Meketa Investment Group Announces Consultant Hire

Meketa Investment Group, a global investment consulting firm, is pleased to announce that David Eisenberg recently joined the firm as Consultant. For full press release, click here.

Emerging & Diverse Manager Research Day

On September 12, 2017, we will host an Emerging & Diverse Manager Research Day in our Chicago office in an effort to expand outreach to emerging managers and MWDBE. Managers meeting the following criteria can sign up for a one-on-one meeting with a research analyst to introduce the firm and investment strategies to Meketa Investment Group. For more information, click here.

Meketa Investment Group Announces Consultant Hire

Meketa Investment Group, a global investment consulting firm, is pleased to announce that LaRoy Brantley recently joined the firm as Consultant. For full press release, click here.

Meketa Investment Group Announces Consultant Hire

Meketa Investment Group, a global investment consulting firm, is pleased to announce that Gordon “Gord” Latter recently joined the firm as Consultant. For full press release, click here.

Meketa Investment Group Adds New Shareholders

Meketa Investment Group, a global investment consulting firm, is pleased to announce it has expanded its employee ownership to include two new shareholders. Principals Aneish Arora and Gerald Chew have joined the firm’s ownership group.

For full press release, click here.

Meketa Investment Group Expands Ownership

Meketa Investment Group is pleased to announce that it has expanded its employee ownership to include seven new shareholders.  Principals Alla Barskaya, Paul Cowie, Henry Jaung, Nancy LaBier, Mary Mustard, Lisa Rubin, and Alli Wallace have joined the firm’s ownership group.

For full press release, click here.

Meketa Investment Group Opens Chicago Office

Meketa Investment Group, an investment consulting and advisory firm, today announced the opening of an office in Chicago, Illinois on November 1, 2015. In addition, Ted Disabato will be joining the firm and Alli Wallace will be relocating to Chicago.

For full press release, click here.

Meketa Investment Group Enhances OCIO Business with New Hire

A reprint from Nonprofit News, Colin Rajala interviews Rafi Zaman and Ed Omata about the launch of Meketa Fiduciary Management.

For full article, click here.

Meketa Investment Group Introduces Chief Investment Officer for Meketa Fiduciary Management

Meketa Investment Group, a global investment consulting firm, today announced that Meketa Fiduciary Management, a subsidiary focused exclusively on providing discretionary investment services to the OCIO marketplace, has brought on Rafi Zaman as an equity partner and Chief Investment Officer.

For full press release, click here.

Expansion of Ownership

Meketa Investment Group is pleased to announce that it has expanded its employee ownership to include eight new shareholders. Brian Dana, Jess Downer, Daniel Dynan, Steven Hartt, Edwin Omata, Todd Silverman, Christopher Tehranian, and Laura Wirick have joined the firm’s ownership group.

For full press release, click here.

Announcement of Appointment of Co-CEOs (June 2015)

Meketa Investment Group, a global investment consulting firm, today announced that Managing Principals Stephen McCourt and Peter Woolley will become co-Chief Executive Officers of the firm, effective July 31. The firm’s founder, Jim Meketa, will assume the role of Chairman of the Board of Directors.

For full press release, click here.

Meketa Investment Group Private Markets Hire (June 2015) - Updated

Meketa Investment Group is pleased to announce the expansion of its Private Markets investment team with the addition of Molly LeStage, Senior Vice President in Boston.

For the article, click here.

Meketa Investment Group expands London Office (March 2015)

Meketa Investment Group is pleased to announce the expansion of its London office with the relocation of Senior Vice President Timothy Atkinson to London.

For the article, click here.

Announcement of Opening Portland Office (July 2014)

Meketa Investment Group is pleased to announce the opening of an office in Portland, Oregon. The Portland office will focus on business opportunities with institutional funds in the Pacific Northwest and Mountain West. Mika Malone, Principal, will head the office.

For full press release, click here.

Announcement of Opening London Office (June 2014)

Meketa Investment Group is pleased to announce the opening of an office in London. The London office will provide research support to Meketa Investment Group’s U.S. offices on public market, private market and risk management strategies across Europe, the Middle East and Africa (EMEA). The office will formally open June 12th and will be staffed with three full-time investment professionals.

For full press release, click here.

CalSTRS Selects Meketa Investment Group as Co-Consultant (April 2014)

Meketa Investment Group is pleased to announce that it has been selected to provide general consulting services to the Investment Committee of the California State Teachers’ Retirement System (CalSTRS).

For full press release, click here.

Investment Consultant Promotion (March 2014)

Meketa Investment Group is proud to announce the promotion of Daniel R. Dynan, CFA, CAIA to an Executive Vice President.

For full press release, click here.

Announcement of Head of Infrastructure Research (March 2014)

Meketa Investment Group is proud to announce the appointment of Christopher Tehranian to Senior Vice President, Head of Infrastructure Research.

New Shareholder (January 2013)

Meketa Investment Group is pleased to welcome our newest shareholder, Marc Fandetti effective January 1, 2013. Marc joined Meketa Investment Group in 2006, and serves as a consultant to a number of defined benefit, defined contribution, VEBA, and health & welfare funds, with Taft Hartley and corporate plan sponsors.

Expansion of Ownership (January 2012)

Meketa Investment Group is pleased to announce that Ted Benedict, Mika Malone, Mitch Dynan, and Kunal Shah join Jim Meketa, Alan Spatrick, Steve McCourt, Peter Woolley, John Haggerty, Frank Benham, Leo Festino, Kellie Coonan, John Manley, and Fran Peters as owners of the firm effective January 1, 2012. The addition of these key employees demonstrates the firm’s ongoing commitment to independence and diversity of ownership.

