Brian Dana Email & Phone Number

Massachusetts, United States

Serve 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 our other senior leaders and our CEOs I collaborate across our internal staff to facilitate the development and delivery of OCIO services.Provide development of annual goals for the department and build processes to implement those goals. Provide the firm with a structural link between our investment engine, our back office/operations, manager research, capital markets research and client teams. Facilitate all communication between our OCIO Investment platform and our client teams.

Massachusetts, United States

Serve in a senior leadership role serving clients and formalizing firm strategy. This includes collaboration with and leading teams in providing advice to clients across Meketa’s client base.Work with research team in helping to cultivate new manager names and investment conceptsSpeak at industry events to serve as an ambassador of the firm and help market.Engaged with human resources to attract and retain talented employees.Work with marketing department to lead marketing and business development efforts to multiple prospective clients.As a research Consultant work 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). Maintained a coverage universe of marketable alternative managers, conduct updates with invested and prospective firms. Worked closely with the marketing department to lead marketing and business development efforts to prospective clients. Led client specific portfolio construction and implementation across alternative investmentsWrite research content regarding micro and macro topics within Marketable Alternatives.Perform strategic planning and investment research of client portfolios. Presenting investment recommendations and portfolio strategy to investment committees and boards.

Massachusetts, United States

Responsible for leading the Marketable Alternatives (MALTS) team at Meketa. The team specializes in research of hedge funds, commodities, risk parity and other strategies. Led all portfolio construction of MALTs investment programs. Continued to reorganize our framework to better capture intentions versus categories (e.g. functional framework of Risk Mitigating Strategies).Continued to build our the firm's resources in Marketable Alternatives while continually enhancing the investment process around the investment approaches. Expanded the firm's approach to Operational Due Diligence and worked to build that portion of the firm's dedicated staff. Engaged with client teams, client boards and investment committees (internal and external) serving as the firm's expert in the field.Presented the firm’s research and recommendations to prospective and existing clients.Attended, network at, and make presentations at industry conferences.Oversaw the ongoing monitoring of the Marketable Alternatives manager roster for the firm. THis included reporting internally to appropriate leadership and Committees and externally to existing clients of the firm. Improve upon all matters related to marketable alternative due diligence and monitoring.Mentor, and develop the research team across Marketable Alternatives and all of public markets as warranted. Conducted and publish research that contributed to our overall brand and articulated our approach to hedge fund strategies.

Massachusetts, United States

Coordinated research activities and priorities among the Marketable Alternatives research team.Evaluated the capabilities of and proactively identify strong marketable alternative strategies (e.g., hedge funds, commodities, risk parity, GTAA). Present the firm’s research and recommendations to prospective and existing clients.Serve as a resource to clients that contract with Meketa for hedge fund research.Review, monitor, and report on existing allocations to clients.Conduct and publish research that contributes to white papers and other content for use in the firm's broader services.

Massachusetts, United States

Held positions on firm internal governing bodies overseeing public market and hedge fund investments across the firm.Began to implement process and structure around the firm's hedge fund research process.Managed the performance reporting process for assigned clients, including report preparation, financial data analysis, and generating recommendations while collaborating effectively with client team members.Participated regularly in client meetings for assigned clients.Utilize investment-related tools and software to aid in the evaluation of client investment structures and in the formulation of recommendations.Collaborate with Consultants in the production of client investment policy statements, asset allocation policies, and other related advisory services.Assisted Consultants in all aspects of client fund coordination projects, such as asset transfers and manager transition, while interacting with investment managers, custody banks, and other client vendors, as needed.

Boston, Ma

Associate on an institutional fixed income sales and trading desk. Evaluated and made marekets within all areas of fixed income, focused on the short end of the yeild curve.

Ms, Finance

Ba, Economics