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April Breakfast (Tulsa)

Start Time

4/25/2017 7:30 AM

End Time

4/25/2017 9:00 AM

All Day Event




Event Description

Topic: Demographics do not have to be destiny.  We have a choice. Today’s economic growth challenges will become greater in the future because of the world’s aging population, fertility trends and current levels, and current entitlement policies. Those challenges could be overcome, however, with thoughtful public policies and a culture that fosters responsibility and appreciation.  Michael Falk's "Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth"  focuses on how we might reimagine health care, retirement, and education policies to usher in a new ERA (from Entitlement to Responsibility with Appreciation) of sustainable long-term economic growth.  

Michael 3 2015.jpg

Speaker:  Michael Falk, CFA, CRC, Focus Consulting Group Partner

Speaker Bio:  Michael Falk, CFA, CRC is a Partner with the Focus Consulting Group and specializes in helping investment teams with improving their investment philosophy, process and execution techniques, and investment firms with their strategic planning. He has been a Chief Strategist on a global macro hedge fund as well as a Chief Investment Officer in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory.  His background includes extensive asset allocation research, portfolio development expertise and a multi-faceted understanding of behavioral finance and retirement issues. 

Apart from his FCG work, Mr. Falk is the author of the CFA Institute Research Foundation Monograph “Let’s All Learn How to Fish… to Sustain Long-term Economic Growth”.  He is also part of the CFA Institute’s Approved Speaker List, and teaches on behalf of the CFA Society of Chicago in their Foundations of Investing program.  In the past, he had been a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group and taught at DePaul University in their Certified Financial Planner (CFP) Certificate Program. He is frequently quoted in the financial press and presents at industry events.

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Michael Faulk, CFA, CRC

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Oklahoma Society

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Content Type: MyCFA Calendar
Created at 4/5/2017 12:40 PM by[CASMSTS:username]
Last modified at 4/5/2017 12:40 PM by[CASMSTS:username]