This presentation by Jim Ware focuses on the ingredients of a world class investment process. Having worked with hundreds of investment firms globally, Mr. Ware is uniquely qualified to share insights and best practices about top processes. The highlights of this speech include:
- Three pieces of a superior process:
o Does your firm have the foundational pieces in place? (distinctive philosophy, talented team, sufficient diversity of thought, high levels of trust and respect among team mates)
o Does your firm have world class dialogue about investment ideas? (practicing these key behaviors: curiosity, candor, and accountability)
o Does your team encourage learning from all outcomes? (Productive post-mortems and effective review of all decisions)
- What do clients value the most when considering which manager to hire? (Answer: investment philosophy and process!)
- How does your team compare to other investment teams in this critical area of investment process?
Speaker Bio
Jim Ware is the founder of Focus Consulting Group, a firm that advises investment leaders on leveraging their talent. He has written three books on leadership and culture in the investment industry, all in the Wiley Financial Series. The most recent book is entitled, “High Performing Investment Teams,” (February, 2006).
Mr. Ware is a Chartered Financial Analyst with 20 years experience as a research analyst, portfolio manager, and director of buy-side investment operations. He has taught investments at the Kellogg Graduate School of Management and written articles for various trade publications including the Financial Analysts Journal. He is on the advisory staff for Institutional Investor magazine and the CFA Board of Regents. His books have been reviewed in The Wall Street Journal, Pensions & Investments, Forbes, and Canada’s Globe and Mail. He has presented at over 100 CFA events in 18 countries and writes a quarterly column for their website: “Firm Success: Leading the Investment Firm.” Jim has appeared on Fox News, Canada’s “Report on Business” and other news shows.
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.
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