FEG Insight Bridge

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 founding partner of Narya Capital, which is a venture capital firm focused on backing great ideas and entrepreneurs outside of Silicon Valley. Listen in as J.D. shares his experiences turning a law school essay into a #1 NYT Bestselling book, consulting on a star-studded movie, and investing in Middle America.  Topics include:Cultural and economic impacts of the loss of the American industrial baseOpioid addiction and how it is still plaguing the working class Value of empathy in politicsRe-investing in AmericaHow Middle America entrepreneurs can differ from those on the “Coasts”How cities can be successful in playing to their strengths and by creating the right infrastructure to support VCAnd, If politics are in his future  Don’t miss this engaging conversation!You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 pandemic, we have opted to offer the same content through our Approachable Asia podcast series. Skip the flight and enjoy the conversation!***In this episode, we chat with a leading expert on all things China, Paul Krake. Paul is the founder of the research platform, View from the Peak.Topics covered include: How does China view its role in the world and how may this evolve in the future?How should we think of Xi Jinping? What other power brokers should we be watching?Have new security laws reduced Hong Kong's ability to be an international financial center? What other cities could take its place?Do the moves in Hong Kong impact the Chinese policy toward Taiwan?Will China overtake Silicon Valley as the world's leading developer of new technologies?What opportunities are there in Chinese capital markets? What about fixed income and equities?What issues is China facing that no one is talking about?You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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-person events being halted due to the Coronavirus pandemic, we have opted to offer the same content through our Approachable Asia podcast series.In this episode, we chat with ASEAN expert James Johnstone of RWC Partners.Topics covered include: Why should investors care about the ASEAN region?How have e-commerce giants impacted ASEAN consumer trends?How has the pandemic impacted ASEAN tourism and healthcare industries?What opportunities are there for the ASEAN region as the U.S. decouples from China?What are the best ways to access ASEAN countries in a portfolio?You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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-person events being halted due to the Coronavirus pandemic, we have opted to offer the same content through our Approachable Asia podcast series.In this episode, we chat with two of China’s elite venture capital investors, Jenny Lee with GGV Capital and Tommy Yip from Unicorn Capital Partners.Topics covered include:Where the next Alibaba, Tencent, JD, and Xiomi will come from?How rising geopolitical tensions between the U.S. and China have affected fund selection and IPO listings?What is the relative importance of valuation in choosing funds?What industries seem the most promising for venture capital?Why the India market is on the rise and is a potential bright spot for investors?How the pandemic has impacted deal activity and performance?You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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:Issues facing markets and investors, including fiscal stimulus and trade policyHow has social media changed the way elected officials campaign?Current polls and comparisons to previous election yearsKey demographics and states to watchThe mail-in voting dilemmaMarket and policy implications of the different election outcomesYou can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 podcastingDifferences between individual and institutional investorsThe influence of the Federal Reserve on marketsThe role of non-traditional investments like gold and cryptocurrencyBiggest risks amid COVID-19Principles of investing from his book, Money for the Rest of Us: 10 Questions to Master Successful InvestingDavid's current reading list and favorite books on financeYou can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 pastDoes active management still work?Value versus growth, and will Microsoft, Facebook, and Amazon take over the world?Extracting value through engagementBuying what others are sellingYou can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 todayHow to preserve value in your assets and hedging your booksWhether there is a storage crisisIndustry consolidation and the lending environmentThe opportunity set moving forwardImpacts of Environmental, Social, and Governance (ESG) on energyYou can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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 ecosystem;Balancing financial acumen and medical knowledge in a highly technical field;Why the NPV model doesn’t tell all and how to source investments;The role of biotech in the COVID pandemic;Innovation and building the industry of the futureYou can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

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;Impact of inflows and outflows on liquidity;The three main goals of the Fed's response;Outlook across structured credit, including residential and commercial mortgages;The positive side of the pandemicYou can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.