Events
Conference of Major Superiors of Men (CMSM) National Assembly 2025
FEG is proud to be a sponsor at the CMSM 2025 General Assembly.
This year’s Assembly theme invites CMSM members to reflect on the ways their leadership—and communities—enact solidarity and fraternity. The Assembly is designed to prompt discussions around a series of key topics related to solidarity and fraternity in light of the Jubilee year, including the use of power, topical discussions on migration, option for the poor, care for creation, and pro-life issues, as well as examining fraternal life in light of these issues.
2025 Finance, Administration & Operations Group for Community Foundations Conference
Join us at the highly anticipated 2025 FAOG annual conference, taking place in the vibrant city of Oklahoma City, OK.
FEG is proud to be both a platinum sponsor and exhibitor, and will lead a champagne toast on Monday night ahead of the FAOG Business Meeting. FEG will be represented at the toast and conference by CEO Alan Lenahan; Managing Director and Head of OCIO Kathryn Mawer; Senior Advisor MJ Bobyock; and Senior Client Development Specialist Matt Schonland.
2025 PACFA Statewide Conference
Pennsylvania Community Foundations leading their communities towards a brighter future gather together.
FEG is excited to host a session in which MJ Bobyock, CFA and Andrew Zach, CAIA will present the results from our 2025 Community Foundation Survey.
2025 Diocesan Fiscal Management Annual Conference
FEG will be an exhibitor at The Diocesan Fiscal Management Conference (DFMC). This conference provides members valuable resources to grow professionally and in their Catholic Faith.
Philanthropy Forward '25 Conference, by Philanthropy Ohio
Each year, Philanthropy Forward brings philanthropy practitioners, thought leaders and community members together to connect, learn and build skills to advance the philanthropic sector in Ohio.
FEG is proud to sponsor the event and will be exhibiting throughout the week.
AJCU Finance Officers & General Counsels Fall 2025 Meeting
FEG is proud to sponsor the Association of Jesuit College & Universities (AJCU) Finance Officers & General Counsels Fall 2025 Meeting, taking place in Omaha, Nebraska
KACF Annual National Conference for Growing Community Foundations
Tailored for small to medium-size foundations in rural, urban, and suburban America, this conference offers practical training for enhancing skills in every facet of community foundation operations. Hosted by the Kansas Association of Community Foundations (KACF).
FEG looks forward to sponsoring the event and co-presenting a session “Using Community Foundation Peer Data to Support Decision-Making within Finance, Investments, and Governance" with Richard Brown, CFO of the Findlay-Hancock Community Foundation. FEG's Community Foundation survey surfaces trends related to how peers invest their assets. We will highlight areas from our 2025 Survey - our 10th annual; topics include portfolio management, spending policies, impact investing, and AI trends.
Philanthropy Southwest 77th Annual Conference
As the nation’s oldest philanthropy-serving organization, PSW looks forward to welcoming leaders in the field of philanthropy at its 77th Annual Conference at the Broadmoor in Colorado Springs.
FEG is proud to be a bronze sponsor and will be exhibiting as well as co-leading a session with the United Way of Metro Dallas entitled: “Using Peer Data to Support Decision-Making within Finance, Investments, and Governance”. Tim O'Donnell, Senior Vice President/Advisor with FEG will co-lead the session with Destiny Davis, Senior Director, Data Capacity Building Initiative with United Way of Metro Dallas and Lance Rather, Senior Director of Product and Strategic Partnerships with PCCI.
Exponent Philanthropy 2025 Annual Conference
An event designed for and by lean funders to discuss the problems affecting the causes and communities you care about most with those who can relate.
FEG is proud to be an exhibitor and silver sponsor at the event, as well as to lead a session titled: “Benchmark Your Foundation Against Peers of Similar Size & Structure". The session will dive into topics such as how foundations are investing their assets, and how their peer practices compare. This session will feature FEG’s 10th annual Community Foundation Survey and Exponent Philanthropy’s Foundation Operations and Management Report to help listeners learn how to benchmark their foundation’s investment approach, including portfolio management, spending approaches, and impact investing. Join us to explore emerging trends and walk away with actionable insights to inform your foundation’s investment strategy and decision-making.
