Published Aug 19, 2024

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

Roz Hewsenian, Chief Investment Officer of the Helmsley Charitable Trust, unpacks the intricacies of investment strategies with a focus on manager selection, opportunistic investments, and the balance of index versus active management, while also sharing her inspiring career journey marked by unexpected opportunities and the influence of mentorship.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

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

Topics covered

Popular Clips

Career Transitions

Manager Evaluation Insights

Investing in Uncertainty

Indexing Challenges

Client-Centric Consulting

Strategic Liquidity Management

Navigating Workplace Dynamics

Investment Instincts

Effective Communication Strategies

Navigating Career Shifts

Governance and Investment Strategy

Due Diligence Insights

Overcoming Fear

Breaking Barriers

Episode Highlights

Manager Selection

Investment Strategies

Career Transitions

Related Episodes

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

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

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

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

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

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

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

[REPLAY] Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)

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

Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)

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

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

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

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

REPLAY - Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)

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

Topics covered

Popular Clips

Episode Highlights

Manager Selection

Investment Strategies

Career TransitionsRoz Hewsenian, the Chief Investment Officer of Helmsley Charitable Trust, shares her journey through unexpected career opportunities and early challenges in finance. She highlights the crucial role of mentorship in shaping her management philosophy and career trajectory.

Career Transitions

Related Episodes