S2: Conversation with Sarah Samuels, Partner, NEPC
Feb 21, 2024
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Sarah Samuels, Partner at NEPC, discusses her journey in the investment world, emphasizing the importance of taking on responsibilities. They talk about private markets, geopolitical risks, financial education, and her children's book promoting financial literacy.
Private markets present growth in portfolios but face challenges like fundraising difficulties and market stress.
Teaching financial fluency to children is crucial, emphasizing decision-making, compound interests, and long-term investments.
Deep dives
Sarah Samuels' Journey in Investment Consulting
Sarah Samuels, a partner at NEPC, shares her journey from an administrative assistant to a senior role in the investment world, underscoring the importance of getting into the game and embracing responsibilities. She highlights the evolving landscape of private markets, the impact of geopolitical risks, and stresses the significance of financial education. Additionally, Sarah discusses her children's book, 'Braving Our Savings,' designed to impart financial fluency to young readers.
Private Market Update and Challenges
Private markets have seen significant growth in client portfolios, with increased interest and capital allocation. Despite this growth, challenges loom ahead, as reflected in fundraising difficulties, impending down rounds in venture capital, and potential market stress in real estate and buyouts. GPs adapting to market shifts emphasize longer-term investment strategies, especially focusing on free cash flow and growth in a changing investment landscape.
The Importance of Financial Education for Kids
Sarah Samuels emphasizes the value of teaching financial fluency to children, sharing her personal journey of transforming from an administrative assistant to a partner in the investment industry. Through her book, 'Braving Our Savings,' aimed at young readers, Sarah imparts essential financial lessons, including smart decision-making, the power of compound interests, and the significance of long-term investment strategies.
Navigating Geopolitical Risks in Investments
Geopolitical risks pose challenges in the investment landscape, with changing global dynamics impacting market volatility and uncertainties. The evolving political scenarios and upcoming elections globally introduce heightened uncertainty, influencing market valuations and performance. To navigate these risks, maintaining a diversified and invested portfolio, while staying attuned to geopolitical shifts, becomes crucial in weathering the turbulent market environment.
In this episode, Bill hosts Sarah Samuels, a partner at NEPC. Sarah shares her journey from an administrative assistant to a senior role in the investment world, discussing the importance of getting into the game and embracing responsibilities. They explore the evolving landscape of private markets, the impact of geopolitical risks, and the significance of financial education. Sarah also talks about her children's book, "Braving Our Savings," aimed at teaching financial fluency to young readers. Listen in!
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