FEG Insight Bridge
FEG Investment Advisors
The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Neither the information nor any opinion expressed in this podcast constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Clients of FEG may maintain positions in the securities discussed in this podcast. Listeners are strongly encouraged to consult their financial advisor before making any investment decisions.
Episodes
Mentioned books
Jun 25, 2020 • 43min
Steamroller Blues... Active Management and Value with Staley Cates
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.
Jun 18, 2020 • 53min
Death in the Oil Patch with John Baschab and Billy Quinn
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.
Jun 11, 2020 • 58min
The Promise and Hope of Biotech with Peter Kolchinsky and Kush Parmar
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.
Jun 4, 2020 • 51min
The State of the Credit Markets with Josh Friedman
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.
