312-251-1301 info@cfachicago.org

Event Detail

Distinguished Speakers Series: James Ware, CFA, founder of Focus Consulting Group (Ended)

Date, Time, and Location:
Wednesday, March 07, 2012 (add this event to your Outlook Calendar)
12:00 pm CT
The Chicago Club, 81 East Van Buren Street, Chicago, IL  60605   (Driving Directions)

Date, Time, and Location:
Wed., March 7, 2012
12:00 - 1:00 pm
Chicago Club, 81 E. Van Buren Street Chicago, IL 60605

Program Description:
Best Practices of High Performing Investment Teams
James Ware, CFA, will draw from over 30 years experience in the investment industry to address these questions:

- What are the 5 factors that most differentiate high performing investment teams?
- How do top teams attract and retain the best talent?
- What is the secret to fairly compensating talent?
- How do the best leaders become “enablers” of talent vs. “disablers?”
- How do the best teams encourage open and honest debate?
- What is a “Red X”? and how do they disrupt team effectiveness?
- How should investment leaders manage Red X’s?
- How does the culture of the investment team differ from that of sales/marketing or operations?

These questions and others involving the best ways to leverage talent will be discussed. Additionally, the presentation will make use of interactive voting devices so that real-time data can be collected on important team and culture issues.

Fee:
Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire:
Business Casual

Menu:
Chef's Choice (Vegetarian meal available upon request)

For Reservations:
Register online below, or by phone: 312-251-1301

Agenda:
11:30 am -12:00 pm - Registration & Networking
12:00 pm -1:00 pm - Luncheon Presentation

James Ware, CFA, is the founder of Focus Consulting Group, a specialized firm dedicated to helping investment leaders leverage their talent.

Ware 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. Ware 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.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Regular, Affiliate and CFA Chicago Candidate Members may apply function tickets as payment for Non-member or Student-Member. Credit card is required to guarantee ALL reservations except for ONLINE reservations using FUNCTION TICKETS. No day-of-event pre-registrations accepted (on-site only, if applicable and space available). There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, March 1.

A Passport Event This is a "Passport Program." Members of any local CFA society may attend at the CFA Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program. Please click here if you would like more information.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.