Foundation Investor Podcasts & Interviews

Helmsley Charitable Trust

Josh Fenton, CIO, and Roz Hewsenian, former CIO

Capital Allocators
August 19, 2024

Josh Fenton and Roz Hewsenian, current and former CIOs of the Leona M. and Harry B. Helmsley Charitable Trust, are interviewed by Ted Seides on the Capital Allocators podcast.

They discuss the CIO succession, how it worked, and lessons others can apply for transitions in both allocator and manager organizations.

Foundation
US
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