In this episode of Capital Allocators, host Ted Seides replays conversations from the Summer Series, focusing on CIOs, specifically a "multi-family office twofer" featuring Stan Miranda from 2023 and Jenny Heller. The conversation with Jenny Heller explores her investment process, particularly the concept of approaching investing with a "beginner's mind," and how her firm, Brandywine, sources new investment ideas through deep dives and passion-based projects. Heller discusses their research into affordable housing and crypto, balancing the potential for compounding knowledge with the risk of lost time, and the importance of team communication and diverse viewpoints in their decision-making process. She also shares insights on sizing investments, learning from past mistakes, and the evolving dynamics of teams and culture in managing investments.
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