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.

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.

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.