NEPC, every mention

21 scenes (2024) · ← back to NEPC

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every year 2024 anyone Ted Seides 48Tim McCusker 21Bob Oros 9Sarah Samuels 7Kip McDaniel 2

Verbatim, from the transcripts: the passages where NEPC comes up

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Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421) Dec 9, 2024 · 16 mentions

  • ▶ 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) Aug 26, 2024 · 1 mention

  • ▶ 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) Aug 19, 2024 · 1 mention

  • ▶ 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) Aug 12, 2024 · 5 mentions

  • ▶ 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) Aug 5, 2024 · 1 mention

  • ▶ 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) Jul 22, 2024 · 1 mention

  • ▶ 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) Jul 1, 2024 · 1 mention

  • ▶ 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) Jun 17, 2024 · 1 mention

  • ▶ 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) Mar 25, 2024 · 1 mention

  • ▶ 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) Mar 18, 2024 · 1 mention

  • ▶ 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.
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