CIO Greatest Hits: Multi-Family Offices – Jenny Heller 2017 (Brandywine)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 25 August 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

This week’s Summer Series is a multi-family office twofer, with Stan Miranda, co-founder and Chairman Emeritus of Partners Capital and Jenny Heller from Brandywine. Both firms started as multi-family offices that have evolved in different ways. Partners Capital has grown and scaled as a leading OCIO, while Brandywine has remained a boutique with a fixed set of family clients.

Please enjoy my conversations with Stan Miranda from 2023 and Jenny Heller from episode 7 back in 2017 and a follow-up in 2021.

Jenny Heller EP. 7 – May 17, 2017
Jenny Heller EP. 211 – August 29, 2021
Stan Miranda EP. 334 – August 21, 2023

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.1	This show is an open exploration of the people and process behind capital allocation.
0:16.1	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.7	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied
0:42.2	upon as a basis for investment decisions. Clients of capital allocators or podcast guests may
0:47.1	maintain positions and securities discussed on this podcast. With eight years and over 500 podcasts under my belt, I'm often asked to recommend my favorite
0:58.0	episode. But I can't really answer that question. I feel like I have 500 children and don't
1:04.2	think I've disowned a single one. So when asked, I usually offer up a great recent episode
1:10.4	to get a listener started.
1:12.6	Finding the best episodes in a big library of content isn't easy.
1:16.7	So we thought we'd help.
1:18.8	Each summer going forward, we're going to share our best.
1:23.4	Over seven weeks, we'll replay conversations curated from our favorites and yours, excluding
1:29.2	those from the last 12 months.
1:31.9	Our 2025 summer series focuses on CIOs.
1:36.3	We're blessed to have an incredible library of long shelf life content, and we just couldn't
1:42.3	pick seven.
1:43.6	Instead, we'll share a dozen gems canvassing every
1:47.0	type of institutional asset owner. This week's summer series is a multi-family office two-fer,
	...

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