Oct 20, 2022
On today’s Manager Meeting, Tim McCusker interviews Jack
Sommers. Tim is the CIO at NEPC and a past guest on Capital
Allocators. He oversees investment research and strategy for the
$1.5 trillion consultant. Jack is the co-founder and Executive
Chair at Income Research and Management, a $90B core fixed income
investment firm. He was instrumental in developing IR+M’s
disciplined bottom-up investment approach and served as a Portfolio
Manager for 20 years. Their conversation covers the early days of
IR+M, when Jack and his father faced the challenges of establishing
an investment management business, growth of the business over
time, evolving landscape for active fixed income investing, and
importance of culture.
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