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Event Detail

Finding Your Genius in Investments (Ended)

Date, Time, and Location:
Thursday, September 20, 2012 (add this event to your Outlook Calendar)
5:00 pm
The Standard Club, 320 S Plymouth Court, Chicago, IL  60604   (Driving Directions)

Date, Time, and Location:
Thurs., Sept. 20, 2012
5:00 - 7:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago IL 60604

Register Today

Program Description:
It's no secret that having the right people in the right seats on the bus is one of the greatest keys to the long-term success of an investment firm. After all, this is a talent business. But the bigger question -- and one that most investment leaders struggle with -- is how to identify exactly who is "right" for the team? And similarly, investment professionals must ask themselves the same question: Am I in the right seat on the right bus? The answer lies in understanding the three different kinds of fit for a position -- cultural (one's personal values and how they align with the team's), eligibility (one's "ability" to do the work) and suitability (one's natural desire to do the work).

In this session, Jamie Ziegler, author of High Performing Investment Teams (Wiley, 2006) shares insights into how measure all three kinds of fit, with particular emphasis on the most difficult to assess -- suitability. Investment professionals have found this session to be critical in helping them identify their own genius and cultural fit, while leaders have found this session to be critical in helping them make the right hiring decisions for their teams.

Fee:
Members - $10
Student-Members - $10
Non-members - $45
(payable by cash, check, credit card or Function Ticket)*

Attire: Business Casual

Menu: Light Refreshments.

Registration:
Register Online below

Agenda:
5:00 - 5:30pm: Registration and Networking Reception
5:30 - 7:00pm: Program

Hosted by: Career Management Advisory Group

Jamie Ziegler Jamie Ziegler, Founder, AUM Partners, LLC.
Jamie Ziegler is an international speaker, author and the co-founder of AUM Partners, a boutique consulting firm that works with investment organizations around the world to help them align their leaders, organize their teams, develop their talent and, most importantly, improve their performance.

With more than 25 years of investment leadership and consulting experience, Ziegler has trained more than one thousand investment professionals around the world on presentation skills, communications and teambuilding. She is co-author of High Performing Investment Teams(Wiley, 2006), a book about the best practices of investment organizations. A CFA Retained Speaker and frequent presenter at industry conferences worldwide, Ziegler is also a guest lecturer at the Kellogg School of Management at Northwestern University.

Previously, Ziegler was senior vice president of global marketing for Northern Trust Global Investments from 1994-2003, a period when assets under management rose from $80 billion to more than $600 billion. She started her career as a mutual fund analyst in the mid-80s, and has authored several books on mutual fund investing. Ziegler holds a BA in English from the University of Notre Dame and an MBA in Finance from DePaul University.

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2012-2013. Credit card is required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event 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, Sept. 13.

Passport Program
Members of any 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.

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.