Capital Allocators – Inside the Institutional Investment Industry [REPLAY] Sarah Samuels – Framework and Rigor at NEPC (EP.264)
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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.
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Nontraditional Path to Success
- Sarah Samuels's career began unconventionally, starting as an admin at Wellington Management.
- Driven by curiosity, she transitioned to an analyst role after 18 months, proving that hard work pays off.
Best Company over Best Title
- Prioritize joining the best company, regardless of initial job title.
- Focus on learning and growth opportunities over immediate titles.
Board Dynamics
- Board members at public pensions sometimes lack industry expertise, requiring simpler explanations.
- This can make presenting complex topics and achieving consensus more challenging.