Mass PRIM

fund on 1 show · 5 statements across 2 episodes · said 21 times in 2 episodes since 2017

Capital Allocators 21

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Capital Allocators 21

2022 19 mentions in 1 episode
2017 2 mentions in 1 episode

every mention on every show, scene by scene, with the transcript →

5 statements about Mass PRIM, every show

CAPITAL ALLOCATORS Assertion Supported
Samuels: MassPRIM and Wellesley shared 7% nominal return targets
“The return targets were pretty much the same for the public pension and the endowment, about seven percent nominal, but the investment approaches were really, really different.”
Sarah Samuels Aug 1, 2022 ▶ 13:07 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
CAPITAL ALLOCATORS Assertion Supported
Samuels: MassPRIM held 240 underlying hedge fund relationships before moving direct
“Our hedge fund portfolio began a long time ago as fund of funds. We realized we had 240 underlying relationships when we looked through those dozen or so fund of funds, and we built a direct program when I was there.”
Sarah Samuels Aug 1, 2022 ▶ 11:41 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Samuels: Allocate active capital only where median managers beat fees and dispersion is wide
“We developed an active management versus index framework where we would put more active dollars to work and asset classes on the traded side that had a wider dispersion of results from the best and the worst managers, and where the median manager outperformed …”
Sarah Samuels Aug 1, 2022 ▶ 11:12 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Samuels: MassPRIM Defied Stereotypes by Championing Innovation
“Some people might think that state pension funds are overly bureaucratic or risk averse, but Prim was just the opposite. We had a fantastic executive director and chief investment officer in Michael Trotsky. He's still there. He really encouraged us all to cha…”
Sarah Samuels Aug 1, 2022 ▶ 8:48 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
CAPITAL ALLOCATORS Prediction Held up
McDaniel predicts Mass PRIM's Sarah Samuels will become a CIO
“Sarah is the deputy CIO. When you speak to her, she, you know, knows exactly what she's talking about. She's at a big public plan. She will be a CIO one day, and at that time she was she may still be in her late thirties.”
Kip McDaniel Aug 7, 2017 ▶ 22:34 Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)

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