Sarah Samuels

22 statements across 3 episodes · 6 bullish · 6 bearish · 2 people on the record · first statement Aug 7, 2017 by Kip McDaniel · said 10 times in 7 episodes since 2017 · across every show →

On the record as a speaker too: Sarah Samuels's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Ted Seides (6), Kip McDaniel (4)

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00234620172018201920202021202220232024episodesmentions per episode
2024 6 mentions in 6 episodes 1 per episode
2017 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Sarah Samuels, oldest first

Aug 7, 2017 positive
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)
Aug 1, 2022 neutral
Insight
Samuels: On-site diligence remains essential despite remote work tools
“When it comes to the future of diligence, I do think we can do a lot more virtually, but we still need to be traveling and meeting with managers. You miss a lot of stuff when you're not there face-to-face, whether it's the dynamics of the junior person with th…”
Sarah Samuels Aug 1, 2022 ▶ 37:50 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022 neutral
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)
Aug 1, 2022 positive
Insight
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)
Aug 1, 2022 bearish
Insight
Samuels: Managers Needing an Information Ratio of 2.0 Won't Succeed
“And if they need an IR of two to be successful, I don't think they're going to be very successful.”
Sarah Samuels Aug 1, 2022 ▶ 29:19 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022 negative
Opinion
Samuels: Sole fiduciary structures pose governance challenges for public pensions
“When you have an institution that has a sole fiduciary, that can be tricky from a governance perspective.”
Sarah Samuels Aug 1, 2022 ▶ 12:05 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022
Insight
Samuels outlines six-phase change management cycle including a critical danger zone
“The first is loss, so people don't want to change the way to do things usually because we're humans, and then doubt in the new process and their new leader, and then discomfort, and I watched all this happen. It's like a cycle. After discomfort, it's this dang…”
Sarah Samuels Aug 1, 2022 ▶ 22:26 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022 positive
Insight
Samuels: Committing to 30 Seconds of Bravery Yields Career Benefits
“I wish I knew this much earlier, but the advice that I got from someone once is just have 30 seconds of bravery. If it's asking for a promotion, if it's interviewing for a job, doing something bold, speaking up in a meeting, just be brave for 30 seconds, even …”
Sarah Samuels Aug 1, 2022 ▶ 50:27 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022 positive
Assertion Not publicly verifiable
Samuels: NEPC underwrote 17 diverse-owned strategies into client portfolios last year
“And last year, we underwrote 17 diverse-owned strategies that are in client portfolios now.”
Sarah Samuels Aug 1, 2022 ▶ 47:34 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022 positive
Insight
Samuels: Prioritize Company Quality Over Job Titles Early in Career
“Don't worry about titles. Go into the best company and you'll find amazing opportunities there.”
Sarah Samuels Aug 1, 2022 ▶ 6:14 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022
Disclosure
Samuels: NEPC Assigns a Low Weight to Past Performance in Manager Model
“One is that performance is actually a pretty low weight in the model.”
Sarah Samuels Aug 1, 2022 ▶ 23:44 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022
Insight
Samuels: Private market allocations can only increase 1.5% to 2% annually
“We went from 10 to 20% in terms of target, 10% in privates to 20%, and they want to do it overnight. You can't. You can't increase it more than one and a half to two percent a year.”
Sarah Samuels Aug 1, 2022 ▶ 45:54 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 1, 2022
Insight
Samuels: Ideal investment committees should have five to seven members
“Ideal committees should be five to seven people. It increases accountability, it increases the preparation, the discussion is different in the room”
Sarah Samuels Aug 1, 2022 ▶ 43:58 Sarah Samuels – Framework and Rigor at NEPC (Capital Allocators, EP.264)
Aug 12, 2024 negative
Insight
Samuels: Hiring a 24-year-old founder's son as CIO caused talent collapse
“This founder's son came to work for the company, 24 years old, becomes the CIO. So he's directing all sorts of stuff and managing people who are 20 to 30 years his senior. Of course we saw turnover, we saw cultural issues, we saw redemptions, and turns out the…”
Sarah Samuels Aug 12, 2024 ▶ 33:51 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024
Insight
Samuels: Promoting top dealmakers to managers without training causes organizational damage
“Oftentimes, it's the person who has a zone of genius In doing deals, and then they're asked to manage people, and they have no idea what to do. They throw spaghetti against the wall to see what sticks, and a lot of damage can be done in the meantime.”
Sarah Samuels Aug 12, 2024 ▶ 16:21 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024
Assertion Not checkable as stated
Samuels: NEPC Manager Evaluation Framework Has Over 400 Questions
“So that framework is very extensive, and it's upwards of 400 questions that I want each and every analyst to be able to answer.”
Sarah Samuels Aug 12, 2024 ▶ 8:21 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024 positive
Assertion Supported
Samuels: Wellington provides in-house executive coaching for senior leaders
“Wellington has a wonderful program where they are basically providing in-house executive coaching and a leadership program for managing directors and even some partners to learn about these skills, and other organizations support a coach.”
Sarah Samuels Aug 12, 2024 ▶ 16:34 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024 negative
Insight
Samuels: Concentrated founder equity drives risky outside GP stake sales
“If there's a large lump sum, whether it's a boutique firm or a huge organization, it's probably going to be tricky for that next gen to buy them out, which leads to Increased risk of a GP state coming in or an outside minority or majority investor, which neces…”
Sarah Samuels Aug 12, 2024 ▶ 13:28 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024
Insight
Samuels: Ownership transfer requires at least five years of advance planning
“There's a lot of tension on price, and this is something that needs to be thought about at least five years in advance of a liquidity event or a transfer of ownership.”
Sarah Samuels Aug 12, 2024 ▶ 12:58 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024 negative
Assertion Not checkable as stated
Samuels: Highfields Capital folded two weeks after NEPC flagged succession risk
“We identified a list of GPs that were of higher concern to us on this succession framework that we built, and two weeks later, one of the firms that was at the top of our list, Highfields, announced that they were folding and turning into a family office.”
Sarah Samuels Aug 12, 2024 ▶ 10:04 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024 neutral
Disclosure
Samuels: NEPC viewed succession as one of largest portfolio risks
“Five years ago, it was very firmly on my radar. We viewed it as one of the largest risks in our portfolio to just put things in perspective.”
Sarah Samuels Aug 12, 2024 ▶ 46:27 Succession - Sarah Samuels on Generational Transitions (EP.400)
Aug 12, 2024 negative
Insight
Samuels: Nine in ten next-gen investment leaders don't know succession plans
“And I would say nine times out of 10, that next gen has no idea what the firm's plans are for them.”
Sarah Samuels Aug 12, 2024 ▶ 45:19 Succession - Sarah Samuels on Generational Transitions (EP.400)
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