Boost Your Career Trajectory
Augment Your Leadership Skills
Join CFA Society San Francisco at this interactive Career Development event. Join two leadership experts who help experienced investment professionals grow with their firms and transition to more demanding and rewarding roles. Augment your leadership skills, people management acumen, and communication style.
- Work on three levels of leadership: 1) Self, 2)Team, and 3)Firm.
- Learn how to set expectations to avoid resentment
- Understand the right mix between delegating and doing
- Practice tools to help your team perform at the highest level
Jim Ware, CFA, Founder, Focus Consulting Group
Jim Ware, Founder of Focus Consulting Group is also a highly acclaimed industry author and international speaker on the subjects of investment leadership, culture and building high performing teams. Mr. Ware is a frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, U.S. Institute and other major industry conferences, he is recognized for his insightful, inspiring and entertaining presentations. His most recent books are, Type, Talent and Teams (2018), Lessons in Leadership (LOL) (2018) and Money, Meaning, and Mindsets (2017). Prior books include, Investment Leadership: Building a Winning Culture for Long-Term Success (Wiley, 2003) and High Performing Investment Teams (Wiley, 2006). They identify elements of leadership and teamwork that lead to sustainable success for investment firms. His articles have been published in the FAJ, JPM, and HBR. Mr. Ware has 20 years’ experience as a research analyst, portfolio manager, and director of buy-side investment operations. He has been a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. His educational background includes a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.
Keith Robinson, Managing Partner, Focus Consulting Group
Keith Robinson, Managing Partner at Focus Consulting Group was selected to develop a cutting edge leadership development program for Northern Illinois University (NIU) resulting from his expertise in human resource and talent management at Allstate Investments, UBS, and Marsh & McLennan. At NIU Mr. Robinson taught masters level accounting students how to lead, effectively communicate and collaborate with others. His specialties include: Management and Leadership Development, Compensation, Succession and Talent Assessment, Organizational Design and Performance Management. He is the co-author of various FCG white papers, and was recently published in Smart Biz magazine for his work on “Managing the Human Portfolio.” Mr. Robinson holds an MBA from University of Illinois and graduated Summa Cum Laude with a business degree from Western Connecticut.
3:30 p.m. Registration
4:00 p.m. Introduction
4:15 p.m. Interactive Workshop
5:30 p.m. Closing remarks
6:00 p.m. Cocktail reception
This event qualifies for 2.5 hours of continuing education credit for CFA charterholders.
Cancellation Policy: Please contact firstname.lastname@example.org at least 24 hours prior to the event to receive a full refund.