Fund Evaluation Group | Investment Advisors

 

James W. Angelica

Senior Research Analyst - Private Capital - Buyouts

• M.B.A. in Finance, Fordham University
• B.S. in Business Administration, Providence College
• Series 7 licensed (inactive)
• Series 66 licensed
• Investment professional since 1993
• FEG team member since 2006

Prior experience:

• State Street Global Advisors – Principal, Product Development
• JPMorgan Fleming Asset Management – Client Portfolio Manager, Asset Allocation Services

 

 

Keith M. Berlin

Vice President - Global Fixed Income and Credit

• M.B.A. Thomas More College
• B.A. in Economics, University of Kentucky
• Investment professional since 1996
• FEG team member since 2000

Prior experience:

• Fifth Third Bank – Money Markets Trader
• Schaeffer’s Investment Research – Research Analyst

Industry Recognition:

• Named one of the 20 Rising Stars of Fixed Income 2008 by Institutional Investor News

 

Christian S. Busken

Vice President - Real Assets

• M.B.A. Thunderbird – The American Graduate School of International Management
• B.A. in International Relations, Brigham Young University
• Investment professional since 1998
• FEG team member since 2002

Memberships:

• Board member of Busken Bakery, Inc.

Kevin Conroy, CFA

Research Analyst – FEG/Managed Portfolios

• B.A. in Finance, Grand Valley State University
• Investment professional since 2001
• FEG team member since 2005

Memberships:

• CFA Society of Cincinnati
• CFA Institute

 

Gregory M. Dowling, CFA, CAIA*

Managing Principal / Director of Hedged Strategies

• M.B.A. in Business Administration, Xavier University
• B.S.B.A. in Business Administration, University of Cincinnati
• Investment professional since 1997
• FEG team member since 2004

Prior experience:

• Bowling Portfolio Management – Vice President
• Firstar Bank – Analyst

Memberships:

• CFA Society of Cincinnati
• CFA Institute
• CAIA Association

Susan Mahan Fasig, CFA

Managing Principal / Director of Private Capital

• B.A. in Economics, DePauw University, Magna Cum Laude,
  Phi Beta Kappa
• Investment professional since 1985
• FEG team member since 1998

Prior experience:

• Anthem, Inc. – Director of Investments
• Evaluation Associates, Inc. – Associate Consultant
• American United Life Insurance Co. – Securities Analyst

Memberships:

• New Hope Presbyterian Church Endowment Committee
• CFA Society of Indianapolis - Member and past president
• CFA Institute

Anthony L. Festa, CFA

Managing Principal / Chief Operating Officer FEG/Managed Portfolios

• M.B.A. in Finance, Xavier University
• B.S. in Biology, University of Cincinnati
• Investment professional since 1997
• FEG team member since 1997

Memberships:

• CFA Society of Cincinnati
• CFA Institute

Brian A. Hooper

Research Analyst – Global Equities

• B.S. in Economics & Finance, University of Dayton
• Investment professional since 2004
• FEG team member since 2006

Prior experience:

• C.H. Dean, Inc. – Analyst

Jay R. Johnston

Research Analyst – Real Assets

• B.B.A. in Finance, University of Cincinnati
• Investment professional since 2009
• FEG team member since 2010
• CFA Program, Level I Candidate

 

J. Alan Lenahan, CFA, CAIA

Managing Principal / Director of Hedged Strategies

• B.S.B.A. in Finance & Marketing, Xavier University
• Investment professional since 1997
• FEG team member since 2002

Prior experience:

• The Western and Southern Life Insurance Co. – Senior Corporate Finance and Risk Management Analyst
• Arthur Andersen – Senior Associate of Valuation Services

Memberships:

• CFA Society of Cincinnati
• CFA Institute
• CAIA Association

Industry Recognition:

• Named one of the 20 Rising Stars of Hedge Funds 2007 by Institutional Investor News

Will McIntosh, Ph.D.

