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Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company
Manage episode 455044191 series 3410815
Konten disediakan oleh Robert Morier. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Robert Morier atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode of the Dakota Live! Podcast, Robert Morier sits down with Leslie Lenzo, Chief Executive Officer and Chief Investment Officer of the Hershey Trust Company, to explore her inspiring journey from rural Iowa to leading a mission-driven institution dedicated to making a lasting impact.
Leslie shares insights into her investment philosophy, manager research process, and the delicate balance between short-term decisions and long-term sustainability.
Key topics include:
- Navigating private markets and finding areas of opportunity.
- Asset allocation strategies and adapting to market challenges.
- Building a diverse and collaborative investment team.
- Why emerging managers are essential to the portfolio.
- Advice for aspiring asset managers and investment professionals.
Join us for this engaging conversation packed with valuable lessons on leadership, innovation, and aligning investments with purpose.
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