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Jennifer Heller

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 17, 2017 by Jenny Heller · said 9 times in 1 episodes since 2017 · across every show →

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2017 9 mentions in 1 episode

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Everything said about Jennifer Heller, oldest first

May 17, 2017 bullish
Opinion
Heller: Private Equity Offers Key Investment and Estate Planning Advantages
“We really love private equity as an asset class here. It's a wonderful asset for families. Also, it's a wonderful asset, not just from an investment perspective, but from an estate planning perspective, it has some wonderful benefits.”
Jenny Heller May 17, 2017 ▶ 42:55 Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
May 17, 2017
Insight
Heller: Taxable Family Investors Must Think Longer-Term Than Endowments
“Because we pay taxes, we have to think even longer term than an endowment, I would say. We have to be even more conscious of turnover, both at the fund level and at our portfolio level.”
Jenny Heller May 17, 2017 ▶ 42:42 Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
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