Dakota Live! Podcast
The Dakota Live! Podcast is designed for your fundraising needs. The goal of this podcast is to help you better know the people behind the investment decisions. Dakota connects investment salespeople with leading investment decision makers, ensuring you always know who to call and how to approach the markets you are targeting. Dakota Live! presents investment sales people industry and marketing expertise to make their jobs easier.
Dakota Live! Podcast
Dakota Live! Podcast: Mission-Driven Investing with the Hershey Trust Company
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.
