Pull Up a Chair with CFA Society Boston

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

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.
 
DisclaimerThis podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 Pull Up a Chair is produced by Association Briefings.
 

Path to Success: A Conversation with Jean Hynes

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Jean Hynes, CEO of Wellington Management Company. Jean shares her inspiring journey from starting as an administrative assistant to leading one of the world's largest investment firms. She emphasizes the importance of early formative experiences, the value of diversity, and the resilience required to navigate a successful career in finance. Tune in for valuable insights and inspiring stories from a trailblazing leader in the industry.
 
Show notes
As CEO of Wellington Management Company, Jean Hynes oversees nearly 3,000 employees in 16 offices across North America, Europe, and APAC. Her strategic business priorities include globalizing the firm; advancing diversity, equity, and inclusion; integrating technology throughout the business; and positioning the firm for the future of active management. Throughout her nearly 30 years at Wellington, Jean has researched the pharmaceutical and biotechnology industries, as well as served as a health care portfolio manager and leader of the Health Care Team. One of five female CEOs among the top 20 asset management firms, Jean is the recipient of multiple industry awards. Since 2014, she has served as one of the firm’s three managing partners, who are collectively responsible for the governance of the Wellington Management partnership. She works in our Boston office. 
DisclaimerThis podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 Pull Up a Chair is produced by Association Briefings.

Venturing Beyond Comfort: A Conversation with Lily Lyman

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Lily Lyman, General Partner at Underscore VC, a Boston-based VC firm for bold, seed stage founders. Together, they delve into Lyman's insights garnered from her experiences in fostering entrepreneurship globally, her impactful role in spearheading international expansion efforts at Facebook, her journey in venture capital leadership, and the significance of venturing beyond one's comfort zone.
 
Show notes
Lily Lyman has been a founder, investor, and operator in mobile technology. She came to Underscore VC from Facebook, where, as a growth leader, she launched products that drove 100M new users in 4 years. Prior to Facebook, she held strategy, operational, and entrepreneurial roles, including co-founding an Agtech & CPG startup while at Stanford. Today she is a Board Director for the New England Venture Capital Association, MIT Sandbox Funding Board, and is a leader of the Boston All Raise chapter.
Lily earned her undergraduate degree from Harvard University and her MBA from Stanford Graduate School of Business. She also holds a Certificate in Entrepreneurship from Columbia Business School and a Certificate in Public Management from Stanford GSB, and was a founding member of the Yard Venture’s Investment Committee.
 
Disclaimer
This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 
Pull Up a Chair is produced by Association Briefings.

Resilience & Heart Equity: A Conversation with Kyle Arrington

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Kyle Arrington, Super Bowl Champion with the New England Patriots and founder of the E.V.O.L.V.E. Foundation. They delve into Kyle's formative childhood experiences, lessons learned from working with Bill Belichick and Tom Brady, his commitment to community service and empowerment, and the importance of leading with heart equity. Tune in for an inspiring conversation about resilience, leadership, and making a positive impact.
 
Show notes
If there are two words that best align with Super Bowl Champion Kyle Arrington, they are “family” and “community.” Being an undrafted free agent from the University of Hofstra, Kyle surpassed all odds, by remaining committed to his conviction and drive, which earned him a starting position in the National Football League (NFL) for many years. Kyle exudes an almost indescribable, yet infectious attitude, in always striving to become the best version of himself.
It has been that very same mindset and belief system that has been instilled in The E.V.O.L.V.E. Foundation and its mission. To teach the next generation that there is no finite amount of abilities that they possess. That through commitment, sacrifice, and dedication to oneself and to each other; the possibilities are endless. 
For more information about The E.V.O.L.V.E. Foundation, visit https://theevolvefoundation.org/.
 
DisclaimerThis podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 Pull Up a Chair is produced by Association Briefings.

Closing the Wealth Gap: A Conversation with Crissi Cole

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Crissi Cole, founder of Penny Finance, a financial wellbeing and education platform that seeks to bridge the wealth gap in the workforce. The two talk about foundational childhood experiences that formed who she is today, her career progression from investing portfolios for high net worth families at Goldman Sachs to building trading and technology platforms, taking risks in entrepreneurship, the diverse benefits that Penny Finance offers to members of the investment community, and a nuanced exploration of quantifying the wealth gap.
 
Show notes
Founder & CEO of Penny Finance, an early stage fintech startup taking on the wealth gap. Crissi Cole spent 10 years working in wealth management at Goldman Sachs in New York City, where she invested ultra-high-net-worth portfolios and built trading & technology platforms. Now, Crissi is on a mission to get more women out of debt and into investing, with an accessible, affordable financial app designed intentionally for women who are pre-wealth.
 
For more information about Penny Finance, visit https://www.penny-finance.com.
 
Disclaimer
This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 
Pull Up a Chair is produced by Association Briefings.

Entrepreneurship and Inspiration: A Conversation with Devon Drew

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Devon Drew, CIMA, founder and CEO of DFD Partners. The two talk about foundational childhood experiences that formed who he is today, his career progression from equity sales to wealth management, his inspirations, becoming an entrepreneur in this space and addressing the challenges that come with it.
 
Show notes
Devon Drew oversees the strategy, operation, and implementation of the $800B data-driven, distribution platform at DFD Partners connecting asset managers with their next client. He has been in the asset management industry for over 16 years and has raised over $30B for his organizations. Prior to DFD, he was a Senior Executive at the $8T Vanguard group, where he led the efforts in the financial advisor services business to raise assets in Vanguard's etfs and mutual funds. Before Vanguard, Devon held Vice President positions at American Century Investments, Fred Alger Management and JP Morgan Chase. He started his career as a financial advisor at Merrill Lynch and Westrock Advisors.
 
