Meketa Investment Group

In a recent Private Equity International article, Meketa’s Steven Hartt discusses the key factors and due diligence LPs should consider when evaluating co-investment opportunities, from diversification, to strategy, and more. Read more: https://lnkd.in/eq5_xEuv Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

What should institutional investors consider when developing a pacing plan for private markets commitments? In this paper, we provide insights into this process and discuss the importance of being flexible enough to adapt to changes in the markets, such as plateauing distribution rates or increasing use of co-investments and continuation vehicles. Read more: https://lnkd.in/eE9v2Kyc Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Liability management exercises (LMEs) are strategies that companies use to restructure their debt obligations. For credit investors, an LME could wipe out critical collateral and seniority protections, which may potentially create a loss of returns, increase risk, and potentially create unfavorable credit terms. In this article, we examine LMEs and explain why institutional allocators should be aware of how credit managers are prepared to navigate such exercises. Read more: https://lnkd.in/eg6vBu_2 Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

At this week’s ALTSMIA conference, Meketa’s Aaron Lally, CFA, CAIA joined industry peers to discuss trends in private markets investing. Panelists touched on several important topics including the slow pace of distributions in private equity, the evolution of new vehicle options in private markets, and how negotiating power is shifting from GPs to LPs amid extended fundraising periods. We look forward to continuing to engage with industry peers and sharing our expertise on the diverse opportunities in private markets. Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Looking forward to Meketa’s Leandro Festino, CFA, CAIA and Sarah Bernstein speaking at today’s CORPaTH Summit. Leandro will participate on the Consultants panel, while Sarah will participate on the Workers Capital panel. Learn more: https://lnkd.in/epeQmx8y Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Risk budgeting provides a structured approach for CIOs, investment staff, and trustees tasked with assessing the risk of a capital pool. In this recent paper, we examine the concept of active risk, why it exists in portfolios, and the expected outcomes for investors based on different levels of active risk exposure. Read more: https://lnkd.in/eZ4jEwWB Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Don’t miss Meketa’s Aaron Lally, CFA, CAIA speaking at this week’s ALTSMIA conference hosted by Markets Group. Aaron will serve as a panelist for a session on private markets. Learn more: https://lnkd.in/eYhEkMfk Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

In a recent FundFire article, Meketa’s Hayley Tran, CFA, CAIA comments on institutional investor interest in international equities and single-country mandates. Read more: https://lnkd.in/eeR8ytKt Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

Looking forward to Meketa’s Ricky Pamensky, CFA and Stephanie Sorg, CAIA speaking at next week’s Markets Group Northern California Institutional Forum. Ricky and Stephanie will moderate panels focused on the macroeconomic outlook and investing in private markets. Learn more about the event here: https://lnkd.in/geGCF8Zt Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting

In a recent Middle Market Growth Magazine article, Meketa’s Steven Hartt comments on private equity fundraising and secondaries, touching on areas of interest and LP perspectives on continuation funds. Read more: https://lnkd.in/gjmMRCqX Disclaimer: https://bit.ly/3hJJP7G #InstitutionalInvesting