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FEG 2017 Investment Forum

August 28-30 | Cincinnati, Ohio

Join us for our eighth Forum to hear from top investment and philanthropic minds, discuss the latest industry trends, and network with your peers.

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CAROUSEL OF CHANGE:
Navigating the Ups and Downs
of Market Cycles

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.

Forum History

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.

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Monday, August 28, 2017

Welcome Reception
The Hilton Netherland Plaza
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. 

Tuesday, August 29, 2017

Forum General
The Hilton Netherland Plaza
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. Jeff 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. Keynote Presenter
 
Networking Reception
Anderson Pavilion
5:00 p.m.–6:00 p.m. Cocktail Social
6:00 p.m.–9:00 p.m. Reception

 

Wednesday, August 30, 2017

Forum General
The Hilton Netherland Plaza
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)
Conference agenda items and times are subject to change. Dress for Tuesday and Wednesday events is business professional. 

Keynote Speakers

We are excited to welcome the following confirmed speakers:
Robert Arnott
Founder and Chairman of Research Affiliates

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.

Robert Arnott
Founder and Chairman of Research Affiliates

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.

Bill Frist, MD
Former U.S. Senator, Partner at Cressey and Company

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.

Bill Frist, MD
Former U.S. Senator, Partner at Cressey and Company

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.

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 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.

Jeffrey Gundlach
Chief Executive Officer of DoubleLine Capital

“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.

Jeffrey Gundlach
Chief Executive Officer of DoubleLine Capital

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, Mr. Gundlach 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.”  Mr. 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 …”

J.D. Vance
New York Times Best-Selling Author of Hillbilly Elegy

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
New York Times Best-Selling Author of Hillbilly Elegy

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.

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Venue

All Forum events will be held in downtown Cincinnati. Primary sessions will be at the historic Hilton Cincinnati Netherland Plaza and our Tuesday evening reception will be at Anderson Pavilion. Click here for more information.

Hilton Cincinnati Netherland Plaza 
35 W 5th St, Cincinnati, OH 45202
(513) 421-9100

Anderson Pavilion 
8 E Mehring Way, Cincinnati, OH 45202
(513) 978-1821