FEG Summer Book Club Webinar

August 23, 2022

Join us virtually on Tuesday, August 23, from 3:00-4:30 PM EST for a book club discussion on FEG's Summer Book Club pick—The Power Law, by Sebastian Mallaby.

The webinar will feature two managers from firms mentioned in the book who will give us the insider's perspective—what The Power Law got right and wrong—as well as provide general comments on the venture capital industry. FEG's Director of Private Equity, Nathan Werner, will lead the panel discussion featuring Hans Tung from GGV Capital and Venky Ganesan from Menlo Ventures. 

Following the panel, we will divide into small group discussions—each led by a member of the FEG Private Equity Team. Visit the event website to register.

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The Portfolio for the Future, Presented by CFA Society of Cincinnati and CAIA

Cincinnati, Ohio | August 30, 2022

Join FEG Head of Institutional Investments, Nolan Bean, CFA, CAIA, on Tuesday, August 30, 2022 from 4:00-6:30 PM EST at the Queen City Club in Cincinnati, Ohio. Nolan will be featured on a four-person panel of local senior investment professionals as they present The Portfolio for the Future.

The Portfolio for the Future simultaneously represents a “back to basics” mantra and a forward-looking view of where our industry and capital markets are headed. A networking reception with fellow CFA and CAIA members and peers will follow the panel. Visit the event website for more details and to register.

This event is free for members and $15 for non-members.

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2022 Annual National Conference for Growing Community Foundations: Amplifying your Decisions through Data Driven Decisions

Wichita, Kansas | October 12 – 14, 2022

FEG's Devinne Verst, VP of Institutional Sales, and Jeff Davis, CFA, CAIA, VP, Advisor, will be presenting the session "Amplifying Growth Together: Notable Peer Trends from FEG's Community Foundation Survey." 

FEG's Community Foundation survey polls approximately 100 community foundations to provide insights into how peers invest their assets to support short and long-term community needs. We will highlight areas from our 2022 Survey results, which collects results in March. Prominent areas from past surveys include spending policy, responsive investing, and diverse asset managers.

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Previous Events

Redefining Fixed Income Forum, Presented by Institutional Investor

July 20 – 21, 2022  @  1 PM – 3 PM

FEG Senior Vice President, Director of Global Fixed Income and Credit, Keith Berlin, is moderating the virtual panel discussion Think Outside the Box: Mitigating Risk and Finding the Right Opportunities during Institutional Investor's Redefining Fixed Income Forum. Visit the event website to register and be sure to tune into Keith's panel discussion on Wednesday, July 20 from 2:00 - 3:00 PM ET.

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FEG Dallas Investment Symposium

Dallas, Texas | May 3, 2022

We are pleased to announce our first in-person event since 2019. The day will feature four keynote sessions from industry leaders on investment and economic trends. Guests will have ample opportunity to connect with peers.

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Council for Advancement and Support of Education (CASE)

St. Petersburg, Florida | April 20 – 22, 2022

This event provides content to learn about the critical and emerging issues affecting college and university foundations, aimed at foundation executives and other senior staff.  Join us and listen to FEG's speaker, Kathryn Mawer, Senior Vice President, as she presents "Understanding the Debate Around the Endowment Model" on Friday, April 22.

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National Business Officers Association (NBOA) 2022 Annual Meeting

Chicago, Illinois | February 20 – 23, 2022

NBOA's annual meeting focuses on helping to elevate your professional knowledge, entrepreneurial thinking and problem-solving for your school. Join in-person or on-line to interact with FEG's Devinne Verst, VP of Institutional Sales, and Richard Grzymajlo, Managing Director of Institutional Services, where he will be speaking virtually at NBOA’s annual meeting. 

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Council for Christian Colleges & University (CCCU) 2022 International Forum

Dallas, Texas | February 11 – 13, 2022

Join FEG’s Devinne Verst, VP of Institutional Sales, and Gary Price, Managing Director of Institutional Services, at the largest gathering of Christian higher education professionals. This three-day event will cover 11 different themes with Christian higher education.

