19 Aug 2024
51m

CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

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Capital Allocators – Inside the Institutional Investment Industry

This podcast episode delves into the intricacies of leadership transition within the CIO role, highlighting the experiences of Josh Fenton and Roz during her retirement, and emphasizing the importance of nurturing potential successors, open communication, and creating a supportive environment for teams. Through their shared insights, listeners are encouraged to approach succession planning with strategic foresight, valuing relationships and individual growth while maintaining continuity and fostering a culture of accountability.

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