Aligning the Investment Function and Mandate with the Family's Needs With Karen Harding & Stacey Flier

Podcast: FOXcast · Family Office Exchange

Opublikowano: 2026-09-17

Today, I have the pleasure of speaking with Karen Harding and Stacey Flier of NEPC, a full-service investment consulting firm serving governments, institutions, families, and individuals. Karen is a Partner and Team Leader of NEPC's Private Wealth Team and serves on the firm's Governance Board and Women's Leadership Forum. Prior to joining NEPC, she spent twenty-one years at CTC | myCFO and its predecessor companies in a variety of leadership roles, and previously worked as a Senior Analyst and Investment Manager Specialist at R.V.K. Stacey is a Principal and Senior Consultant at NEPC with more than 25...