[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)
Capital Allocators – Inside the Institutional Investment Industry
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Strategic Insights in Investment Management
This chapter explores a sophisticated investment strategy employed by a prominent trust managing a substantial portfolio. It emphasizes the importance of a structured approach to sourcing managers, fostering teamwork, and balancing creativity with adherence to policies in the due diligence process. Anecdotes highlight the complexities of managing relationships with flawed but talented individuals while ensuring effective decision-making and operational efficiency within the organization.
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