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John Overath

John Overath

Senior Research Associate - Real Assets at Fund Evaluation Group, LLC

Dallas, TX , United States

About

John Overath, CFA, serves as Senior Research Associate - Real Assets at FEG Investment Advisors in Dallas, TX, where he leads research and due diligence for real asset strategies. His work specifically focuses on sectors such as real estate, infrastructure, natural resources, and other alternative real asset investments, supporting institutional clients with portfolio construction and manager selection.

Prior to joining FEG, John gained experience as a Research Analyst - Real Assets at Fund Evaluation Group, LLC, where he evaluated asset managers and market trends within the real assets universe. He also worked as an Analyst at Novogradac & Company LLP, with exposure to analytics and investment consulting in real estate and tax credit transactions.

John holds an M.S. in Economic Data Analytics (Econometrics and Quantitative Economics) and a B.S. in Economics from The University of Texas at Arlington. He is a CFA Charterholder, demonstrating expertise in quantitative investment analysis and applied economics, with a focus on alternative investments and institutional research.

Career History

OrganizationRoleDate RangeDetails
FEG Investment AdvisorsSenior Research Associate - Real AssetsJan 2024 to Present
Fund Evaluation Group, LLCResearch Analyst - Real AssetsNov 2021 to Dec 2023
Novogradac & Company LLPAnalystJan 2020 to Nov 2021
Novogradac & Company LLPJunior AnalystAug 2018 to Dec 2019
JLLResearcherApr 2016 to Jul 2017

Education

The University of Texas at Arlington - College of Business

Masters of Science (M.S.) in Economic Data Analytics, Econometrics and Quantitative Economics

2017 2018

The University of Texas at Arlington - College of Business

Bachelor of Science (B.S.), Economics

2014 2017

Lawrence D. Bell High School

2011 2014

Skills & Expertise

Data Collection
Data Organization
Report Writing
Financial Analysis
Communication
Customer Service
Microsoft Office
Research
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Teamwork
Stata
R
Teaching

Others at Fund Evaluation Group, LLC (25)

NameRoleLocation
B
Bobby Blue
Vice President, Portfolio ConstructionCincinnati, OH , United States
B
Brian Hooper
Research AnalystFairborn, OH , United States
Cheryl Barker
Cheryl Barker
Vice President - ResearchDetroit, MI , United States
Christian Busken
Christian Busken
Vice President - ResearchCincinnati, OH , United States
D
David Mason
Research AnalystCincinnati, OH , United States
Derek Courts
Derek Courts
AVP, Institutional Portfolio AnalystCincinnati, OH , United States
Dominic Cittadino
Dominic Cittadino
Institutional Portfolio AnalystCincinnati, OH , United States
Gregory Dowling
Gregory Dowling
Managing Principal and CIO and Head of ResearchCincinnati, OH , United States
K
Kevin James Conroy
Senior Research Analyst - Hedged StrategiesCincinnati, OH , United States
M
Michael Franke
Vice President - Portfolio ManagerCincinnati, OH , United States
Showing 1-10 of 25 team members

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