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Capital Allocators

Aug 30, 2021

Jennifer Heller is the President and Chief Investment Officer of Brandywine Group Advisors, Inc., a subsidiary of Brandywine Trust Group. Jenny manages $12 billion of ‘family endowments’ that are effectively permanent capital if well invested and managed. She is nothing short of a superstar CIO. Jenny was the 7th...


Aug 30, 2021

Jenny Heller is the President and Chief Investment Officer of Brandywine Trust Group.  Brandywine formed 25 years ago to manage the capital for a small group of families that all share a long-term, multi-generational time horizon. Today, it oversees almost $9B for those same families, much of it from compounding over a...


Aug 26, 2021

On today’s manager meeting, Tim McCusker speaks with Rick Rieder. Tim is the Chief Investment Officer at NEPC, one of the industry’s largest independent investment consultants with over $1.3 trillion assets under advisement. Rick is BlackRock’s Chief Investment Officer of Global Fixed Income, a group that...


Aug 23, 2021

Matt Spielman is the Founder and CEO of Inflection Point Partners an executive coaching practice he launched after a twenty-year career in the financial and corporate world. Matt partners with high-performing executives and their teams in asset management, media, professional sports, and other industries, and last year...


Aug 19, 2021

On today’s manager meeting, Donna Snider speaks with Bruce Martin. Donna was a past guest on the show when named Institutional Investor’s top CIO of the future.  Sure enough, today she serves as the Chief Investment Officer at Hackensack Meridian Health.

Bruce founded Still Lake Capital to invest in a...