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13min chapter
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Capital Allocators – Inside the Institutional Investment Industry
From Unconventional Beginnings to Asset Management Success
This chapter follows the unique journey of an individual who broke into the investment industry without a traditional background, showcasing their academic accomplishments and professional growth from an administrative role to an analyst. The speaker shares insights on managing significant assets, navigating complex investment strategies, and the challenges of transitioning between organizations, all while emphasizing the importance of adaptability and relationship building. Additionally, they highlight the significance of marrying quantitative analysis with qualitative assessments in a dynamic investment landscape.
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