FEG Insight Bridge

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 "Magnificent Seven" in the U.S., the differences in reg...

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 management trends, the business model driving FEG forwar...

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 debunks myths, uncovers trends, and delves into the luc...

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 growth and productivity while also exploring broader...

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 spans the broad economic landscape, then dive into th...

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 fiber.  Explore the intricacies of spectrum, raw...

 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 theory and artificial intelligence (AI) concep...

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. Discover investment strategies, challenges, and tr...

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 place and sign up to receive our other public...

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 conversation covers many topics including:  the unique va...

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 ancient times to today, examining financial bubbles th...

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 on Asia’s post-COVID trajectory, where opportunitie...

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, which members are playing for the U.S. National Sled...

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 conditioning as an athlete has influenced his approach to...

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; and at 27 she founded Mogul, a company focused on he...

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 improvements rather than financial engineering is a bet...

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. In this episode of the Insight Bridge, Jeffrey s...

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. He has always been an innovative thinker wit...

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 recent actions and statements, how institutional...

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 others. The focus of this discussion is Sebastian’s m...

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 philosophy as a CIO, and plans for his impending reti...

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 through strategies that have lasting impact. In recogn...

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 a woman. Dominique and Greg discuss what it was...

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 perspective on globalization and inflation, talks frankly...

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 Endowments and Foundations.  In this episode, C...