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FEG 2019 INVESTMENT FORUM

September 23-25, 2019 | Cincinnati, Ohio

Thank you to everyone who joined us in Cincinnati for the FEG 2019 Investment Forum!  We hope that our guests found the speakers and discussions insightful and informative.

We invite you to provide feedback, see event highlights, and download select session presentations. Presentations are only available for attendees. Please contact us if you need the password resent to you.

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450+

Registered Guests

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28

Forum Sessions

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39

Forum Speakers

This year's theme was "Signs: Separating Signal from Noise in Markets, Politics, and Investments." We enjoyed hearing from all our speakers. 

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Agenda

Monday, September 23, 2019

Reception: Hilton Netherland Plaza

Please join us as you arrive in Cincinnati for a “come as you are" reception. Enjoy cocktails and light hors d’ oeuvres during an informal reception to meet FEG team members and other Forum attendees before the official event begins!

5:00 p.m.-6:00 p.m. Women in Investing Networking
6:00 p.m.-9:00 p.m. "Come as You Are" Reception

The dress code is business casual.

 

Tuesday, September 24, 2019

Forum Sessions: 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.–9:50 a.m. FEG Welcome and Investment Outlook
9:50 a.m.–10:50 a.m. Cam Harvey, PhD
11:00 a.m.–12:00 p.m. A Fireside Chat with Howard Marks
12:00 p.m.–1:00 p.m. Networking Lunch
1:00 p.m.–2:00 p.m. Dan Clifton
2:00 p.m.–2:50 p.m. CIO Corner: A discussion with Nonprofit CIOs
2:50 p.m.–3:15 p.m. Coffee Break
3:15 p.m.–4:05 p.m. Breakout Sessions
4:10 p.m.–5:10 p.m. Paul Singer
5:10 p.m.–5:15 p.m. FEG Closing

The dress code is business casual.

 

Evening Reception: American Sign Museum

Join us for an enjoyable networking reception at the American Sign Museum – ranked as one of the 13 cool and unusual things to do in Cincinnati. The evening will feature cocktails and heavy hors d’ oeuvres as you tour the museum of signs.

 

5:30 p.m.–9:30 p.m. Evening Reception & Museum Scavenger Hunt
6:00 p.m.–7:00 p.m. Neon Sign Workshop Demonstration

Buses will run between the Hilton and the ASM from 5:15p.m.–9:30p.m. The dress code is business casual.

 

Wednesday, September 25, 2019

Forum Sessions: Hilton Netherland Plaza
7:00 a.m. – 11:00 a.m. Forum Check-In
7:00 a.m. – 8:45 a.m. Breakfast
8:50 a.m. – 9:00 a.m. FEG Welcome
9:00 a.m. – 10:00 a.m. A Fireside Chat with Robert F. Smith
10:15 a.m. – 11:05 a.m. Breakout Sessions
11:10 a.m. – 12:10 p.m. Emmanuel Roman
12:10 p.m. – 12:15 p.m. FEG Closing
12:15 p.m. – 1:00 p.m. Networking Lunch

Dress is business casual. Conference agenda items and times are subject to change.

 

KEYNOTE SPEAKERS

We are excited to welcome the following confirmed speakers:
Daniel Clifton
Partner and Head of Policy Research, Strategas

FEG is excited to have Dan Clifton as a keynote speaker on Tuesday. As head of Policy Research, Dan evaluates government policy initiatives and its impact on the global economy and financial markets for institutional investors. He has been recognized by Institutional Investor magazine as a top Wall Street analyst in two separate categories: Washington Policy and Accounting & Tax Policy.

Daniel Clifton

Daniel Clifton is a Partner and Head of Policy Research for Strategas Securities. In this capacity, Mr. Clifton evaluates government policy initiatives and its impact on the global economy and financial markets for institutional investors. Daniel has been recognized by Institutional Investor magazine as a top Wall Street analyst in two separate categories: Washington Policy and Accounting & Tax Policy. Mr. Clifton has been ranked as one of the top Washington policy analysts in their annual survey 10 consecutive years.

Prior to joining Strategas, Mr. Clifton was Executive Director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. In this capacity, Daniel was part of coalitions that successfully lowered capital gains and dividend tax rates to 15 percent, a repatriation tax holiday on foreign source revenue in 2004, and reform of the nation's private-sector pension system.

