FEG Insight Bridge

Host Greg Dowling speaks with Alexey Teplukhin of Blue Owl Capital on the rapid buildout of digital infrastructure for cloud and AI. They cover an estimated $7 trillion need, long-term leases to investment‑grade hyperscalers, and Blue Owl’s role, including a Meta joint venture in Louisiana. Topics include power access, community and regulatory dynamics, private credit’s flexibility, and why landlo...

Explore how systematic investing drives discipline, diversification, and resilience across market cycles. In this episode of the FEG Insight Bridge, Greg Dowling speaks with Leda Braga , CEO of Systematica Investments, about her journey from academia to leading a global quantitative investment firm. She explores how systematic investing has evolved, the role of discipline and diversification acros...

Explore the resilience, competitive mindset, and fan-first ethos that shaped Jeremy Roenick’s path to the NHL Hall of Fame. In this special episode of the FEG Insight Bridge, recorded in connection with the 2026 FEG Hockey Classic, NHL Hall of Famer Jeremy Roenick reflects on a career defined by tenacity, adaptability, and connection. From elite youth hockey to an unconventional jump into the NHL,...

Explore the resilience and strategic discipline behind countercyclical energy investing as Dan Pickering assesses oil and gas fundamentals, LNG buildout, renewables, and geopolitical tail risks. Dan Pickering , Chief Investment Officer of Pickering Energy Partners, joins the FEG Insight Bridge to analyze today’s energy landscape through a cyclical, price‑disciplined lens. He discusses the maturati...

Explore the resilience and strategic innovation behind Machine Investment Group's journey through adversity and opportunity in the evolving real estate landscape. In this episode, Eric Rosenthal , Co-Founder and Managing Partner of Machine Investment Group, joins  Greg Dowling to delve into the dynamic world of real estate investments. Eric shares the compelling story of Machine's founding and suc...

Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies. In this episode, Rick Rieder , Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits...

In this episode, Greg Dowling sits down with Torsten Slok , Partner and Chief Economist at Apollo Global Management, to break down the forces shaping markets in 2026. They discuss the surprising resilience of the global economy in 2025, the transformative power of AI and the persistence of a K-shaped economy. Torsten also weighs in on private credit’s growth, China’s structural challenges, Europe’...

Host Greg Dowling sits down with Karthik Ramanathan , former Director of the U.S. Treasury’s Office of Debt Management, for a behind-the-scenes look at how the Treasury and the U.S. Federal Reserve intersect. From managing trillions in debt issuance to coordinating with the Fed around day-to-day policy execution as well as crisis event triage, Karthik shares firsthand insights into how Treasury de...

In this episode, host Greg Dowling welcomes Josh Harris —founder of 26North, co-founder of Apollo Global Management, and managing partner of the Philadelphia 76ers, New Jersey Devils, and Washington Commanders. Josh reflects on his journey from Wall Street to the world of sports, sharing lessons on building enduring institutions, transforming franchises into global media powerhouses and leading wi...

In this episode, host Greg Dowling welcomes Sean Kammann , Equity Portfolio Manager, Partner and Senior Managing Director with Wellington Management to discuss the shifting dynamics of equity markets. While the “Mag 7” stocks have dominated headlines, the conversation focuses on opportunities among smaller-cap stocks. Sean discusses the persistence of the small-cap premium, the potential impact of...

In this episode, host Greg Dowling speaks with Paul Froning and Michael Feinstein from Focus Healthcare Partners, a firm dedicated to investing in senior housing and healthcare-related properties. Their conversation explores how demographic shifts and changing consumer expectations are reshaping the senior living industry for the better. Paul and Mike share their investment philosophy, which cente...

In this episode of FEG’s Insight Bridge Podcast , Greg Dowling speaks with Peter Kolchinsky , Managing Partner at RA Capital. Together they delve into the drivers and details of today’s biotech industry, how to foster innovation and why Peter is optimistic about biotech’s ability to address autoimmune disorders. Peter shares RA Capital’s investment approach, which emphasizes patience, rigor and se...

