Wed Nov 13 2024

This week on Swimming with Allocators, Earnest and Alexa chat with Sarah Samuels, partner at NEPC. Sarah shares her impressive career journey from an administrative assistant to a leading figure in investment management, allocating over $1.7 trillion. The discussion covers her CIO mindset in a four-part investment philosophy: having an equity bias, paired with thoughtful portfolio construction, only locking up capital in private markets when you’re getting paid for it, and really strong manager selection and partnerships with GPs. Sarah also highlights the societal impact of investment decisions and her motivation to write the children’s book “Braving Our Savings.” The episode also features Nick Talwar, fractional CTO and founder of Bottega8, shares how his agency empowers VC funds and portfolio companies with custom AI solutions to enhance their fund thesis, operational efficiency, and differentiation.