Tim McCusker

President, NEPC · 5 appearances on the record.

computed by AI from the episodes · how this works → · full disclaimer →

executiveinvestorhostanalystnepc.com ↗

Tim McCusker serves as President of NEPC, LLC, an investment consultancy and outsourced chief investment officer firm advising on over $1.7 trillion in assets. Having joined NEPC in 2006, he previously served for more than a decade as the firm's Chief Investment Officer, leading asset allocation, research, and strategic portfolio design.

52statements → 19claims → 9claims resolved → 67%fully supported → 3.67/5average certainty → 1.81/5average debate potential → ≈4.5/5argument clarity, estimated → 4said about them ↓

6 supported 1 partly supported 2 contradicted 1 not yet assessed 9 not checkable as stated how the 19 claims stand · each chip opens the sources

8 predictions · 11 assertions · 5 opinions · 15 insights · 13 disclosures · every statement was checked. The predictions and assertions are the 19 claims: statements the public record can support or contradict. 9 are resolved, 1 is not yet assessed, and 9 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tim argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Prediction Held up
McCusker: More Institutional Firms Will Merge With RIA Platforms
“The other thing is this is going to continue to happen. I don't think these are the last two firms that are going to tie up with RIA platforms.”
Tim McCusker Dec 9, 2024 ▶ 43:08 Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.421)

Their most notable contradicted claim

Prediction Didn’t hold up
McCusker: PE Capital Calls Will Drop by at Least One-Third
“Our expectation is that calls and distribution will both be lower. I think when we analyzed it, calls and distributions were down by a third to half through the global financial crisis, and that's sort of our base case right now that we can expect At least a t…”
Tim McCusker Apr 30, 2020 ▶ 11:16 Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)

Expressed certainty vs assessment result

none yet certainty 1
none yet certainty 2
50% certainty 3
90% certainty 4
none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tim McCusker on measured tape to publish a rate. This says nothing about how they speak.

Everything Tim McCusker said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure
McCusker: Healthcare clients paused rebalancing to prioritize liquidity during COVID-19
“So most of those clients have been Less focused on new opportunities, less focused on even rebalancing, just making sure that they have credit lines in place, that they have access to liquidity if they need it.”
Tim McCusker Apr 30, 2020 ▶ 7:06 Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
Insight
Teaching high schoolers is the best presentation training
“And I tell people, it's the best training you could ever have. I've stood in front of billionaires. I've presented to a room of 400 people at conferences. I've never been more nervous than standing in front of 2015 year olds.”
Tim McCusker Dec 17, 2018 ▶ 6:00 Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
Assertion Supported
NEPC advises approximately 400 clients and $1 trillion in assets
“NEPC's been around since 1986. We're a global investment consulting firm. I think probably about 400 clients, about a trillion dollars in assets under advisement, and a very diversified client base.”
Tim McCusker Dec 17, 2018 ▶ 8:02 Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
Disclosure
NEPC is fully employee-owned by 38 partners
“We're 38 partners who own the business 100%. There's not an outside owner. We're not publicly traded.”
Tim McCusker Dec 17, 2018 ▶ 12:54 Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)

The other half of the tape: Tim McCusker's own voice is left out of every number here. Other people bring the name up 4 times in 2 episodes on Capital Allocators. every mention, with the transcript →

Who brings them up most Ted Seides 3Sarah Samuels 1

Every mention by year

tap a year for its mentions
00213120222023episodesmentions
01120222023episodes it came up in
001.50.53120222023episodesmentions per episode
2023 3 mentions in 1 episode
2022 1 mention in 1 episode

Appearances (5)

EpisodeDateSpeaking time
Asset Management Consolidation - Simon Krinsky, Hall Capital and Tim McCusker, NEPC (EP.42 Dec 9, 2024 28m
Jack Sommers – Core Fixed Income at IR+M (Manager Meetings, EP.39) Oct 20, 2022 5m
Rick Rieder – BlackRock (Manager Meetings, EP.08) Aug 26, 2021 8m
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135) Apr 30, 2020 14m
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80) Dec 17, 2018 47m
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.