Prior to joining ASA, Mr. Clifton was Federal Affairs Manager for Americans for Tax Reform and served as a senior staff member in two gubernatorial administrations working on economic and fiscal policy issues. Daniel has also worked in various capacities on elections at federal, state, and local levels.

Mr. Clifton received both his BA in Urban Planning and his MS in Public Policy from Rutgers University where he was a Fellow at the Eagleton Institute of Politics and a Harold Martin Fellow for Public Policy.

Presenting Tuesday, September 24 at 1:00 p.m.

Alice Handy
Founder, Investure

Alice Handy founded Investure in December 2003 and served as its CEO until her retirement in December, 2018. Prior to founding Investure, Alice spent 29 years managing the Endowment of the University of Virginia. She started as the first Investment Officer, later became Treasurer, and finally President of the University of Virginia Investment Management Company.

Alice Handy

Alice Handy founded Investure in December 2003 and served as its CEO until her retirement in December, 2018. Prior to founding Investure, Alice spent 29 years managing the Endowment of the University of Virginia. She started as the first Investment Officer, later became Treasurer, and finally President of the University of Virginia Investment Management Company.  Alice began her career as a Bond Portfolio Manager and Assistant Vice President at the Travelers Insurance Company. She also served as State Treasurer for the Commonwealth of Virginia from October 1988 to January 1990.

Alice earned her BA, cum laude from Connecticut College and took graduate courses in economics at the University of Virginia.  Alice is chair of the Governing Council for the Miller Center of the University of Virginia and serves on the boards of MSCI, Inc. and  the American Friends of the National Gallery, London, Inc. Alice also serves on the Investment Committees of the National Trust for Historic Preservation, the Thomas Jefferson Foundation, the Charlottesville Area Community Foundation, and the Smithsonian Institute.

Campbell Harvey, PhD
Partner and Senior Advisor, Research Affiliates

Cam will be the opening keynote speaker on Tuesday. He is a partner and senior advisor at Research Affiliates, focusing on strategic research, product development, and thought leadership. Cam is also a professor of finance at the Fuqua School of Business at Duke University and a research associate of the National Bureau of Economic Research in Cambridge, Massachusetts.

Campbell Harvey, PhD

Cam is a partner and senior advisor, focusing on strategic research, product development, and thought leadership. He serves as a senior external spokesperson.

In both 2015 and 2016, Cam received the Bernstein Fabozzi/Jacobs Levy Award for Best Article from the Journal of Portfolio Management for his research on distinguishing luck from skill. He has received eight Graham and Dodd Awards/Scrolls for excellence in research and financial writing, as well as the James R. Vertin Award from the CFA Institute Research Foundation in 2007. He has published over 125 scholarly articles on topics spanning investment finance, emerging markets, corporate finance, behavioral finance, financial econometrics, and computer science.

Cam received his undergraduate degree in economics and political science from Trinity College at the University of Toronto and his MBA from York University in Toronto in 1983. His doctoral work was conducted at the Booth School of Business at the University of Chicago.

Cam is also a professor of finance at the Fuqua School of Business at Duke University and a research associate of the National Bureau of Economic Research in Cambridge, Massachusetts.

Presenting Tuesday, September 24 at 9:50 a.m.

Howard Marks, CFA
Co-Chairman, Oaktree

Howard first spoke at FEG's Investment Forum in 2011. We are excited to have him return as a keynote speaker on Tuesday. He is a co-chairman of Oaktree and responsible for ensuring the firm's adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions.

Howard Marks, CFA

Since the formation of Oaktree in 1995, Mr. Marks has been responsible for ensuring the firm’s adherence to its core investment philosophy; communicating closely with clients concerning products and strategies; and contributing his experience to big-picture decisions relating to investments and corporate direction. 

From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities.  He was also Chief Investment Officer for Domestic Fixed Income at TCW.  Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was Vice President and senior portfolio manager in charge of convertible and high yield securities.  Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp's Director of Research. 

Mr. Marks holds a B.S.Ec. degree cum laude from the Wharton School of the University of Pennsylvania with a major in finance and an M.B.A. in accounting and marketing from the Booth School of Business of the University of Chicago, where he received the George Hay Brown Prize.  He is a CFA® charterholder. 

