Dakota Live! Call for Alternatives #87

Dakota Live! Alts 87 Registration - Captioned-low

April 12, 2024

Our Guest Speaker

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

Brian Dana is a 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 nondiscretionary 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.

Finally, Brian is a CAIA charter holder, and calls the greater Boston area home.

Dakota will present an interview with Brian Dana, Managing Principal and Director of OCIO Services, Meketa Investment Group

Register now!

Key highlights we will cover on the Connecticut Retirement Plans & Trust Funds:

  • How is the Connecticut Retirement Plans & Trust Funds organized and what consultants do they work with?
  • Where is the opportunity, and who are the internal points of contact within alternatives?
  • What has been top of mind for the Connecticut Retirement Plans & Trust Funds and where have they been allocating recently?