Bringing Perspective to Consulting with Alan Spatrick of Meketa

Episode 4: Alan Spatrick, Meketa Investment Group

Alan Spatrick shares his forty-two years of investment consulting experience as he discusses the Meketa manager research process, the changes he's seen in the consultant space over the decades, and his advice for investment sales people and fellow consultants in the context of the investment industry.

Meketa Investment Group is an employee-owned full service investment consultant and advisory firm. Meketa works with clients on a non-discretionary or discretionary (OCIO) basis. With over $1.7 trillion in Assets under Advisement and an additional $100 billion in Private Markets and Real Estate consulting, Meketa has grown into the third largest institutional consultant in the United States by assets.

Learn more about what has made Meketa so successful over the years, and how Alan and his colleagues research and select their investment management partners.

Also Available On

Episode Guest Spotlight

Alan Spatrick

Meketa Investment Group

Alan has long been a dedicated Meketa employee and has helped build the firm from its very early days. He brings decades of investment experience to his work serving clients. Alan believes strongly in the importance of education; a key element of his work with clients is his focus on providing investment education, helping clients prepare for an uncertain future.

Visit Meketa Investment Group

Related Content

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

By: Andrew O'Shea

October 25, 2022

Listen Now

Podcasts

Approaching OCIOs and Multi-Asset Businesses with Floyd Simpson of PFM Asset Management

The first episode of the Dakota Live! Podcast features special guest Floyd Simpson, as he discusses how he evaluates asset managers, approaches due diligence meetings, considers asset allocation decisions, and more.

Listen Now

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

By: Gui Costin

November 1, 2022

Listen Now

Podcasts

Selling Asian Equities with Zlata Gleason of Indus Capital

The second episode of the Dakota Live! Podcast features special guest Zlata Gleason, as she discusses her approach to selling equity strategies in the context of the sales process she's developed with Indus Capital, an Asian Pacific equities investment manager, and more!

Listen Now

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

By: Andrew O'Shea

November 15, 2022

Listen Now

Podcasts

Understanding RIAs with Aldo Vultaggio, CIO

The third episode of the Dakota Live! Podcast features special guest Aldo Vultaggio, as he shares his manager research process, approach to sourcing alternative investments, current investment research focus, and more!

Listen Now

See All Dakota Podcasts

Are you frustrated by traditional institutional investor lists?

Are you struggling to connect with the right allocators for your asset class?
Do you feel like you’re wasting your time on dead ends, and wish there was a true inside source for investment sales leads?
Do you find databases to be incomplete, inaccurate, and difficult to use?

Dakota Live connects investment sales teams with allocators, and creates the content your team needs to do informed outreach to allocators in your asset class.

Dakota Live! Podcast