FEG Insight Bridge

FEG Investment Advisors
  • 5,0 (2)
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FEG Insight Bridge

The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Neither the information nor any opinion expressed in this podcast constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Clients of FEG may maintain positions in the securities discussed in this podcast. Listeners are strongly encouraged to consult their financial advisor before making any investment decisions.

  1. Does The Sun Rise Again? with Howard Smith

    28 DE OUT.

    Does The Sun Rise Again? with Howard Smith

    On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Howard Smith, Partner at Indus Capital Partners and Portfolio Manager for the Indus Japan Strategies. Howard shares his extensive experience investing in Japan, discussing the country’s economic resurgence, corporate reforms, and strategic positioning as an alternative to China. The conversation covers Japan’s role in high-tech industries like semiconductors and robotics, the impact of Abe’s three arrows policy, and ...

    46min
  2. PE Health Checkup with Oliver Moses

    1 DE OUT.

    PE Health Checkup with Oliver Moses

    On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Oliver Moses, Managing Partner of WindRose Health Investors. Moses shares his journey into healthcare investing and the evolution of private equity's role in the sector. The two discuss the rapid growth of healthcare, post-COVID challenges like labor shortages, and how technology, including AI, is driving efficiency. Moses also addresses criticisms of private equity in healthcare and highlights WindRose's investments...

    42min
  3. Inside the Curve with Dan Ivascyn

    3 DE SET.

    Inside the Curve with Dan Ivascyn

    On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Dan Ivascyn, CIO of PIMCO, as he reflects on his 26-year career at PIMCO, from trading structured products to leading their portfolio management. Dan discusses the firm’s evolution, the shift from traditional to alternative fixed income strategies, and the current appeal of high-quality bonds. Hear insights on PIMCO’s secular forums, Federal Reserve policies, and the potential impact of political scenarios like a Har...

    43min
  4. Inside The Counting House with Gary Sernovitz

    6 DE AGO.

    Inside The Counting House with Gary Sernovitz

    On this episode of the FEG Insight Bridge Podcast, CIO Greg Dowling welcomes Gary Sernovitz as they delve into Gary’s dual careers as author and Managing Director at Lime Rock. Gary shares insights into his latest book, The Counting House, and its relevance to institutional investors. Approaching investment from an innovative, semi-fictional perspective, he reveals his inspiration and the role his wife played in encouraging this unique approach to investment storytelling.As Gary shares his in...

    41min
  5. Hungry, Hungry, Hyperscalers

    2 DE JUL.

    Hungry, Hungry, Hyperscalers

    Join FEG CIO Greg Dowling and Scott Harlan, Managing Partner and Founder of Rockland Capital, as they discuss the power industry's critical role in supporting the digital and AI-driven economy. From meter reader to private equity principal, Scott shares his journey and insights on energy challenges, the need for a balanced energy mix, and the shift to private sector investments.Scott addresses the power needs of AI-driven data centers, battery technology, and the importance of gas-fired plant...

    39min
  6. Euro Trash or Treasure with Richard Bruce

    4 DE JUN.

    Euro Trash or Treasure with Richard Bruce

    Join FEG CIO Greg Dowling and Richard Bruce, founder of Trinity Street Asset Management, as they explore the untapped potential of European markets. Discover why European equities are often overlooked compared to their U.S. counterparts, and explore diverse, undervalued sectors like tech giants ASML and ARM. Bruce discusses the impact of the "Magnificent Seven" in the U.S., the differences in regulatory environments between the U.S. and Europe, and Europe’s focus on data privacy. Also, unders...

    46min
  7. Whipsaw Wisdom with CEO Alan Lenahan

    7 DE MAI.

    Whipsaw Wisdom with CEO Alan Lenahan

    Join FEG CIO Greg Dowling and FEG CEO Alan Lenahan, for a discussion of “Whipsaw Wisdom.” In this episode, we uncover investment strategies, from historical trends to the landscape of today's markets. Discover FEG's approach to catering to the diverse needs of clients, ensuring resilience in times of change. Explore the evolution of asset management trends, the business model driving FEG forward, and learn how culture helps shape success. Don't miss out on these insights from FEG’s own CEO! K...

    42min
  8. Uncovering Nuclear Returns with Mike Scott

    2 DE ABR.

    Uncovering Nuclear Returns with Mike Scott

    Join FEG CIO Greg Dowling and Mike Scott, Managing Partner and Founder of Pelican Energy Partners, as they explore the world of nuclear power and its impact on energy dynamics. Mike's transition from leading energy service sector buyouts to focusing on nuclear energy offers valuable insights into this often misunderstood domain.This episode debunks myths, uncovers trends, and delves into the lucrative opportunities and potential risks associated with nuclear power, from its role in carbon-fre...

    34min
Ver tudo (53)

Classificações e avaliações

5
de 5
2 avaliações

Sobre

The FEG Insight Bridge is a podcast spanning global markets and institutional investments. Greg Dowling, FEG CIO and Head of Research, interviews some of the world’s leading investment, economic, and philanthropic minds to provide insight on how institutional investors can survive and thrive in the world of markets and finance. Find out more at www.feg.com/insight-bridge-podcast. Disclaimer: This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Neither the information nor any opinion expressed in this podcast constitutes an offer, or an invitation to make an offer, to buy or sell any securities. Clients of FEG may maintain positions in the securities discussed in this podcast. Listeners are strongly encouraged to consult their financial advisor before making any investment decisions.

Informações

  • Criado por
    FEG Investment Advisors
  • Anos de atividade
    2021 - 2024
  • Episódios
    53
  • Classificação
    Livre
  • Copyright
    © 2024 Fund Evaluation Group, LLC
  • Site do podcast
    FEG Insight Bridge

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