Published Aug 30, 2021

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

Jennifer Heller, President and CIO of Brandywine Trust Group, delves into her career journey and the vital role of mentorship, discusses her investment strategy balancing passion with judgment, and highlights the importance of sustainable wealth management and work-life balance.

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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

Manager Evaluation Framework

Nonprofit Realities

Long-Term Investment Strategy

Investing Insights

Early Stage Investing

Learning from Mistakes

Balancing Work and Life

Building Community

Investment Horizons

Active vs. Passive Investing

Career Reflections

Risk and Learning

Active vs. Passive Investing

Cultural Patience

Episode Highlights

Career Development

Managerial Philosophy

Investment Strategy

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)

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

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

[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)

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

[REPLAY] Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)

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

[REPLAY] Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)

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

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

Topics covered

Popular Clips

Episode Highlights

Career DevelopmentJennifer Heller, President and CIO of Brandywine Trust Group, shares insights into her career journey and the impact of mentorship in shaping her path. Her experiences highlight the importance of strategic decision-making and building supportive professional networks.

Career Development

Managerial Philosophy

Investment Strategy

Related Episodes