Organizations must successfully manage the ups and downs of an ever-changing environment to achieve their mission. The FEG 2017 Investment Forum assembles leading industry minds to provide attendees with insight on how to navigate these cycles.
The Forum is reserved for clients and invited guests. A limited number of seats are held for investment professionals. Click here to inquire about attending our event.
FEG established the Investment Forum during the financial crisis of 2009 to give clients and guests a deeper understanding of the forces that shape financial markets and drive investment results.
The Forum evolved from a one-day event to three days of keynote speakers, devoted networking time, and educational breakout sessions.
In 2016, we welcomed more than 500 attendees, primarily executives, board members, and investment professionals at nonprofits and corporations spanning the country.
|6:00 p.m.-9:00 p.m.||"Come as You Are" Reception|
Enjoy cocktails and light hors d'oeuvres during an informal reception. Dress for Monday is business casual.
|7:30 a.m.–3:00 p.m.||Forum Check-In|
|7:30 a.m.–9:00 a.m.||Breakfast|
|9:00 a.m.–10:00 a.m.||FEG Welcome and Investment Outlook|
|10:00 a.m.–11:00 a.m.||Bill Frist, MD|
|11:15 a.m.–12:00 p.m.||Breakout Sessions|
|12:00 p.m.–1:00 p.m.||Networking Lunch|
|1:00 p.m.–2:00 p.m.||Jeffrey Gundlach|
|2:00 p.m.–3:00 p.m.||J.D. Vance|
|3:00 p.m.–3:30 p.m.||Coffee Break|
|3:30 p.m.–4:30 p.m.||Steven Romick, CFA|
|5:00 p.m.–6:00 p.m.||Cocktail Social|
|6:00 p.m.–9:00 p.m.||Reception|
|7:30 a.m.–12:30 p.m.||Forum Check-In|
|7:30 a.m.–9:00 a.m.||Breakfast|
|9:00 a.m.–9:30 a.m.||Theme Presentation|
|9:30 a.m.–10:30 a.m.||Keynote Presenter|
|10:45 a.m.–11:30 a.m.||Breakout Sessions|
|11:30 a.m.–12:30 p.m.||Rob Arnott|
|12:30 p.m.-1:30 p.m.||Networking Lunch (Seated or Boxed)|
Rob Arnott spoke during our inaugural FEG Investment Forum. We are excited to have him return as a keynote speaker. He is the founder and chairman of Research Affiliates, a research-intensive asset management firm that focuses on smart beta and asset allocation. He has pioneered several unconventional portfolio strategies that are now widely applied.
Rob Arnott is the founder and chairman of Research Affiliates, a research-intensive asset management firm that focuses on smart beta and asset allocation. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing.
Mr. Arnott has published more than 100 articles in financial journals, several of which have received the Graham and Dodd Scroll and Bernstein Fabozzi/Jacobs Levy awards. In 2013, he received the William F. Sharpe Indexing Award for Lifetime Achievement.
Presenting Wednesday, August 30 at 11:30 a.m.
Senator Bill Frist, MD is a partner at mid-market healthcare investment firm Cressey and Company and chairs its Executive Council. Dr. Frist is both a nationally recognized heart and lung transplant surgeon and former U.S. Senate Majority Leader. He is consistently recognized among the most influential and innovative leaders in American healthcare.
Senator Bill Frist, MD is a partner at mid-market healthcare investment firm Cressey and Company and chairs its Executive Council.
Dr. Frist is both a nationally recognized heart and lung transplant surgeon and former U.S. Senate Majority Leader. He is consistently recognized among the most influential and innovative leaders in American healthcare and is one of only two individuals to rank in the top 10 of each of the five inaugural Modern Healthcare Magazine annual surveys of the most powerful people in healthcare in the U.S. He has performed over 150 heart and lung transplant procedures and has authored over 100 peer reviewed medical articles and abstracts.
Senator Frist serves on the boards of three publicly-traded companies, AECOM, Select Medical Corporation, and Teladoc, as well as on the nonprofit boards of the Robert Wood Johnson Foundation, The Nature Conservancy (Global Board), Kaiser Family Foundation, and Smithsonian National Museum of the American Indian. He is a former board member of the Smithsonian Institution and Princeton University, and past chair of the Board of Fellows of Harvard Medical School.
Frist co-founded and is chairman of Aspire Health, now the country's largest nonhospice, community-based palliative healthcare company. He serves on multiple early- and mid-market health boards including MDSave, Accolade, Aegis Sciences, and Unitek.
In the philanthropic world, Senator Frist is the founder of Hope Through Healing Hands, a nonprofit organization on global and women’s health; NashvilleHealth, the nationally recognized, community collaborative dedicated to improving population health; and the State Collaborative on Reforming Education (SCORE), which contributed to Tennessee’s recognition as the fastest improving K-12 education state in the nation for the past 7 years.
In the U.S. Senate, Dr. Frist was elected Majority Leader having served fewer years in Congress than anyone in history, and served on the Foreign Relations, Budget, Commerce, Finance and HELP committees. His leadership and sponsorship led to the passage of the historic PEPFAR legislation, which has revolutionized the treatment of HIV/AIDS globally, and the Medicare Prescription Drug and Modernization Act of 2003.
Dr. Frist lives on a farm with his wife Tracy.
