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Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)

Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)

FromCapital Allocators – Inside the Institutional Investment Industry


Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)

FromCapital Allocators – Inside the Institutional Investment Industry

ratings:
Length:
47 minutes
Released:
Aug 1, 2022
Format:
Podcast episode

Description

Sarah Samuels is the Head of Investment Manager Research at NEPC where she oversees teams across public equities, credit, hedge funds, and private markets for the $1.5 trillion investment advisory juggernaut. Prior to joining NEPC three years ago, Sarah worked at the senior level of both a top notch endowment and a public pension fund. She sought to bring the best of both worlds to her role at NEPC. Our conversation covers Sarah’s early career investing, time in the allocator seat at Mass PRIM and Wellesley College, and decision to join NEPC. We discuss her key investment themes, investment framework blending qualitative and quantitative analysis, second-level thinking, CIO mindset, alignment of interest, private equity allocations, and investment committees. We close discussing Sarah’s work on DE&I and her involvement in Girls Who Invest.   Learn More  Follow Ted on Twitter at @tseides or LinkedIn  Subscribe to the mailing list  Access Transcript with Premium Membership 
Released:
Aug 1, 2022
Format:
Podcast episode

Titles in the series (100)

Through conversations with leaders in the money game, we explore how these holders of the keys to the kingdom allocate their time and their capital. New episodes release on Monday's