Capital Allocators – Inside the Institutional Investment Industry Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
May 2, 2022
Greg Dowling, CIO and Head of Research at Fund Evaluation Group, dives into the evolving world of mid-market institutional consulting with insights from his rich background. He explains FEG's unique employee-owned structure and its approach to portfolio management and manager selection. The conversation features discussions on current market dynamics, touching on private equity and venture capital opportunities. Greg also shares his passion for community engagement through a charity hockey event that brings together investment professionals.
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Effective Investment Committees
- Ensure good governance, strong leadership, and shared philosophy in investment committees.
- Build relationships beyond transactional interactions, especially in virtual settings.
Private Equity Opportunities
- Private equity offers opportunities due to large dry powder, especially in the lower middle market.
- Smaller buy-and-build firms can generate returns by selling to larger funds.
Venture Capital Caution
- Be cautious with venture capital as it's an access class, limiting opportunities.
- Consider growth equity as a substitute due to VC’s access limitations and potentially better risk-return profiles.
