Jennifer Heller

Jennifer Heller, President and CIO of Brandywine Trust Group, discusses sustainable competitive advantages, long-term investing, manager selection, and her experiences in microfinance. She reflects on frustrations with a non-profit in India and the challenges of working for a non-profit organization. The podcast also covers her time at the Stanford Endowment, the importance of mentorship, mistakes in managing money for families, and her favorite ways to waste time.

Jennifer Heller, President and Chief Investment Officer of Brandywine Group Advisors, manages $12 billion in family endowments. In this discussion, she emphasizes the power of a beginner's mindset for fostering creativity and collaboration within investment teams. Heller dives deep into investment strategies in sectors like affordable housing and crypto, revealing how structured processes guide innovative thinking. She also shares insights on evaluating managers through Key Decision Indicators and highlights the importance of team dynamics and culture in successful investment strategies.

Jennifer Heller, President and CIO of Brandywine Trust Group, manages nearly $9 billion for families with a long-term investment focus. She shares her experiences from her early days in microfinance in Africa to leading family wealth management. They discuss the intricacies of selecting elite managers and the challenges of executing long-term strategies. Heller emphasizes the importance of mentorship and reflective learning in investment decisions, while also highlighting the need for adaptability in both personal and professional journeys.