Join us for a breakfast discussion with Sarah Samuels, CFA, CAIA – Partner, Head of Investment Manager Research with NEPC. Founded in 1986, NEPC is a private, employee-owned investment advisory firm that helps governments, institutions, families and individuals preserve and grow their capital across different asset classes and market cycles. NEPC has over 350 employees and advises on over $1.4 trillion in assets The firm has offices nationwide and is headquartered in Boston. Sarah will speak about NEPC’s background, organizational structure, manager selection criteria, current trends, and how it works with the investment community.

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