In the latest episode of Dakota Live! Podcast, Robert Morier welcomes Brian Dana, Director of Outsourced Chief Investment Officer (OCIO) Solutions at Meketa Investment Group. This episode delves into why a range of institutions are increasingly depending on OCIOs to navigate today's complex investment landscape.
Brian outlines how Meketa employs its expertise in governance, market intricacies, and the pursuit of alpha through alternative investments and private markets to provide fiduciary solutions, emphasizing manager research and asset allocation analysis.
Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, it serves institutional investors in non-discretionary and discretionary capacities. As of September 30, 2023, Meketa advises on approximately $1.8 trillion in client assets.
Discover the tailored investment solutions Meketa crafts to address the unique needs of various allocator segments, showcasing a move towards customized mandates that resonate with individual institutional goals.
Learn how Meketa navigates modern investment complexities, their stance on sustainability, and the crucial role of technology in boosting portfolio performance. Brian also unveils the upcoming challenges and opportunities for OCIO firms and shares personal stories underscoring the significance of relationships and mentorship within the industry.
Join us to uncover the future of investment management and obtain invaluable insights from a leading figure in investment consulting and advisory services. This episode is a treasure trove of knowledge, anecdotes, and foresights into OCIO services, perfect for investment professionals, finance students, or anyone intrigued by investment strategy evolution.
Brian Dana: / brian-dana-89232a7
Robert Morier: / robertlmorier
Andrew O’Shea: / andrew-o-shea-03717516
Our Website:
dakota.com
Meketa:
meketa.com/
🎙️ Listen to the Podcast:
Spotify:
open.spotify.com/show/3NUXRMz...
Apple Podcast:
podcasts.apple.com/us/podcast...
0:00 Intro
1:32 Pod start
2:31 Brian Dana Intro
4:17 Early career
9:49 What made Meketa different
11:22 Role at Meketa
15:16 OCIO team
18:10 Idea generation process
21:27 Manager research process
26:19 Relevant predictors
30:41 Areas of opportunity
34:25 Dynamic Asset Allocation
38:24 Emerging managers
41:24 Extension of opportunity set
45:25 Hedgefund sleeve
45:25 Fiduciary responsibility
49:42 Mentors
52:31 Outro