Capital Allocators – Inside the Institutional Investment Industry
[REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)
Aug 12, 2024
In this engaging discussion, Sarah Samuels, Head of Investment Manager Research at NEPC, shares her unique journey through various institutional investing landscapes. She dives into the importance of blending qualitative and quantitative strategies, the complexities of managing a $1.5 trillion portfolio, and the art of distinguishing skill from luck in investments. Sarah also emphasizes alignment of interests and her commitment to diversity through initiatives like Girls Who Invest, while navigating the evolving private markets and healthcare opportunities.
46:32
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Quick takeaways
- Sarah Samuels emphasizes the importance of a rigorous investment framework that integrates both qualitative and quantitative analysis for thorough manager evaluations.
- Samuels highlights the critical nature of aligning interests between investment managers and investors to foster sustainable relationships and mitigate risks.
Deep dives
Sarah Samuels' Unique Background and Career Path
Sarah Samuels shares her unconventional journey into the investment industry, highlighting her humble beginnings and the opportunities that shaped her career. Initially, she chose to work as an administrative assistant at Wellington Management, a decision she believes opened doors to valuable experiences and insight in the investing field. Samuels emphasizes the importance of seeking out the best companies rather than focusing on titles when starting out, as her own rise through the ranks was facilitated by the quality of her employer. This strategic move eventually led her to become an analyst and pursue further education, including obtaining her CFA and MBA, all while developing a deep passion for investing and its societal impacts.
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