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FEG Insight Bridge

FEG Investment Advisors

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The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investme ...
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Join FEG CIO Greg Dowling and Richard Bruce, founder of Trinity Street Asset Management, as they explore the untapped potential of European markets. Discover why European equities are often overlooked compared to their U.S. counterparts, and explore diverse, undervalued sectors like tech giants ASML and ARM. Bruce discusses the impact of the "Magni…
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Join FEG CIO Greg Dowling and FEG CEO Alan Lenahan, for a discussion of “Whipsaw Wisdom.” In this episode, we uncover investment strategies, from historical trends to the landscape of today's markets. Discover FEG's approach to catering to the diverse needs of clients, ensuring resilience in times of change. Explore the evolution of asset managemen…
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Join FEG CIO Greg Dowling and Mike Scott, Managing Partner and Founder of Pelican Energy Partners, as they explore the world of nuclear power and its impact on energy dynamics. Mike's transition from leading energy service sector buyouts to focusing on nuclear energy offers valuable insights into this often misunderstood domain. This episode debunk…
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Join FEG CIO Greg Dowling and Greg Bond, CEO of Man Numeric as they delve into the evolution of artificial intelligence from expert systems to machine learning and deep learning, and discover its transformative power in reshaping industries like finance. Gain valuable insights on how AI is integrated into investment strategies, driving economic gro…
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Join FEG CIO Greg Dowling and Jason Trennert, Chairman and Chief Investment Strategist of Strategas, as they discuss the investment outlook of 2024. Listen as they explore economic trends, market leadership, potential rate cuts, inflation challenges, and the impact of the upcoming presidential election. Listen to this explorative dialogue that span…
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In this episode of the FEG Insight Bridge, Greg Dowling welcomes David Grain, CEO of Grain Management as he discusses the forces shaping our interconnected world. This discussion journeys through the dynamic landscape of the telecommunications space, exploring the evolution of cell towers to the invisible waves of spectrum and the essential role of…
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Which pill would you take, red or blue? Today's guest shares insight into what it may mean to exit the narrative matrix of today. In this episode of the FEG Insight Bridge, Greg Dowling welcomes Ben Hunt, the creator and CIO of Epsilon Theory and Co-founder of Second Foundation Partners as he explains the narratives in markets and intertwines game …
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Immerse yourself in the world of investing in sports as Greg Dowling sits down with prominent American venture capitalist, Kara Nortman. Kara, shares her journey in becoming a co-founder of Angels City FC, as well as her role at Monarch Collective, a venture capital firm investing in women's sports, teams, leagues, and adjacent revenue streams. Dis…
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FEG is hosting our 10th Investment Forum September 18 - 20 in Cincinnati. In this episode, President and CEO Becky Wood joins Greg to discuss what attendees can expect from the speakers and sessions at the event. Greg Dowling, Chief Investment Officer of FEG Investment Advisors hosts. You can find every episode of FEG Insight Bridge podcasts in one…
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Is the real estate sector really as bad as the headlines seem? This episode welcomes Seth Singerman, founder and managing principal of Singerman Real Estate, as his discussion with Greg aims to help investors understand what’s next for this diverse asset class and how to pick winners from among the many different players in the space. The conversat…
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Join FEG’s Head of Research Greg Dowling as he chats with Edward Chancellor, financial historian, financial journalist, investment strategist, former investment professional, and best-selling author of Devil Take the Hindmost. Ed’s most recent book, The Price of Time: The Real Story of Interest Rates details the history of interest rates from ancie…
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Kenneth Lee and Michael Yoshino—co-founders of Pleiad, a Hong-Kong-based, absolute return-oriented, fundamental equity investment strategy with a focus in the Asia Pacific Region–have made a name for themselves over the past decade as on-the-ground experts on investing in Asia. In this Insight Bridge, Kenny and Mike share with Greg their insights o…
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This extra-special episode of the FEG Insight Bridge highlights the Cincinnati IceBreakers, an adaptive sled hockey team that offers individuals with physical disabilities the chance to compete in organized sports. Greg is joined by Frank Yantek, one of the founding members of the organization, and the two discuss the current status of the club, wh…
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Growing up in a small town in northern Canada, Xavier Majic had one dream: to make it to the NHL. In this episode of the FEG Insight Bridge, Xavier walks Greg through his unusual journey from aspirations of professional hockey to playing in Canada’s national hockey league and the NHL, to becoming an investor. They also discuss how Xavier’s conditio…
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Few business leaders can match the passion, vision, and warmth of Tiffany Pham. Her career is impressive by any standard – she graduated from both Yale and Harvard Business School; she’s worked in the television and film industries; she’s written best-selling books on business, work, and entrepreneurship; she was named in the Forbes 30 Under 30; an…
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Founder and CIO of Strategic Value Partners, Victor Khosla has seen significant shifts in the distressed investment landscape since he first founded SVP in 2001. In this episode of the FEG Insight Bridge, Victor shares his insights on how SVP has effectively differentiated itself from other private credit firms and why focusing on operational impro…
