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 guest on the
show back in 2017, and that recording is replayed in the
feed.
Our second conversation gets a bit more in the weeds on Jenny’s superb thought processes. We discuss a beginner’s mind, the deep dive aspect of Brandywine’s research process using examples from affordable housing, crypto, and insurance, KPIs for managers, position sizing, lessons learned in the manager evaluation process, and how her thinking about teams and culture has evolved.
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