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October 2018

US Institute Human Resources Director’s Roundtable: Driving Change, Preserving Culture

October 16, 2018 @ 10:45 am - 11:30 am
Four Seasons Hotel,
120 E Delaware Pl.
Chicago, IL United States
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Join Jim Ware, CFA and Keith Robinson at the US Institute's Human Resources Director's Roundtable where they will participate in a panel on The New Frontier of Recruiting and Branding. Traditional methods of talent acquisition have given way to new tools and practices. The firm’s brand, even for institutional managers, is now something that needs to be actively managed and promoted in the recruitment process. Some have turned to a combination of top-down marketing and social media engagement by associates, engagement that…

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November 2018

HIQI: Giving Thanks, and other intrinsic rewards

November 16, 2018 @ 12:00 pm - 12:20 pm

Join us for our next edition of Hit It and Quit It when in the spirit of the season, Keith Robinson will cover the important and underutilized intrinsic motivation factors manager and leaders have to offer.  

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December 2018

CFA Society Edmonton Presentation: The Importance of Firm Culture to Investment Performance

December 4, 2018 @ 11:15 am - 1:00 pm
The Westin Edmonton,
10135 100 St NW
Edmonton, Canada
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Jim Ware, CFA and Founder of Focus Consulting Group, presents on "The Importance of Firm Culture to Investment Performance." When investment teams are surveyed about the benefits of firm culture, they respond, “improves decision making” above all other choices.  Find out why firm culture is critical to improving the investment decision-making process and learn how to take your investment team from good to great by creating a great culture.

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US Institute CEO Dinner – Conscious Leadership

December 4, 2018 @ 6:00 pm - 8:00 pm
Aureole,
135 West 42nd Street
New York City,
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Keith Robinson presents at the US Institute CEO dinner on Conscious Leadership.  Keith will discuss what it takes to be an effective leader, not only today, but also in the future (give the way the world is changing).

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CFA Presentation Okanagan: The Importance of Firm Culture to Investment Performance

December 5, 2018 @ 11:15 am - 1:00 pm
TBD,
Kelowna, Canada
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Jim Ware, CFA and Founder of Focus Consulting Group, presents on "The Importance of Firm Culture to Investment Performance." When investment teams are surveyed about the benefits of firm culture, they respond, “improves decision making” above all other choices.  Find out why firm culture is critical to improving the investment decision-making process and learn how to take your investment team from good to great by creating a great culture.

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CFA Society Calgary Presentation: The Importance of Firm Culture to Investment Performance

December 6, 2018 @ 11:15 am - 1:00 pm
CFA Society Calgary,
1780, 700 6 Ave SW
Calgary, Canada
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Jim Ware, CFA and Founder of Focus Consulting Group, presents on "The Importance of Firm Culture to Investment Performance." When investment teams are surveyed about the benefits of firm culture, they respond, “improves decision making” above all other choices.  Find out why firm culture is critical to improving the investment decision-making process and learn how to take your investment team from good to great by creating a great culture.

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February 2019

Hit It and Quit It Webinar: Professional Development

February 1 @ 12:00 pm - 12:20 pm

Please join us for our next HIQI webinar when Keith Robinson and Bryan Kozlowski discuss Professional Development.  If you want to motivate your team, consider the three most important intrinsic motivators for knowledge workers: Mastery, Autonomy and Purpose.  In our next Hit It and Quit It webinar, we will explore ways to increase “Mastery” in your firm.  FCG’s research is clear – there is an overwhelming demand amongst investment professionals for greater “Mastery” (aka professional development).  However, most firms struggle with…

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Jim Ware presents at the U.S. Institute- CIO Roundtable

February 6 - February 7
Four Seasons Hotel, Miami,
1435 Brickell Ave
Miami, FL United States
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Jim Ware, CFA, presents at the U.S. Institute CIO Roundtable on February 7 on Decision-Making Biases and Personality Testing. Behavioral finance has long explored the role of cognitive and behavioral biases and emotions in investment decision making. And investment leaders are well aware that cognitive diversity on investment teams produces stronger results. Yet many find it challenging to recognize their own biases and evaluate or foster cognitive diversity on their own teams.  Using the results of a personality typing exercise, this interactive workshop…

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Focus Consulting Group presents at the Family Wealth Summit

February 11 - February 12
Four Seasons Palm Beach,
2800 S Ocean Blvd,
Palm Beach, FL United States
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Jim Ware, CFA and Keith Robinson are leading two interactive discussion sessions at the Family Wealth Summit on Monday, February 11 on Knitting Together a Dynamic Team that Embodies  Your Culture.  

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Hit It and Quit It: Candor – Hard and Soft

February 22 @ 12:00 pm - 12:20 pm

Please join Jim Ware for our next Hit It and Quit It webinar when he talks candor.  A recent white paper on candor outlined the core tenets that Bridgewater uses, then provided insights and statistics from interviews with the firm. Clearly, Bridgewater has created a unique culture with high candor. But employees acknowledge that it is a painful adjustment process. One third of employees opt out in the first year. Question: does full-fledged candor require a boot camp approach? Tune…

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