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Fort Worth Breakfast: Focus Consulting Group

Event Description

Fort Worth Breakfast
Focus Consulting Group: The Investment Challenge: Remaining Relevant by providing Compelling Value


Jim Ware, CFA, Founder of Focus Consulting Group
Michael Falk, CFA, Partner, Focus Consulting Group

Keith Robinson, Partner, Focus Consulting Group

FCG is recognized by the CFA Society as being the thought leader in management and culture practices in the investment industry. FCG is publishing a new white paper entitled, “The Investment Challenge: Remaining Relevant by providing Compelling Value.” The presentation will be an educational event, covering current challenges in the industry: fee compression, scarcity of alpha, and erosion of trust. FCG will present strategies for competing in what we call the “New Era.” Topics include:

  • Leadership: strengths, weaknesses and blind spots that cripple effectiveness
  • Culture: current priorities given the challenges and the younger work force
  • Strategy: plotting a course for the New Era
  • Talent: attracting, retaining and developing talent
  • Compensation: moving from a “comp” mentality to a “rewards” mentality
  • Succession: planning for seamless transition to the next generation. Hint… got the bench strength?

The authors of this new white paper have presented at CFA societies, Annual Conferences, and the Financial Analyst Seminar. Don’t miss this opportunity to hear their insights on managing the investment firm in the New Era.

April 22, 2015
7:30 AM Registration
  8 AM Breakfast and Presentations
Fort Worth Club

Speaker Bios:

Michael Falk, CFA, Partner

Michael Falk, CFA is a partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund. Formerly, he was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory. His background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues. His perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

Aside from his consulting work, Michael is part of the CFA Institute’s Approved Speaker List, a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group, the Vice Chair of the Plan Sponsor Council of America’s Investment Committee and has taught for DePaul University in their Certified Financial Planner (CFP) Certificate Program as adjunct faculty as well as on behalf of the CFA Society of Chicago in their Claritas program. He is frequently published and quoted in the financial press. He graduated from the University of Illinois with a B.S in Finance. He holds the Chartered Financial Analyst (CFA) and Certified Retirement Counselor (CRC) designations.

Keith Robinson, Managing Partner

Keith Robinson is the Managing Partner of Focus Consulting Group and brings over 27 years of global investment experience to his consulting and coaching work at FCG. As an expert in human resource and talent management at Allstate Investments, UBS, and Marsh & McLennan, he was selected to develop a cutting edge leadership development program for Northern Illinois University. His specialties include: Management and Leadership Development, Education and Training, Organizational Design and Performance, and Business Strategy.

He is the co-author of the highly acclaimed white paper, “Investment Tribes” co-written with Jim Ware, and was recently published in Harvard Business Review and Smart Biz magazine for his work on “High Performing Investment Teams” and “Managing the Human Portfolio.” Keith holds an MBA from University of Illinois and graduated Summa Cum Laude with a business degree from Western Connecticut.

Jim Ware, CFA, Founder

James Ware, CFA is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. James is also a highly acclaimed industry author and international speaker on the subjects of investment leadership, culture and building high performing teams. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, U.S. Institute and other major industry conferences, James is recognized for his insightful, inspiring and entertaining presentations. His recent books, “Investment Leadership: Building a Winning Culture for Long-Term Success” (Wiley, 2003) and High Performing Investment Teams (Wiley, 2006) identify those elements of leadership and teamwork that lead to sustainable success for investment firms. His articles have been published in the FAJ and JPM. James has 20 years experience as a research analyst, portfolio manager, and director of buy-side investment operations. He has been a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. His educational background includes a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.

Event Type


Education Topic


Start Time

4/22/2015 7:30 AM

End Time

4/22/2015 9:00 AM


Forth Worth



Event Country


Event Region



Fort Worth Club - Bellevue Room
306 W 7th St.
Fort Worth, TX 76102



CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price

35.00 if not a member


All Day Event





Dallas - Fort Worth


Content Type: MyCFA Custom Calendar
Created at 4/6/2015 4:11 PM by
Last modified at 4/6/2015 4:11 PM by