The Solutions Scoop

Meet the OCIOs: Alison Davis - Makena Capital


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Alison Davis is a Managing Director in Makena Capital’s Client Strategy Group, joining the firm at the beginning of 2016. She works closely with both domestic and international clients across different segments, including family offices, Endowments and Foundations (E&F), sovereign wealth funds and leads Makena’s efforts with wealth channels.

Prior to joining Makena, Alison worked at NEPC in Boston as an investment analyst in their E&F practice. She earned a B.A. in Political Economy from Williams College and attended the London School of Economics. 

This wide ranging discussion covers:

  • Makena Origins and Growth.
  • OCIO Model and Governance
  • Products and Evergreen Vehicles
  • Global Clients and Family Offices
  • Investment Process and Deal Flow
  • Liquidity and Risk Management
  • Institute Partnership and Benchmarking
  • AI and Tech Stack at Makena

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This podcast is owned and produced by the Investment Solutions Institute, an independent forum for investment solutions providers and their partners, dedicated to advancing the future of the investment solutions industry.

The Institute is part of the Chestnut Advisory Group, a boutique, practitioner-led management consulting firm dedicated to asset managers and investment solutions providers. Visit us at www.chestnutadvisory.com to sign up for more insights and events from the Chestnut Solutions Institute and follow us on LinkedIn.

This material does not constitute advice or a recommendation or offer to sell or solicitation for any security or financial product. 

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The Solutions ScoopBy Investment Solutions Institute