Capital Allocators – Inside the Institutional Investment Industry

Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)

May 2, 2022

Greg Dowling, CIO and Head of Research at Fund Evaluation Group, dives into the evolving world of mid-market institutional consulting with insights from his rich background. He explains FEG's unique employee-owned structure and its approach to portfolio management and manager selection. The conversation features discussions on current market dynamics, touching on private equity and venture capital opportunities. Greg also shares his passion for community engagement through a charity hockey event that brings together investment professionals.

55:50

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Greg Dowling

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Episode notes

Intro

2min

A Journey Through Institutional Investment Consulting

6min

Evolution of Mid-Market Consulting

7min

Navigating Client Engagement in Institutional Consulting

20min

Navigating the Evolving Investment Landscape

15min

Charity Hockey Event Unites Investment Professionals

2min

Navigating Inflation and Investment Strategies

2min

Life Beyond Investments

5min

Greg Dowling is the CIO and Head of Research at Fund Evaluation Group (FEG) – a mid-market investment consultant with $80 billion in discretionary and non-discretionary assets under advisement. Greg oversees the day-to-day management of the research team and chairs the firm's investment policy committee that oversees all manager hire and fire decisions. Our conversation covers Greg’s background and introduction to FEG, the evolution of institutional consultants, FEG’s business today, and its unique advantages. We dive into how FEG supports its clients with portfolio management, manager selection and inventory management, due diligence including qualitative scoring and culture assessment, and working with Investment Committees. We then get Greg’s opinion on different market dynamics including private equity, venture capital, crossover funds, hedge funds, and what he refers to as “weird ideas.” We close with the evolution of the investment process post-COVID, Greg’s involvement with his alma mater the University of Cincinnati, and the coveted FEG Hockey Classic. Learn More‍ Follow Ted on Twitter at @tseides or LinkedIn‍ Subscribe to the mailing list‍ Access Transcript with Premium Membership‍

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