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Kunal Shah

Managing Director,
Head of Private Asset Research & Model Portfolios

Kunal is Managing Director and Head of Private Asset Research & Model Portfolios, focused on the identification, selection and due diligence of private equity funds to be offered on the Flagship Platform. Previously, Kunal was a Principal in the private markets group at Meketa Investment Group, a leading global investment consultant serving pensions funds, endowments and foundations, and family offices. In that role, Kunal was responsible for leading and managing private equity fund investments. He joined Meketa in 2006 and invested globally, covering buyouts, venture capital, private debt, natural resources, and infrastructure investments. He also developed and led Meketa’s secondary funds purchase practice. Kunal has also served on various limited partners advisory boards. Prior to Meketa, Kunal was an analyst at The Vanguard Group. He received a BS in Business Administration with a concentration in Finance from Drexel University.

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Investment & Market Strategy

Trading Places: Mapping the Impact of Alts in a Traditional Portfolio

KEY TAKEAWAYS • Historical analysis shows that a 20% allocation to alternative investments (alts) in…
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Practice Management

Unlocking the Potential of Alternative Investments in the Wealth Management Channel

This article originally appeared in Evercore's State of the Market 2024 report. The opportunity set…
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