Aug 1, 2022
Sarah Samuels is the Head of
Investment Manager Research at NEPC where she oversees teams across
public equities, credit, hedge funds, and private markets for the
$1.5 trillion investment advisory juggernaut. Prior to joining NEPC
three years ago, Sarah worked at the senior level of both a top
notch endowment and a public pension fund. She sought to bring the
best of both worlds to her role at NEPC.
Our conversation covers Sarah’s early career investing, time in the allocator seat at Mass PRIM and Wellesley College, and decision to join NEPC. We discuss her key investment themes, investment framework blending qualitative and quantitative analysis, second-level thinking, CIO mindset, alignment of interest, private equity allocations, and investment committees. We close discussing Sarah’s work on DE&I and her involvement in Girls Who Invest.