Podcasts about feg

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Standortgottesdienst

Standortgottesdienst

Standortgottesdienst

This week on Swimming with Allocators, Earnest and Alexa welcome Quincy Brown, Managing Director at FEG Investment Advisors. With 29 years of experience, Quincy discusses how his firm serves mission-driven organizations by integrating responsive investing strategies, focusing on diverse and emerging managers, and balancing financial performance with social impact. Key topics include the evolution of ESG investing, technology's role in creating new investment opportunities, and the importance of understanding client missions. Quincy also emphasizes that organizations can achieve both financial returns and social objectives by taking a long-term, strategic approach to investing, particularly in venture and private equity sectors. The conversation provides a nuanced look at how investment consultants are navigating changing landscapes of mission-aligned investing. Don't miss it! Highlights from this week's conversation include:Quincy's Career Path (1:09)FEG's History and Client Base (4:44)Building Trust and Client Relationships (7:00)Values-Aligned and Responsive Investing (9:17)Shift Toward Venture and Private Equity (12:26)Identifying Diverse and Emerging Managers (14:36)Diversity Criteria and Thresholds (17:01)Advice for Emerging Managers (18:03)Role of the Research Team (19:10)Fund Performance Trends (21:55)Mission Alignment Across Asset Classes (24:33)Lessons from ESG and DEI Trends (28:44)Exciting Trends in Venture and Private Markets (30:16)Advice for Allocators on Values-Aligned Investing (35:14)Connecting with Quincy and FEG and Parting Thoughts (36:34)FEG Investment Advisors is a Cincinnati-based investment consulting and OCIO firm serving nonprofits, endowments, and foundations nationwide. With a legacy of research-driven diligence, values-based investing, and a deep commitment to diverse and emerging managers, FEG is a leader in aligning capital with mission. Learn more at www.feg.com.Silicon Valley Bank (SVB), a division of First Citizens Bank, is the bank of the world's most innovative companies and investors. SVB provides commercial and private banking to individuals and companies in the technology, life science and healthcare, private equity, venture capital and premium wine industries. SVB operates in centers of innovation throughout the United States, serving the unique needs of its dynamic clients with deep sector expertise, insights and connections. SVB's parent company, First Citizens BancShares, Inc. (NASDAQ: FCNCA), is a top 20 U.S. financial institution with more than $200 billion in assets. First Citizens Bank, Member FDIC. Learn more at svb.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

Standortgottesdienst

Standortgottesdienst

How the investing landscape is being reshaped by the global race for critical minerals.Topics covered in this conversation between FEG's Greg Dowling and private equity firm Kinterra Capital's co-founders, Cheryl Brandon and Kamal Toor include:How mining and mineral processing workWhat are critical minerals, what is driving the demand for them, and will it continueHow the rise of passive management has led to underinvestment in miningHow to reconcile care for the environment and the need to mine critical mineralsWhat are the attributes that contribute to successful private capital investmentsWhy querying ChatGPT is insufficient to get up to speed on an investing topic, and what to do instead.Episode SponsorsDelete Me – Use code David20 to get 20% offInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFEG Insight Bridge episode page with transcriptKinterra CapitalRelated Episodes526: The Future of Power: Energy at a Crossroads with Scott Harland384: Has a Commodities Bull Market Supercycle Started? If So, How Do You Invest in It?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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In this episode of FEG's Insight Bridge Podcast, Greg Dowling chats with Dave Thomas, founder of Atalan Capital Partners. They discuss the challenges and opportunities in the hedge fund industry, the impact of structural and cyclical headwinds and Atalan's valuation-based investment approach. Dave also shares his insights on emerging trends like generative AI and European defense spending, and why he believes Atalan's long-short methodology may be especially beneficial today.You can find every episode of FEG Insight Bridge podcasts in one place and sign up to receive our other publications here.

Standortgottesdienst

Standortgottesdienst

Standortgottesdienst

In this episode, we sit down with Ron Petrinovich, a seasoned entrepreneur and co-founder of Freedom Equity Group (FEG). With deep roots in Silicon Valley and a legacy shaped by family, faith, and business acumen, Ron shares pivotal moments from his entrepreneurial journey—including multiple business restarts, scaling a company to national success, and eventually exiting in 2024. Ron offers candid insights into what it takes to build a company with values at the core, the importance of team-building from day one, and how he designed a unique internal point system that fueled performance and growth. From leadership evolution to fostering a scalable culture, this episode is packed with practical wisdom for entrepreneurs at any stage.

