The Co-Investment Advantage: Minimizing Fees, Maximizing Returns in Private Markets – Meketa Capital – 11.5.24

October 30, 2022

Overview:

Title: The Co-Investment Advantage: Minimizing Fees, Maximizing Returns in Private Markets

Date: Tuesday, November 5, 2024

Time: 1:00 PM Eastern Standard Time

Duration: 1 hour

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Summary:

Now On Demand

What makes co-investments in private markets a compelling option for reducing fees while enhancing returns? How do the fee structures of co-investments compare to traditional private market vehicles like funds and fund-of-funds? What are the key considerations when evaluating co-investments, and how can RIAs identify opportunities that align with their clients’ long-term goals?

In this session, we’ll explore the ins and outs of co-investments, providing practical insights to help RIAs educate their clients and make informed decisions.

Speakers:

Michael Bell Chief Executive Officer Meketa Capital and Primark Capital

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.

Stephen McCourt, CFA Managing Principal/Co-Chief Executive Officer Meketa Investment Group

Stephen McCourt joined Meketa Investment Group in 1994 and has over 30 years of investment experience. He is Managing Principal and Co-Chief Executive Officer of the firm and lead consultant for several institutional funds, with public, Taft-Hartley, endowment, and non-profit plan sponsors. Stephen’s consulting work includes investment policy design, strategic and tactical asset allocation modeling, asset-liability modeling, investment education, and investment manager analysis. In addition, he sits on our firm’s Board of Directors and is a member of our Private Markets Policy, Meketa’s Fiduciary Management (OCIO) Investment, and Diversity Leadership Committees. Stephen holds a Master of Liberal Arts (ALM) in History, from Harvard University, and a Bachelor of Science in Economics and Political Science from the University of Vermont. He holds the Chartered Financial Analyst^® designation from the CFA Institute and is a member of the CFA Society of San Diego. He is also a member of the International Foundation of Employee Benefit Plans.