Aug 19, 2024
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.
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