Speakers
Scott Perry
Partner, Head of Portfolio Strategy
NEPC
Scott joined NEPC in 2006, with investment experience dating back to 2001. He is the Head of Portfolio Strategy for the Discretionary Team that strategically builds, maintains, and opportunistically adjusts discretionary client portfolios. Scott works with NEPC’s client teams to understand objectives and communicates these with NEPC’s Discretionary Committee. Previously, Scott was a long tenured member of the Endowment and Foundation team at NEPC and most recently was the Co-Team leader.
Scott is a senior member of the Alternative Assets Committee, Impact Investing Committee, Retirement Committee and Diversity & Inclusion Board. He is a significant contributor to the firm’s Impact Investing efforts, which include strategy development and manager research. He has helped clients assess SRI, ESG, and thematic strategies that best align with their respective missions.
Scott has authored white papers on Impact investing and the Endowment Model and was recognized by CIO magazine in their edition titled “The Knowledge Brokers” as one of the world’s most influential investment consultants1. Scott is a frequent speaker at industry conferences on the Endowment Model, Alternative Investments, and Impact Investing. In addition he is frequently featured and quoted in industry publications including Bloomberg, Institutional Investor & Pensions & Investments.
Prior to joining NEPC, Scott served as an analyst at Ashton Partners and Putnam Investments.
Scott received his M.B.A. from Babson College and his B.S.B.A. in Management from Bucknell University. He became a Chartered Alternative Investment Analyst (CAIA) designee in 2008.
Scott is involved in Year Up Boston, an organization that provides a one-year, intensive training program for talented and motivated, yet under-served young adults. He also serves as a board member of “e” Inc. an environmental science learning and action center that serves the Boston Public Schools.