Diocesan Fiscal Management Conference

Nashville, Tennessee | October 3–6, 2021

FEG's Matt Finke, Vice President of Institutional Sales, will be in attendance at the annual DFMC conference. This conference will discuss and provide leadership on fiscal management within the Catholic Church.

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Philanthropy Ohio, Philanthropy Forward 2021 Conference

| October 11–15, 2021

Join Devinne Verst, Senior Institutional Sales Associate, at this year's virtual conference, Philanthropy Forward, where Ohio's philanthropy network will address community needs.

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KACF Annual Conference of Growing Community Foundations

| October 13–15, 2021

The KACF conference is a hybrid of virtual and in-person events this year. The theme is "Heart of Community" where we explore the heart of effective community philanthropy. FEG's Matt Finke, Vice President of Institutional Sales, and Jeff Davis, Vice President, Consultant, will be in attendance.

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Philanthropy Southwest's 73rd Annual Conference

Oklahoma City, Oklahoma | October 19–22, 2021

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 Verst when she introduces the speakers on the funder-focused learning collaborative on mental health in North Texas communities. FEG's Andrew Zach, CAIA, Vice President, Consultant, will also be in attendance.

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RCRI Annual Meeting

Orlando, Florida | October 26–29, 2021

FEG's Matt Finke, Vice President of Institutional Sales, and Lillian Ambrosius, Research Analyst, Responsive Investing, will be attending RCRI. RCRI's conference will help address the financial and legal issues religious institutions currently face.

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Southeastern Council of Foundations (SECF)

| November 10–12, 2021

Christina Drake, FEG Vice President and Advisor Analyst, will be presenting at SECF's 52nd Annual Meeting, which brings to light the cost of inequity and the vision of an equitable South. FEG's Devinne Verst, Senior Institutional Sales Associate, and Ross Neltner, Vice President, Consultant, will also be in attendance.

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Previous Events

Post-Pandemic Investment Playbook Webinar

| March 3–3, 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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2021 NBOA ANNUAL MEETING: HEALTHY INVESTMENT DIALOGUE DURING TIMES OF UNCERTAINTY WEBINAR

| February 22–22, 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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2021 INVESTMENT OUTLOOK WEBINAR

| January 27–27, 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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FEG Investment Advisors Investment Symposium (CANCELLED)

Dallas, Texas | May 11–12, 2020

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

Cincinnati, Ohio | September 23–25, 2019

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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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.

FEG News & Media Contact

Wessling

Sarah Wessling
Vice President,
Client Communications and Engagement
513.719.5088

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