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FEG 2022 Investment Outlook Webinar

February 3, 2022

Register today to hear FEG Head of Research and CIO Greg Dowling, along with FEG Sector Directors Christian Busken, Brian Hooper, and Nathan Werner, during a live webinar on February 3 at 2:00 p.m. eastern time. We will cover potential investment opportunities and risks for the new year.

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Association of Governing Boards 2022 Foundation Leadership Forum

Orlando, Florida | January 30, 2022

AGB's Foundation Leadership Forum is a national conference that brings together university and college foundation board members and chief executives with campus presidents and other senior staff.
FEG’s Nolan Bean, Christina Drake and Ananya Handa will be in attendance at the AGB conference this year.
 

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FEG Manager Spotlight Webinar: A Look at China

December 8, 2021  @  9 AM – 10 AM

FEG recently hosted our first Manager Spotlight Webinar. This was a panel discussion followed by breakout sessions.  We are pleased to share a replay of the panel discussing the pros and cons of investing in China, emerging markets in general, and an investment outlook for Asia. 

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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, Vice President of Institutional Sales, and Ross Neltner, 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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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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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 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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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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Finance, Administration & Operations Group (FAOG) Conference

Memphis, Tennessee | September 12 – 15, 2021

Kathryn Mawer, CFA, CAIA, Vice President, OCIO Advisor will be speaking on the panel "Endowment Spending in Times of Unprecedented Needs" on Monday, September 12th at 2:30 P.M. The FAOG conference will also offer networking, finance and investment learning opportunities. FEG's Devinne Verst, Senior Institutional Sales Associate, will be present at the conference.

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International Catholic Stewardship Council (ICSC) Conference

Orlando, Florida | September 11 – 12, 2021

Join Catholic stewardship leaders and fund development professionals for strategies and inspiration at the ICSC's annual conference. FEG's Matt Finke, Vice President of Institutional Sales will be in attendance.

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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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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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Alternative Investments Virtual Conference - Gone to Texas

May 5 – 6, 2021

All eyes are on Texas as the local alternatives industry continues to grow and attract new talent and funds. AIMA has teamed up with the Texas Alternative Investment Association (TAIA) to bring members to Texas, virtually, in 2021. The conference features engaging dialogue between Texan and global market participants addressing key challenges confronting the industry’s allocators. Listen to FEG's Paul Keating, May 6th at 10:45 CT at the Data Aggregation, Enrichment and Reporting Session.

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Pension Bridge Annual Conference

May 4 – 7, 2021

Join FEG's Keith Berlin, May 5th at 3:40pm for Pension Bridge's Unconstrained Fixed Income Session.

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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, 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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National Business Officers Association (NBOA)

February 22 – 24, 2021

The 2021 NBOA Annual Meeting will bring together business officers, human resources professionals, controllers, facilities directors, heads of schools, trustees, business partners and other independent school leaders on a customized virtual meeting platform. Not to worry – this is not another Zoom call! After a year that has created so much distance, NBOA volunteers and staff are excited to engage in a virtual experience that will allow us to connect and collaborate in completely new ways.

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2021 NBOA ANNUAL MEETING: HEALTHY INVESTMENT DIALOGUE DURING TIMES OF UNCERTAINTY WEBINAR

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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2021 INVESTMENT OUTLOOK WEBINAR

January 27, 2021

Join FEG as we take a look at what is in store for 2021. FEG's Greg Dowling, CIO, 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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Association of Governing Boards (AGB) 2021 Foundation Leadership Forum

January 25 – 27, 2021

AGB's Foundation Leadership Forum is the only national conference that brings together university and college foundation board members and chief executives with campus presidents and other senior staff.

FEG & Matt Finke will have a virtual booth this year.

