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April 2021

HIQI: The Benefits of Meditation for Investment Professionals

April 9 @ 12:00 pm - 12:20 pm

Meditation is widely touted as beneficial to investors. But why? Jason Voss, CFA and Jim Ware, CFA (both prior PMs and long-time meditators) will discuss the benefits from both research and their personal experiences. Meditation can be a game changer for investment professionals. Don’t miss this opportunity to learn from industry experts with personal successes.

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From the Research Chair: Episode 020 – Refinements to Macro Investing

April 29 @ 11:00 am - 12:00 pm

You know the old adage in golf that you drive for show and putt for dough? In the investment world, that seems the same as the old macro vs. micro or top-down vs. bottom-up argument. Maybe there is more to this adage, like yin needs its yang. <Hint: micro operates within a macro environment.> On this episode of "From the Research Chair," Michael and Jason will discuss: We will clarify definitions, what is macro investing (this is not as simple…

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May 2021

From the Research Chair: Episode 021 – The Purpose of Finance and Investing

May 13 @ 11:00 am - 12:00 pm

Have you ever wondered about the purpose of finance and investing? In this episode of "From the Research Chair," Michael Falk, CFA and Jason Voss, CFA will consider the various possibilities, including: Historically, what has the purpose of finance been? Has its purpose evolved over time? If so, what has changed? Should there be a social contract for finance and investing? Past episodes may be viewed on our From the Research Chair channel:https://www.youtube.com/channel/UCcYOk2q8vr5wZmsH4WhLyeQ

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HIQI: Wealth Management Strategy

May 14 @ 12:00 pm - 12:20 pm

You are in the wealth management business and you know your clients (KYC) better than anyone else, but how do you scale a high touch business? Do you and your clients define wealth the same way? Are you meeting their expectations - assuming you know what they are? What are you doing to position the next generation (both your clients and your firm) for success? Tune in to our next edition of HIQI to hear about strategy thinking specific to…

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From the Research Chair: Episode 022: Talent

May 27 @ 11:00 am - 12:00 pm

Building a great investment team is kind of like creating a rock band that writes great songs. It takes thoughtfulness to identify the correct talent and how those people fit together to create great outcomes. But how do you identify, interview, hire, and leverage talent well? In this episode of "From the Research Chair" Michael Falk, CFA and Jason Voss, CFA share tips on how to execute each of these key things better based on their experience as practitioners and…

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June 2021

From the Research Chair – Episode 023: Building Better Benchmarks

June 10 @ 11:00 am - 12:00 pm

Benchmarks as a concept are wonderful and help people, regardless of their endeavor, evaluate their performance. In turn, this helps them get better, as well as to deliver better outcomes. But in investing we would argue that benchmarks have gone astray, and that they warp performance and obscure just as much about performance as they reveal. What can be done? In the next episode of From the Research Chair, Michael Falk and Jason Voss will discuss: Problems with the Style…

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HIQI: The New Guide Book for Getting Work Done Post-pandemic

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

Years before the pandemic, Jody Thompson was advising clients on how to create and manage a “results-only-work-environment” (ROWE). The basic concept was: Work is something you do, not a place you go. When the pandemic hit, her clients were already positioned for it. They were focused on results, not rules about where/when/how you work. In FCG’s discussions with C-suite leaders, they candidly admit that they are in a grey zone, without clear answers. Tune in to this webinar for insights…

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From the Research Chair: Episode 024 – Anniversary Edition: Embracing their inner Curmudgeon

June 24 @ 11:00 am - 12:00 pm

Join Michael Falk, CFA and Jason Voss, CFA,  for a very special One Year Anniversary edition of From the Research Chair. Michael and Jason invite the audience to join them in embracing their inner Curmudgeon. Let loose with your rants, minor and major with the investment management industry. Think: sharing the equivalent of after work drinks conversation. Who knows what will feature? Could it be... The therapeutic benefits of sharing aloud the minor irritations we each endure as finance pros?…

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July 2021

HIQI: Ego: what is it and how does it influence our effectiveness?

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

Few professionals would say they are “ego driven.” But the same professionals would say, “It’s an ego driven industry.” That’s a disconnect. Is ego the enemy? If so, how does one overcome it? Join Jim Ware, CFA and Jason Voss, CFA for an insightful look at this provocative topic.

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August 2021

HIQI: Has your firm been “paying” attention?

August 6 @ 12:00 pm - 12:20 pm

“Show me the incentive and I will show you the outcome.” Charlie Munger Is your firm putting time and attention to the incentives and rewards designed to achieve your strategic outcomes? Mis-aligned incentives can have severe consequences ranging from attracting and retaining talent, DEI success, motivating and more. Maintenance and understanding of your rewards approach is a key success factor. A proper rewards audit can save time and trouble for your firm, while improving outcomes. Join us as we unpack…

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