49 min listen
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
FromCapital Allocators – Inside the Institutional Investment Industry
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
FromCapital Allocators – Inside the Institutional Investment Industry
ratings:
Length:
54 minutes
Released:
May 17, 2017
Format:
Podcast episode
Description
Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group. Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almost $9B for those same families, much of it from compounding over a quarter century. The Group invests flexibly across asset classes, with a focus on partnering with people who they believe have sustainable competitive advantages, share their long-term vision, and have highly aligned interests. These elite managers often start with great ideas, but limited capital. Before taking the helm at Brandywine five years ago, Jenny worked at the Sloan Foundation, Stanford University Management Company, and Merrill Lynch in its investment banking program. She is a graduate of Williams College, where she serves on its Investment Advisory Committee, and Stanford Business School. Our conversation starts with Jenny’s frustrating experiences with a non-profit micro finance in India and South Africa and turns to her career allocating money on behalf of non-profits and families. We touch on subtleties in picking managers for taxable investors, challenges in executing a long-term strategy, learning from mistakes, and mentorship. Jenny’s clear and deep thought process provides pearls of wisdom throughout our conversation. For more episodes, go to capitalallocatorspodcast.com/podcast Follow Ted on twitter at @tseides
Released:
May 17, 2017
Format:
Podcast episode
Titles in the series (100)
André Perold – Academic Practitioner (Capital Allocators, EP.02): My guest on today’s show is André Perold. For those who know André, he needs no introduction. André is the Chief Investment Officer and Co-Managing Partner at HighVista Strategies by Capital Allocators – Inside the Institutional Investment Industry