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Dallas Lunch: Focus Consulting Group

Event Description

Dallas Lunch
Focus Consulting Group: The Investment Challenge: Remaining Relevant by providing Compelling Value


Jim Ware, CFA, Founder of 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
11:30 AM Registration
  Noon Lunch and Presentations
Crescent Club

Speaker Bios:

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 11:30 AM

End Time

4/22/2015 1:30 PM





Event Country


Event Region



The Crescent Club
200 Crescent Court
Dallas, Texas  75201


Jim Ware, CFA, Founder of Focus Consulting Group

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price

$55 if not a member


All Day Event





Dallas - Fort Worth


Content Type: MyCFA Custom Calendar
Created at 4/21/2015 4:25 PM by
Last modified at 4/21/2015 4:25 PM by