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Happy Thanksgiving to everyone. For a little turkey treat, today\u2019s show has me on the other side of the mike.

Sarah Samuels, the head of manager research at powerhouse consultant NEPC and a past guest on the show, is also the Board Chair of the CFA Society in Boston. She\u2019s created a podcast series for the Society called \u201cPull Up a Chair,\u201d and I was honored to be her inaugural guest.

We recorded live at Wellington Management\u2019s headquarters earlier this month in front of a crowd that included Tim McCusker, the CIO at NEPC, and Jean Hynes, the CEO of Wellington. I\u2019m a big fan of the collegial Boston investment community and was excited to participate.

Sarah drew out some personal anecdotes about my investment career and a look at the business around Capital Allocators.

At the end, I offer up a pitch for a children\u2019s book Sarah wrote that will release in April called Braving Your Savings. Keep your eye out for it in the coming months.

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