From Reluctant Entrepreneur to Investment Community Builder

Happy Thanksgiving to everyone. For a little turkey treat, today’s show has me on the other side of the mike.

Sarah Samuels, the head of manager research at powerhouse consultant NEPC and a past guest on the show, is also the Board Chair of the CFA Society in Boston. She’s created a podcast series for the Society called “Pull Up a Chair,” and I was honored to be her inaugural guest.

We recorded live at Wellington Management’s headquarters earlier this month in front of a crowd that included Tim McCusker, the CIO at NEPC, and Jean Hynes, the CEO of Wellington. I’m a big fan of the collegial Boston investment community and was excited to participate.

Sarah drew out some personal anecdotes about my investment career and a look at the business around Capital Allocators.

At the end, I offer up a pitch for a children’s book Sarah wrote that will release in April called Braving Your Savings. Keep your eye out for it in the coming months.

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