Past Events
CASE Annual Conference for College and University Foundations 2025
The Council for Advancement and Support of Education (CASE) Conference for College and University Foundations 2025 is designed for affiliated foundation executives and senior staff of community colleges and four-year public college and universities.
FEG is proud to be a sponsor of this event and looks forward to networking with peers and discovering more about the critical and emerging issues affecting college and university foundations.
NBOA 2025 Annual Meeting
FEG is proud to be presenting at the upcoming 2025 NBOA Annual Conference, the premier gathering of independent school business leaders.
This year, FEG will be speaking on how participants can better structure their operating pools within their endowment. After more than a decade of minimal returns on cash, the Federal Reserve’s policy of increasing rates created opportunities for risk-free assets, such as 3-month T-bills, to generate significant returns. Cash portfolios that swiftly adjusted their strategies saw returns exceeding 5%. With the Federal Reserve now shifting from a rate-hiking stance to potential declines in 2024, investors are re-evaluating how to position their cash. Learn how your school can better structure its operating pools within the endowment in light of these shifts.
Don’t miss this presentation hosted by FEG's own Rick M. Gryzmajlo, Senior Vice President/Advisor, and Wes McKeown, Vice President of Client Development.
AGB 2025 Foundation Leadership Forum
FEG is proud to be presenting at the upcoming AGB Foundation Leadership Forum, which brings together over 650 foundation board members, chief executives and other industry experts.
This year, FEG will be speaking on how to reposition cash portfolios to capture attractive returns, even as the era of 5 percent cash returns draws to a close. Don’t miss this presentation hosted by Mary Jane (MJ) Bobyock, Senior Vice President/Advisor, and Jason Ball, Chief Financial Officer with the Fort Hays State University Foundation.
Exponent Philanthropy 2024 Annual Conference
An event designed for and by lean funders (those who give with few or no staff). Discuss the problems affecting the causes and communities you care about most with those who can relate.
Featured FEG session: “When to Institutionalize? Factors to Consider about Investment Management”
Philanthropy Southeast 2024 Annual Meeting
FEG will be an exhibitor at Philanthropy Southeast’s 55th Annual Meeting - Leading Lights: Connection, Community & Courage. This meeting strives to guide amidst challenges, align goals, and work toward a brighter future for the South.
Philanthropy WV 2024 Annual Conference
During this annual conference attendees will explore new ways to make meaningful change in organizations, philanthropy, and in West Virginia through thought leadership, innovative practices, foundational skill development, and guided networking opportunities.
FEG is excited to host a session in which we will present the results from our 2024 Community Foundation Survey.
KACF Annual National Conference for Growing Community Foundations
Tailored for small to medium-size foundations in rural, urban, and suburban America, this conference offers practical training for enhancing skills in every facet of community foundation operations. Hosted by the Kansas Association of Community Foundations (KACF).
FEG looks forward to sponsoring the event and present “The Risk of Stagnation? How Peer Data Can Support the Evolution of Your Investment Management Program.”
Philanthropy Southwest 76th Annual Conference
As the nation’s oldest philanthropy-serving organization, PSW looks forward to welcoming leaders in the field of philanthropy at its 76th Annual Conference.
Featured FEG panel: “Balancing Growth & Preservation of Capital: Investing in Today’s Markets”
AJCU Finance Officers & General Counsels Fall 2024 Meeting
FEG is proud to sponsor the Association of Jesuit College & Universities (AJCU) Finance Officers & General Counsels Fall 2024 Meeting, taking place at Fairfield University.
CMF 52nd Annual Conference
We look forward to attending this Council of Michigan Foundations annual event, featuring nationally renowned thought leaders, peers, and partners across Michigan. Participate in relevant and robust programming, deep peer collaboration, and networking opportunities.
Diocesan Fiscal Management Conference
FEG will be an exhibitor at The Diocesan Fiscal Management Conference (DFMC). This conference provides members valuable resources to grow professionally and in their Catholic Faith.