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Deputy Chief Investment Officer of DoubleLine and former senior vice president at TCW, Jeffrey Sherman has over two decades of experience in the fixed income investment space and the credentials to match. He is also the host of The Sherman Show, a podcast highlighting DoubleLine’s take on the current markets as well as those of distinguished guests…
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We are honored to welcome 30-year investment veteran Jordi Visser to today's FEG Insight Bridge. He is the CIO & President of Weiss Multi-Strategy Advisers, LLC. Weiss, founded in 1978, has been a pioneer in the market-neutral style of investing, offering traditional hedge funds and liquid alternatives. Jordi has been instrumental in Weiss’ success…
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Mohamed El-Erian’s career is impressive by any standards: he’s served as deputy director of the IMF, as part of President Obama’s Global Development Council, and as CEO for PIMCO, and is currently president of Queens College, chair of Gramercy Funds, and chief economic advisor to Allianz. On this episode, he sits down with Greg to discuss the Fed’s…
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This episode of the FEG Insight Bridge features Sebastian Mallaby, the Paul Volcker senior fellow for international economics at the Council on Foreign Relations and renowned journalist and author whose works include More Money Than God: Hedge Funds and the Making of a New Elite and The Man Who Knew: The Life and Times of Alan Greenspan, among othe…
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The decorated and well-loved CIO, Jonathan Hook, joins Greg for this riveting episode of the FEG Insight Bridge where the two discuss Jonathan’s broad career from banking to university endowments to private foundations. Jonathan shares his insights on topics ranging from his approach to asset allocation and building out investment offices, his phil…
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This episode of the FEG Insight Bridge features Sir Chris Hohn, founder, managing director, and portfolio manager of The Children’s Investment Fund (TCI), which includes the Children’s Investment Fund Foundation (CIFF), a charity Chris endowed that seeks to improve the lives of children and adolescents living in poverty in developing countries thro…
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This episode of the FEG Insight Bridge features Dominique Mielle, well-known distressed debt investor, former partner and senior portfolio manager at Canyon Capital, and author of the book Damsel in Distressed: My Life in the Golden Age of Hedge Funds. After 20+ years in distressed debt investments, she published the first-ever hedge fund memoir by…
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Join Greg as he sits down with the CFA Institute Research Foundation’s Director of Research Laurence “Larry” B. Siegel to discuss why investors have many reasons to be optimistic about the forward progression of society (and the economy). In this engaging episode, Larry talks about his new book, Richer, Greener, Fewer, offers a historical perspecti…
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Join Greg as he sits down with Wellington Management’s Multi-Asset Strategist Cara Lafond to discuss the ins and outs of the current investment landscape for endowments and foundations (E&Fs). Cara is responsible for researching investment policy and portfolio construction and advising clients on portfolio risks and opportunities, with a focus on E…
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From earning his PhD under the great economist Gene Fama to launching AQR, one of the country’s first quantitative funds, Cliff Asness offers a unique perspective on financial markets. Winner of several awards, including five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, two-time winner of the Graham and Dodd Excell…
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It’s no secret that today’s political landscape is one of the most volatile in the U.S. since the Civil War. In this episode, we invited Dan Clifton, partner and head of policy research at Strategas Securities, to sit down with Greg Dowling on the FEG Insight Bridge to connect politics, policy, and markets today. Listen in as Dan breaks down some o…
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Did you know that one of the biggest sectors in the REIT market today is cell phone towers? Or that REITs tend to generate positive returns in rising interest rate environments? This week on the Insight Bridge, Jon Cheigh, CIO and Head of Global Real Estate for Cohen & Steers sits down with FEG’s Greg Dowling to discuss all things REITs. From malls…
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A regular guest and guest host on CNBC, Bloomberg TV & Radio, CNN, Fox Business News, and PBS NewsHour as well as named one of the “25 Most Powerful Women in Finance” by American Banker, one of the “Top 50 Women in Wealth” by Wealth Magazine, and twice named one of the “100 Most Influential Women in Finance” by Barron’s Magazine, Liz Ann Sonders ha…
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As the President and Co-CEO of Ariel Investments, Chair of the Board at Starbucks, Director of JP Morgan Chase, Chairman of After School Matters, and Co-Founder of Ariel Alternatives, to say that Mellody Hobson has a lot on her plate is quite the understatement. She came by her love of investing early and honestly, and focused her career on further…
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Founder and chairman of the board of Research Affiliates, Rob Arnott, is deeply dedicated to the role of research in understanding and forecasting market trends. His commitment to research spans several decades, and he has published three books and more than 130 articles on various financial topics and earned several awards for his efforts, includi…
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Jeremy Grantham has had a lot of firsts in his life; he was among the first to recommend commercial index funds, purportedly the first to create an international stock database, one of the first to call several bubbles—including the Japanese Bubble, the Tech Bubble, and the Great Financial Crisis—and certainly one of the first philanthropists to in…
