Published Aug 1, 2022

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

Sarah Samuels of NEPC reveals her rigorous investment framework, emphasizing second-level thinking and emotional decision-making, while highlighting initiatives in diversity and inclusion. She offers valuable insights on hedge funds, private markets, and the strategic shifts crucial for adapting in today's evolving financial landscape.

Episode Highlights

Topics covered

Episode Highlights

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

Topics covered

Popular Clips

Investment Themes Unpacked

Shifting Perspectives

Culture and Diligence

Committee Presentation Insights

Navigating Investment Challenges

Career Path Insights

Merging Approaches

Market Reckoning Ahead

Second Level Thinking

Strategic Investment Insights

Managing Generational Differences

Governance and Investment Strategies

Diversity in Investment

Emotional Investing Risks

Investment Manager Assessment

Episode Highlights

Diversity and Inclusion

Quantitative Analysis

Investment Strategies

Related Episodes

[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)

Succession - Sarah Samuels on Generational Transitions (EP.400)

Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

[REPLAY] - Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)

Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)

Private Equity Masters: Paul Salem – Providence Equity Partners (Capital Allocators, EP.175)

REPLAY - Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)

Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)

[REPLAY] Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)

Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)

Matt Spielman – Executive Coaching in Asset Management (Capital Allocators, EP.210)

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

Topics covered

Popular Clips

Episode Highlights

Diversity and InclusionSarah Samuels, Head of Investment Manager Research at NEPC, discusses efforts to support diverse managers and initiatives like Girls Who Invest. She shares insights on overcoming industry challenges and fostering diversity in investment.

Diversity and Inclusion

Quantitative AnalysisSarah Samuels, Head of Investment Manager Research at NEPC, shares insights into her rigorous investment framework and the importance of second-level thinking. She discusses the challenges of emotional decision-making and anticipates a market reckoning in private markets.

Quantitative Analysis

Investment StrategiesSarah Samuels, Head of Investment Manager Research at NEPC, discusses key investment themes and strategies shaping the industry. She shares insights on hedge funds, private markets, ESG, DEI, and the importance of strategic committee presentations and change management.

Investment Strategies

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