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February 2021

From the Research Chair: Episode 016 – Is your data accurate and truthful?

February 18 @ 11:00 am - 12:00 pm

Investment professionals must trust that the raw material of their work, data, is accurate and truthful. Think: Is it just raw or is it material? Did you know that numbers make up only 13 1/2% of the information in an annual report? Looking only at the numbers is akin to the drunk looking for their keys underneath the lamppost. You say you trust your gut, okay, but your success rate looks like 49.4%. Stop flipping coins! Through the use of…

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CFA Society Madison Presentation: Using the Enneagram for Improved Communication

February 24 @ 2:00 pm - 5:00 pm

If you found team communication to be difficult during the pandemic, you are not alone. There's nothing like an extended shut-down (or multiple shut-downs) to test your resilience, your adaptability and your relationship skills. The key to managing through a year like 2020 lies in your level of emotional intelligence – the ability to understand and manage your own emotions, understand others' emotions and manage relationships.  The Enneagram, a powerful tool for emotional intelligence, provides a clear map of the nine ways…

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March 2021

From the Research Chair: Episode 017: Investment Succession

March 4 @ 11:00 am - 12:00 pm

Investment Succession is not just for graying (or balding) investment pros anymore… There is equity succession, talent succession, and more. This is an important firm culture and performance topic for the investment industry. Get it wrong and your people may leave, and your firm may not survive you. Get it right, and the firm survives you, and your people thrive. Beyond the technical aspects - how to do it well - we will also cover the ego aspects that frequently…

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HIQI: Better Development through Self-Knowledge

March 12 @ 12:00 pm - 12:20 pm

"Until you make the unconscious conscious, it will direct your life and you will call it fate.” — Carl Jung To be self-aware is to note what you know and don’t know. It’s to take the reigns of your life in your hands and stop “hoping for better”. Instead you can start working on making things better through self-knowledge and applied development. Join us as Keith Robinson and Jamie Ziegler explore this critical topic for development.

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CFA Vancouver Presentation: Changes in Latitude, Changes in Attitude” How to Thrive in a Work from Home Year

March 17 @ 4:00 pm - 5:00 pm

While you may not be able to change your latitude, you can thrive by changing your attitude.  Location, location, location.  Ask yourself the following: “Where is your mindset right now about your work experience?  Are you feeling relaxed and engaged?  Or are you feeling anxious and disconnected?  What’s your mind’s location?  How is it impacting you or your team?  Identifying where your mindset is at any given point in time is a key skill of high performing professionals (and teams…

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From the Research Chair: Episode 018: Breaking the Bad Habit of “Business as Usual”

March 18 @ 11:00 am - 12:00 pm

In the next From the Research Chair, Michael and Jason discuss the breaking of the "business as usual" bad habit in the investment management industry. It's time to bring into focus and shine some light on innovation. Topics to include: 1. Fundamental investing's "old fashioned" bias 2. Technological innovations, ranging from alternative data through to networked, programmable, smart micro sensors 3. Process innovations, including a search for better portfolio management 4. And, a surprise, the greatest possible innovation of the…

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PMAC Lawyers’ Network: Strategies to Maintain Engagement, Focus & Improve Lawyers’ Mental Health in the Virtual Workplace

March 31 @ 12:00 pm - 1:30 pm

Join Jim Ware and Keith Robinson at the PMAC’s Lawyers’ Network for a timely discussion on Strategies to Maintain Engagement, Focus & Improve Lawyers’ Mental Health in the Virtual Workplace. Jim and Keith along with Paula Allan, Global Leader, Research and Total Wellbeing, Morneau Shepell, will discuss the impact of the COVID-19 pandemic on mental health, what it means for our industry and how to improve our own mental health and that of our legal teams.

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April 2021

From the Research Chair: Episode 019 – The Top 5 Accounting Mistakes Analysts Make

April 1 @ 11:00 am - 12:00 pm

It's time to put on your green eyeshades as we shift gears from our recent high-level talks, down to the nitty gritty of the investment biz. In Episode 019 of From the Research Chair, Michael and Jason discuss The Top 5 Accounting Mistakes Analysts Make. The material in this podcast was featured in a Swiss accounting journal several years ago, and in a well known CFA Institute article. Despite that, we still see teams we work with committing these errors.…

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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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