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Event Detail

Leadership: Managing Talent and Comp in the New Era (Members Only, Limited Space) (Ended)

Date, Time, and Location:
Wednesday, May 27, 2015 (add this event to your Outlook Calendar)
4:00 - 6:00 pm
Hotel Allegro, 171 W Randolph Street, Chicago, IL  60601   (Driving Directions)

Program Description:
Jim Ware, CFA, of Focus Consulting Group will present on the new white paper, "Investment Challenges: Remaining Relevant through Compelling Value". FCG has combined its insights from the past few impactful industry years into a new report that highlights industry challenges and strategic responses. FCG addresses key issues like fee/margin compression, scarce alpha, and eroding trust levels, providing advice for industry leaders facing what we call the New Era. Changes in the investment world require leaders to upgrade their skills and strategies. Don't miss this important collection of insights.

Topics include:

  • Leadership: strengths, weaknesses and blind spots that cripple effectiveness
  • Talent: attracting, retaining and developing talent.
  • Compensation: moving from a "comp" mentality to a "rewards" mentality
  • Presenter:
    James Ware, CFA - Founder, Focus Consulting Group

    Fee:
    Members - $45 FREE
    Student-Members - $45 FREE
    (member pricing underwritten by CFA Chicago)

    Attire: Business Casual

    Registration: Register online below

    Agenda:
    4:00-4:30pm - Registration & Networking
    4:30-6:00pm - Program, Q&A, Informal Networking

    Hosted by: Career Management Advisory Group

    Presenter:

    James Ware, CFA, is the founder of Focus Consulting Group, a 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. His articles have been published in the FAJ and JPM. 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:
    Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, May 21. If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

    Passport Program
    This is a "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.