Events Calendar

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Top-Performing Investment Teams


The Plaza Club

Start Time

2/6/2009 12:00 PM

End Time

2/6/2009 1:30 PM


Please join us for our February luncheon meeting with Ms. Jamie Ziegler, a CFA Institute provided speaker who will focus on "Best Practices of Top-Performing Investment Teams." This presentation will highlight key points from Ms. Ziegler's latest book, High Performing Investment Teams: How to Achieve Best Practices of Top Firms (Wiley, 2006). This is a CE credit event.
Investment professionals at all levels will benefit from Ms. Ziegler’s insights on leadership and culture in the industry. Based on her 25 years of experience as a research analyst, investment counselor, client services manager, chief marketing officer, and industry consultant, Ms. Ziegler will address:
  • What can we learn from a study of over 100 global investment firms?
  • Why are leadership and culture critical to long term success?
  • How is culture defined and measured in an investment firm?
  • How do you “hire for fit” as well as skills?
  • What are the six building blocks of culture in the best firms?
  • How can leaders attract and retain the best talent?
  • Which firms exemplify winning cultures?
  • What are the 7 behaviors practiced by top investment firms?
  • How can portfolio managers use these findings to select the best stocks?
  • What should plan sponsors and consultants understand about investment culture?
About Our Speaker
Ms. Jamie Ziegler is a principal with Focus Consulting Group, and specializes in helping investment leaders and teams achieve high levels of sustainable performance, with an emphasis on superior communications and world-class decision-making. She is co-author of High Performing Investment Teams (Wiley, 2006), a book on best practices of the top-performing investment firms.   Previously, Jamie served for ten years as senior vice president of global marketing for Northern Trust Global Investments and for seven years as director of marketing/product management at Stein Roe & Farnham, Inc.  She began her career as a mutual fund analyst and has co-authored books and other publications on mutual fund investing. She holds a BA in English from the University of Notre Dame and an MBA in Finance from DePaul University.
Here is the link to Amazon's description of High Performing Investment Teams (Wiley, 2006)
This is a GREAT topic provided by the CFA Institute. We will be meeting at the Plaza Club so we can accommodate a larger crowd than usual if needed and hope everyone will make this event! Please RSVP through the eVite notice or call Didi Weinblatt (210-498-4361).
PS - Our March luncheon meeting will take place on Wednesday, March 11th. Our speaker will be Stephen Horan who will be discussing the Private Wealth Initiative.

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Content Type: Event
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