Group 29829

Dakota Live! Call 87
for Alternatives

August 02, 2024

Pick Your Call

Group 29845



On Dakota Live! 87 for Alternatives

Brian Dana, Managing Principal and Director of OCIO Services, Meketa Investment Group

Cover all Institutional accounts in Charlottesville, Virginia Beach, & Richmond by AUM

Receive a detailed report on the $56B Public Pension Fund, Connecticut Retirement Plans & Trust Funds


Key Account Highlights

Connecticut Retirement Plans & Trust Funds, $56B Public Pension Fund
Hartford, Connecticut

AUM: $56B
CIO: Ted Wright
Location: Hartford, Connecticut 

Operating within the Treasurer's Office, the team oversees six retirement plans and nine trusts, with four primary pools of capital: the Teachers Retirement Fund ($23 billion), State Employees' Fund ($20.2 billion), Municipal Employees' Fund ($3.2 billion), and the Short Term Fund. Collectively known as CRPTF, the Treasurer constructs portfolios for each fund utilizing open-end portfolios called Combined Investments Funds (CIFs).

Allocator Interview Highlights

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

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.

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).

2024 marks Brian’s 18th year with Meketa out of their Boston area offices.

Prior to joining Meketa, Brian was an Analyst at the University of Florida’s Investment Corporation. He began his career at Citigroup Global Markets on the fixed income trading desk.
Brian earned an MS from the University of Florida and his BA in Economics from Drury University in Springfield, MO. 

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Past Dakota Live! for Alternatives Calls

  • 53

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    Key Account:

    Allocator Interview:
    Brad Long, Fiducient

  • 57

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    Baltimore, DC, Northern VA

    Key Account:

    Allocator Interview:
    John Tassone, Forbes Family Trust

  • 58

    Metro Area:

    Key Account:
    TRS of Texas

    Allocator Interview:
    Lawrence Calcano, iCapital

  • 60

    Metro Area:

    Key Account:
    Virginia Retirement System

    Allocator Interview:
    Jeremy Beal, Morgan Stanley

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