312-251-1301 info@cfachicago.org

Event Detail

Postponed - Getting to Win/ Win: Effective Negotiation in the Investment Business (Members Only) (Ended)

Date, Time, and Location:
Thursday, October 20, 2011 (add this event to your Outlook Calendar)
4:00 pm
The Chicago Club, 81 East Van Buren Street, Chicago, IL  60605   (Driving Directions)

Getting to Win/ Win: Effective Negotiation in the Investment Business (Members Only)
Jamie Ziegler, Co-Founder, AUMPartners

Date, Time, and Location:
The Chicago Club, 81 East Van Buren Street, Chicago, IL

Program Description:
The word "negotiation" often conjures up images of power struggles, compromise and win/lose outcomes. But world-class negotiators focus instead on goals, relationships and emotional intelligence to turn negotiating into a valuable form of communication that increases their odds of getting what they really want. Drawing from 30 years of experience as an investment leader and consultant, Jamie Ziegler shares the five keys to successful conflict resolution and negotiation in this fast-paced session. Participants will learn the following fundamentals that support effective conflict resolution and negotiation:

  • Why goal setting is paramount
  • How to recognize and defuse defensiveness
  • Why the art of great questions and active listening is a negotiator's most powerful tool
  • How to use the AUM Negotiation Model to shift the conversation from unproductive debate to productive discussion and problem-solving
  • How to prepare for your next negotiation

Members - $25
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity: Eligible for 1 credit hour

Business Casual

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

Jamie Ziegler
Co-Founder - AUMPartners

Presenter Background Information:
Jamie Ziegler founded AUMPartners with Fran Skinner in 2009. Ziegler has more than twenty-five years of experience in the investment management industry, holding leadership and consulting roles for large multi-product investment firms, family offices and specialty boutiques around the world. Before founding her first consulting firm in 2003, Ziegler served for ten years as Senior Vice President of Marketing for Northern Trust Global Investments, a period when assets under management increased from $80 billion to $600 billion. Ziegler is a frequent speaker at investment industry events and is a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. She holds a B.A. in English from the University of Notre Dame and an M.B.A. in Finance from DePaul University. She is a member of the CFA Retained Speakers Program and the International Enneagram Institute.

4:00 - 4:15 p.m.: Registration
4:15 - 5:30 p.m.: Presentation
5:30 - 6:00 p.m.: Networking

*Special Notes Regarding Fees:
Student rate only available to students approved as a Student-Member of CFA Chicago for 2010-2011. Regular and Affiliate Members may apply function tickets as payment for Student-Members. 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, Oct. 17.

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.

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.