewsenian and Joshua Fenton delve into the intricacies of CIO transitions, highlighting leadership insights and the strategic planning behind a seamless handover at the Helmsley Trust. They explore key lessons in self-awareness and humility while addressing the significance of transparent investment strategies and long-term alignment.

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Why is it important to have mentors?
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Dexa/Capital Allocators – Inside the Institutional Investment Industry

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

Topics covered

Popular Clips

Lessons Learned

Transition Planning Insights

Transition Planning Insights

CIO Transition Insights

Leadership Transition Strategies

Retirement Transition Insights

Transitioning Leadership

Transitioning Leadership

Strategic Investment Planning

Mentorship Insights

Transitioning Leadership Roles

Navigating Change

Team Empowerment Strategies

Navigating Investment Nuances

Questions from this episode

Why is it important to have mentors?

Episode Highlights

Lessons Learned

Investment Strategy

CIO Transition

Related Episodes

Roz Hewsenian –Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)

[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)

Gary Sernovitz - Inside the CIO Seat (EP.357)

Tom Lenehan – Taking the Helm at the Wallace Foundation (Capital Allocators, EP.246)

Kristian Fok – Australia’s CBUS Superannuation CIO (Capital Allocators, EP.66)

Succession - Sarah Samuels on Generational Transitions (EP.400)

Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)

Ron Biscardi – Putting Hedge Funds in Context (Capital Allocators, EP.83)

Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)

[REPLAY] Raphael Arndt – Australia’s Sovereign Wealth Fund CIO (EP.70)

Kristof Gleich – Boutique Managers and Active ETFs at Harbor Capital (EP.411)

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

Ian Charles - Private Equity's New Rules (EP.431)

Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)

Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)

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

Topics covered

Popular Clips

Questions from this episode

Episode Highlights

Lessons LearnedRoz Hewsenian and Joshua Fenton discuss their experiences and insights from their careers, focusing on leadership transitions and personal growth. They share valuable lessons on self-awareness, humility, and the importance of planning for the future.

Lessons Learned

Investment Strategy

CIO TransitionThe transition of leadership at the Helmsley Trust from Roz Hewsenian to Joshua Fenton exemplifies a well-executed succession plan. Their strategic planning and leadership dynamics ensured a smooth transition, maintaining stability and continuity within the organization.

CIO Transition

Related Episodes