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September 2020

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

September 24, 2020 @ 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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October 2020

From the Research Chair: Episode 008 – “Get to Work…On OUR Future”

October 1, 2020 @ 11:00 am - 12:00 pm

Because Michael and Jason are citizens first, investment pros second, our podcast occasionally deviates into broader topics. This week's From the Research Chair uses as a touchpoint for discussion, Michael's outstanding book, Get to Work...on OUR Future. Specifically: *Why intentions ≠ impact always * How economics = behavior always * The problems with always thinking * And, more...

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IAA 2020 Annual Leadership Conference Presentation: Company Culture — How to Keep Employees Happy, Motivated, and Engaged in a Virtual Environment

October 7, 2020 @ 2:00 pm - 3:30 pm

Please join Jim Ware, CFA and Keith Robinson as they present at the IAA 2020 Leadership Conference: Company Culture — How to Keep Employees Happy, Motivated, and Engaged in a Virtual Environment.  In their interactive session, they will discuss: Employee engagement data: before, during, and after COVID. Data suggest that employees are asking for more engagement now than ever. Firms with highly motivated and engaged employees are using three strategies. They focus on: Mastery and Excellence/Continuous Improvement Autonomy Purpose and…

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From the Research Chair: Episode 009 – The Root Cause of Behavioral Biases

October 15, 2020 @ 11:00 am - 12:00 pm

In Episode 009 Michael and Jason will debate the root cause of behavioral biases that afflict investment decision making. Michael has his theory as to the root cause, and Jason has his. It is sure to be entertaining.

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From the Research Chair: Episode 010 – Developing Strategy at Investment Management Firms

October 29, 2020 @ 11:00 am - 12:00 pm

In Episode 010 of From the Research Chair Michael and Jason discuss techniques for developing strategy at investment management firms, including the internal and external POV's and scenario planning. Advantages and disadvantages of each are discussed. Wait, there is more! These techniques may also be used to form macro views that inform your security analysis. BUT WAIT, there is even more than that! Michael and Jason also discuss their view of 2021 wonders and the strategic concerns that could affect…

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November 2020

From the Research Chair: Episode 011: Value vs. Growth

November 12, 2020 @ 11:00 am - 12:00 pm

In the next From the Research Chair Michael and Jason take on the value vs. growth dichotomy that has dominated investing for almost thirty years. Questions they consider are: 1) How did this distinction come about in the first place? 2) Is this even a valid distinction? 3) Are there other ways of distinguishing investment philosophies?   Past episodes are all available on the duo's YouTube page: From the Research Chair. Subscribe so as not to miss any episode.

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HIQI Webinar: 2021 Strategy – the Time is Now

November 13, 2020 @ 12:00 pm - 12:20 pm

Friends, has 2020 impacted your current strategic plan (assuming you had one to begin with)? Any questions? Want to start anew in 2021? Join us for our next installment of Hit It and Quit as we discuss perspectives on the current state of the industry and share tips to help you prepare for 2021 and beyond.

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December 2020

From the Research Chair: Episode 012 – The Relationship of the Research Department to the Firm and Its Impact on Alpha

December 10, 2020 @ 12:00 pm - 1:00 pm

Next up in Episode 12 of the From the Research Chair podcast, Michael S. Falk, CRC, CFA and Jason A. Voss, CFA discuss how alpha is gained or lost depending on the quality of the relationship of the research department to the whole firm. Specifically, they will discuss the key relationships of research to: Human Resources Distribution The Board Compliance

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January 2021

From the Research Chair: Episode 013 – A Discussion with Joachim Klement, CFA

January 7 @ 11:00 am - 12:00 pm

In Episode 013 of From the Research Chair, Michael and Jason have their first (and very special) guest, Joachim Klement, CFA; one of our very favorite fellow investors. JK is an investment strategist at London's Liberum Capital, a trustee of the CFA Institute Research Foundation, author of a recent geopolitics monograph, and author of an excellent book "7 Mistakes Every Investor Makes."

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FIRST HIQI OF 2020: How has 2020 affected your culture?

January 15 @ 12:00 pm - 12:20 pm

Firms must adapt to survive and thrive. Life is different now and firm cultures reflect it. Join Jim Ware as he describes the major culture shifts in the industry. Importantly, what aspects of your culture should you be measuring? How will you do it? Jim will address these questions and more. Don’t miss these insights about the new reality. Click here to register

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