---

---

This episode of the HFR Podcast is the second in our allocator series, where S. Aneeqa Aqeel hosts Zack Driscoll and Ryan Lobdell from Meketa Investment Group. They discuss the diverse client base of Meketa, the unpredictability of market forecasting, and the importance of constructing robust portfolios that can navigate various market environments. We focus on the role of macro strategies, long volatility strategies, and their perspective as allocators of defining characteristics of successful fund managers. Zack and Ryan also share insights on how the economic landscape may change and the role hedge funds stand to play in such an environment. Meketa is an independent, employee-owned investment consulting and advisory firm serving a diverse range of institutional investors with global reach. It is 100% employee owned and has 250+ employees across the U.S. who research fund managers and investment allocations for their clients.

Navigate the episode:

00:18 Introduction to Meketa Investment Group

02:17 Understanding Client Dynamics and Market Challenges

04:15 Long-Term Investment Strategies and Portfolio Construction

05:04 The Role of Macro Strategies in Portfolio Management

13:27 Exploring Long Volatility Strategies

14:45 Characteristics of Successful Fund Managers

18:36 How Allocators Pick the Right Fund Managers

24:53 Future Market Predictions and Hedge Fund Opportunities

 

DISCLAIMER: The information discussed in this podcast is intended for informational and educational purposes only and should not be construed as investment advice. The views and opinions expressed are those of the participants and do not necessarily reflect the views of Meketa Investment Group or HFR. This content does not constitute an offer or recommendation to buy or sell any security or investment strategy. All information is subject to change without notice. Listeners should consult with their financial advisor or other qualified professional before making any investment decisions.

DISCLAIMER: Important Information Regarding this Material HFR has no obligation to provide revised assessments in the event of changed circumstances. HFR cannot guarantee the accuracy of the information provided. This material may contain “forward-looking statements” including projections, estimates, and information about possible or future results related to market or recent developments. No portion of this webinar may be published, reproduced, transmitted or rebroadcasted in any media in any form without the express written permission of HFR. © 2025 HFR, Inc., all rights reserved. HFR®, HFRI®, HFRX®, HFR.COM™ and HEDGE FUND RESEARCH™ are the trademarks of Hedge Fund Research, Inc.