A new chapter begins
critical thinking℠
1 Theme, 2 CIOs, 3 Questions
A CIO to CIO dialogue that explores one theme, two North-America-based CIOs and three key questions.
This content is for institutional investors and for information purposes only. It does not contain investment, financial, legal, tax or any other advice and should not be relied upon for this purpose. The materials are not tailored to your particular personal and/or financial situation. If you require advice based on your specific circumstances, you should contact a professional adviser. Opinions expressed are those of the speakers as of the date of the recording, are subject to change without notice and do not necessarily reflect Mercer’s opinions.
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 organisations.
Topics covered include:
- The evolving debate of active versus passive management
- Governance best practices that seek to enhance decision-making and align investments with organisational missions
- Managing private capital commitments and liquidity in today's fast-changing market environment