Dakota Live! Call #150

Dakota Live! 150 Registration - Captioned-low

May 3, 2024

Our Guest Speaker

Brian Dana, Meketa Investment Group

Brian Dana is a Managing Principal and Director of OCIO Services with Meketa Investment Group.

As Director of OCIO Services, Brian serves as the leader of the OCIO department for Meketa and is responsible for coordinating the efficient and timely delivery of OCIO services to Meketa’s clients. In working with other senior leaders and the firm’s co-CEOs, Brian collaborates across Meketa’s internal staff to facilitate the development and delivery of OCIO services. As a consultant, Brian also serves in a senior leadership role working with clients and formalizing firm strategy. This includes collaboration with and leading teams in providing advice to clients across Meketa’s client base. As a research consultant, Brian works directly with the Public Markets investment team to perform manager due diligence by sourcing and evaluating the capabilities of marketable alternative strategies (e.g., hedge funds, commodities, risk parity, GTAA).

Founded in 1978, Meketa is an employee-owned, full-service investment consulting and fiduciary management (OCIO) firm. As an independent fiduciary, the firm serves institutional investors in non discretionary and discretionary capacities. Meketa’s collective client assets under advisement represent approximately $1.8 trillion as of September 30, 2023

Hightower / Dynasty

Key highlights we will cover:

  • We will discuss the important details to understand the large and growing RIA networks of both Hightower and Dynasty.
  • Is there a central point of access to efficiently cover the RIA’s that make-up Hightower and Dynasty?
  •  What are the best practices to penetrate each network?
  • What does success look like at Hightower and Dynasty and what type of strategies play best here?

Also featured on Dakota Live! #150

  • Allocator Interview: Brian Dana, Managing Principal and Director of OCIO Services, Meketa Investment Group
  • Metro Area Profiled: Philadelphia
  • Key Account: Hightower / Dynasty
  • Dakota's Call Notes from the Week