Roz Hewsenian

8 statements across 3 episodes · 1 bullish · 2 bearish · 1 people on the record · first statement Aug 6, 2018 by Roz Hewsenian · across every show →

On the record as a speaker too: Roz Hewsenian's record, appearances and statements → this page counts the times other people say the name.

Everything said about Roz Hewsenian, oldest first

Aug 6, 2018 neutral

Disclosure

Helmsley Trust targets 20% safe, 25% illiquid, and 55% liquid or semi-liquid

“The safe assets category is at 20%. The semi-liquid is at 22%. The illiquid category is at 25%, and the balance is in the liquid category.”

Roz Hewsenian Aug 6, 2018 ▶ 39:45 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)

Aug 6, 2018 negative

Insight

Failing to terminate underperforming asset managers quickly is an allocator's biggest mistake

“Oh, and I've heard this from so many other people as well, is not firing a manager fast enough. I've gotten better at that later on in my career, but that's probably the biggest mistake.”

Roz Hewsenian Aug 6, 2018 ▶ 1:06:35 Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)

Sep 2, 2021 negative

Insight

Hewsenian: Viewing Career Obstacles Through Immutable Traits Drives Self-Victimization

“If you look at everything through the lens of some immutable characteristic, then you'll victimize yourself faster than anybody else will.”

Roz Hewsenian Sep 2, 2021 ▶ 9:47 Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)

Aug 19, 2024

Insight

Hewsenian: Generalist Teams Increase Motivation But Multiply Management Challenges

“In doing so, it keeps them interested and motivated because they're always looking at new and different things. That's both a benefit, but it creates a bigger management challenge, and that's why everything that Joshua just said was so important.”

Roz Hewsenian Aug 19, 2024 ▶ 16:12 CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Aug 19, 2024

Disclosure

Hewsenian: Helmsley Operates a Generalist Team Without Asset-Class Silos

“One of the things, Ted, that I think it's important to understand about Helmsley is that the team is set up not in buckets or lanes or categories. We give a lot of latitude to the staff to work on a lot of different projects.”

Roz Hewsenian Aug 19, 2024 ▶ 15:53 CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Aug 19, 2024 neutral

Disclosure

Hewsenian: Investment Committees Should Test Conviction, Not Approve Deals

“My job wasn't to approve or disapprove. My job was to ensure that all the policies and the procedures that Helmsley had were adhered to, test conviction, and ensure that due diligence was appropriately undertaken.”

Roz Hewsenian Aug 19, 2024 ▶ 24:49 CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Aug 19, 2024 positive

Disclosure

Hewsenian Selected Fenton as Helmsley CIO Successor For Stakeholder Approval

“Of the four directors that I had, any one of the four could have succeeded me, but I thought that Joshua had the best chance of acceptance by the trustees, by the investment committee, and so I began focusing on him five years ago”

Roz Hewsenian Aug 19, 2024 ▶ 9:51 CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Aug 19, 2024 neutral

Assertion Not checkable as stated

Hewsenian: Helmsley Defended Staff From Rival Foundations Lacking Succession Plans

“In fact, Helmsley had to play defense protecting our own team From being raided by these other foundations that suddenly were shorthanded staff because they didn't plan or manage their own transition.”

Roz Hewsenian Aug 19, 2024 ▶ 48:09 CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Roz Hewsenian

Everything said about Roz Hewsenian, oldest first

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