Investment Consultant Promotions (January 2012)

We are pleased to announce the 2012 promotions of Aneish Arora, Paul Cowie and Richard O'Neill to Investment Consultant.

Aneish Arora joined Meketa Investment Group in 2006. Mr. Arora serves as a client consultant for East Coast Taft Hartley and Public Funds. Mr. Arora received an undergraduate degree in Finance from The Fox School of Business at Temple University. He holds the Chartered Alternative Investment Analyst (CAIA) designation, and is a member of the CAIA Association®.

Paul Cowie joined Meketa Investment Group in 2005. Mr. Cowie is based out of the San Diego office and works directly with several of our West Coast clients. Mr. Cowie graduated from Bucknell University with a bachelor’s degree in Economics and a minor in Political Science. Mr. Cowie is currently enrolled in the CFA Program as a Level III candidate and is a member of the CFA Society of San Diego.

Richard O’Neill, CAIA joined Meketa Investment Group in 2008 as an Investment Analyst. Mr. O’Neill serves as a client consultant for East Coast Taft-Hartley and Public Funds. Additionally, he is a member of our Global Macroeconomic Group. Mr. O’Neill received his undergraduate degree in Psychology and Philosophy from Boston College. He holds the Chartered Alternative Investment Analyst (CAIA) designation, and is a member of the CAIA Association. Mr. O’Neill is currently enrolled in the CFA Program as a Level III candidate.

Global Macroeconomic Advisory Committee (January 2012)

We are pleased to announce the creation of Meketa Investment Group’s Global Macroeconomic Advisory Committee. The Committee consists of four outside economic advisors who will provide us with information on, and insight into, the dynamic global economy. The Committee will amplify our existing resources that help us guide our clients’ portfolios in a world increasingly governed by shifts in public policy and the perpetuation of large global economic imbalances.

We have spent the last nine months designing the Committee and recruiting for it. We are proud of the world class talent we have been able to attract in Luis Valdivieso, James Hamilton, Mark Elliott, and Gordon Hanson.

2011 News & Updates view updates

Opening New Office in Miami, FL (August 2011)

Meketa Investment Group is pleased to announce the opening of another corporate office in Miami, Florida. Our expansion in the Southeast is a logical step, as we continue to serve a geographically diverse client base as one of the nation’s leading investment advisory firms.

Over the past decade, Meketa Investment Group has grown in many ways. To continue to provide the highest level of service to our growing client base (now more than seventy major institutions), we increased the size of our professional staff to close to 100. In 2003, we opened our San Diego office, which now has a staff of twenty-four. Our new Miami office will build on the firm’s growth, complement our coverage of the U.S. marketplace, and serve as a platform to expand our research coverage overseas, particularly in the rapidly growing markets of Latin America.

We are also pleased to announce the appointment of Leandro A. Festino, CFA, CAIA, as head of the Miami office. Mr. Festino has been in the investment consulting industry since 1999, and with Meketa Investment Group since 2003. He has spent the majority of his time with the firm in San Diego, and has been instrumental in developing new business and consulting for a variety of institutional clients. A native of Argentina who immigrated to the United States over fifteen years ago, Mr. Festino has also traveled extensively in Latin America.

We are excited to share this news with you. If you have any questions or comments about this information, please contact us in our Miami office at (305) 341-2900, or in our Boston office at (781) 471-3500.

Expansion of Ownership (January 2011)

Meketa Investment Group has always been a fully independent, employee-owned firm. Effective January 1, 2011, we are pleased to announce that Ms. Kellie Coonan joined Jim Meketa, Alan Spatrick, Steve McCourt, Peter Woolley, John Haggerty, Frank Benham, Leo Festino, John Manley, and Fran Peters as owners of the firm. The addition of Ms. Coonan demonstrates the firm’s on-going commitment to independence and diversity of ownership.

Kellie Coonan joined Meketa Investment Group in 1998. Ms. Coonan serves as the firm’s Director of Investment Operations, and also serves as a client consultant. Kellie leads the firm's major technological infrastructure project, which will result in an enhanced proprietary investment software application, QuantM™.

Investment Consultant Promotions (January 2011)

We are pleased to announce the 2011 promotions of Laura Wirick and Daniel Dynan to Investment Consultant.

Laura Wirick, CFA joined Meketa Investment Group in 2008 from the Dartmouth College Endowment where she served as a Senior Investment Analyst. Prior to Dartmouth, Laura worked with endowments and foundations as a Senior Consulting Associate at Cambridge Associates. In addition to her consulting responsibilities, Ms. Wirick evaluates fixed income managers and is a member of Meketa Investment Group’s public markets research team.

Daniel Dynan, CFA, CAIA joined Meketa Investment Group in 2009 as an Investment Analyst. Dan serves various defined benefit, annuity and health & welfare funds, with Taft-Hartley, public, and corporate plan sponsors. His consulting work includes investment policy design and asset allocation modeling. Dan holds both the CFA and CAIA designations.

Stanford University and Meketa Investment Group Create Global Infrastructure Forum (June 2010)

Meketa Investment Group has a collaborative relationship with Stanford University to focus on global infrastructure development, finance and policy. The Global Infrastructure Forum brings together several experts with broad backgrounds in infrastructure, who will provide strategic information to Meketa Investment Group on its infrastructure investment services. Meketa Investment Group partners on specific research projects with the Collaboratory for Research on Global Projects, a leading multi-disciplinary infrastructure research center at Stanford University. Through sponsorship of the Global Infrastructure Forum, Meketa Investment Group is expanding its role as a leading source for research and advice on issues related to infrastructure investment in the U.S. and globally.

 
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