Infrastructure for Intelligence: A Conversation with Blue Owl

Explore how a career in petroleum geology evolved into investing in wind, solar, and storage.In this episode of the FEG Insight Bridge, Jane Woodward, Managing Partner of Woven Earth Ventures, traces a career from exploration geologist at Arco to co-founder of MAP Energy. She explains how geospatial thinking guided MAP’s expansion from natural gas into wind, land-based solar, and battery storage, with grid interconnection and proximity to demand central to site selection. Woodward also describes how Stanford teaching and former students shaped her work, including her connection to Fervo Energy.

A timely conversation on the Federal Reserve, fixed income, and the forces shaping today’s market environment.Host Greg Dowling speaks with Tony Crescenzi, PIMCO, about the forces reshaping the Federal Reserve and global fixed income markets. They explore Fed leadership, institutional credibility, balance-sheet policy, and how fiscal pressures and shifting global investment patterns influence interest rates and bond-market opportunities.

Explore David Booth’s perspective on managing uncertainty, building a disciplined investment philosophy, and finding lasting value in the decisions that shape both markets and life. Host Greg Dowling speaks with David Booth, founder of Dimensional Fund Advisors, as he reflects on the ideas behind his new book Stay Calm, sharing lessons from his life, career, and role in advancing evidence-based investing. He discusses why uncertainty can never be eliminated, why investors should focus on what they can control, and how long-term discipline, sound advice, and perspective shape both investing and life.Check out David's book on Amazon here. 

Explore the discipline, adaptability, and platform-building mindset required to sustain an edge in an increasingly competitive hedge fund landscape. Host Greg Dowling speaks with Dmitry Balyasny, Managing Partner, CIO of Balyasny Asset Management, about building and sustaining an investment platform in a highly competitive environment. The conversation highlights the roles of talent, culture, risk discipline, and technology, with particular focus on how continuous adaptation and thoughtful use of AI can help firms preserve an edge when competition never stands still.

Host Greg Dowling speaks with Alexey Teplukhin of Blue Owl Capital on the rapid buildout of digital infrastructure for cloud and AI. They cover an estimated $7 trillion need, long-term leases to investment‑grade hyperscalers, and Blue Owl’s role, including a Meta joint venture in Louisiana. Topics include power access, community and regulatory dynamics, private credit’s flexibility, and why landlords hold real estate risk while tenants manage technology refresh, reducing obsolescence concerns.

Explore how systematic investing drives discipline, diversification, and resilience across market cycles.In this episode of the FEG Insight Bridge, Greg Dowling speaks with Leda Braga, CEO of Systematica Investments, about her journey from academia to leading a global quantitative investment firm. She explores how systematic investing has evolved, the role of discipline and diversification across market cycles, and how advances in data and AI are shaping quant strategies. Leda also reflects on lessons from decades in finance and what it takes to build resilient, process-driven portfolios.

Explore the resilience, competitive mindset, and fan-first ethos that shaped Jeremy Roenick’s path to the NHL Hall of Fame.In this special episode of the FEG Insight Bridge, recorded in connection with the 2026 FEG Hockey Classic, NHL Hall of Famer Jeremy Roenick reflects on a career defined by tenacity, adaptability, and connection. From elite youth hockey to an unconventional jump into the NHL, he shares lessons forged under pressure, career‑defining moments, and why family, joy, and connection to fans continue to matter long after the final horn.

Explore the resilience and strategic discipline behind countercyclical energy investing as Dan Pickering assesses oil and gas fundamentals, LNG buildout, renewables, and geopolitical tail risks.Dan Pickering, Chief Investment Officer of Pickering Energy Partners, joins the FEG Insight Bridge to analyze today’s energy landscape through a cyclical, price‑disciplined lens. He discusses the maturation of U.S. shale, the shift to free‑cash‑flow discipline and consolidation among public producers, and the implications for supply growth. Pickering outlines natural gas’s practical role in powering AI data centers, the outsized influence of LNG exports through 2030, and the long lead times and execution risks for new terminals. He evaluates renewables’ improving costs alongside storage constraints, then surveys geopolitics—from Russian flows and shadow fleets to Venezuela’s incremental potential, and Iran’s tail risks—before presenting a countercyclical framework for both public and private markets.Listen for a concise, cycle-tested framework to navigate energy markets amid evolving fundamentals and global crosscurrents.

Explore the resilience and strategic innovation behind Machine Investment Group's journey through adversity and opportunity in the evolving real estate landscape.In this episode, Eric Rosenthal, Co-Founder and Managing Partner of Machine Investment Group, joins Greg Dowling to delve into the dynamic world of real estate investments. Eric shares the compelling story of Machine's founding and success amidst personal and global challenges, offering insights into their disciplined approach to navigating distressed markets. He discusses the unique opportunities and risks in various real estate sectors, while also reflecting on personal resilience and the power of strategic innovation.Join us for an inspiring conversation on resilience, strategic innovation, and the future of real estate investment with a visionary leader in the industry.

Discover how one of the most influential voices in finance views the evolving landscape of global markets and investment strategies.In this episode, Rick Rieder, Chief Investment Officer of Global Fixed Income at BlackRock, joins Greg Dowling to explore the intricacies of today's economic environment. From the impact of AI and technology on finance, to the challenges posed by government deficits, Rick provides a comprehensive analysis of market trends and investment strategies. He also shares personal anecdotes about his journey in the financial world and the lessons learned from his passion for golf.Join us for an insightful discussion on market dynamics, investment strategies, and the future of finance with one of the industry's leading experts.