Capital Allocators – Inside the Institutional Investment Industry cover image

Capital Allocators – Inside the Institutional Investment Industry

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

Aug 12, 2024
Sarah Samuels, Head of Investment Manager Research at NEPC, brings a wealth of experience from both endowments and public pension funds. She discusses her unique investment framework that blends qualitative and quantitative analyses. Sarah shares insights on the significance of second-level thinking and aligning interests within investment committees. The conversation also delves into her commitment to DE&I efforts and mentoring future leaders through Girls Who Invest, highlighting the importance of adaptable strategies and critical questioning in navigating the complex investment landscape.
46:32

Episode guests

Podcast summary created with Snipd AI

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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