Stay at your workstation and experience a virtual presentation!
Presentation:
Understanding the New Dynamics in the Private Investment Landscape
Presenters:
Michael Bell, Chief Executive Officer | Meketa Capital and Primark Capital
Date/Time:
Wednesday, July 17th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation has been approved for 1 CFP CE!
About the Presentation: As one of the top institutional allocators to private market investments in the industry, we will discuss trends throughout the private markets, capital market expectations, and a functional asset allocation framework to equip wealth managers with the education and actionable steps for portfolio implementation.
- Meketa Investment Group’s 20-year capital markets assumptions by asset class
- Long-term trends impacting private market investing.
- Portfolio construction framework
- Investment process and implementation into portfolios
About the Presenter: Michael has more than 25 years of experience in the investment management and wealth management industries. He is the Chief Executive Officer of Meketa Capital as well as the Founder and Chief Executive Officer of Primark Capital. Prior to Primark, Michael built and was the CEO for a $12 billion RIA, managing more than 30 investment strategies and a $10 billion liquid alternative mutual fund complex that launched more than 50 alternative funds. Most recently, he purchased, grew, and sold a family office-backed $6 billion RIA. Also, he specialized as a corporate finance attorney for Latham & Watkins and was a CPA for KPMG. Michael holds a Bachelor of Science in Commerce from the University of Virginia and a Juris Doctorate from West Virginia University.
