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June 2020

HIQI Webinar: Investment Team Embedding: Like having an active management personal trainer, with no yelling

June 19 @ 12:00 pm - 12:20 pm

Active investment management has become hyper-competitive, without PEDs, and not getting any easier. To ensure the fitness of investment philosophy, process, and execution, many teams have engaged us for an evaluation, and recommendations to boost their competitiveness. We call this “embedding”, and we have done it across most all investments styles for a range of clients globally. In this HIQI, Michael Falk and Jason Voss will discuss the nature of the work with investment teams and share some of insights…

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From the Research Chair, Episode 1

June 25 @ 11:00 am - 12:00 pm

Michael Falk and Jason Voss host this twice monthly show designed to help your teams improve their investment philosophy, process, and execution. In Episode 1 we will discuss the crucial elements of sound investing based on our years spent as successful practitioners, as well as our embedding with dozens of investment teams in our consulting work. Come to hear about best practices and… more.

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July 2020

FROM THE RESEARCH CHAIR, EPISODE 002.

July 9 @ 9:30 am - 10:30 am

Michael Falk, CFA, CRC and Jason A. Voss, CFA host From the Research Chair, a twice monthly show designed to help your teams improve their investment philosophy, process, and execution.  Features for this episode:  Skills that Separate you as an Investment Manager: Curiosity. Something both Michael and Jason believe is a superpower.  Topics covered include: 1) Why curiosity is important to investment pros, 2) The science of curiosity, and 3) How to cultivate it for yourself.

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HIQI Webinar: High Engagement Cultures in the New Normal

July 17 @ 12:00 pm - 12:20 pm

Surveys show that employee engagement is crucial to success coming out of quarantine. How do you keep the staff engaged when some are remote, some are at the office, some are both? Data and tips will be shared in this edition of HIQI.

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From the Research Chair, Episode 003: Best Practices in Portfolio Construction

July 23 @ 11:00 am - 12:00 pm

From the Research Chair, Episode 003 is all about best practices surrounding portfolio construction, an arena in which most firms bleed alpha. Specifically, we will cover: What... 1. Portfolio Construction... what is it? 2. A useful metaphor - Building "a house from a bunch of bricks." 3. How to find useful bricks. 4. How to select only the best bricks 5. Deciding on various sizes or positioning for strength. 6. Selling, or discarding the bricks "gone bad."

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August 2020

From the Research Chair, Episode 004: Management Interviewing Techniques

August 6 @ 11:00 am - 12:00 pm

In the 4th episode of "From the Research Chair," Michael Falk, CFA and Jason Voss, CFA discuss Management Interview techniques. Subjects covered are: 1) How it is typically done at most firms. 2) The undiscovered country of Management Interviews. 3) False assumptions and fictions about interviewing people. 4) Techniques that work. 5) Freebie tips for improving Management Interviews.

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From the Research Chair, Episode 005: Most Misunderstood Investing Concepts: Fair Value

August 20 @ 11:00 am - 12:00 pm

Michael Falk, CFA, CRC and Jason A. Voss, CFA host From the Research Chair, a twice monthly show designed to help your teams improve their investment philosophy, process, and execution.  This episode was chosen by our fans.  Most Misunderstood Investing Concepts:  Fair Value.  Specifically, we are covering: 1. Fair value does not equal target price, 2. Fair value vs. fully valued, 3. Who decides fair value anyway?  

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HIQI Webinar: Deception And Truth Analysis (DATA): A Critical Arrow in the Analytical Quiver  

August 21 @ 12:00 pm - 12:20 pm

Fraud committed by a portfolio company is a serious concern of every research staff. Yet, most firms have precious few tools beyond financial statement analysis for uncovering it. Deception And Truth Analysis (DATA) is a technology pioneered and developed over the last decade by FCG that allows for a rapid assessment of the truthfulness or deceptiveness of company text-based communications.  It’s proven and it works.   Join us to explore the science behind the tool.

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September 2020

HIQI Webinar: Long-Term Culture Success

September 18 @ 12:00 pm - 12:20 pm

Maintaining excellent culture for a decade, a case study. Building a great culture is a wonderful accomplishment, but how do you maintain it? In this HIQI, Jim Ware will describe a ten year success story: the process for keeping a culture in top shape.

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CFA Institute Presentation: Using Emotional Intelligence (EQ) for Greater Success in the Investment World

September 24 @ 12:00 pm - 1:00 pm

Emotional Intelligence (EQ), when applied in the context of investment management, is critical for building stronger relationships among investment team members and their clients. In this interactive webinar, Jim Ware, CFA, will: Define EQ and discuss why it’s more than just self-awareness Explore why EQ matters and how it helps investment professionals throughout their careers Examine EQ and personality styles, allowing participants to take a deeper look at the personalities of their teammates and themselves Understand the role of EQ in today’s investment…

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