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Taking Investment Teams from Good to Great

June 12, 2019
12:00 PM - 1:30 PM

Wellshire Event Center
3333 S Colorado Blvd
Denver, CO 80222

Whether you agree with the statements about disappearing alpha or not, it’s not getting any “easier out there” for active managers. How do compete? How do you improve your inputs (decisions) to bias your output (results) higher?

Come learn about how your team’s structure, culture and skills can help your team compete better.

Michael Falk, CFA, CRC

Michael Falk, CFA, CRC is a partner at the Focus Consulting Group and specializes in helping investment teams improve their investment decision-making, investment firms with their strategic planning and mediating firm successions.  Previously, he was a chief strategist at global macro L.P., and a chief investment officer in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory practice. 

Michael is a frequent speaker and presenter. He is part of the CFA Institute’s Approved Speaker List. In the past, he has taught on behalf of the CFA Society of Chicago in their Investment Foundations Certificate program, been a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group and taught at DePaul University in their Certified Financial Planner (CFP) Certificate Program.  He is frequently quoted in the financial press and presents at industry events.

In 2016, the CFA Institute Research Foundation published Michael’s Monograph “Let’s All Learn How To Fish… To Sustain Long-Term Economic Growth.” Michael also co-authored the 2017 book “Money, Meaning  and Mindsets.”