Fund Evaluation Group
Request Invitation
2019 Forum Banner


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 learn from leading industry experts and network with their peers.

Over the years, we have hosted:


Registered Guests


Forum Sessions


Forum Speakers


Each Forum features a prestigious line-up of speakers for our clients and invited guests. Since 2009, we have welcomed nearly 300 industry professionals, philanthropic leaders, political leaders, and innovators, including the following:

Forum Insights

Want the highlights from previous Forums? Take a look at our summaries!

2019: Separating Signal from Noise in Markets, Politics, and Investments

The ninth Forum was hosted in September 2019 at the Hilton Netherland Plaza and the American Sign Museum. The Forum featured 39 speakers, multiple breakout sessions, and various networking opportunities—all designed to help clients and guests learn how to separate signals from noise to better pursue their investment targets and respective missions.

Keynote speakers:  Campbell Harvey, Ph.D; Howard Marks; Dan Clifton; McCall Cravens; Jonathan Hook; Robert Durden, CFA; Robert Smith; and Emmanuel Roman

Read Summary
2017: Carousel of Change: Navigating the Ups and Downs of Market Cycles

The eighth Forum was held in August 2017 at the Hilton Netherland Plaza and Anderson Pavilion. The Forum featured three days of networking, seven keynote speakers, and numerous breakout sessions, all designed to help clients understand and navigate the markets in support of their organizations’ missions.

Keynote speakers:  Bill Frist, MD; Lee Raymond; Rob Raymond; Jeffrey Gundlach; Steven Romick, CFA; Kyle Bass; Robert Arnot

Read Summary
2016: Revitalization: Meaningful Change through Mission, Vision, and Strategic Investing

The seventh Forum was held in March 2016 at the Hilton Netherland Plaza and Cincinnati’s Music Hall. Speakers covered a broad range of topics spanning investment, economic, and philanthropic issues.

Keynote speakers: Jenny Lee; William Ackman; Bob Litterman, PhD; Liz Ann Sonders; and Clifford Asness

Read Summary
2014: Game On: Producing Results in an Unpredictable World

The sixth Forum was hosted in September 2014 at the Westin hotel and Paul Brown Stadium. Speakers shared their insights on achieving results in an unpredictable economic environment. Additional education sessions covered various asset categories.

Keynote speakers: Laurence Fink; Robert Gates; LaVaughn Henry; Daniel Och; Saumil Parikh; and James Paulsen

Read Summary
2013: Balancing Risk and Return in a Low-Return Environment

The fifth Forum was hosted in March 2013 at the Westin Hotel and the Cincinnati Museum Center at Union Terminal. Our speakers voiced their opinions on the current financial market, portfolio strategy, political policy, private equity, currency issues, credit strategies, and healthcare.

Keynote speakers: Kenneth French; Joshua Friedman; James Rickards; David Rubenstein; Byron Wien; and Joon Yun, MD, CFA

Read Summary
2012: Politics, Policy, and Your Portfolio

The fourth Forum was hosted in March 2012 at the National Underground Railroad Freedom Center and Westin hotel. Attendees heard speakers offer their perspectives on the elections, political policy, and portfolio strategy and management in the current market landscape.

Keynote speakers: Eric Mindich; Karthik Ramanathan; James Grant; Jeffrey Gundlach; and T. Boone Pickens

Read Summary


View Events