PACFA Statewide Conference 2024
Pennsylvania Community Foundations leading their communities towards a brighter future gather together.
FEG is excited to host a session in which we will present the results from our 2024 Community Foundation Survey.
Philanthropy Forward '24 Conference, by Philanthropy Ohio
Each year, Philanthropy Forward brings philanthropy practitioners, thought leaders and community members together to connect, learn and build skills to advance the philanthropic section in Ohio.
FEG is proud to sponsor and present “Leveraging the Portfolio to Grow Diverse Businesses.”
ICSC 2024 Annual Conference
Join us at the 62nd International Catholic Stewardship Council (ICSC) annual conference. The conference presents inspiration and practical ideas through liturgies, plenary sessions, and 80 conference sessions to choose from. FEG will host a split working breakfast with Christian Brothers Investment Services (CBIS).
2024 Finance, Administration & Operations Group for Community Foundations Conference
Join us at the highly anticipated FAOG annual conference, taking place in the vibrant city of Charlotte, NC.
FEG is looking forward to sponsoring the event, including lunch. During our "Planning for Perpetuity: Spend Rate Decision-Making in an Uncertain Environment" session, we will review the various spending policies currently used by our community foundation peers, impact on current and long-term spending and assets, and recent trends. We'll also discuss how to concisely communicate your spending policy to donors in our "Optimizing Professional Consultant Relationships" session.
Finance and Investment Practices in the Field – FEG and The Great Lakes Loons
Join us for an afternoon of strategic discussions, shared insights, and strengthening connections at the beautiful Dow Diamond Stadium! This event provides a fantastic opportunity to connect with CEO and CFO peers about effective finance practices, governance, and fundamentals among community foundations. Guests can stay for dinner and enjoy America's past time together as the Great Lakes Loons take on the Quad Cities River Bandits! Seats behind home plate with Club Star Access will be provided.
2024 Midwest Community Foundation Finance Course
This event provides community foundation leaders and finance professionals in the Midwest an opportunity to build finance and management skills.
Mission Investors Exchange 2024 National Conference
The Mission Investors Exchange (MIE) 2024 National Conference will take center stage in the world of impact investing at the JW Marriott Los Angeles L.A. LIVE. This national conference is focused on impact investors in philanthropy. FEG is a proud member of MIE.
FactSet FOCUS 2024 User Conference
Innovative thinkers and some of the brightest minds in the industry shaping the future of data and technology gather together.
Featured FEG Panel: “The Growing Importance of Private Markets: Considerations in a High Nominal Rate World”. Take a deep dive into how fundraising and allocation to private markets reached a fever pitch coming out of the pandemic – and how this influences the development and implementation of a private markets program.
CASE Conference for College and University Foundations 2024
The Council for Advancement and Support of Education (CASE) Conference for College and University Foundations 2024 is designed for affiliated foundation executives and senior staff of community colleges and four-year public college and universities.
FEG is proud to be a bronze sponsor of this event and looks forward to networking with peers and discovering more about the critical and emerging issues affecting college and university foundations.
2024 FEG Hockey Classic
Join us for our sixth annual Hockey classic. Starting as a friendly game between FEG employees and managers, this event has turned into an enriching opportunity to give back, network with peers, and participate in hockey and curling on the ice! All funds raised support the Cincinnati Icebreakers Sled Hockey Team.
2024 NBOA Annual Meeting
The National Business Officers Association (NBOA) will be hosting their 2024 Annual Meeting and Business Solutions Showcase with hundreds of independent school leaders and service providers in attendance.
This event will fuel educational institutions’ progress in finance, human resources, risk management, capital management and more.
Take advantage of the power of collective knowledge and become prepared to lead and make positive change in your institution.
AGB 2024 Foundation Leadership Forum
This event brings together college and university foundation leaders including board members, chief executives, and other industry experts on a yearly basis to focus on the key aspects of foundational governance, build networks, and explore innovative practices and emerging issues within the field. Join us!
