Roz Hewsenian

Roz Hewsenian, former CIO of the Helmsley Trust, and Joshua Fenton, the new CIO, share insights from their successful leadership transition. They discuss Roz's well-planned retirement strategy and the importance of preparing a successor well in advance. Joshua recounts the conversations and changes that shaped his new role. They emphasize lessons on succession planning, mentorship, and the value of diverse team dynamics in investment management, providing practical takeaways for future transitions in the industry.

Roz Hewsenian, Chief Investment Officer of the Helmsley Charitable Trust and a former consultant for CalPERS, shares her extensive experience in investment management. She discusses the art of opportunistic-based allocation, theme identification in healthcare and technology, and the importance of governance. Roz highlights her leadership philosophy shaped by diverse communication experiences and reflects on the challenges of managing investment manager decisions. The conversation also touches on the necessity of balancing creativity with policy adherence in due diligence and navigating global market complexities.

Join Roz Hewsenian, Chief Investment Officer of the Helmsley Charitable Trust, as she interviews Jan Garfinkle, the founder of Arboretum Ventures, a $700 million healthcare-focused venture capital firm. They discuss innovative strategies for investing in companies that aim to reduce healthcare costs. Jan shares insights on the unique challenges of Midwest venture capital, the importance of cultural fit in staffing, and personal stories that emphasize the value of self-advocacy and integrity in business. Tune in for a deep dive into healthcare innovation!