Capital Allocators – Inside the Institutional Investment Industry cover image

Capital Allocators – Inside the Institutional Investment Industry

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

Aug 12, 2024
Join Sarah Samuels, Partner and Head of Investment Management Research at NEPC, as she tackles the crucial topic of succession planning in investment firms. She introduces an insightful framework that analyzes succession as an investment risk, focusing on performance, age, and economics. The conversation evolves into the emotional and economic complexities of transitioning leadership, highlighting both successful strategies and potential pitfalls. With a keen eye on mentorship, Samuels emphasizes the importance of grooming future talent for sustainable investment practices.
43:50

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Podcast summary created with Snipd AI

Quick takeaways

  • Succession planning is critical for investment firms to ensure longevity and sustainability as original founders approach retirement.
  • Sarah Samuels' framework for analyzing succession risk focuses on performance metrics, founder age, and effective grooming of successors.

Deep dives

The Importance of Succession Planning

The discussion highlights the increasing necessity for succession planning in investment firms as the original founders reach retirement age. Many firms have successfully navigated transitions, while others have struggled, leading to the emergence of services aimed at facilitating generational transfers such as GP stakes and public offerings. It is essential for firms to consider succession not just as a bureaucratic formality but as a core aspect of ensuring firm longevity and sustainability. This transition requires both managers and allocators to rethink their strategies and the structural integrity of their organizations to remain competitive in the market.

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