News

Greg Dowling Quoted In The Latest Wall Street Journal Article

Greg Dowling, FEG Head of Research & CIO, was mentioned in the latest Wall Street Journal article titled "Macro Hedge Funds Hit by Financial Turmoil".

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FEG Sponsors New Cincinnati Art Museum Exhibit

FEG Investment Advisors is proud to sponsor the new Cincinnati Art Museum exhibit Roberto Lugo: Hi-Def Archives.

The exhibit features ceramics from Roberto Lugo along with selections of the museum's Rookwood pottery collection. Roberto is a Philadelphia-based artist, educator, and poet. His ceramic works combine classic forms of pottery with hip-hop elements as he aims to carry on ceramic tradition in a manner that of which honors his community and cultural roots.

"I'm proud that FEG is a presenting sponsor of the event and bringing Roberto's work and a celebration of Cincinnati's craft history to the public," said Bill Goslee after attending the exhibit's opening.

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Institutional Investors Push for Bigger Say in Managers' Proxy Votes

FEG Investment Advisors Senior Vice President Matt Veith discusses the Vatican Investment Guidelines: "While most Catholic institutions already had language in their investment policies in line with the guidelines, one new aspect for many of these institutions is additional due diligence on investment managers. Catholic institutions must assess a manager’s 'expertise and values for translating investment policy into faith-consistent decisions,' according to the Vatican’s standards."

"Catholic institutional clients have spoken to FEG about adding new language to their investment policies as it relates to 'dialoguing with companies via proxy voting to affect change' that is more consistent with the church’s guidelines, Veith said. But while these clients are only just beginning to give managers direction on proxy voting, some large institutions have been providing standards to their managers for some time."

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Fund Evaluation Group CEO Becky Wood Retiring; Alan Lenahan to Succeed

Alan Lenahan will become CEO of downtown-based Fund Evaluation Group, which operates as FEG Investment Advisors, on Jan. 1, 2024. Current CEO Becky Wood will retire at year-end. The move prompted several other changes at investment advisory and consulting firm FEG. Those include Bill Goslee being promoted to President Jan. 1, 2024. Wood will remain on the board and serve as board chair after she retires. Lenahan and Goslee are joining the board immediately.

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FEG President, CEO Becky Wood to Retire at End of 2023

Fund Evaluation Group LLC, also known as FEG Investment Advisors, an employee-owned investment advisory with $71 billion assets under advisement, announced that Becky Wood, its president and CEO, will retire at the end of 2023 after five years at the helm of the organization and more than three decades of service to the firm.

Current CIO Alan Lenahan will take over as CEO, while Bill Goslee, the current head of institutional services, will take over as president, both in 2024. Additionally, Nolan Bean was promoted from head of institutional investments to co-CIO, effective immediately, joining Greg Dowling.

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Resource Capital Funds Seeks $250 Million for Mining Bets

Christian Busken, Senior Vice President and Director of Real Assets, is quoted saying, "Private-equity investment in mining remains a niche, technical business that many investors aren’t very familiar with and large alternative-asset managers tend to avoid. Despite an increased recognition among investors of the important role that battery metals are playing in the shift to clean energy, some remain reluctant to back extractive industries."

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Investment Consultant Taps New Leaders As President & CEO Sets Retirement

The firm has named a co-cio and head of institutional services as its ceo and president, respectively, as its president and ceo is set to retire at the end of the year and become board chair.

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FEG CEO to Retire

FEG Investment Advisors’ president and CEO, Rebecca Wood, is retiring at the end of this year. The investment consultant’s co-chief investment officer, Alan Lenahan, is taking over as CEO, and FEG’s head of institutional services, William Goslee, will serve as president.

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Fund Evaluation Group sets succession plan for CEO

J. Alan Lenahan will take over as CEO of Fund Evaluation Group on Jan. 1, 2024, upon the retirement of current CEO Rebecca S. "Becky" Wood. William G. Goslee was also named president of the firm, effective Jan. 1, 2024, also succeeding Ms. Wood, according to a news release Wednesday.

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FEG Investment Advisors Announces President & CEO Becky Wood to Retire at Year-End

Board Approves Alan Lenahan as CEO and Bill Goslee as President Effective January 1, 2024

Nolan Bean Elevated to Co-CIO Alongside Greg Dowling as Part of Leadership Transition

Kathryn Mawer and Jeff Weisker Promoted to Managing Director

FEG Investment Advisors (“FEG” or the “Firm”), an independent, employee-owned, investment advisory firm, announced today that President and CEO Rebecca “Becky” Wood will retire at year-end after more than three decades at FEG. The Firm also announced that its Board of Directors (the “Board”) has unanimously approved Alan Lenahan as CEO and William “Bill” Goslee as President, effective on January 1, 2024. Ms. Wood will work closely with Mr. Lenahan and Mr. Goslee throughout 2023 to provide continuity to clients. FEG’s long-term succession planning and ESOP (Employee Stock Ownership Plan) structure allow for a seamless and orderly leadership transition.

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