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About
Fund Evaluation Group (FEG) is an employee-owned, full-service investment advisory firm.
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Research & Literature
FEG's research blends bottom-up manager due diligence and top-town macroeconomic perspectives.
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Conferences
This is where you'll learn about FEG-sponsored conferences, webinars, and other speaking events.
- AGENDA
- EDUCATION SESSIONS
- PRE-CONFERENCE WORKSHOP
- MAPS & DIRECTIONS
- PRESENTATIONS
- SPEAKERS
- HOTEL RECOMMENDATIONS
- CONTINUING EDUCATION CREDITS
- CONTACT US
Education Sessions
Sessions: Behavioral Finance European Landscape Real Estate Risk
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BEHAVIORAL FINANCE: HOW TO SUCCEED DESPITE YOURSELF Greg Houser, CFA (moderator) – FEG, Vice President Russell Fuller, CFA, PhD (panelist) – Fuller & Thaler Asset Management Inc., Chief Investment Officer Ben Graham stated that “The investor’s chief problem – even his worst enemy – is likely to be himself.” Our collective decisions created the successes of our civilization but also our history of recurring financial crises, most recently the 2008 crisis from which we are still trying to recover. On a smaller scale, where we have more individual control, our decision processes drastically impact, to the positive and the negative, our portfolios’ ability to survive a crisis and help us reach our investment goals. We discuss our common behavior biases that affect investment decisions, and how developing an understanding of our decision making processes can help us begin to counteract those biases. This session is appropriate for both institutional investors and financial advisors. (Return to Top) |
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ASSESSING THE EUROPEAN INVESTMENT LANDSCAPE Keith Berlin (moderator – FEG, Senior Vice President, Director Global Fixed Income and Credit Maria Boyazny (panelist) – MB Global Partners, Founder and Chief Executive Officer John Hock (panelist) – Altrinsic Global Advisors, Founder and Chief Investment Officer Victor Khosla (panelist) – Strategic Value Partners, Founder and Chief Investment Officer Much has been written and discussed about the crisis plaguing Europe. What about the investment opportunities that crises create? In "Assessing the European Investment Landscape," we will provide our perspective on how clients can consider allocating assets to Europe. We will prompt thought leaders from the credit, distressed, and long only global equity investment disciplines to provide their unique insights. This session is appropriate for both institutional investors and financial advisors. (Return to Top) |
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OUTLOOK FOR REAL ESTATE: THE LONG AND WINDING ROAD TO RECOVERY Christian Busken (moderator) – FEG, Senior Vice President, Director of Real Assets Russ Bernard (panelist) - Westport Capital Partners LLC, Managing Principal Steven Orbuch (panelist) - Och-Ziff Real Estate, Founder and President David Sherman (panelist) – Metropolitan Real Estate Equity Management, President and Chief Investment Officer Following the downturn in commercial real estate markets during 2008 and 2009, what are the opportunities available for investors to take advantage of ongoing distress in real estate? Three seasoned real estate investment professionals will describe current distress in the real estate markets, highlight potential opportunities for investment, and discuss the road to recovery for the asset class. This session is appropriate for both institutional investors and financial advisors. |
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RISK-BASED APPROACH TO PORTFOLIO CONSTRUCTION Nolan Bean, CFA, CAIA – FEG, Managing Principal / Portfolio Construction and Investment Philosophy Christopher Meyer, CFA – FEG, Managing Principal / Chief Investment Officer In the midst of a low-expected-return environment, we discuss how institutions can increase the probability of meeting their long-term investment objectives by implementing a risk-based approach to portfolio construction. The key learning objectives are how to:
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