NEPC, every mention
47 scenes · ← back to NEPC
tap a year for its mentions
every year anyone Ted Seides 48Tim McCusker 21Bob Oros 9Sarah Samuels 7Kip McDaniel 2
Verbatim, from the transcripts: the passages where NEPC comes up
Bob Oros – RIA Perspective at Hightower (Private Wealth 7, EP.452)
- ▶ 36:00 Bob Oros We also just made an acquisition of a business called NEPC, one of the largest institutional consultants in the U.S. 5 times in the scene
- ▶ 37:41 Bob Oros We're seeing the demand, and it was part of the rationale for doing the deal we did with NEPC. 3 times in the scene
- ▶ 40:12 Bob Oros On the NEPC side, obviously they maintain their own investment committees.
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)
- ▶ 4:53 Ted Seides Simon Krinsky, a managing partner at Hall Capital, and Tim McCusker, CIO at NEPC. 3 times in the scene
- ▶ 16:17 Tim McCusker We looked at some of the big private equity firms starting to raise hundred person sales forces to attack that market, and we thought, well, that's not really implementable for any PC, so let's keep it on there, but we don't really have…
- ▶ 20:48 Tim McCusker How they work with their advisors, how they go to market for their advisors to win new business, and how any PC could potentially fit into Hightower and into that RIA marketplace.
- ▶ 23:48 Tim McCusker Who would be working with who between NEPC and Hightower if we were to integrate and work together? 2 times in the scene
- ▶ 31:29 Tim McCusker As it got close, the number of people that get involved, not within NEPC or within Hightower, but the different investment bankers, the law firms, it feels very confidential, but there's a lot of eyes that get on this thing, and it started…
- ▶ 37:49 Tim McCusker You have those clients that you've been with a long time that have a lot of trust in you and take a lot of pride in the relationship they have with NEPC, the same way we take a lot of pride in the relationship we have with them. 3 times in the scene
- ▶ 48:02 Tim McCusker At the same time, the way we're setting this up, there's lots of folks at NEPC that shouldn't have to deal with Hightower at all.
- ▶ 57:30 Tim McCusker In a lot of ways, the Hightower advisors are NEPC's newest, biggest prospect. 2 times in the scene
- ▶ 1:02:40 Tim McCusker The way that we've set up Hightower's ownership of NEPC, that should be a non-event for us at NEPC and our clients. 2 times in the scene
Michael Mervosh - Invest in Yourself (EP.402)
- ▶ 6:19 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mutgal, branding expert Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
- ▶ 6:03 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert Jen ProSec, founder of ProSec Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Succession - Sarah Samuels on Generational Transitions (EP.400)
- ▶ 5:02 Ted Seides My guest on today's show is Sarah Samuels, partner and head of investment management research at NEPC, which advises on 1.7 trillion dollars in assets. 2 times in the scene
- ▶ 8:00 Sarah Samuels Well, as you recall from when you kindly had me on your show a couple of years ago, we have a pretty rigorous investment framework here at NEPC.
- ▶ 21:10 Sarah Samuels You can't get there right away, but at NEPC, we have 50 partners.
- ▶ 37:14 Sarah Samuels I think working at a private partnership here at NEPC has actually really helped to be a part of the inner workings of understanding how economics are passed down, because we're in our third generation here, and it's been successfully…
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 5:47 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert Jen ProSec, founder of ProSec Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Rob Small and Anil Seetharam - Public Equity Adjacent to Private Equity at Stockbridge (EP.397)
- ▶ 6:02 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mutgal, branding expert Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Charles Duhigg- Secrets of Communication (EP.394)
- ▶ 5:47 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mudgal, branding expert, Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 5:53 Ted Seides On December third and fourth in New York City, I'll be joined by your peer and superstar Rahul Mutgal, branding expert Jen Prosek, founder of Prosek Partners, conference wizard Ron Biscardi, founder of iConnections, and investment leaders…
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 5:29 Ted Seides Before we get going, this week it's time to spread the word about a new children's book written by Sarah Samuels from NEPC called Braving Our Savings, alongside a movement she started to promote it called 30 Seconds of Bravery.
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 5:19 Ted Seides Before we get going, this week it's time to spread the word about a new children's book written by Sarah Samuels from NEPC called Braving Our Savings, alongside a movement she started to promote it called 30 Seconds of Bravery.
Ted Seides – Unlocking Investment Wisdom (EP.352)
- ▶ 4:34 Ted Seides 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. 2 times in the scene
- ▶ 18:21 Ted Seides Tim, please, any PC needs someone like me. 3 times in the scene
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39)
- ▶ 3:03 Ted Seides Tim is the chief investment officer at NEPC and a past guest on Capital Allocators. 2 times in the scene
- ▶ 7:58 Tim McCusker That is one of the sneaky little things about NEPC that I find amazing is Dick Charlton founding the firm in similar timeframe,
Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
- ▶ 4:06 Ted Seides My guest on today's show is Sarah Samuels, 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 dollar investment advisory… 4 times in the scene
- ▶ 14:18 Sarah Samuels That served me quite well, especially in my time here at NAPC, as well as in the investment committee that I oversee at UNH.
- ▶ 14:34 Sarah Samuels When I came to NEPC, I basically brought over what I believe to be the strongest parts of both of those very different approaches and married them together into our current approach at NEPC. 2 times in the scene
- ▶ 16:36 Ted Seides What was it that caused you to leave it and join NEPC? 4 times in the scene
- ▶ 28:31 Ted Seides What are some of the more sophisticated quantitative tools that you saw used at MassPrim that you've integrated in any PC?
- ▶ 32:47 Sarah Samuels This is the expectation I have for every single person on my team, and there are 45 people on the manager research team at NEPC, to think like a CIO.
- ▶ 36:11 Ted Seides So when you think about alignment within NEPC, what gets rewarded for people on your team?
- ▶ 46:09 Ted Seides What are your next initiatives on the research team at NEPC?
Rick Rieder – BlackRock (Manager Meetings, EP.08)
- ▶ 4:33 Ted Seides Tim is the chief investment officer at NEPC, one of the industry's largest independent investment consultants with over 1.3 trillion dollars in assets under advisement. 2 times in the scene
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
- ▶ 2:36 Ted Seides My guest on today's show is Tim McCusker, the chief investment officer at consulting powerhouse NEPC, who serves 350 clients with total assets over 1.2 trillion dollars.
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 4:06 Ted Seides My guest on today's show is Tim McCusker, the Chief Investment Officer at NEPC, an investment consultant that advises on one trillion dollars in assets on behalf of 400 institutional clients. 3 times in the scene
- ▶ 6:57 Tim McCusker So jumped over to the investment side and went to work at NEPC, and it was a really unique time when the Pension Protection Act had just been signed into law. 2 times in the scene
- ▶ 7:55 Ted Seides Why don't we take a step back and why don't you describe who NEPC is? 6 times in the scene
- ▶ 18:33 Tim McCusker Now, within public funds, and I guess I should generalize that, and for folks on the research team at NAPC, a lot of times
- ▶ 22:13 Ted Seides Have you at NEPC gone into that business? 4 times in the scene
- ▶ 31:51 Tim McCusker You want to be getting towards an NEPC process for manager research where we are consistent and reliable on how we do that.
- ▶ 54:10 Tim McCusker We think there's a place for both. 3 times in the scene
- ▶ 56:24 Ted Seides In all these years of working your way up at NEPC, what's been your biggest mistake?
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 59:19 Kip McDaniel You know, I think of NEPC, FEG, increasingly, they're really forward-thinking firms, and the individuals within them 2 times in the scene