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FEG Investment Forum

Our Forum is a three-day event for clients and invited guests to hear from top investment and philanthropic leaders. The Forum is held every two years in FEG’s headquarter city of Cincinnati. Attendees have the opportunity to hear from leading industry experts and network with their peers.

SAVE THE DATE

September 23-25, 2019 - Cincinnati, Ohio

We are proud to host the 9th FEG Investment Forum in Cincinnati September 23 – 25, 2019.  Please check back in the coming months for more information on keynote speakers and the agenda.

 

Formal invitations will be sent in the June. For a calendar save the date, please click below. 

SAVE THE DATE
FEG2017-90
count guest
2937

Guest Attended

count calendar
114

Sessions

sessions
221

Speakers

HISTORY

FEG established the Investment Forum in 2009, after the financial crisis, to give clients and guests a deeper understanding of the forces that shape financial markets and drive investment results.

 

The Forum evolved from a one-day event to three days of keynote speakers, devoted networking time, and educational breakout sessions.

 

Since inception, the Forum has grown to welcome more than 500 attendees, primarily executives, board members, and investment professionals at nonprofits and corporations spanning the country.

PREVIOUS KEYNOTE SPEAKERS

Each Forum features a prestigious line-up of speakers for our clients and guests.

In addition to FEG speakers, we welcomed more than 100 industry professionals, philanthropic leaders, political leaders, and innovators since 2009.  Below are the previous keynote speakers. Click the buttons below to filter by year. 
Titles of speakers reflect those held at the time they appeared at the Forum.

William Ackman

CEO & Portfolio Manager

Pershing Square Capital

2016

Rob Arnott

Founder and Chairman

Research Affiliates

2017

Rob Arnott

Chairman

Research Affiliates

2009

Cliff Asness, PH.D.

Managing & Founding Principal

AQR Capital Management

2016

Cliff Asness, PH.D.

Managing and Founding Principal

AQR Capital Management

2010

Kyle Bass

Founder and Chief Investment Officer

Hayman Capital Management, L.P.

2017

Mohamed El-Erlan, PH.D.

CEO and co-CIO

PIMCO

2010

Laurence D. Fink

Chairman and Chief Executive Officer

BlackRock, Inc.

2014

Kenneth French

Professor of Finance

Tuck School of Business at Dartmouth College

2013

Joshua Friedman

Founding Partner, Co-Chairman, and Co-CEO

Canyon Partners, LLC

2013

Bill Frist, MD

Former U.S. Senator and Partner

Cressey and Company

2017

Dan Fus, CFA

Vice Chairman

Loomis, Sayles & Company

2010

Robert Gates, PH.D.

Former U.S. Secretary of Defense

2014

James Grant

Founder and Editor

Grant's Interest Rate Observer

2012

Jeffrey Gundlach

Chief Executive Officer

DoubleLine Capital

2017

Jeffrey Gundlach

CEO and CIO, Co-founder

DoubleLine Capital

2012

LaVaughn Henry, PH.D.

Vice President and Sr. Regional Officer

Federal Reserve Bank of Cleveland, Cincinnati Branch

2014

Jenny Lee

Managing Partner

GGV Capital

2016

Marvin Lewis

Head Coach

Cincinnati Bengals

2014

Bob Litterman

Chairman, Risk Committee

Kepos Capital

2016

Howard Marks, CFA, CIC

Chairman 

Oaktree Capital Management

2011

Michael Mauboussin

Chief Investment Strategist  

Legg Mason Capital Management

2011

Paul McCulley

General Portfolio Manager

PIMCO

2009

Eric Mindich

CEO

Eton Park Capital Management

2012

Daniel S. Och

Founder

Och-Ziff Capital Management Group

2014

Saumil Parikh

Managing Director 

PIMCO

2014

James Paulsen, PH.D.

Chief Investment Strategist

Wells Capital Management

2014

John Pepper

Retired Chairman and CEO

Procter & Gamble Company

2012

T. Boone Pickens

Oil and Gas Entrepreneur

Chair of BP Capital Management

2012

Karthik Ramanathan

Senior Vice President and Director of Bonds

Fidelity Management & Research Company (FMRCo)

2012

Lee Raymond

Former CEO

ExxonMobil

2017

James Rickards

Partner

JAC Capital Advisors

2013

Steve Rommick, CFA

Managing Partner

FPA LLC

2017

Karl Rove

Former Deputy Chief of Staff and Senior Advisor to President George W. Bush

Karl Rove & Company

2012

David Rubenstein

Co-founder and Co-Chief Executive Officer

The Carlyle Group

2013

Ted Seides, CFA

Co-founder, Senior Managing Director

Protégé Partners, LLC

2010

Jeremy Siegel, PH.D.

Senior Investment Strategy Advisor

WisdomTree Investments, Inc.

2010

George W. Siguler

Managing Director 

Siguler Guff

2011

Liz Ann Sonders

Senior Vice President, Chief Investment Strategist  

Charles Schwab & Co., Inc.

2016

J.D. Vance

The New York Times Best-Selling Author of Hillbilly Elegy

2017

Byron Wien

Vice Chairman

Blackstone Advisory Partners LP

2013

Byron Wien

Chief Investment Strategist

Pequot Capital Management, Inc.

2009

Joon Yun, MD, CFA

President

Palo Alto Investors

2013

Sam Zell

Chairman

Equity Group Investments, L.L.C.

2011

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