CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)

Josh Fenton is the CIO of the Leona M. and Harry B. Helmsley Charitable Trust, an $8 billion pool he began leading earlier this year upon the retirement of Roz Hewsenian, who served as CIO for the prior twelve years. Roz was a past guest on the show, and that conversation is replayed in the feed.

Our conversation follows last week’s about succession, using the live example of a successful CIO transition. We discuss Roz’s plan for her retirement, steps to evaluate and train her successor, and actions upon her retirement announcement eighteen months beforehand. We also cover the transition from Josh’s perspective, including what happened along the way, conversations that took place, and changes when he took over as CIO. Lastly, Josh and Roz share lessons others can apply for transitions in both allocator and manager organizations.

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