Capital Allocators – Inside the Institutional Investment Industry Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022
Sarah Samuels is the Head of Investment Manager Research at NEPC, bringing extensive experience from top endowments and public pension funds. In their conversation, she delves into her unique investment framework, blending qualitative and quantitative analysis. Key topics include her approach to second-level thinking, the challenges of managing extensive investment teams, and the evolving landscape of private markets. Additionally, Sarah discusses her commitment to diversity and inclusion, particularly through initiatives like Girls Who Invest, underscoring the importance of alignment in investment strategies.
AI Snips
Chapters
Transcript
Episode notes
Non-Traditional Path
- Sarah Samuels's non-traditional entry into finance began with an admin role at Wellington Management.
- Driven by curiosity, she transitioned to an analyst role after 18 months, demonstrating her passion for investing.
Best Company Over Title
- Prioritize joining the best company, regardless of initial job title.
- Focus on learning and growth opportunities within a reputable organization.
Portfolio Management Experience
- After Wellington, Samuels became a portfolio manager at Boston Advisors, gaining trading experience and building portfolios.
- Realizing her preference for long-term investing, she transitioned to an allocator role at MassPRIM.