CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)
Capital Allocators – Inside the Institutional Investment Industry
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Navigating Wealth and Wisdom
This chapter explores the significant influence of mentorship at the Alfred P. Sloan Foundation, reflecting on the qualities of effective mentorship and the lessons learned in investment decision-making. It discusses the complexities of managing wealth for families, emphasizing long-term investment strategies, the dynamics of evaluating funds, and the ongoing debate between active and passive investing. Through personal anecdotes and insights, the speaker highlights the importance of collaboration, critical thinking, and adapting to financial challenges throughout their career.
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