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.
Dakota Live! Podcast