))
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
Manage episode 435006626 series 3558418
Conteúdo fornecido por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.
Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed.
Our conversation follows last week’s about succession, using the live example of a successful CIO transition. We discuss Roz’s plan for her retirement, steps to evaluate and train her successor, and actions upon her retirement announcement eighteen months beforehand. We also cover the transition from Josh’s perspective, including what happened along the way, conversations that took place, and changes when he took over as CIO. Lastly, Josh and Roz share lessons others can apply for transitions in both allocator and manager organizations.
Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership
630 episódios
Compartilhar
