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

Capital Allocators – Inside the Institutional Investment Industry

İçerik Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

28d ago 51:08

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Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed.

Our conversation follows last week’s about succession, using the live example of a successful CIO transition. We discuss Roz’s plan for her retirement, steps to evaluate and train her successor, and actions upon her retirement announcement eighteen months beforehand. We also cover the transition from Josh’s perspective, including what happened along the way, conversations that took place, and changes when he took over as CIO. Lastly, Josh and Roz share lessons others can apply for transitions in both allocator and manager organizations.

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