A new chapter begins

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Latest episodes

Episode 1 | Navigating Markets in a Macro-Driven Investment Environment with Bon Secours Mercy Health and the Hershey Trust

We're excited to launch the first episode of our new Critical Thinking series: 1 Theme, 2 CIOs, 3 Questions. Each episode focuses on one key investment theme, featuring two leading Chief Investment Officers who tackle three big questions shaping today's investment landscape.

In this debut episode, Mercer's Andre Boucher sits down with Jim Mahoney, CIO of Bon Secours Mercy Health, and Leslie Lenzo, CEO/CIO of the Hershey Trust, to explore how to navigate markets in a macro-driven environment. They share insights on the unique challenges and opportunities faced by Endowment & Foundation and Healthcare organizations.

Topics covered include:

  • The evolving debate of active versus passive management
  • Governance best practices that seek to enhance decision-making and align investments with organizational missions
  • Managing private capital commitments and liquidity in today's fast-changing market environment
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