CFA Society Boston Announces New Podcast Series

Episode One The Podcast Pull Up a Chair with CFA Society Boston is a new and original podcast series created specifically for investment professionals. Hosted by the Society Chair, Sarah Samuels, CFA, CAIA, this podcast offers fresh perspectives on industry issues through candid conversations with distinguished leaders of diverse backgrounds. These interviews will reshape the way we create innovation within the investment industry and motivate us to reach our professional and personal goals. 

We invite you to Pull up a Chair and tune in from anywhere to hear the first episode of our podcast featuring Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory to managers and allocators- now available!



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  Now streaming on Apple Podcast, Podbean, Spotify, iHeartRadio, PlayerFM, and Samsung Podcast

About Our Podcast Host

Sarah Samuels, CFA, CAIA 
Sarah Samuels is a partner at NEPC and oversees the firm's investment team. Prior to joining NEPC, she was managing director at Wellesley College, where she was responsible for the investment of the College’s endowment, including asset allocation, portfolio construction, and manager selection across private markets, public markets, and hedge funds.

Earlier in her career, Sarah was the deputy chief investment officer at Mass PRIM, where she chaired the internal Investment Committee and oversaw asset allocation, investment research, and manager selection. Samuels led the portfolio management of the $45 billion public markets and hedge fund portfolios, including US equities, developed international equities, emerging market equities, frontier equities, treasuries, inflation-linked bonds, credit, and emerging markets debt. She regularly presented investment recommendations, asset allocation, and portfolio management strategy to the Investment Committee and Board and was a member of the four-person Executive Management Team tasked with strategic planning and management of the organization. Samuels also worked as an associate portfolio manager at Boston Advisors and in a variety of roles at Wellington Management Company.

Sarah is the Chair of CFA Society Boston and the Past Chair of the Investment Committee of the University of New Hampshire board. She serves on the Advisory Board for Girls Who Invest, and founded the Boston chapter of Private Equity Women Investor Network. (PEWIN). She holds the Chartered Financial Analyst and the Chartered Alternative Investment Analyst designations, earned an MBA in Finance at Boston University, and a BA in German and minor in Business from the University of New Hampshire.