This year FEG is privileged to serve as an Underwriting Partner where we will be speaking on the recalibration of your investment management model. Don’t miss this presentation hosted by Governance Expert & Vice President Sarah Wessling, joined by Higher Education expert and FEG Senior Vice President / Advisor Mike Aluise.
The 2024 CFA Society Indianapolis Forecast Symposium
Held at Gainbridge Fieldhouse, home of the Indiana Pacers, the CFA Society of Indianapolis hosts insight into the financial landscape of 2023 and the realm of possibilities in 2024.
FEG CIO / Head of Portfolio Management Nolan Bean will open the event as he and Co-Chairman of Oaktree Capital Management, Howard Marks, lead the way.
Immerse yourself in lively discussions and financial insight, network with industry professionals, and as a bonus watch, watch as the Pacers take on the Denver Nuggets.
FEG Investment Forum
We hope you can join us in Cincinnati for the Investment Forum.
During our three-day event, we will bring together top investment and philanthropic minds to discuss industry and economic trends.
Confirmed speakers include Mellody Hobson, Co-CEO of Ariel Investments, and Jeffrey M. Lacker, former president of the Federal Reserve Bank of Richmond.
Main sessions will be held at the Hyatt with our Tuesday evening networking event at FC Cincinnati Stadium.
Formal invitations will be sent in Spring 2023. Until then, save the date!
NACUBO 2023 Endowment Leadership Forum
The Endowment Leadership Forum will bring together higher education leaders, including chief finance and administration officers and investment management experts, to share solutions and hone skills.
Attendees will also have the chance to meet with representatives from companies that provide investment services. This event will be in-person only, April 27–28, at the Renaissance Baltimore Harborplace Hotel.
Don’t miss a discussion of the overall outlook for 2023 and how it’s influencing asset allocation decisions in a general session with Tony Rodriguez, senior managing director, at Nuveen. Washington Post columnist Catherine Rampell will share her thoughts during our closing general session discussion.
In addition to sessions on governance, spending policies, and building portfolios for the future, you will also have ample time to connect with your fellow attendees and talk to to industry experts about the marketplace.
Marilyn K. Glick Women's Enrichment Series
The Indianapolis Propylaeum presents the Marilyn K. Glick Women's Enrichment Series, a multi-part celebration of women in central Indiana. Each event begins at 5:00 for conversation, drinks, and hors d'oeuvres, with the program following at 6:00.
The Marilyn K. Glick Women's Enrichment Series offers a chance for the community to meet and hear the inspiring first-person stories from women leaders who hold all types of positions: philanthropists, pioneers in the judiciary, business leaders, athletes, and activists. The theme for the 2022-23 series is Lifelong Learning.
General Admission ticket holders will enjoy a reception in the mansion from 5:00 - 6:00 PM with hors d'oeuvres and a cash bar.
VIP ticket holders will enjoy a VIP reception in the carriage house from 5:00 - 6:00 PM that includes a Meet and Greet reception with the speaker, an open bar, and reserved seating during the presentation. The program will begin at 6:00 PM in the mansion.
Conference for College and University Foundations
Join us for the Conference for College and University Foundations. Formerly known as the Annual Conference for Institutionally Related Foundations (IRF), this event is designed for foundation executives and other senior staff of foundations affiliated with community colleges and four-year public colleges and universities. Come network with your peers and learn about the critical and emerging issues affecting college and university foundations.
Diverse Manager Road Series
We hope you can join us in Dallas for our first in the Diverse Manager Series. FEG Advisor Quincy Brown will start the session off discussing FEG’s process to help institutional clients begin a Diverse Manager Program and then lead a panel discussion with diverse managers. There will also be ample time for networking with your peers.
DISCLOSURES
Neither the information nor any opinion expressed in this report constitutes an offer, or an invitation to make an offer, to buy or sell any securities.
The information herein was obtained from various sources. FEG does not guarantee the accuracy or completeness of such information provided by third parties. The information in this report is given as of the date indicated and believed to be reliable. FEG assumes no obligation to update this information, or to advise on further developments relating to it.
Investments in private funds are speculative, involve a high degree of risk, and are designed for sophisticated investors.
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