Capital Allocators – Inside the Institutional Investment Industry cover image

CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

Capital Allocators – Inside the Institutional Investment Industry

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Lessons from a First-Time Chief Investment Officer

This chapter reflects on the speaker's experiences and lessons learned as a new chief investment officer, focusing on the differences in managing endowments versus taxable funds. It emphasizes the importance of risk management, thoughtful manager selection, and fostering a culture of collaborative decision-making within investment organizations.

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