Greg Dowling

Ben Inker, Co-head of asset allocation at GMO, shares his insights on contrarian investing, drawing from his experiences influenced by mentors like Jeremy Grantham. He and Greg Dowling, CIO at FEG Investment Advisors, delve into the significance of deep value stocks in today's market. They discuss the challenges posed by the rise of passive investing and the concentration risks in large-cap tech stocks. Together, they explore emerging opportunities in underappreciated sectors, like Japanese small caps, offering valuable perspectives for savvy investors.

Max Belmont, a seasoned portfolio manager specializing in gold at First Eagle Investments, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors. They discuss gold's appeal as a hedge against inflation, contrasting it with digital assets like Bitcoin. The conversation highlights gold’s historical significance, its role as a safe haven during economic turmoil, and strategies for incorporating it into investment portfolios. They also touch on the growing demand for gold amid rising global tensions, underscoring its enduring value.

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.

Chris Heller, Co-Founder of Cordillera Investment Partners, shares insights on investing in unique, non-correlated assets. He discusses the burgeoning market of whiskey aging and how it parallels other commodities. Heller also dives into unconventional investments like alligator farming and spectrum for 5G technology, highlighting the need for specialized knowledge. With a focus on disciplined risk management and portfolio construction, the conversation emphasizes navigating the complexities of these 'weird alternatives,' all while balancing life and family.

Howard Smith, a veteran in Japanese investments and Partner at Indus Capital, joins Greg Dowling, Chief Investment Officer at FEG Investment Advisors, to discuss why Japan may surprise investors in the coming decade. They debunk myths surrounding Japan's investment climate, focusing on the undervalued yen and improving corporate governance. The conversation highlights booming opportunities in tech and addresses fiscal sustainability amid Japan's debt. Cultural nuances and economic history enrich their insights, making Japan a captivating investment destination.