CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
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 pri...
19 Aug 202451min
[REPLAY] Roz Hewsenian – Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
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 o...
19 Aug 20241h 15min
Succession - Sarah Samuels on Generational Transitions (EP.400)
As the first generation of investment firm founders approaches retirement age, the issue of succession to the next generation is increasingly at hand. We've seen several successful transitions of firm...
12 Aug 202443min
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)
Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory jug...
12 Aug 202446min
Todd Simkin - Game of Trading at Susquehanna (EP.399)
Todd Simkin is an Associate Director at Susquehanna International Group, a global quantitative trading firm comprised solely of internal capital that is known for its rigorous analytical approach to d...
5 Aug 20241h 11min
Jeff Assaf - Protecting Clients and Assets at ICG (EP.398)
Jeff Assaf is the founder and CIO of ICG Advisors, which oversees $7B in assets for a highly curated group of 80 client families. While Jeff keeps his client names confidential, ICG manages money for ...
29 Juli 202447min
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
Rob Small and Anil Seetharam are Managing Directors and founding members of the Stockbridge team at Berkshire Partners, a $5B concentrated public equity manager that sits inside the $20B private equit...
22 Juli 20241h
Jennifer Prosek – Nailing the Narrative (EP.396)
Jennifer Prosek is the founder and CEO of Prosek Partners, a leading marketing and communications firm that for 30 years has helped the world's top brands navigate what comes next. In asset management...
15 Juli 202457min
