Fenton: Allocator CIOs Must Not Dismiss First Pitches From Generalist Teams
Joshua Fenton · CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401) · Aug 19, 2024 · at 27:33
Joshua Fenton, incoming CIO at the Helmsley Charitable Trust, contrasts managing an investment team at an asset allocator with managing analysts on the buy side.
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“In the asset allocator space, especially when you're managing a generalist team, you can't just say no to the first pitch. You've got to ask questions about where they think this might go, and then let them keep going.”
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