FEG Insight Bridge

The Odd Couple: The Fed and Treasury Nexus

Host Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] sits down with Karthik Ramanathan [https://www.linkedin.com/in/karthik-ramanathan-66819a/], former Director of the U.S. Treasury’s Office of Debt Management, for a behind-the-scenes look at how the Treasury and the U.S. Federal Reserve intersect. From managing trillions in debt issuance to coordinating with the Fed around day-to-day policy execution as well as crisis event triage, Karthik shares firsthand insights into how Treasury decisions shape U.S. financial stability and global market dynamics. The conversation covers auction strategy, debt management, and the delicate balance between independence and collaboration—especially in times of economic and political stress. You can find every episode of FEG Insight Bridge podcasts in one place [https://www.feg.com/insight-bridge-podcast] and sign up to receive our other publications here [https://www.feg.com/subscribe].

Commanding Heights: The Investment Journey of Josh Harris

In this episode, host Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] welcomes Josh Harris [https://www.26n.com/team/founder]—founder of 26North, co-founder of Apollo Global Management, and managing partner of the Philadelphia 76ers, New Jersey Devils, and Washington Commanders. Josh reflects on his journey from Wall Street to the world of sports, sharing lessons on building enduring institutions, transforming franchises into global media powerhouses and leading with trust and purpose. The conversation explores how finance, philanthropy and legacy intersect—and why the future of investing is more human than ever. You can find every episode of FEG Insight Bridge podcasts in one place [https://www.feg.com/insight-bridge-podcast] and sign up to receive our other publications here [https://www.feg.com/subscribe].

Can Small Be Beautiful? Life Outside the Mag 7

In this episode, host Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] welcomes Sean Kammann [https://www.wellington.com/en/experts.expert/sean-kammann], Equity Portfolio Manager, Partner and Senior Managing Director with Wellington Management to discuss the shifting dynamics of equity markets. While the “Mag 7” stocks have dominated headlines, the conversation focuses on opportunities among smaller-cap stocks. Sean discusses the persistence of the small-cap premium, the potential impact of higher growth, inflation and interest rate changes on smaller versus larger companies, as well as the merits of an equal-weighted small-cap portfolio. The discussion highlights the importance of active management, fundamental research, and global diversification in identifying long-term value across sectors and geographies. You can find every episode of FEG Insight Bridge podcasts in one place [https://www.feg.com/insight-bridge-podcast] and sign up to receive our other publications here [https://www.feg.com/subscribe].

Aging Gracefully, Investing Wisely: Featuring Focus Healthcare Partners

In this episode, host Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] speaks with Paul Froning [https://www.focushealthcarepartners.com/about-us] and Michael Feinstein [https://www.focushealthcarepartners.com/about-us] from Focus Healthcare Partners, a firm dedicated to investing in senior housing and healthcare-related properties. Their conversation explores how demographic shifts and changing consumer expectations are reshaping the senior living industry for the better. Paul and Mike share their investment philosophy, which centers on strategic partnerships, operational improvements and the critical importance of meaningful experiences and better health outcomes for residents.   You can find every episode of FEG Insight Bridge podcasts in one place [https://www.feg.com/insight-bridge-podcast] and sign up to receive our other publications here [https://www.feg.com/subscribe].

Where's the Promise of Biotech? Featuring Peter Kolchinsky

In this episode of FEG’s Insight Bridge Podcast [https://www.feg.com/insight-bridge-podcast], Greg Dowling [https://www.feg.com/people/gregory-dowling?hsLang=en] speaks with Peter Kolchinsky [https://www.racap.com/about-us/our-team], Managing Partner at RA Capital. Together they delve into the drivers and details of today’s biotech industry, how to foster innovation and why Peter is optimistic about biotech’s ability to address autoimmune disorders. Peter shares RA Capital’s investment approach, which emphasizes patience, rigor and selectiveness across healthcare and life science sectors. You can find every episode of FEG Insight Bridge podcasts in one place [https://www.feg.com/insight-bridge-podcast] and sign up to receive our other publications here [https://www.feg.com/subscribe].