The NEPC Download
The NEPC Download
NEPC, LLC
The investment landscape is increasingly complex, from the lingering effects of COVID-19 to geopolitical and generational shifts. On the NEPC Download, join experts from leading investment consulting firm NEPC, LLC as they break down market trends, review the latest research, and debate the implications for investors and the future of the market.
A Waiting Game: Market Forecasts During Transitional Times
In the season one finale of The NEPC Download, Phill Nelson is back to discuss a market outlook recap with host KC Connors. They take a look at early 2022 economic predictions regarding interest, inflation and economic growth and examine how those forecasts have evolved in this "post-pandemic" era.  You can learn more about NEPC and find our latest Insights at NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/
Sep 8, 2022
34 min
Changing Private Market Dynamics: Part Two
On today's episode of the NEPC Download, NEPC's Nick Mann and Andrew Petterson join host KC Connors to continue our deep dive into the private equity market, including how investors can find opportunities in market volatility, crossover strategies, and the importance of consistency.  Listen to Part One: https://www.nepc.com/institutional/the-nepc-download-understanding-the-private-equity-market-part-1/  You can learn more about NEPC and find our latest Insights at NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/
Jul 27, 2022
52 min
Understanding the Private Equity Market: Part 1
On today's episode of the NEPC Download, host KC Connors is joined by NEPC's Kristi Hanson and Josh Beers to break down what investors need to know about investing in private equity. Read Kristi's piece about private equity on NEPC Insights: https://nepc.com/private-wealth/private-capital-navigating-the-latest-investment-darling/  You can learn more about NEPC and find our latest Insights at NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/
Jul 12, 2022
46 min
Measurement, Net Zero, and Greenwashing: Part 2
In the second of a 2-part series, host KC Connors is joined by the co-leads of NEPC's Impact Investing Committee, Krissy Pelletier and Dulari Pancholi, to talk about how investors and investment managers are navigating climate change, ESG measurement, net zero, and more. This episode picks up directly from the end of Part 1. You can learn more about NEPC and our impact investing work on our website, NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/ This conversation was originally recorded in December 2021.
May 11, 2022
34 min
Market Update: Inflation, Ukraine, and the Fed
In this bonus episode of The NEPC Download, Phill Nelson is back to discuss trending market topics with host KC Connors. From an updated inflation outlook, to how the conflict in Ukraine might affect markets, energy, and food, to possible Fed actions, KC and Phill discuss what's top-of-mind for investors.  You can learn more about NEPC and find our latest Insights at NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/
May 4, 2022
27 min
Navigating Climate Risk in Investment Portfolios: Part 1
In the first of a 2-part series, host KC Connors is joined by the co-leads of NEPC's Impact Investing Committee, Krissy Pelletier and Dulari Pancholi, to talk about how asset allocators are navigating climate change risk in investment portfolios, proposed regulation, and how to build consensus within an investment committee.  You can learn more about NEPC and our impact investing work on our website, NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/ This conversation was originally recorded in December 2021.
Apr 13, 2022
29 min
Economic Crossroads: Key Market Themes for Investors
In the debut episode of the NEPC Download, host KC Connors chats with NEPC's Head of Asset Allocation, Phill Nelson, about why investors are facing an economic crossroads as we emerge from COVID-19 and face rising inflation. Learn more about NEPC and our Key Market Themes on our website, NEPC.com. Disclaimers: https://nepc.com/institutional/disclaimers/
Mar 30, 2022
22 min