Published Aug 12, 2024

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

Sarah Samuels, Head of Investment Manager Research at NEPC, delves into her strategic approach to asset allocation, the role of hedge funds, and integrating ESG and DEI principles in finance, while sharing her compelling career journey from Wellington Management to NEPC and her role in initiatives like Girls Who Invest to promote diversity.

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Dexa/Capital Allocators – Inside the Institutional Investment Industry

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

Topics covered

Popular Clips

Second Level Thinking

Investment Choices Explored

Capital and Alignment

Capital in Transition

Market Shifts Ahead

Governance in Institutions

Merging Investment Approaches

Investment Themes Explored

Committee Effectiveness

Career Path Insights

Capital Commitment Strategies

Strategic Investment Insights

Empowering Women Investors

Conviction in Investing

Episode Highlights

Diversity and Inclusion

Investment Strategies

Investment Frameworks

Career Trajectory

Related Episodes

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

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

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

David Salem - Investment Wisdom from the Owner's Box (EP.409)

[REPLAY] Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)

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

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

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

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

[REPLAY] Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

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

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

[REPLAY] - Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)

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

REPLAY - Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)

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

Topics covered

Popular Clips

Episode Highlights

Diversity and Inclusion

Investment Strategies

Investment Frameworks

Career TrajectorySarah Samuels' early career in investment laid the groundwork for her innovative leadership at NEPC. Her journey from Wellington Management to NEPC highlights her commitment to growth, diversity, and strategic investment.

Career Trajectory

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