News & Events

NEPC Hires Manager of Operations

Added: February 1, 2012

We are pleased to announce that we have hired a new Manager of Operations for Discretionary Services, Jeff Evaul. Jeff comes to NEPC with over 14 Years of financial services experience, the bulk of which has been in operational roles with increasing…

Client Webinar

Added: January 26, 2012

NEPC held a Client Webinar on January 26, 2012: “NEPC 2012 Market Outlook”.  We have made the audio recording available below:

https://nepc.webex.com/nepc/lsr.php?AT=pb&SP=EC&rID=5634252&rKey=edf4d234ac135544

Kevin Leonard Nominated for "Consultant of the Year"

Added: January 13, 2012

Congratulations to Kevin Leonard, Partner for his nomination as "Consultant of the Year" for the upcoming 11th Annual Money Management Intelligence's Public Pension Fund Awards for Excellence.  The awards ceremony will be held March 25, 2012. 

NEPC Announces New Partners

Added: January 3, 2012

NEPC is pleased to announce four new Partners to the firm:  John Krimmel, CPA, CFA; Scott Perry, CAIA; Kristin Reynolds, CFA, CAIA; and Neil Sheth.

These individuals have all contributed in a variety of ways to the success of NEPC and we fully expect…

aiCIO Magazine Industry Innovation Award

Added: December 13, 2011

NEPC recently won the Industry Innovation Award in the Consulting Firm category at the 2 nd annual aiCIO magazine annual awards dinner held on Thursday Dec 1st.  aiCIO states that the awards “mean innovation – not just for the sake of it, but also…

Sean Gill Participates in the Greenwich Roundtable

Added: December 1, 2011

Sean Gill, CFA, CAIA, Partner, was one of the participants involved in the most recent White Paper published by the Greenwich Roundtable entitled “Best Practices in Alternative Investing: Managing Complexity”.

The Greenwich Roundtable is a…

NEPC's Ross Bremen Discusses Lifetime Income

Added: November 14, 2011

As a thought leader in the defined contribution marketplace, NEPC recently moderated the Pension & Investments Lifetime Income Summit. In the following video, Ross Bremen discusses why lifetime income is top of mind right now; how retirement income is…

P&I Asset Allocation Knowledge Center

Added: October 25, 2011

NEPC is pleased to be a sponsor of the new P&I Asset Allocation Knowledge Center, a resource available at Pensions & Investments online, at www.pionline.com/assetknowledge.

Erik L. Knutzen, CFA, CAIA, Chief Investment Officer, is featured on the site…

Brad Smith, CFA, CEBS joins NEPC

Added: October 14, 2011

Brad Smith, CFA, CEBS, has joined NEPC as a Partner and Senior Consultant.  Mr. Smith joins the firm from Hewitt EnnisKnupp and brings over 20 years of investment consulting experience to NEPC.  He is an accomplished executive with a strong…

Webinar - Risks and Opportunities in a Challenging World

Added: October 6, 2011

NEPC held a Market Discussion webinar on October 6, 2011, “Risks and Opportunities in a Challenging World.”  We have provided the presentation and audio link for your review below:

NEPC Market Discussion Webinar

2012 Client Conference

Added: September 15, 2011

NEPC's 17th Annual Client Conference!

When: Tuesday, May 15 & Wednesday, May 16, 2012

Conference Location:
Boston Convention & Exhibition Center (BCEC)
415 Summer Street
Boston, MA  02110
For directions to the BCEC, click here

Heat still on for DC plan fee reductions

Added: July 18, 2011

Ross Bremen, CFA, Partner speaks with Pensions & Investments regarding pressure on vendors and plan sponsors to reduce defined contribution plan fees.  We have provided the complete article for your review at the available link:

View story

KC Connors speaks with aiCIO

Added: July 11, 2011

Posted July 3 rd , 2011, KC Connors, CFA, CAIA, Partner at NEPC spoke with aiCIO's "The Consultant Corner" on NEPC offering Discretionary Services. We have provided a link to the video for your review below.

The Consultant Corner Video

NEPC hires new Chief Operating Officer

Added: June 1, 2011

NEPC, LLC recently announced that Mr. Daniel Kelly has joined the firm as its new Chief Operating Officer.  Mr. Kelly brings over twenty years of financial operations, risk management and leadership experience to NEPC.   Ms. Ellen Griggs, who has…

AIMSE Conference Presentation

Added: May 5, 2011

Our Chairman Richard Charlton spoke at the AIMSE 34th Annual Marketing and Sales Conference on May 2, 2011.  We have made his presentation, “The Research Process at NEPC”, available for your review.

The Research Process at NEPC

New Research Papers Released

Added: April 4, 2011

We have released three new research papers covering Foreign Currency Management; Fixed Income Management; and Hedge Fund Management.  

The papers can be accessed by the available links provided below and additionally in the Research category of our…

Webinar - Integrated Spending Policy

Added: March 22, 2011

NEPC held a webinar hosted by Ms. Catherine M. Konicki, CFA, CAIA, Partner and Ms. Kristin M. Reynolds, CFA, CAIA, Senior Consultant for our Endowment and Foundation clients on March 3, 2011, “Integrated Spending Policy.” 

Both the webinar…

Webinar - NEPC Investment Manager Update

Added: March 16, 2011

NEPC held a webinar for investment management firms on March 11, 2011, “NEPC Investment Manager Update.”  Both the webinar presentation and the audio recording are available below:

NEPC Investment Manager Webinar

Quarterly Client Webinar

Added: January 24, 2011

NEPC held a client webinar on January 24, 2011, "2011 Market Update – Asset Allocation Assumptions, Challenges, and Opportunities".  Both the webinar presentation and the audio recording are available below:

NEPC's Annual Asset Allocation Letter

Added: January 24, 2011

We have released our Annual Asset Allocation Letter.  We have provided a link to the letter below.

http://www.nepc.com/writable/research_articles/file/2011_01_the_long_view.pdf

This letter, and previous Annual Asset Allocation letters can be found…