FEG Insight Bridge

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 Excellence Award for the year’s best paper, and second...

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 of the most important moving targets for the marke...

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 to cell towers and self-storage, REIT allocat...

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 has a resume that’s impressive by any measure...

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 furthering financial literacy, advancing educational oppo...

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, including seven Graham and Dodd Scrolls and four Bernstei...

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 invest not only his time, but 98% of his fortune to...

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, and Managing Partner, David Sultan, joins the conve...

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 involved, and how traditional energy fits into the...

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 Atul's opinion on whether cryptocurrencies, like Bi...

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 techniques led to diplomacy breakthroughs like the Camp...

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 launched 11 years ago, almost buying the NFL's Buffalo B...

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 book, Stocks for the Long Run . In addition to hi...

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 incredible lineup of A-list actors. He is also a f...

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 asset managers and companies.  With the Coronavirus pa...

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 asset managers and companies.  With travel and in-pers...

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 asset managers and companies.  With travel and in-pers...

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 presidential election. Topics in this episode include...

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 institutional investors The influence of the Federal...

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, Facebook, and Amazon take over the world? Extractin...

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 storage crisis Industry consolidation and the lendin...

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; The evolution of the biotech and big pharma ecosy...

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 current crisis to those we have seen before; Impa...