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It has been a turbulent period for recent market darling, SPACs, also known as Special Purpose Acquisition Companies. Although SPACs began almost three decades ago, they only recently surged in popularity. In fact, more U.S. companies went public through SPACs than traditional IPOs in 2020. Fir Tree Partners has a long history investing in SPACs, a…
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Mark McCall, Managing Director at Lime Rock New Energy and former Executive Director of the U.S. Department of Energy Loan Programs Office, joins us in this episode to talk about the rise of renewable energy. Listen in as we discuss the megatrend toward renewables, what technology investments are required along the way, how the government will be i…
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With the rise of bitcoin, blockchain has gained much popularity in recent years. In this episode, Atul Rustgi of Accolade Partners joins us to break down the “chain.” We will discuss how the technology behind cryptocurrencies is disrupting industries from banking to the internet. Hear about some of the many different use cases for blockchain and At…
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In this episode, we are pleased to welcome Rhonda Fitzgerald of the Sustained Dialogue Institute. As managing director at the Institute, she works to train, mentor, and provide guidance to a broad range of institutions and individuals seeking to transform their communities through Sustained Dialogue. In our conversation, we discuss how these techni…
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Jeffrey Gundlach gained international renown when he was anointed the "King of Bonds" by Barron's magazine in 2011. Having joined us on the main stage at the FEG Investment Forum twice, FEG clients gave Jeffrey high marks for the knowledge his brings to these events. We are excited to have him on the FEG Insight Bridge to discuss the firm he launch…
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We are excited to have professor, author, and investment professional, Jeremy Siegel, join us in the latest episode of our FEG Insight Bridge podcast! Jeremy is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He is a regular on CNBC, CNN, and NPR. Jeremy is probably best known for his best-selling…
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We are thrilled to have investor, philanthropist, and bestselling author, J.D. Vance! J.D.’s #1 NYT Bestselling book, Hillbilly Elegy, explores social and economic challenges in small-town America from his personal viewpoint. On November 24, Hillbilly Elegy the movie will be available on Netflix, which was directed by Ron Howard and features an inc…
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FEG’s 2020 Approachable Asia event was scheduled for this fall in Singapore, where we planned on venturing abroad to learn first-hand about the unique challenges and opportunities of international investing in a board room setting. Our goal was to provide clients the opportunity to meet with top investment and economic leaders, including local asse…
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FEG’s Approachable Asia 2020 event was scheduled for this fall in Singapore, where we planned on venturing abroad to learn first-hand about the unique challenges and opportunities of international investing in a board room setting. Our goal was to provide clients the opportunity to meet with top investment and economic leaders, including local asse…
  continue reading
 
FEG’s Approachable Asia 2020 event was scheduled for this fall in Singapore, where we planned on venturing abroad to learn first-hand about the unique challenges and opportunities of international investing in a board room setting. Our goal was to provide clients the opportunity to meet with top investment and economic leaders, including local asse…
  continue reading
 
2020 has been a year filled with fear, volatility, and uncertainty for individuals and organizations across the globe. Since 2020 has already had so many uncertainties, why not add an election too? Listen in as Libby Cantrill, head of public policy at PIMCO, joins the conversation to discuss the issues, outlook, and implications of the upcoming pre…
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Acclaimed author and founder of the Money for the Rest of Us educational platform and podcast, David Stein, joins us for a discussion around podcasting, principles of investing, and the current market environment. Topics covered in this episode include: David's background from FEG to how he got into podcasting Differences between individual and ins…
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Staley Cates of Southeastern Asset Management, a Memphis native and music buff, joins us for today’s episode, titled Steamroller Blues…Active Management and Value. Listen in to the conversation as we dive into: The current market environment compared to those of the past Does active management still work? Value versus growth, and will Microsoft, Fa…
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During this episode, John Baschab, Managing Director of Scout Energy, and Billy Quinn, Founder and Managing Partner of Pearl Energy, join the discussion as we delve into the recent volatility of the energy markets, including: The energy backdrop and where we are today How to preserve value in your assets and hedging your books Whether there is a st…
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In our latest episode, Peter Kolchinsky, Ph.D., co-founder of RA Capital and published author, and Kush Parmar, M.D., Ph.D., managing partner of 5AM Ventures, join us to discuss a timely topic during a global pandemic: The Promise and Hope of Biotech. This discussion covers: How biotech varies from other sectors and why it’s a specialized field; Th…
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In the first episode of the Dallas on Download series, we interview credit market veteran Josh Friedman, Co-Founder, Co-Chairman, and Co-CEO of Canyon Partners, LLC. Listen in as Greg Dowling, CIO and Head of Research at FEG, guides the discussion with Josh around: How the global pandemic impacted the markets and overall business; Comparison of the…
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