December 2023 mission driven investing manager research day roundtable

December 2023

As part of Meketa’s first Public and Private Markets Mission Driven Investing Manager Research Day, we hosted a one-hour roundtable discussion with a panel of institutional investors speaking about their experiences with mission driven investing. The panel includes perspectives from investors who invest broadly in mission-driven investments, as well as specifically for economic development in a particular state or region and as informed by religious values. Discussion topics include impact and return goals, mission related investment structures, best practices in manager due diligence and other areas relevant for the mission driven investor.

Roundtable Participants
Ryan Decker | New Mexico Finance Authority
Elmer Huh | M.J. Murdock Charitable Trust
Bryan Pini | Mercy Investment Services

We hope you find this discussion insightful and informative.
Passcode: MDIRoundtable2023

Disclosure: This discussion includes client(s) of Meketa’s and no one is being compensated for sharing their opinion and experience with our firm. Comments may create a conflict of interest and they may not be representative of any other person’s experience with the firm. Further, testimonials may not be representative of the experience of other clients and have not been paid for by Meketa.  There is no guarantee of future performance or success.