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.

In a deep dive into generational transitions, Sarah Samuels, an expert in investment management at NEPC, shares her insights on the pressing issue of succession as founding partners retire. She presents a framework analyzing performance, age, and economics as crucial metrics in assessing succession risks. The conversation reveals the challenges of leadership transitions in investment firms, from mentorship to strategic planning, and highlights stories that illustrate the emotional and economic complexities of preparing for the next generation.

Dana Peterson, Chief Economist at the Conference Board, discusses the latest consumer confidence data and shifting spending habits. Michael Smith shares insights on Ken Griffin's massive political donations to the Republican Party. Sarah Samuels dives into strategies of big institutional investors, while Anurag Rana analyzes upcoming tech earnings. They explore the challenges faced by firms like Microsoft and discuss JetBlue's stock surge following cost-cutting measures. The conversation emphasizes the interconnectedness of consumer sentiment, investment strategies, and market dynamics.