Podcasts Business Investing Capital Allocators – Inside the Institutional Investment Industry Roz Hewsenian Helmsley Trusts Chief of People and Process (Capital Allocators, EP.63)

Roz Hewsenian Helmsley Trusts Chief of People and Process (Capital Allocators, EP.63)

Published: Aug. 6, 2018, 9:30 a.m.

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Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates.\\xa0

Our conversation tracks Roz\\u2019s career, including lessons from teaching children, the most important rule of management, successful investment consulting, taking time off, and joining Helmsley. We then turn to her current role and cover opportunistic-based allocation, theme identification, benefits of concentrating in managers, oversight of a team and due diligence, stories from the front lines, exciting investment opportunities, co-investments, and governance.

Discuss the show and Read the transcript

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