Tim McCusker

Simon Krinsky, Managing Partner at Hall Capital, and Tim McCusker, CIO at NEPC, provide deep insights into the booming trend of asset management consolidation. They discuss the rationale behind their recent mergers, emphasizing the benefits of economies of scale and enhanced service offerings. The conversation also covers the challenges of integration post-merger, the importance of client communication during transitions, and evolving strategies in a competitive landscape. Their experiences reveal the complexities and opportunities arising from these significant industry shifts.

In this engaging discussion, Jack Sommers, Co-founder and Executive Chair at Income Research and Management, shares insights from his journey in the investment world, growing a firm from the ground up alongside his father. Joined by Tim McCusker, CIO at NEPC, they explore the evolution of active fixed income investing and the crucial role of company culture in shaping success. They also emphasize the importance of diversity and adaptability in the changing financial landscape, along with personal principles that extend beyond finance.

Tim McCusker, Chief Investment Officer at NEPC, chats with Rick Rieder, BlackRock's Chief Investment Officer of Global Fixed Income, who oversees $2 trillion in assets. They explore unique investment philosophies and BlackRock's influential strategies, including the Strategic Opportunities Fund. Rick shares insights on balancing return-seeking with duration risk management for diverse clients. A personal journey from skepticism to success in finance highlights mentorship and effective leadership while touching on current economic concerns and growth opportunities.

Tim McCusker, Chief Investment Officer at NEPC, discusses crisis management strategies in the investment world. He highlights the importance of balancing short- and long-term investment approaches during times of uncertainty. The conversation explores virtual due diligence adaptations and the shifts in client communication. Tim also shares insights on opportunities in credit and private equity, alongside the unexpected benefits of remote work. A humorous anecdote about scheduling challenges during restrictions adds a light touch to this informative dialogue.

Tim McCusker, Chief Investment Officer at NEPC, oversees a consulting firm that manages $1 trillion in assets. He discusses the balance of consistency and creativity in investment strategies while addressing unique client needs. Tim shares insights from his transition from teacher to CIO and highlights the importance of adapting to megatrends like AI and demographic shifts. He also delves into the complexities of market dynamics, operational challenges in outsourcing investment management, and the essential interplay between active and passive strategies.