FEG Consulting
also referred to as: feg
12 statements across 1 episodes · 3 bullish · 2 bearish · 1 people on the record · first statement May 2, 2022 by Greg Dowling · said 3 times in 1 episodes since 2022 · across every show →
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brought up most by Ted Seides (3)
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Everything said about FEG Consulting, oldest first
May 2, 2022 neutral
Dowling: Niche investments often carry hidden macro and GDP risks
“A lot of times I think that you have to be careful about is even though it's weird, It has a risk factor, and sometimes that risk factor is GDP, the economy. So you're like, oh, and this is really interesting. Aircraft securitizations, and like, well... Someti…”
May 2, 2022 negative
May 2, 2022 positive
Dowling: Hedge Fund Sourcing Centers on Prime Broker Relationships
“And with hedge funds, the ecosystem revolves really around prime brokers. If you're a hedge fund, you need a prime broker. So instead of having to go out and talk to 9000 hedge funds, we can start by talking to the prime brokers and ask them who's launching in…”
May 2, 2022 neutral
Dowling: Quantitative manager metrics explain the past, not future performance
“Some are very, very quantitative, and we're quantitative too, but we would tell you that That explains how they did in the past. It may or may not explain how they do in the future, right? It's all backwards looking. And teams change and people change.”
May 2, 2022 negative
May 2, 2022
May 2, 2022 neutral
May 2, 2022 neutral
May 2, 2022 positive
Dowling: Allocator due diligence will permanently shift to hybrid virtual-in-person models
“You ask, where is it going? I think it's going to be a little bit of both. I think our meetings will be more meaningful, and that instead of doing a marathon all day meeting on site where we're exhausted and they're exhausted, or flying to Hong Kong and our ey…”
May 2, 2022 neutral
Dowling: Leave venture allocations unfilled if lacking access to premier managers
“It is a access class, not just an asset class, and so that means you may not be able to do as much venture. There's still great venture companies out there. It's the new breed, the people that leave the larger firms and start up and do great at a smaller size,…”
May 2, 2022
May 2, 2022 positive
Dowling: Effective investment committees require a strong chair to align members
“They have very different personalities, and by changing one or two people, it can be night and day, and so a lesson is make sure you have good governance, make sure you have a really strong IC chair, make sure everybody's rolling in the same direction. If not,…”