Nov 23, 2023
Happy Thanksgiving to everyone. For a little turkey treat, today’s show has me on the other side of the mike.
Sarah Samuels, the head of manager research at powerhouse
consultant NEPC and a past guest on the show, is also the Board
Chair of the CFA Society in Boston. She’s created a podcast series
for the Society called “Pull Up a Chair,” and I was honored to be
her inaugural guest.
We recorded live at Wellington Management’s headquarters earlier
this month in front of a crowd that included Tim McCusker, the CIO
at NEPC, and Jean Hynes, the CEO of Wellington. I’m a big fan of
the collegial Boston investment community and was excited to
participate.
Sarah drew out some personal anecdotes about my investment career
and a look at the business around Capital Allocators.
At the end, I offer up a pitch for a children’s book Sarah wrote
that will release in April called Braving Your Savings. Keep your
eye out for it in the coming months.
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