FEG Insight Bridge

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 publications here.

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 value of life science office compared to traditional officethe relative strength of public real estate valuationsand, the viability of new builds and real estate in key fields such as “meds and eds” going forward 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 publications here.

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 throughout history and the investor behaviors that fed them to conclude once and for all that “there is nothing new under the sun.”“…These really are the craziest financial markets, as far as I can see in my reading of history, that have ever been witnessed.” - Edward ChancellorEd talks about the relationship between low interest rates and speculation, how interest has thrived across history, and his take on the Fed’s monetary policies over the last 40 years. He also shares his thoughts on a “digital Chicago plan” as a means to rein in inflation and prevent bank runs. Make sure you tune in for this fascinating and highly educational episode!You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 opportunities might lie going forward, how to best navigate the sometimes-mysterious Asian markets, and how different countries are beginning to recover from the COVID slump. They also discuss the path for China and Japan going forward, the importance of investing on the back of good fundamentals and a strong thesis rather than relative momentum, and the advantage of having a nuanced understanding of the region. You won’t want to miss this intriguing and educational episode!  You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 Hockey Team, and why access to organized sports is so important—especially for those who might not otherwise get the chance to play. Make sure you tune in for this heart-warming episode!You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 finance and why he decided to found his firm Maple Rock in Toronto, Canada, rather than New York or San Francisco. Xavier shares his investment philosophy, some of his biggest mottos, and how his relationship with his father helped shape him into the leader he is today. Whether you’re a relative hockey novice or a Slapshot enthusiast, you won’t want to miss this enthralling episode. Be sure to check out more at feg.com.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 helping diverse talent find success and supporting organizations in broadening their hiring and internal practices to identify and nurture diverse talent. In this episode, she talks strategies for relationship-building in business, why women’s education is the solution to every major global issue, and the three pieces of advice she gives everyone who wants to know how they can emulate her incredible success. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 better play for strong returns. He also discusses the value of sourcing distressed debt opportunities directly (a unique approach) and how distressed debt investing can be used to advance social good. Finally, he explores the role of rescue financing in scaffolding companies’ success and which sectors are looking most enticing in the face of oncoming recession. You won’t want to miss this exciting episode!You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 sits down with Greg to discuss the current path of inflation, the exogenous factors that could impact the U.S. economy, the value of duration, and how to attract young people to STEM fields. Jeffrey shares his optimism on the current market trajectory and points out that there are always winners in any market environment, as long as you know how to find them. You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 with an uncanny ability to decipher current market trends. Not only will we hear his latest views on the markets and the economy, but we will also discuss hedge funds, mutual funds, baseball cards, NFTs, handicapping horse races, and even green marbles. This is one episode you definitely won’t want to miss! You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.