Fund Evaluation Group | Investment Advisors

Current News & Events

We are involved with the same organizations and associations as our clients, staying connected on industry changes, current issues and new challenges. FEG professional advisors are frequently invited to make presentations to boards, committees, donors and professional organizations on a number of investment-related topics.

 

Conferences & Webinars

• The Second Quarter Portfolio Manager Institutional Conference Call, hosted on Tuesday, July 20, 2010, is now available for replay. Listen in as David Stein, Chief Portfolio Strategist, reviews FEG/Managed Portfolios results and portfolio positioning in the current market. Click here for a replay of this event.

• 2010 FEG Investment Forum: FEG hosted a forum in March to discuss the current credit crisis. Speakers included Cliff Asness of AQR Capital Management; Mohamed El-Erian of PIMCO; Dan Fuss of Loomis Sayles; Ted Seides of Protege Partners; and Jeremy Siegel of WisdomTree Investments, Inc. Click here to view presentations from this event.

Click here for more scheduled conferences.

 

Recent Publications

• FEG's Research Review brings you the monthly economic and market commentary, as well as an in-depth focus on a current topic of significance. Click here to view current issue.

• FEG's quarterly review delves into alternative investments such as natural resources, private equity, and private real estate. Click here to view the current quarterly issue.

• Fund Evaluation Group Announces New Hire - Brian Gray Joins FEG as Vice President, Institutional Sales (June 2010)

• Market Update: Overview of Current Market Conditions (September 2008)

• Webcast: Investment Considerations in Today's Volatile Economy - Biggest Mistakes People Make & Pre-Cautions to Reduce Risk (BusinessWise, July 2008)

• FEG/Advisors Building on Success - Records Strong Five-Year Performance (June 2008)

• FEG Fixed Income Analyst Honored by Institutional Investor News - Keith M. Berlin Named a Top 20 Rising Star (May 2008)

• Fund Evaluation Group Announces New Hire - William Goslee Joins FEG as Senior Vice President (May 2008)                    

• FEG Named Small Business Excellence Awards Finalist - Company Honored by Cincinnati Chamber of Commerce (June 2008)

 

Presentations

• Position Paper: 130/30 Funds - May 2008
• Review of Last 14 Recessions - January 2008
• Growth vs Value - Summer 2006
• Investing in Real Estate - April 2006
• Investing in Commodities - September 2004

Past Press Releases

• FEG Hedge Fund Analyst Honored by Institututional Investor News

• FEG Advisors Surpasses $1 Billion in Managed Assets
• FEG Re-organizes Research Group to Better Facilitate Convergence of Investment Opportunities
• Positive Impact of BuyWrite and Volatility Indexes On Portfolio Performance
• FEG Advisors - 4 Years Consecutive Outperformance
• James W. Angelica Joins FEG
• Chris Meyer Nominated for Consultant of the Year
• Andy Boedecker Rejoins FEG
• Kenton K. Pettit joins FEG
• New Equity Partners
• Wetzel Awarded CPC

 

Past Seminars

• FEG Hosted Seminar on May 30, 2007: Challenges of Alternative Investment -- New Audit Guidelines