Capital Allocators – Inside the Institutional Investment Industry CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2021 (Brandywine)
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Aug 25, 2025 
Jenny Heller from Brandywine shares insights as a head of a boutique multi-family office focused on a select group of family clients. She discusses the evolution of investment strategies, emphasizing the importance of creativity and thorough research. Heller explores the balance between innovative exploration and disciplined evaluation, particularly with emerging sectors like cryptocurrency. She also reflects on personal growth, underscoring the significance of kindness and intentionality in life, both professionally and personally.
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Beginner's Mind Powers Sourcing
- Jenny keeps a beginner's mind to connect dots across asset classes and stay curious.
- That humility preserves creativity but can make her change her views often during team decisions.
Use Gating Questions And Break-Even Tests
- Run gating questions and a break-even analysis before sourcing managers to keep focus.
- Prioritize durable strategies and avoid tactical, short-lived opportunities except when extraordinary.
Affordable Housing Deep Dive
- Greg led a deep dive into affordable housing using a discovery, connect, identify framework.
- The research confirmed their securitized bond approach was already the most efficient way for their portfolio.