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Kevin James Conroy

Senior Research Analyst - Hedged Strategies at Fund Evaluation Group, LLC

Cincinnati, OH , United States

About

Kevin James Conroy, CFA, CAIA, is currently the Senior Research Analyst—Hedged Strategies at Fund Evaluation Group (FEG) in Cincinnati, Ohio, where he focuses on evaluating and recommending multi-strategy and absolute return hedge fund investments for institutional clients. His responsibilities include manager due diligence, ongoing portfolio monitoring, and advising on hedged and alternative investment strategies for university endowments, foundations, healthcare organizations, and other nonprofits.

Mr. Conroy’s sector coverage centers on hedge funds—specifically direct multi-strategy, event-driven, relative value, and other absolute return vehicles—with substantial expertise in private capital and venture capital performance trends. He has been a key contributor to FEG’s research and investment process since 2005, following roles as Senior Fund Accountant at Integrated Fund Services for Western Southern Life Insurance.

Conroy holds a Bachelor of Business Administration in Finance from Grand Valley State University and professional designations as a CFA charterholder and CAIA. Over his two decades in institutional investment research, he has advanced manager selection methodologies and has played a significant role in helping clients deploy capital across sophisticated alternative investment sectors.

Career History

OrganizationRoleDate RangeDetails
Fund Evaluation GroupSenior Research Analyst - Hedged StrategiesMay 2011 to Present
Primary research coverage of direct multi-strategy, absolute return hedge fund managers Identify and monitor client direct hedge fund investments Review manager performance, statistics, and communicat...
Fund Evaluation GroupResearch Analyst - Hedged StrategiesApr 2005 to May 2011
Responsible for construction and monitoring of client portfolios Calculate and maintain client performance including GIPS review
Integrated Fund Services - Western Southern Life InsuranceSenior Fund AccountantFeb 2003 to Apr 2005
Responsible for servicing and striking an NAV for 4-6 mutual funds daily Train new employees and guide junior level employees

Education

Grand Valley State University

Bachelor of Business Administration (BBA), Finance, General

1998 2001

Skills & Expertise

CFA
CAIA
Alternative Investments
Investment Management
Asset Allocation
Investment Strategies
Hedge Funds
Portfolio Management
Fixed Income
Asset Management
Equities
Bloomberg
Investments
Institutional Investments
Mutual Funds
Financial Modeling
Valuation
Investment Advisory
Securities
Mathematics
Loan Servicing
Responsibility
Fund Services
PowerPoint
Banking
Yahoo
Calculus
Guidance
Reviews
Managerial Finance
Management Accounting
Finance
Sage Act
Bank Reconciliation
Institutions
Financial Services
Compliance
Financial Accounting
Microsoft Word
Microsoft Excel
Cash
Apollo
Financial Analysis
Investone
Financial Transactions
Financial Statements
Shareholder
Research
Statistics
Analysis
Computer Proficiency
Resolve

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
M
Michael Franke
Vice President - Portfolio ManagerCincinnati, OH , United States
Michael O'Connor
Michael O'Connor
Vice President and Portfolio ManagerCincinnati, OH , United States
Showing 1-10 of 25 team members

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