Published: Aug. 30, 2021, 8 a.m.
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Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12 billion of \\u2018family endowments\\u2019 that are effectively permanent capital if well invested and managed. She is nothing short of a superstar CIO. Jenny was the 7th guest on the show back in 2017, and that recording is replayed in the feed.
Our second conversation gets a bit more in the weeds on Jenny\\u2019s superb thought processes.\\xa0 We discuss a beginner\\u2019s mind, the deep dive aspect of Brandywine\\u2019s research process using examples from affordable housing, crypto, and insurance, KPIs for managers, position sizing, lessons learned in the manager evaluation process, and how her thinking about teams and culture has evolved.\\xa0
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