126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust
Money Maze Podcast8 Helmi 2024

126: Lessons from 5 Decades of Investing – With Rosalind M. Hewsenian, CIO of Helmsley Charitable Trust

Why does a teacher trained to help children with special needs decide to switch, earn an MBA, then work at Pepsi, become an investment consultant, and end up becoming CIO at an $8 billion dollar foundation?

In this conversation, Roz recaps on lessons learned with investing organisations, (including CalPERS) before arriving at Helmsley Foundation in 2010.

She describes what makes for an effective investment committee, why investment boxes like ‘growth’ and ‘value’ can be counterproductive, and instead why portfolio construction by tranches of liquidity appeal more.

She offers a range of valuable and pithy investment advice, including why “you shouldn’t worry about volatility, if you have ample liquidity”, and why for asset allocation it may be a case of “back to the future”.

​​The Money Maze Podcast is kindly sponsored by Schroders, Bremont Watches, LiveTrade and IFM Investors

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8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

8: Helen Watson – CEO Rothschild & Co, Wealth Management, UK

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Helen Watson describes her untypical journey into finance. After attending multiple schools and then being advised to go ...

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7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

7: Chris Ralph, Chief Strategist, St James's Place Wealth Management

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn As a FTSE 100 company, managing over £100 billion for 750,000 clients, St James Place (SJP) has been a great financial su...

2 Heinä 202043min

6: David Yarrow of David Yarrow Photography

6: David Yarrow of David Yarrow Photography

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Dave Yarrow is considered one of the world’s greatest photographers. 3 former US presidents have his masterpieces adornin...

18 Kesä 202044min

5: Mark Mobius. CEO Mobius Capital Partners

5: Mark Mobius. CEO Mobius Capital Partners

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Mark Mobius, who has been referred to as the Godfather of Emerging Markets, was named as one of the 50 Most Influential P...

9 Kesä 202040min

4: Anthony Dalwood, CEO, Gresham House Plc

4: Anthony Dalwood, CEO, Gresham House Plc

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Tony Dalwood studied Economics and Accounting at Bristol University and then Management and Business at Cambridge, where ...

28 Touko 202032min

3: Sarah Gordon, CEO, Impact Investing Institute

3: Sarah Gordon, CEO, Impact Investing Institute

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Our conversation begins with a glimpse of Sarah’s inspiring journey from finance, to journalism and now to the critical w...

14 Touko 202028min

2: Nick Finegold, CEO, Curation Corporation

2: Nick Finegold, CEO, Curation Corporation

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Nick Finegold describes his journey through the world of finance, first in equity sales, then as the founder of his own b...

21 Huhti 202036min

1: Peter Harrison CEO, Schroders PLC.

1: Peter Harrison CEO, Schroders PLC.

Sign up to our newsletter for more in-depth insights | Follow us on LinkedIn Peter Harrison, included in Debrett’s 500 most influential people, starts by describing a rebellious youth that led him t...

25 Maalis 202035min

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