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Southeastern Council of Foundations Annual Meeting

November 12 – 14, 2020

"Join us November 11-13, 2020, for an online event that will bring Southern philanthropy together in new ways while delivering the powerful speakers and sessions that have made the Annual Meeting the region’s premier philanthropic event for over 50 years!"

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Kansas Association of Community Foundations Annual Conference

October 25 – 27, 2020

"Please join your community foundation colleagues online for the 2020 Annual National Conference for Growing Community Foundations, explore what new technology has to offer to help you meet with old friends and make new connections. Dive into the expanded content live or listen to the recording at your convenience later during the year. From “blind-dates” matched by your interests to group discussions, interactive sessions, special events, and virtual “bar hopping” --- there are plenty of fun ways to connect, learn, and grow! The West and the East, the North and the South come together to network and share experiences with others just as passionate about community foundations."

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Philanthropy Southwest, Annual Conference

Denver, Colorado | October 21, 2020

"For the past 72 years, we have built a legacy of connection and 2020 is no exception. For the first time in our history we are bringing the Annual Conference to your doorstep. Gather regionally in one of eight cities across the Southwest to connect in-person with other funders and collectively livestream three general sessions and headline speakers. For those unable to join us in-person, we have digital streaming option for you to connect in the comfort of your own home!"

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Council on Michigan Foundations, Annual Conference

October 18 – 20, 2020

Council on Michigan Foundations, Annual Conference will be a virtual conference this year.

The conference theme Building Inclusive Environments: Together on the Journey is centered in the commitment to continue our collective exploration of what equity means to our community of philanthropy. Working with the Program and Host Committees, they will be designing innovative opportunities to create powerful connections and inspiring learning experiences in a virtual format using a variety of tools and resources, an environment that opens the conference experience to new possibilities.

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Virtual CIO Summit: 2020 Vision for the Road Ahead

October 13 – 16, 2020

"This year, a number of CIOs have agreed to share their sage advice for the sake of the other CIOs in the community, including: Chris Ailman, Doug Brown, Sanjay Chawla, Robin Diamonte, Gary Draghi, Mark Fawcett, Anne-Marie Fink, Marcus Frampton, Jim Grossman, David Holmgren, Walter Kress, Juan Martinez, Sam Masoudi, Charmel Maynard, Cliff Moore, Molly Murphy, Brian Pellegrino, Ash Williams, and Joel Wittenberg, as well as rising star allocators Kelli Washington and Brandon Gill. The four-day agenda is packed with topics covering everything from alpha vs. beta, to emerging markets, value investing, strategic partnerships, the healthcare economy, and ESG debates."

Nolan Bean, CFA, CAIA, will be moderating at the virtual event.

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Native American Finance Officers Association, Fall Finance & Tribal Economies Conference

October 5 – 9, 2020

Native American Finance Officers Association, Fall Finance & Tribal Economies Conference will be a virtual conference this year.

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ICSC - International Catholic Stewardship Council, Annual Conference

September 26, 2020

The 58th Annual Conference will feature
a new and exciting virtual experience!
• More than 100 sessions spread out over 10 days
• Unlimited access to recorded sessions
• Liturgies and devotions from around the world
• Virtual Exhibit Hall
• Virtual rooms for making strategic connections
• Enhanced networking opportunities
• Concerts, tours and much, much more

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Philanthropy Ohio, Philanthropy Forward

September 23 – 25, 2020

Philanthropy Ohio, Philanthropy Forward will be a virtual conference this year.

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Diocesan Fiscal Management Conference

September 14 – 17, 2020

DFMC 50th Anniversary Annual Meeting

Virtual Meeting Hosted by the Archdiocese of Denver.

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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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NBOA 2020 Annual Meeting

Orlando, Florida | February 23 – 26, 2020

FEG Attendees:

Devinne Kelly

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NACUBO Endowment & Debt Management Forum

Washington, DC February 5 – 7, 2020

FEG Attendees:

Matt Finke

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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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