Presenting on Tuesday, August 29 at 10:00 a.m.
“The New Bond King” Jeffrey Gundlach returns to the FEG Investment Forum to discuss trends in fixed income. He first spoke during our 2012 event. Jeffrey is the Chief Executive Officer of DoubleLine. He is recognized as an expert in bonds and other debt-related investments. Mr. Gundlach has received wide recognition, including being named "Money Manager of the Year" by Institutional Investor in 2013.
Chief Executive Officer of DoubleLine Capital
Jeffrey Gundlach is the Chief Executive Officer of DoubleLine. He is recognized as an expert in bonds and other debt-related investments.1 In 2011, he appeared on the cover of Barron's as "The New Bond King.” In 2012, Bloomberg Markets magazine named him one of the "50 Most Influential.” In 2013, he was named "Money Manager of the Year" by Institutional Investor. In 2015 and 2016, Bloomberg Markets magazine again named him one of the "50 Most Influential.” Gundlach is a graduate of Dartmouth College, summa cum laude, with degrees in mathematics and philosophy.
Presenting on Tuesday, August 29 at 1:00 p.m.
1 Money News on May 26, 2011: Headline of the story: Bond Expert Gundlach: Housing Collapse to Spark Second Financial Meltdown. Morningstar on January 5, 2012: “….Jeffrey Gundlach, a high-profile fixed-income expert …”
Steven Romick serves as Portfolio Manager for the FPA Crescent Fund, Source Capital, Inc. and the FPA Multi-Advisor Strategy. Prior to joining FPA in 1996, Steven was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. He earned a Bachelor’s degree in Education from Northwestern University. At this year’s forum, he will discuss global markets and value investing.
Steven Romick is a Managing Partner of FPA LLC, a Los Angeles-based investment manager with approximately $30 billion under management in equity, fixed income, and alternative strategies.
Romick is a value investor and has managed the $17 billion FPA Crescent Fund since its 1993 inception. This Fund seeks to generate equity-like returns over the long-term, take less risk than the market and avoid permanent impairment of capital.
FPA Crescent has provided the best risk-adjusted returns of all allocation mutual funds (with assets over $1 billion) that invest in equities and have been managed by the same party since its inception according to Morningstar. As of January 31, 2017, the FPA Crescent Fund carries a Morningstar 5-star rating. Romick was awarded Morningstar's Domestic Manager of the Decade Award (2009) and Morningstar's U.S. Allocation/Alternatives Fund Manager of the Year Award (2016).
He began his investment career in 1985 with Kaplan, Nathan & Co as an analyst. He started his own firm, Crescent Management, in 1990 in order to focus on finding out-of-favor, low risk/high return investments in various parts of the capital markets.
His philanthropic involvement includes serving as an International Board Member of the Weizmann Institute of Science and Vice Chair of Cedars Sinai Medical Center.
Steven earned a BS in Education from Northwestern University and is a CFA Chaterholder.
Presenting on Tuesday, August 29 at 3:30 p.m.
Vance is an investor, commentator, and author of the #1 New York Timesbest seller Hillbilly Elegy: A Memoir of a Family and Culture in Crisis. He shares details of his upbringing in a small Ohio town and the growing concerns of working-class Americans, offering a personal picture of upward mobility and the loss of the modern-day American Dream.
J.D. Vance is an investor, commentator, and author of the #1 New York Times best seller Hillbilly Elegy: A Memoir of a Family and Culture in Crisis, described by the National Review as a “brilliant book” and by The Economist as “one of the most important” reads of 2016. Ron Howard and Brian Grazer of Imagine Entertainment have announced plans to produce a movie based on Vance's book.
Raised by his working-class grandparents in Middletown, Ohio, Vance graduated from Middletown High School in 2003 and then immediately enlisted in the U.S. Marine Corps. During his time in the Marines, he deployed to Iraq in support of Operation Iraqi Freedom.
When he finished his four-year enlistment, Vance enrolled at Ohio State University, where he studied political science and philosophy, and helped coordinate the university’s bipartisan voter education drive in 2008. After graduating from college, he studied at Yale Law School, where he worked at Yale’s Veterans Legal Services Clinic, providing free legal counsel to veterans of our nation’s wars in Vietnam and Iraq. Vance earned his law degree in 2013.
After a stint at a large corporate law firm, Vance moved to San Francisco to work in the technology industry. He serves as a principal at the leading Silicon Valley venture capital firm Mithril Capital, cofounded by Peter Thiel and Ajay Royan. As an investor, Vance has taken a special interest in the biotechnology industry and other transformative sectors of the economy.
In early 2017, Vance joined as a partner in AOL founder Steve Case’s venture capital company, Revolution LLC, which concentrates on bolstering entrepreneurship and disruptive, high-growth companies outside of the sphere of Silicon Valley. He also returned home to Ohio to found Our Ohio Renewal, a nonprofit organization dedicated to addressing the state’s opioid crisis and bringing high-quality employment and educational opportunities to Ohioans.
He regularly discusses politics and public policy, having appeared on ABC, CBS, and FOX News, and currently serving as a contributor on CNN. Vance lives in Columbus, Ohio, with his wife and two dogs, where he works on his nonprofit and investment activities.
Presenting on Tuesday, August 29 at 2:00 p.m.