CIO and head of global real estate for Cohen & Steers, Jon Cheigh, joins us on the FEG Insight Bridge to shed light on REITs, giving listeners a sense of the breadth and depth of the REIT universe, as well as some of the metrics to consider when valuing real estate, how current policy and political decisions might influence the market, and some of the best plays to see returns in the space both within and outside the U.S.
Tune in to this episode to hear the insights of market maven Liz Ann Sonders, whose no-nonsense, easy-to-understand approach to sharing market insights earned her regular guest segments on countless financial and news programs. Liz Ann shares her advice for young women who want to break into finance, as well as her views on the economy, taxes, infrastructure, and valuations, and gives listeners some insight into key things to look out for this fall.
From company intern to President and Co-CEO of Ariel Investments, Mellody Hobson’s career is an inspiring and impressive tale of the power of grit, motivation, and determination. In this episode of The Insight Bridge, Mellody shares the lessons she’s learned about the value of financial literacy, staying motivated after 30 years, finding stability after the Great Financial Crisis, the power of diversity, and secrets for choosing the right board members.
In this episode, FEG's Greg Dowling chats with Rob Arnott, founder and chairman of Research Affiliates and prolific writer, having published three books and written more than 130 articles for journals such as the Harvard Business Review, The Journal of Portfolio Management, and Financial Analysts Journal. Rob shares many important lessons in this episode and answers, once and for all, the question of whether or not diversification and value are “dead.” You won’t want to miss this exciting and enlightening episode.
Join FEG's Greg Dowling as he sits down with renowned investor, philanthropist, activist, and bubble forecaster Jeremy Grantham, co-founder of GMO and Batterymarch Financial Management and founder of the Grantham Foundation for the Protection of the Environment. Jeremy shares his insights on the current market environment, details of his storied history in finance, recommendations for investing in a bubble environment, and his predictions for innovative green technologies that may have the ability to change the world.
It has been a turbulent period for recent market darling, SPACs, also known as Special Purpose Acquisition Companies. Although SPACs began almost three decades ago, they only recently surged in popularity. In fact, more U.S. companies went public through SPACs than traditional IPOs in 2020. Fir Tree Partners has a long history investing in SPACs, and Managing Partner, David Sultan, joins the conversation to provide some perspective.
Mark McCall joins us in this episode to talk about the rise of renewable energy. Mark is a Managing Director of Lime Rock New Energy, a private capital firm that is trying to capitalize on the major energy transition currently underway. During the Obama administration, Mark was appointed to serve as the Executive Director of the loans program office of the Department of Energy. In that role, he was responsible for loans covering $30 billion of clean energy technology. In our conversation today, you will hear about the megatrend toward renewables, what technology investments are required along the way, how the government will be involved, and the role traditional energy will play.
With the rise of Bitcoin, blockchain has gained much popularity in recent years. In this episode, Atul Rustgi from Accolade Partners joins us to break down the “chain.” We will discuss how the technology behind cryptocurrencies is disrupting industries from banking to the internet. Hear about some of the many different use cases for blockchain and Atul's opinion on whether cryptocurrencies, like Bitcoin, are truly currencies, or something else entirely. Finally, hear how institutions can invest in this disruptive force.
Rhonda Fitzgerald of Sustained Dialogue Institute joins us to talk about the five principles applied by Sustained Dialogue to facilitate healthy conversations around difficult topics such as race, gender, and religion. Hear how these techniques led to diplomacy breakthroughs like the Camp David Accords or the Dartmouth Conferences, the longest running continuous bilateral agreement between the former Soviet Union and the U.S.A. We also dive into how the process may vary across industries, the evolution in an increasingly virtual environment, and an example of an off-the-shelf event used at a hedge fund.
Jeffrey Gundlach gained international renown when he was anointed the "King of Bonds" by Barron's magazine in 2011. Having joined us on the main stage at the FEG Investment Forum twice, FEG clients gave Jeffrey high marks for the knowledge his brings to these events. We are excited to have him on the FEG Insight Bridge to discuss the firm he launched 11 years ago, almost buying the NFL's Buffalo Bills, and his market views for 2021. Listen in to hear what market themes he anticipates for the new year!
WANT TO RECEIVE MARKET UPDATES & PODCAST NOTIFICATIONS?
Join other institutional investors receiving FEG’s updates, including market perspectives, white papers,
podcast episodes, and event invitations.