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WealthAdvisorTV

Vodcast: Successfully Allocating to Private Markets

Meketa Capital’s Christian McCormick, Head of Client Portfolio Management, participated in an interview with Scott Martin, Managing Editor of the Wealth Advisor, on Wealth Advisor TV at the Future Proof Festival. Christian provided insights on how advisors can successfully allocate to private market investments.

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Smart Money

Smart Money Circle Vodcast: Featuring Michael Bell, CEO of Meketa Capital

The Smart Money Circle podcast features large money managers and CEOs of successful companies who share timeless, actionable investment advice and strategies for becoming “intellectually wealthy”. The show focuses on providing insights into building wealth from experienced industry leaders. Michael Bell, CEO of Meketa Capital, is showcased in this episode.

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Powercast

Powercast Vodcast: The Attraction of Private Market Investing

How do private markets respond to economic shifts compared to public markets? Meketa Capital’s Christian McCormick, Head of Client Portfolio Management, joins Tyler Mathisen on Powercast to explore the evolving appeal of private markets and what it means for today’s investors.

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IMPORTANT INFORMATION

Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses before investing. This information is included in, and may be reviewed through the prospectus. Please read the prospectus carefully. An investment in the Fund is subject to, among others, the following risks:

The Fund is considered highly speculative, illiquid, and should only be considered by investors who can bear such risk for an indefinite period of time and can afford a complete loss of investment. There is no guarantee that any income will be generated, or distributions will be made. The shares are illiquid meaning you will likely not be able to transfer or redeem shares on demand or in the quantity desired. An investment will involve significant risks due to the nature of the fund’s investments. The fund does not represent a complete investment portfolio. There can be no assurance that the investment objectives of the Fund will be achieved. The managers and portfolio structure provided herein may be subject to change.

The Fund is not intended as a complete investment program but rather the Fund is designed to help investors diversify into private equity investments.

The Fund is a “nondiversified” management investment company registered under the Investment Company Act of 1940. An investment in the Fund involves risk.

The Fund is new with no significant operating history by which to evaluate its potential performance. There can be no assurance that the Fund’s strategy will be successful.

Shares of the Fund are not listed on any securities exchange and it is not anticipated that a secondary market for shares will develop. Shares are appropriate only for those investors who can tolerate a high degree of risk, do not require a liquid investment.

There is no assurance that you will be able to tender your shares when or in the amount that you desire. Although the Fund will offer quarterly liquidity through a quarterly repurchase process, an investor may not be able to sell or otherwise liquidate all their shares tendered during a quarterly repurchase offer.

The Fund’s investment in private equity companies is speculative and involves a high degree of risk, including the risk associated with leverage.

Distributor: Foreside Financial Services, LLC. Member FINRA. Foreside is not affiliated with the closed end fund or any of the entities named within this communication.

MCL-506919-2024-02-29