Disclaimer
This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 
Pull Up a Chair is produced by Association Briefings.

Exploring Career Crossroads: A Conversation with Sloan Klein

In this episode, host Sarah Samuels, CFA, CAIA, sits down with Sloan Klein, career coach and executive coach for investment management and financial services professionals. The two talk about foundational childhood experiences that formed who she is today, how she has challenged herself throughout her professional career, transitioning into a career as an executive coach, career management advice and finding opportunity in periods of stress. 
 
Show notes
Sloan Klein brings a unique experience set to her coaching practice, having spent over two decades as an executive recruiter and coach advising senior level professionals and leaders in investment management, private equity and financial services on career and talent development.
Sloan co-founded Sextant Search Partners which was a successful financial services search boutique with offices in New York and San Francisco. For ten years she recruited executives in the fields of asset management and private equity. Sloan worked closely with management making the leadership and talent decisions as well as with the candidates being considered for selection. She led hundreds of searches helping to build teams and partnerships for a diverse roster of top tier clients.
After achieving her career dream of building a successful executive search firm, Sloan decided to refocus her energy on the part of the business that she enjoyed the most–helping people navigate career transition and talent development. For the past decade Sloan has built a robust coaching practice that is differentiated by insight gained from years of experience building teams in asset management and private equity. She understands firsthand the priorities of the leaders making the hiring and business decisions. Sloan leverages this perspective in her coaching to help clients achieve success.
Within asset management, Sloan’s experience spans the functional areas of investments, research, fundraising and investor relations, marketing, operations, and general management. Her clients are people at family offices, investment management and private equity firms, endowments, foundations, and other allocator platforms.
Disclaimer
This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 
Pull Up a Chair is produced by Association Briefings.

Unlocking Investment Wisdom: A Conversation with Ted Seides, CFA

In our inaugural episode, host Sarah Samuels, CFA, CAIA, sits down with Ted Seides, CFA, founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. The two talk about Ted's career journey, advice for investment professionals managing their careers, his bet with Warren Buffett, and his overall investment philosophy.
 
Show notes
Ted Seides, CFA is the founder of Capital Allocators, an ecosystem that includes podcasts, gatherings, and advisory. Ted launched the Capital Allocators podcast in 2017. The show reached 17MM downloads as of September 2023 and has been recognized as the top institutional investing podcast.
 
Alongside the podcast, Ted created Capital Allocators Summits with friend and industry veteran Rahul Moodgal to bring together industry leaders to connect and learn. He developed Capital Allocators University to teach senior professionals non-investment disciplines that are essential to investment success. He also advises managers on business strategy and allocators on investment strategy.
 
In March 2021, Ted published his second book, Capital Allocators: How the world's elite money managers lead and invest that distills key lessons from the first 150 episodes of the podcast. In October 2022, he was honored as Citizen of the Year at With Intelligence’s inaugural Allocator Prizes.
 
From 2002 to 2015, Ted was co-founder of Protégé Partners LLC and served as President and Co-Chief Investment Officer. Protégé was a leading multibillion-dollar alternative investment firm that invested in and seeded small hedge funds. In 2010, Larry Kochard and Cathleen Rittereiser profiled Ted in the book Top Hedge Fund Investors. In 2016, Ted authored his first book, So You Want to Start a Hedge Fund: Lessons for Managers and Allocators, to share lessons from his experience.
 
Ted began his career from 1992-1997 under the tutelage of David Swensen at the Yale University Investments Office. During his five years at Yale, Ted focused on external public equity managers and internal fixed income portfolio management. Following business school, he spent two years investing directly in public and private equity at three of Yale’s managers, Brahman Capital, Stonebridge Partners, and J.H. Whitney & Company.
 
With aspirations to demonstrate the benefits of hedge funds on institutional portfolios to a broad audience, Ted made a non-profitable wager with Warren Buffett that pitted the 10-year performance of the S&P 500 against a selection of five hedge fund of funds from 2008-2017.
 
Ted writes a blog called What Ted’s Thinking and previously wrote columns for Institutional Investor, CFA Institute’s Enterprising Investor, the late Peter L. Bernstein’s Economics and Portfolio Strategy.
 
He is a member of the Advisory Council for the Alliance for Decision Education and a participant in the Hero’s Journey Foundation. Ted previously served as Trustee and member of the investment committee at the Wenner-Gren Foundation, Trustee and head of the Programming Committee for the Greenwich Roundtable, and an Advisory Board member of Citizen Schools-New York.
 
Ted graduated Cum Laude from Yale University and received an MBA from Harvard Business School.
 
Disclaimer
This podcast is the property of the CFA Society Boston. It may not be copied, duplicated, or disseminated in whole or in part without the prior written consent of CFA Society Boston. ​The comments, suggestions, and advice provided in and during this podcast are of the applicable host and guests and not of their respective employers or CFA Society Boston, its members, employees, or volunteers.
This proprietary podcast is provided for general informational purposes only and was prepared based on the current information available, including information from public and other sources that have not been independently verified. No representation or warranty, express or implied, is provided in relation to the accuracy, correctness, appropriateness, completeness or reliability of the information, opinions, or conclusions expressed in the podcast and by the presenters. ​
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. ​
This podcast is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 
Pull Up a Chair is produced by Association Briefings.

Pull Up A Chair Trailer

CFA Society Boston presents Pull Up a Chair – an original podcast series created specifically for investment professionals. Join our host Sarah N. Samuels, board chair of CFA Society Boston, as she chats with leading industry voices with diverse backgrounds offering candid conversations and fresh perspectives. Check out the trailer for season one!