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  3. Jim Ware
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Jim Ware's picture

Jim Ware

CFA
Founder
Focus Consulting Group, Inc
Country or state 
United States
Available to 
Global
Fee 
Ask for pricing
Languages 
English
Volunteer
Yes

Personal Details

Bio

James Ware, CFA is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. James is also a highly acclaimed industry author and international speaker on the subjects of investment leadership, culture and building high performing teams. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, U.S. Institute and other major industry conferences, James is recognized for his insightful, inspiring and entertaining presentations. His recent books, “Investment Leadership: Building a Winning Culture for Long-Term Success” (Wiley, 2003) and High Performing Investment Teams (Wiley, 2006) identify those elements of leadership and teamwork that lead to sustainable success for investment firms. James 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.

Current position (2)

Founder

Focus Consulting Group, Inc

Speaker Retainer Program

CFA Institute

Achievements (3)
Author

Four books published on the investment industry: culture, leadership, teams, future direction

Consultant

Worked with over 400 investment firms worldwide

Speaker

Delivered speeches to over 100 organizations in 20 countries

Degrees (1)
MBA in Finance
University of Chicago
1979 to 1980

Presentations

Presentations (2)
Investment Culture in the New Era

Creating and maintaining a successful investment culture in profoundly changing industry, based on Jim's new book, "Money, Meaning, and Mindsets."

Leading the Investment Firm in the New Era

Leadership in the New Area requires a different mindset and different skills. This presentation describes prior leadership styles and what is required going forward. Based on the book, "High Performing Investment Teams" and Jim's new book, "Money, Meaning, and Mindsets."

Workshops (2)
Accountability: getting it right
2 hours
(View workshop agenda)

Firms repeatedly select "accountability" as the most important value to instill in their culture. But few do it well. Many end up creating a blame culture instead. This workshop presents a new way of thinking about and executing on accountability. Tried and proven with many investment firms.

Key Skills of High Performing Investment Teams
4 hours
(View workshop agenda)

Based on the book, "High Performing Investment Teams" this workshop teaches the five skills that have proven most effective in improving team effectiveness. Takeaways include better decision making, communication, and conflict resolution.

Past talks (3)
Creativity in the Investment Industry
CFA Annual
Orlando
2000
High Performing Investment Teams
Chicago CFA Society: Distinguised Speakers Series
Chicago
2009
Behavioral Finance
Financial Analyst Seminar
Chicago
2012
  • All (4)
  • Videos (3)
  • Photos
  • Slides (1)
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Books & Articles (12)

Money, Meaning, and Mindsets: Radical Reform for the Investment Industry
CreateSpace Independent Publishing Platform ,
2017
High Performing Investment Teams: How to Achieve Best Practices of Top Firms
John Wiley & Sons, Inc.,
2006
Investment Leadership: Building a Winning Culture for Long-Term Success
John Wiley & Sons, Inc.,
2004
The Psychology of Money: An Investment Manager's Guide to Beating the Market
John Wiley & Sons, Inc.,
2001
Reduce Tension in the Team: Don't Attack (CFA's Enterprising Investor July 2017)
The Purpose Imperative (CFA Magazine, June 2017)
The Folly of Blame (Journal of Portfolio Management, Spring 2015)
Blame, Accountability, and Performance (CFA Magazine, Sept/Oct 2014)
Sludge (CFA Magazine, May/June 2011)
Portrait of the Month-Jim Ware on Mergers (ahead Magazine Feb/March 2007)
High Speed Learning (IMCA Investments & Wealth Monitor July/Aug 2006)
Jim's Journal-Lessons on Leadership (LOL)

Expertise (15)

Leadership
Financial Services Investment leadership Investment collaboration Investment teamwork Conflict resolution Behavioral Finance Investment coaching Investment communication Investment succession Investment purpose Accountability Creativity Strategy Feedback

Awards & certifications (1)

CFA designation
CFA Institute
1985

Reviews

Testimonials (1)
  • Jim is a fantastic motivational speaker. He has phenomenal background and a delivery that engages his audience to make the presentation proactive. I have participated in many of Jim's speeches and would sign up to see him again in a heartbeat.
    Stephen Kneeley
    Verified
Recommendations
Why choose me? 

Recognized thought leader on culture, teamwork, and leadership in the investment industry

Social media
Affiliations
Society Speaker Directory
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