The decorated and well-loved CIO, Jonathan Hook, joins Greg for this riveting episode of the FEG Insight Bridge where the two discuss Jonathan’s broad career from banking to university endowments to private foundations. Jonathan shares his insights on topics ranging from his approach to asset allocation and building out investment offices, his philosophy as a CIO, and plans for his impending retirement. He also discusses the Weinberg Foundation’s highly lauded diverse manager program. You won’t want to miss this engaging episode!
Never one to follow the status quo, Sir Chris Hohn joins Greg for this episode of the FEG Insight Bridge to discuss his unconventional approach to portfolio management, his deep passion for service, and his dedication to improving the world through his efforts in public health and climate change. Chris also explains the importance of philanthropy and why climate change is not only a key issue, it’s also an area ripe for first-mover advantage. Be sure to listen in on this illuminating conversation!
As a former partner and senior portfolio manager at Canyon Capital, a $25 billion hedge fund, Dominique Mielle knows a thing or two about distressed debt. In this episode of the Insight Bridge, Dominique joins Greg to discuss the current fate of distressed investing, how market ups and downs helped her build resilience and a stronger stomach, why a diverse perspective is a powerful value-add, and what prompted her to write Damsel in Distressed, the first memoir of a woman in the hedge fund space.
Laurence B. Siegel, author of Fewer, Richer, Greener and Unknown Knowns, joins FEG’s Greg Dowling in a conversation on how history informs economics, the impact of de-globalization, four investment myths, and why MMT is neither modern, nor monetary, nor a theory. He also gives a behind-the-scenes look into his “debate” with Richard Ennis, and shares his take on what makes someone capable of becoming a billionaire. You won’t want to miss this captivating episode!
This episode of the Insight Bridge features Cara Lafond, multi-asset strategist for Wellington Management. Cara is responsible for researching investment policy and portfolio construction and advising clients on portfolio risks and opportunities, with a focus on Endowments and Foundations. In this episode, Cara details her top five E&F investment trends for 2022, including how institutions are rethinking their strategic asset allocations, what they are doing with fixed income, the private/public crossover, thoughts on China, and how institutions are investing in ESG.
Howard Marks, co-founder and co-chairman of Oaktree Capital—one of the country’s best-known asset management firms specializing in alternative investments—joins Greg this week for an exclusive interview. In this episode, Howard shares the history of his famous memos, his perspective on today’s markets—including a decisive take on market cycles—as well as the artistry of investment and advice for committee members. With decades of investment experience and a lifetime of wisdom on the behavior of the markets, Howard offers a wealth of information and guidance that you’re sure to find insightful.
Co-founder, managing principal, and chief investment officer at AQR Capital Management, Cliff Asness has decades of experience in quantitative investing, dating back to 1994. He is also an active researcher, a prolific author, and an award-winning financial manager. This week, Cliff joins the FEG Insight Bridge to talk about the current market, share his views on market efficiency and stagflation, and weigh in on whether AI will become sentient (and evil) in the next 100 years. You won’t want to miss this insightful episode!
From running local campaigns to becoming one of the most-sought out policy analysts in Washington, Dan Clifton has enjoyed a storied and impressive career. Partner and head of policy research at Strategas Securities, Dan visits the FEG Insight Bridge to discuss how the tumultuous political environment is likely to affect markets in both the near and long term. Listen in as Dan shares his insights on the infrastructure bills, tax rate hikes, Fed policy, China, and even his extended predictions on who might run in the 2024 presidential election.
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.
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