Aug 19, 2024
Roz Hewsenian is the Chief Investment Officer of the $6 billion Helmsley Charitable Trust. Prior to joining Helmsley in 2010, Roz had a storied career in the industry, highlighted by her two decades of work as the consultant to CalPERS while at Wilshire Associates.
Our conversation tracks Roz’s career, including lessons from
teaching children, the most important rule of management,
successful investment consulting, taking time off, and joining
Helmsley. We then turn to her current role and cover
opportunistic-based allocation, theme identification, benefits of
concentrating in managers, oversight of a team and due diligence,
stories from the front lines, exciting investment opportunities,
co-investments, and governance.
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