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Title

Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth

Speaker(s)/Highlights

Michael S. Falk CFA, CRC. Provocative presentation examines some very thoughtful retirement and healthcare policies combined with both safety nets and "trampolines" to overcome the "huuuge" funding gaps that lie ahead.

Start Time

5/26/2016 5:00 PM

End Time

5/26/2016 8:30 PM

Global Passport Eligible?

No

Registration

 

​Pre-Pay with PayPal through 05/24/16 and save $5!​

Member Price

$25

Non-Member Price

$40

Candidate Price

$40

Location Info

Boca Country Club
17751 Boca Club Blvd
Boca Raton, FL 33487

Event Description

Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth

Featuring: Michael S. Falk, CFA, CRC

Thursday May 26, 2016​​

Agenda:

  • 5:00 PM Networking
  • 6:00 PM Dinner and Presentation

Event Description Focus Group website​

Presentation Overview:

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 CFA Institute Research Foundation Monograph​, Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth, reconsiders what makes us “healthy, wealthy, and wise.” It 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 S. Falk, CFA, CRC,
Partner, The Focus Consulting Group
 
The Focus Consulting Group helps investment leaders leverage their talent.  Mr. Falk specializes with helping investment teams improve their processes and execution techniques as well as helping firms with their strategic planning.  In his past, Michael was a Chief Strategist at Mauka Capital, LLC, a global macro hedge fund, as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory practice.  His background includes extensive asset allocation research, portfolio development expertise and deep working understanding of both behavioral finance and retirement issues. 
 
Michael is also part of the CFA Institute’s Approved Speaker List, and teaches on behalf of the CFA Society of Chicago in their Claritas program.  In the past, he was a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group, as well as taught at DePaul University as adjunct faculty in their Certified Financial Planner (CFP) Certificate Program.  He is frequently quoted in the financial press.  He holds the Chartered Financial Analyst (CFA) and Certified Retirement Counselor (CRC) designations.

 
CFA Society South Florida  has determined that this program qualifies for 1.5 CE credit hour(s), including 0 hour(s) in the content areas of Standards, Ethics, and Regulations (SER), under the guidelines of the CFA Institute Continuing Education Program. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE tracking tool.

Event Type

Society; Educational

Society Category

Speaker

Education Topic

 

Event Region

Americas

CE Credit

1.5

SER Credit

 

Event Terms

​On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to admin@cfasouthflorida.org​ with your name, email address and CFA SFL member ID if applicable. ​

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.

Location Name

Boca Country Club

All Day Event

 

Recurrence

 

End

5/26/2016 8:30 PM

Date

5/26/2016

Event Manager Email

admin@cfasouthflorida.org

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 
Approval Status Approved
 

Attachments

20160526FalkFlyer.pdf    
Content Type: MyCFA Calendar
Created at 4/23/2016 11:50 PM by 38
Last modified at 12/18/2016 12:49 PM by 38