Shaping the Next Generation of Financial Leaders: A Conversation with Sarah Samuels

Pull Up a Chair with CFA Society Boston

In our season 2 premiere, host Asha Mehta, CFA, sits down with Sarah Samuels, CFA, CAIA, Partner at NEPC, founder of 30 Seconds of Bravery, author of "Braving Our Savings," and former chair of CFA Society Boston. Sarah shares her inspiring career journey, emphasizing the power of community, education, and role models. They discuss strategies for capital allocators, adopting a Chief Investment Officer mindset, overcoming biases, and the role of second-level thinking. Sarah also touches on integrating AI in investment strategies, promoting DEI in finance, and her children's book, Braving Our Savings, which teaches kids about financial literacy.

Disclaimer
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Information in this podcast should not be considered as a recommendation or advice to own any specific asset class. This podcast does not take into account your needs, personal investment objectives, or financial situation. Prior to acting on any information contained herein, you should consider the appropriateness for you and consult your financial professional. All securities, financial products, and transactions involve risks, including unanticipated market, financial, currency, or political developments. Past performance should not be seen as a reliable indication of future performance and nothing herein should be construed as a guaranty of results. ​

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Pull Up a Chair is produced by Association Briefings.