In this episode of FEG’s Insight Bridge Podcast , Greg Dowling chats with Dave Thomas , founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like generative AI and European defense spending, and w...

In this episode of the FEG Insight Bridge Podcast , Greg Dowling sits down with Cheryl Brandon and Kamal Toor , the founders and managing partners of Kinterra Capital. They discuss the transformative impact of AI on the mining industry and the critical role of essential minerals like copper, nickel, magnetite, and manganese in today’s and tomorrow’s economy. Cheryl and Kamal share their insights o...

In this episode of the FEG Insight Bridge Podcast , Greg Dowling sits down with Jack O'Callahan , a member of the legendary 1980 "Miracle on Ice" U.S. Olympic hockey team. Jack shares his incredible journey from playing street hockey in Boston to becoming part of perhaps the greatest upsets in sports history. He recounts the intense preparation and team dynamics that led to the victory over the So...

In this episode of the FEG Insight Bridge Podcast , Greg Dowling sits down with Ali Akay , Founder and CIO of Carrhae Capital and experienced emerging markets investor. Ali shares his journey from central bank consultant to founder of a successful investment firm, embodying his personal mantra, "Struggling, I emerge." His perspective on macroeconomic factors, political and currency risks, and the...

In March’s episode of the FEG Insight Bridge Podcast , Greg Dowling talks to Jason Fowler about what it takes to develop the mindset of a winner. From his devastating motocross injury as a teenager to his path to overcoming obstacles, to his success as an adaptive sports champion, coach and mentor, Jason’s search for his “true north” can help and inspire all of us. Jason believes that a combinatio...

In the February episode of the FEG Insight Bridge Podcast , Malabar Investments Advisors Sumeet Nagar and Akshay Mansukhani join FEG CIO Greg Dowling in an in-depth discussion. This month they analyze the differentiating quality of the Indian market versus other emerging markets and the importance - and benefit - of a comprehensive understanding of market liquidity. A history of entrepreneurial sp...

Discover a fresh perspective: Ben Inker of GMO examines market trends and potential investment strategies for 2025. On this episode of the FEG Insight Bridge Podcast , we are joined by Ben Inker , Co-Head of Asset Allocation and Portfolio Manager at GMO, in a conversation exploring market trends and investment strategies for 2025. Ben and FEG CIO Greg Dowling discuss the impact of market concentra...

On this episode of the FEG Insight Bridge Podcast , CIO Greg Dowling welcomes Max Belmont , Portfolio Manager and Senior Research Analyst at First Eagle Investments. Max discusses the growing interest in gold amid global economic uncertainties, exploring its role as a potential hedge against inflation and currency devaluation. The discussion also covers the dynamics of gold mining investments, the...

On this episode of the FEG Insight Bridge Podcast , CIO Greg Dowling welcomes Howard Smith , Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country’s economic resurgence, corporate reforms, and strategic positioning as an alternative to China. The conversation covers Japan’s role in h...

On this episode of the FEG Insight Bridge Podcast , CIO Greg Dowling welcomes Oliver Moses , Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how technology, including AI, is driving efficiency. Mo...

On this episode of the FEG Insight Bridge Podcast , CIO Greg Dowling welcomes Dan Ivascyn , CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm’s evolution, the shift from traditional to alternative fixed income strategies, and the current appeal of high-quality bonds. Hear insights on PIMCO’s s...

On this episode of the FEG Insight Bridge Podcast , CIO Greg Dowling welcomes Gary Sernovitz as they delve into Gary’s dual careers as author and Managing Director at Lime Rock. Gary shares insights into his latest book, The Counting House , and its relevance to institutional investors. Approaching investment from an innovative, semi-fictional perspective, he reveals his inspiration and the role h...

Join FEG CIO Greg Dowling and Scott Harlan , Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift to private sector investments. Scott addresses t...