Obadja

Obadja

Obadja

Obadja

Standortgottesdienst

Darum feiern wir Pfingsten

From wildfires to AI-driven demand surges, the power grid is under pressure—and so is the investment landscape around it. Scott Harland of Rockland Capital visits with Greg Dowling of FEG to explore the risks, opportunities, and critical shifts shaping the future of energy.Topics covered include:The necessity of a balanced energy mix, including traditional and renewable energy sourcesHow the private sector is playing a larger role in building out energy infrastructureRising energy demand from data centers and AI, and how that demand can be metInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesHungry, Hungry, Hyperscalers with Scott Harlan - FEG Insight BridgeRelated Episodes502: Should You Invest in Nuclear Energy?469: Which Will Perform Better: Berkshire Hathaway or Utility Stocks?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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Standortgottesdienst

Standortgottesdienst

Standortgottesdienst

Standortgottesdienst

Ali Akay, CIO of Carrhae Capital, answers the question of why invest in emerging markets. He also shares with Greg Dowling of FEG insights on China, Mexico, South Korea, Argentina, Greece, Turkey, South Korea, and South Africa.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesEmerging Unscathed: Featuring Ali Akay—FEG Insight BridgeRelated Episodes474: Are Emerging Markets Bonds a Once-in-a-Generation Opportunity?411: Is Emerging and Frontier Markets Investing Still Worth It? – With Asha MehtaSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Standortgottesdienst

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Standortgottesdienst

Standortgottesdienst

Standortgottesdienst

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Greg Dowling of FEG interviews Max Belmont, a gold specialist and portfolio manager at First Eagle Investments. Greg and Max discuss the historical, philosophical, and practical reasons for owning gold.Topics covered include:Where does gold's reputation as a safe haven come from, and why it trades differently than other commodities.How gold differs from other asset classes including Bitcoin, which is sometimes referred to as digital gold.How we should think about gold when including it in our investment portfolios.Insiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesThe Golden Age with Max Belmont - FEG Insight Bridge episode pageRelated Episodes431: The Long-term Bullish Case for Gold316: Paper, Rocks, or Digits—What Makes the Best Money263: Should You Invest In Gold?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on episode 514, we share a conversation between Howard Smith of Indus Capital and Greg Dowling of FEG Investment Advisors on why Japan could surprise investors over the next decade with strong investment returns. David introduces the episode by sharing his key takeaways from the discussion.FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.Topics covered in the episode include:The false narrative that Japan is a difficult place to invest with subpar returnsWhy Japan's national debt problem is not as worrisome as the U.S. national debtWhy the Japanese yen is tremendously undervaluedHow Japan's corporate governance has improvedOpportunities in Japanese technology industriesInsiders Guide Email NewsletterGet our free Investors' Checklist when you sign up for the free Money for the Rest of Us email newsletterOur Premium ProductsAsset CampMoney for the Rest of Us PlusShow NotesFEG Episode pageIndus CapitalBerkshire Hathaway 2024 Annual LetterRelated Episodes468: Lessons from Japan's 34 Years of Stock Market Underperformance235: What If Home Prices Always Declined178: Japan and the Impact of A Shrinking PopulationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week on episode 510, we share a conversation between Ben Inker of GMO and Greg Dowling of FEG Investment Advisors on contrarian investing, deep value stocks, and the rise of passive investing. David introduces the episode by sharing his key takeaways from the discussion.FEG Investment Advisor is David's former institutional advisory firm, where he worked for 17 years, before founding Money for the Rest of Us. Greg Dowling is Chief Investment Officer of FEG, and David's former business partner and colleague.Topics discussed in the episode include:How experienced professionals can have a significant influence on one's career, such as the impact Jeremy Grantham and David Swenson had on Ben's careerThe impact of the rise of passive investingInvestment opportunities in quality and deep value stocksThe distinct risks of the high concentration in large cap tech stocksSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.