19 Aug 2024
1h 15m

[REPLAY] Roz Hewsenian – Helmsley Trust’s Chief of People and Process (Capital Allocators, EP.63)

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Capital Allocators – Inside the Institutional Investment Industry

This podcast episode chronicles Roz's remarkable journey from teaching to a successful career in finance, illustrating how opportunity, mentorship, and a commitment to continuous learning have shaped her path. Roz shares her experiences navigating the male-dominated finance industry, managing complex governance challenges at CalPERS, and implementing innovative investment strategies at Helmsley Charitable Trust. Her insights on the significance of due diligence, risk management, and fostering a collaborative team environment illuminate the nuance of institutional investing, ultimately reinforcing the idea that personal growth and professional success are intertwined with resilience and the willingness to seize unexpected opportunities.

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