Fund Evaluation Group, LLC Investment Forum to Focus on Producing Results in an Unpredictable World

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Financial industry experts will share their insights on achieving results in an uncertain economic environment at the Fund Evaluation Group, LLC (FEG) Investment Forum on September 23-24, 2014.

Financial industry experts will share their insights on achieving results in an uncertain economic environment at the Fund Evaluation Group, LLC (FEG) Investment Forum on September 23-24, 2014.

"Game On: Producing Results in an Unpredictable World" will feature leading financial and strategic experts analyzing critical trends and emerging issues.

"Achieving results in today’s environment requires strategy, discipline, and expertise," said Scott Harsh, FEG President and CEO. "We are honored to offer our clients and guests insights from some of the world's most brilliant minds to make sense of today's financial challenges and geo-political landscape.”

The FEG Investment Forum will feature a broad range of investment, economic, and philanthropic topics, including equities, fixed income, and alternative strategies. Featured speakers at the 2014 event include:

•Laurence Fink, Chairman and CEO of BlackRock, Inc.
•Robert Gates, Ph.D., former U.S. Secretary of Defense, and author of The New York Times bestseller, "Duty: Memoirs of a Secretary at War"
•LaVaughn Henry, Ph.D., Vice President and Senior Regional Officer at the Federal Reserve Bank of Cleveland
•Daniel Och, Founder and CEO at Och-Ziff Capital Management Group
•Saumil Parikh, Managing Director at PIMCO
•James (Jim) Paulsen, Ph.D., Chief Investment Strategist at Wells Capital Management
•Marvin Lewis, Head Coach of the Cincinnati Bengals

FEG established the Investment Forum during the financial crisis of 2009 to give its clients and guests a deeper understanding of the strategic forces driving financial markets and investments. For the 2014 event, FEG expects more than 400 clients and guests, most of whom are executives, board members, and investment professionals at nonprofits and corporations spanning the country.

The two-day event will also present investor education sessions on topics of interest titled:

  • Hiring Equity Managers: Passive, Active, or Smart Beta?
  • The Evolution of Global Fixed Income Portfolio Construction
  • After the Recovery: The Road Ahead for Real Estate Investing
  • Simplifying the Complex: A Deeper Dive into the World of Global Macro Investing
  • Revamping the Endowment Model
  • OCIO: Evolution or Revolution?
  • Hedged Equity

In addition, FEG experts will analyze the current investment environment. Chris Meyer, FEG's Chief Investment Officer, will share FEG's investment outlook, how these insights are developed, and expectations on attractive opportunities, as well as areas to avoid. Mike Oyster, Portfolio Strategist, will discuss how FEG's perspective on current market characteristics impacts portfolio structure.

FEG’s Investment Forum is limited to company clients and invited guests. To inquire about attending the Forum contact Kathryn Mawer at

About Fund Evaluation Group, LLC: Fund Evaluation Group, LLC (FEG) is a provider of investment advisory services to endowments, foundations, healthcare organizations, and retirement plans. Established in 1988, the independently-owned firm has approximately $51 billion in total client assets under advisement. For more information, visit

Assets provided are as of June 30, 2014. Total Assets under Advisement include the assets of FEG and its affiliated entities. Some asset values may not be readily available at the most recent quarter end; therefore, the previous quarter's values were used for this calculation. The values maybe higher or lower, depending on the current market conditions. Assets under Advisement includes both discretionary assets, over which FEG has full trading authority, and non-discretionary assets which we advise and make recommendations on, but may not have authority to execute or facilitate trades on behalf of the client.

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Kathryn Mawer

Sarah Wessling