The pandemic has changed the way the way many of our events are held, but we are committed to connecting and sharing knowledge with our clients and industry network. Please check out our events below and contact us with any questions.

FEG does not have any scheduled event at this time. To receive future invitations, click here.

Corporate Funds, Insurance & Perpetual Capital Virtual Roundtable

May 13, 2021

Join FEG's Christian Busken on May 13th at 2:25 p.m. as he moderates the roundtable titled “Biden Wants to Invest Trillions in American Infrastructure. Will Investors Follow?” Listen in as the panel discusses pros and cons of infrastructure investing in a post-pandemic landscape.

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AIMSE 2021 Annual Conference

May 18–21, 2021

FEG's Keith Berlin will speak on the panel "Fixed Income 2021 - Where Do We Go from Here?" on Thursday, May 20th at 3:20 pm ET. Join them as they dive into a discussion of the fixed income asset class and future allocations in a rebounding economy. 

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How Covid-19 Has Changed Fund Due Diligence

May 19, 2021

Join FEG’s Doug Walouke during Diligend's webinar "How Covid-19 Has Changed Fund Due Diligence".  At this event, the panel will discuss topics such as:

  • How fund due diligence has changed because of Covid-19?
  • How new technology is being leveraged?
  • What are the major new trends in due diligence?
  • What are investors doing to transform fund due diligence?

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Texas Institutional Real Estate Investor Forum

May 20–21, 2021

How are private market investors navigating today's uncertain US markets? How are Investors capturing value and delivering exits? Check out The Keynote Panel, “Investing in US Real Estate” on May 20th at 8:35 a.m. to find out what FEG's Christian Busken's thoughts are as one of the speakers of the panel.

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Allocators' Panel Discussion: Future of Core Fixed Income Strategy: Finding Opportunities in Challenging Times

May 20, 2021

Listen in as FEG's Patrick Bonnell provides his insights on key opportunities in the fixed income market and how to keep your portfolio diversified and strong in 2021 and beyond.

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Inaugural Latinx Mental Health Summit

May 25, 2021 Dallas, Texas

Join Devinne Kelly in FEG's support for the Inaugural Latinx Mental Health Summit, a funder-focused learning collaborative led by Philanthropy Southwest. Headquartered in Dallas, Philanthropy Southwest is a philanthropy serving organization with hundreds of foundations across the Southwestern United States region. This Inaugural Summit will unveil preliminary findings on how to make philanthropic investments more effective while also supporting mental health outcomes in Latinx communities in North Texas.

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International Catholic Stewardship Council (ICSC) Conference

September 11–12, 2021 Orlando, Florida

FEG Attendee:

  • Matt Finke, Vice President of Institutional Sales

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Finance, Administration & Operations Group (FAOG) Conference

September 12–15, 2021 Memphis, Tennessee

FEG Attendee:

  • Devinne Kelly, Senior Institutional Sales Associate

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Diocesan Fiscal Management Conference

October 3–6, 2021 Nashville, Tennessee

FEG Attendee:

  • Matt Finke, Vice President of Institutional Sales

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Philanthropy Forward 2021 Conference

October 11–15, 2021
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KACF Annual Conference of Growing Community Foundations

October 13–15, 2021

FEG Attendees:

  • Devinne Kelly, Senior Institutional Sales Associate
  • Jeff Davis, Vice President, Consultant

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Philanthropy Southwest's 73rd Annual Conference

October 19–22, 2021 Oklahoma City, Oklahoma

FEG is proud to support Philanthropy Southwest's annual conference, which provides an opportunity to connect foundations with resources and fellow philanthropists in the Southwestern United States. Don't miss FEG's Devinne Kelly when she introduces the speakers on the funder-focused learning collaborative on mental health in North Texas communities.

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RCRI Annual Meeting

October 26–29, 2021 Orlando, Florida

FEG Attendee:

  • Matt Finke, Vice President of Institutional Sales

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Previous Events

FEG does not have any scheduled event at this time. To receive future invitations, click here.

Post-Pandemic Investment Playbook Webinar

March 3, 2021

Listen into an open discussion between two veteran CIOs on investment opportunities and challenges as we emerge from the COVID-19 pandemic.Co-hosted by Catholic Investment Services (CIS) and FEG Investment Advisors on, the webinar features:

  • Scott Malpass - recently retired Chief Investment Officer at the University of Notre Dame and co-founder of Catholic Investment Services.

  • Jonathan Hook - Chief Investment Officer of The Harry and Jeanette Weinberg Foundation and FEG Advisory Board Member, formerly Chief Investment Officer at The Ohio State University.

  • FEG’s Matt Finke moderated the discussion.
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February 22, 2021

FEG’s Rick Grzymajlo walked 2021 NBOA Annual Meeting attendees through creating Healthy Investment Dialogue During Times of Uncertainty. We are happy to offer the presentation recording – click below to watch!

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January 27, 2021

Join FEG as we take a look at what is in store for 2021. Greg Dowling and sector leaders will cover potential risks and address the five questions we are asking for 2021. Register today to reserve your seat!

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SECF Webinar: Market Overview; Walk, Don’t Run: The Pandemic, Bear Markets, and Opportunities

May 28, 2020

11:30 a.m. - 12:30 p.m.

Southeastern Council on Foundations (SECF), a membership association of grantmakers working together to strengthen, promote and increase philanthropy in 11 Southeastern states, provides a series of market overview webinars that provide guidance from experts in the field.

This month’s webinar features two FEG veterans – Jeff Davis, CAIA, Vice President and Consultant and Greg Dowling, CFA, CAIA, Co-CIO and Head of Research. The webinar will cover recent market developments specific to the effects of COVID-19.

The pandemic has already caused unprecedented turbulence in the markets and the overall economy. Foundations have been forced to worry about the value of their investments during a time when community needs demand strong and immediate action. Operating in these unique circumstances is challenging but can be done with thoughtful guidance, strategy, and communication.

The webinar is free to SECF members and nonmembers.  Click on the link below to register:

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FEG Investment Advisors Investment Symposium (CANCELLED)

May 11–12, 2020 Dallas, Texas

In response to the Coronavirus pandemic, we will not hold the FEG 2020 Dallas Symposium on May 12. While we are disappointed not to host the event, we are excited to announce that we will offer educational value through a FEG podcast series, Dallas on Download. This limited audio series will highlight several of our planned speakers. Details regarding the podcast will be shared in the coming weeks.

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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. This year's theme was "Signs: Separating Signal from Noise in Markets, Politics, and Investments." 

We invite you to provide feedback, see event highlights, and download select session presentations.

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