The Next Five Years: Asset Allocation and Portfolio Positioning
Join private wealth management practitioners as we parse strategies to navigate the critical next 5 years. What should we be thinking about in meeting the challenges posed by global disinflationary pressures, global consumer and corporate balance sheet deleveraging with simultaneous global sovereign debt/GDP ratios swelling along with central bank balance sheet expansion as the world economy deals with the largest systemic shock since 1929.
Jim Meketa, CEO | Jim Meketa founded Meketa Investment Group in 1978 to provide a broad range of strategic investment advisory services to institutional clients. Mr. Meketa received his undergraduate degree from Harvard University, and served for many years with the Harvard Management Company, which manages the University's multi-billion dollar endowment portfolio.
Mr. Meketa has over thirty-five years of experience advising investment funds, and serves as the lead consultant on various defined benefit and health & welfare funds, with Taft-Hartley, non-profit, and endowment plan sponsors. His work includes investment policy design, asset allocation modeling, and analysis of manager and fund performance.
Mr. Meketa is also a member of the firm's Private Markets Investment Committee. In this role, he is involved in various aspects of policy development, and in the due diligence for each fund that is ultimately recommended for client investment.
Mr. Meketa served as a member of the Investment Committee of the Shady Hill School, as an Overseer of Boston's Museum of Science, and as a member of the Museum's Finance and Investment Committees. Mr. Meketa is a member of the American Australian Association and the American Association for the Advancement of Science. He is a frequent speaker at industry events, including the International Foundation of Employee Benefit Plans, the Advanced Trustee Institutes, and various CFA Societies.
Douglas S. Foreman, CFA, Chief Investment Officer | Douglas Foreman is Chief Investment Officer, Portfolio Manager, and a member of the Executive Management Committee. He has approximately 29 years of investment experience. Before joining Kayne Anderson Rudnick in 2011, Mr. Foreman was Director of Equities at HighMark Capital Management and before that he was Group Managing Director and Chief Investment Officer of U.S. equities at Trust Company of the West (TCW). He earned a B.S. in Marine Engineering from The U.S. Naval Academy and an M.B.A. from Harvard University. Mr. Foreman is a Chartered Financial Analyst charterholder.
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Part 2 of 10 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
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Thomas Mahoney, CFA, CAIA
|As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.|