Mr. Marks is a Trustee and Chairman of the Investment Committee at the Metropolitan Museum of Art; Chairman of the Investment Committee and Board of Trustees of the Royal Drawing School; and an Emeritus Trustee of the University of Pennsylvania where from 2000 to 2010 he chaired the Investment Board.

Presenting Tuesday, September 24 at 11:00 a.m.

Emmanuel Roman
CEO and Managing Director, PIMCO

Manny will be the closing speaker on Wednesday. As CEO and managing director of PIMCO, he serves on PIMCO’s Executive Committee and has executive oversight of the firm’s client and business areas, including broad strategy-setting and resource management.

Emmanuel Roman

Mr. Roman is PIMCO's chief executive officer and a managing director of the firm. As CEO, he serves on PIMCO’s Executive Committee and has executive oversight of the firm’s client and business areas, including broad strategy-setting and resource management.

Prior to joining PIMCO in 2016, Mr. Roman was CEO at Man Group PLC, one of the world’s largest publicly traded alternative asset managers and a leader in liquid, high-alpha investment strategies. Previously, he was chief operating officer at Man Group from 2010–2013, and co-chief executive officer at GLG Partners, Inc., prior to the firm’s acquisition by Man Group in 2010. Earlier in his career, he was with Goldman Sachs for 18 years, serving as co-head of worldwide global securities and co-head of the European services division.

He has served as a trustee of the Hedge Fund Standards Board Ltd. as well as a trustee of the Paris Review of Books, the Royal Marsden NHS Foundation Trust, the Tate Foundation and the University of Chicago. He has 29 years of investment experience and holds an MBA in finance and econometrics from the University of Chicago and a bachelor's degree from the University of Paris IX Dauphine.

Presenting Wednesday, September 25 at 11:10 a.m.

Paul Singer
Founder and President, Elliott Management Corporation

Paul is the founder and president of Elliott Management Corporation, a New York-based trading firm. He is on the boards of Harvard Medical School and of Commentary Magazine, is the chairman of the Manhattan Institute for Policy Research, and he is co-founder of Start-Up Nation Central.

Paul Singer

Paul E. Singer is the founder and president of Elliott Management Corporation, a New York–based trading firm.  Launched in 1977 with $1 million of capital, total assets under management for the Elliott funds have grown to approximately $36 billion today.  Elliott has affiliated offices elsewhere in the United States, London, Hong Kong and Tokyo.

Mr. Singer is on the boards of Harvard Medical School and of Commentary Magazine.  He is also chairman of the Manhattan Institute for Policy Research and is co-founder of Start-Up Nation Central.

Mr. Singer holds a B.S. in Psychology from the University of Rochester and a J.D. from Harvard Law School.

Presenting Tuesday, September 24 at 4:10 p.m.

Robert F. Smith
Founder, Chairman, and CEO, Vista Equity Partners

We are delighted to have Robert present Wednesday morning. Robert was named by Forbes as one of the 100 Greatest Living Business Minds in 2017. Recently, he made news after announcing that he and his family would set up a grant to pay off the nearly 400 graduating seniors' student loans at Morehouse College.

Robert F. Smith

Robert F. Smith is the Founder, Chairman & CEO of Vista Equity Partners, an investment firm focused exclusively on investing in enterprise software. Vista currently manages equity capital commitments of over $46 billion and oversees a portfolio of over 50 software companies that employ over 60,000 people worldwide. Since Vista’s founding in 2000, Smith has overseen over 380 completed transactions by the firm representing over $120 billion in transaction value.

In 2017, Smith was named by Forbes as one of the 100 Greatest Living Business Minds. Smith is the Chairman of Carnegie Hall, Chair of Robert F. Kennedy Human Rights, and the founding director and President of the Fund II Foundation. In 2017, Smith signed on to The Giving Pledge, the only African American to do so. 

Presenting Wednesday, September 25 at 9:00 a.m.

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 the American Sign Museum. 

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

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American Sign Museum
1330 Monmouth Ave., Cincinnati, OH 45225
(513) 541-6366

Sign Museum -- Cropped for homepage

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