Sarah Samuels

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.

Join Sarah Samuels, Partner and Head of Investment Management Research at NEPC, as she tackles the crucial topic of succession planning in investment firms. She introduces an insightful framework that analyzes succession as an investment risk, focusing on performance, age, and economics. The conversation evolves into the emotional and economic complexities of transitioning leadership, highlighting both successful strategies and potential pitfalls. With a keen eye on mentorship, Samuels emphasizes the importance of grooming future talent for sustainable investment practices.

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.