Chief Investment Officer

• Ph.D. in Finance, University of North Texas
• M.B.A. in Real Estate, Eastern Kentucky University
• B.S. in Business Education, Eastern Kentucky University
• Graduate of the Management and Leadership in Education

  Program, Harvard Institute for Higher Education, Harvard Graduate School of Education

• Graduate, School of Mortgage Banking, Mortgage Bankers Association of America
• Investment professional since 1992
• FEG team member since 2009

Prior experience:

• University of Cincinnati, College of Business - Dean and Professor of Finance; member of Endowment Investment Committee
• ING Real Estate Investment Management  - Global Head of Research and Strategy
• AIG Global Real Estate Investment Corp. - Managing Director
• Prudential Real Estate Investors - Managing Director, Investment Research

Memberships:

• Pension Real Estate Association
• Financial Management Association
• Urban Land Institute
• International Real Estate Society
• American Real Estate Society
• American Real Estate & Urban Economics Association

 

Christopher M. Meyer, CFA

Managing Principal

• M.B.A. in Finance, The Ohio State University
• B.S. in Statistics & Economics, University of Akron
• Investment professional since 1989
• FEG team member since 1993

Prior experience:

• Fifth Third Bank Trust Department – Trust Associate

Memberships:

• CFA Society of Cincinnati
• CFA Institute
• Cincinnati Reds Hall of Fame and Museum Board Member
• Madcap Productions Puppet Theatre Board Member
• St. Antoninus Church – Parish Council

 

Michael J. O'Connor

Research Analyst – Generalist

• B.B.A. in Finance and Real Estate, University of Cincinnati
• Investment professional since 2009
• FEG team member since 2010

Prior experience:

• American Financial Group, Inc. – Assistant to the Chairman
• American Money Management Corporation – Trading Department Intern

 

Michael J. Oyster, CFA

Managing Principal - Special Projects and Options Strategies

• B.B.A. in Finance, University of Cincinnati
• Author. 2005. Mission Possible, Achieving Outperformance in a Low-Return World. Chicago: Dearborn Trade.
• Investment professional since 1994
• FEG team member since 1999

Prior experience:

• Schaeffer Investment Research, Inc. – Senior Quantitative Analyst

Memberships:

• CFA Society of Cincinnati
• CFA Institute

 

J. David Stein

Managing Principal / Chief Portfolio Strategist - FEG/Managed Portfolios

• M.B.A. in Finance, Miami University
• B.B.A. in Finance, University of Cincinnati, Summa Cum Laude
• Investment professional since 1992
• FEG team member since 1995

Prior experience:

• AT&T Capital Corporation – Commercial Credit Analyst and Business Planning Manager

Memberships:

• FEG Investment Policy Committee
• FEG Executive Committee

 

 

Christina M. Sunderman

Research Analyst – Domestic Value Equity

• M.B.A. in Business Administration, Xavier University
• B.S. in Finance, Miami University
• Investment professional since 2006
• FEG team member since 2006
• CFA Program, Level I Candidate

Prior experience:

• Marsh USA – Risk Consulting

 

 

Nathan C. Werner, CFA

Vice President – Private Capital - Venture Capital

• M.B.A. in Finance, Indiana University
• B.A. in Economics, DePauw University
• Investment professional since 1998
• FEG team member since 2005

Prior experience:

• Irwin Management Company – Senior Financial Analyst

Memberships:

• CFA Society of Indianapolis
• CFA Institute

 

Ryan S. Wheeler, CAIA

Research Analyst – Hedged Strategies

• M.F.E. in Financial Economics, Ohio University
• B.B.A. in Finance, University of Cincinnati
• Study Abroad - International Business, Universidad del Desarrollo
• CFA Program, Level I Candidate
• Investment professional since 2006
• FEG team member since 2008

Prior experience:

• Spectrum Global Fund Administration - Sr. Implementation Specialist
• Corporex Companies - Staff Accountant/Investments

Memberships:

• CAIA Association