New Charterholder's Lunch Featuring Michael Falk , CFA, CRC, Focus Consulting Group, CFA Research Foundation, A dialogue with Michael Falk, RF Monograph author of "Let's All Learn How to Fish… to Sustain Long-term Economic Growth"
Tuesday, December 6, 2016 from 12:00 PM to 1:30 PM (EST)
New Charterholder's Lunch Featuring Michael Falk , CFA, CRC, Focus Consulting Group, CFA Research Foundation, A dialogue with Michael Falk, RF Monograph author of "Let’s All Learn How to Fish… to Sustain Long-term Economic Growth", Tuesday December 6th, 2016
Please join us to celebrate CFA Society Cleveland's 32 New CFA Charterholders
Demographics do not have to be destiny. We have a choice. Today’s economic growth challenges will become greater in the future because of the world’s aging population, fertility levels and trends, and current entitlement policies. Those challenges can be overcome with thoughtful public policies and a culture that fosters responsibility and appreciation. Michael Falk's "Let’s All Learn How to Fish… to Sustain Long-Term Economic Growth" reconsiders what makes us “healthy, wealthy, and wise.” Our past does not need to be prologue to our future, but all of us (who are capable) need to take responsibility to ensure it does not become so. Policies that reward paying riders, not free riders, are needed. The book focuses on how we might re-imagine health care, retirement, and education policies to usher in a new ERA (… from Entitlement to Responsibility with Appreciation) of sustainable long-term economic growth.
Michael Falk, CFA, CRC is a Partner with the Focus Consulting Group. He has been a Chief Strategist on a global macro hedge fund as well as a CIO in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory. His background includes extensive asset allocation research, portfolio development expertise and a multi-faceted understanding of behavioral finance and retirement issues. Michael specializes in helping investment teams with improving their investment philosophy, process and execution techniques, and investment firms with their strategic planning.
Apart from his FCG work, Mr. Falk is the author of the CFA Institute Research Foundation Monograph “Let’s All Learn How to Fish… to Sustain Long-term Economic Growth”. He is also part of the CFA Institute’s Approved Speaker List, and teaches on behalf of the CFA Society of Chicago in their Foundations of Investing program. In the past, he had been a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group and taught at DePaul University in their Certified Financial Planner (CFP) Certificate Program. He is frequently quoted in the financial press.
Find more information on Michael's book at www.letsalllearnhowtofish.com
2016 Charterholders please join CFA Cleveland for lunch. Please invite friends, family, and your boss to attend the New Charterholders Lunch. Head shots will be available free of charge for our new Charterholders starting at 11:00am. Please email firstname.lastname@example.org to RSVP for the lunch and headshot.
Parking is available immediately next door (Euclid/Prospect Garage), with a walkover bridge to the City Club.
CFA Society Cleveland, formerly The Cleveland Society of Security Analysts, was founded in 1950 and provides investment-related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has approximately 500 members, and is a member society of CFA Institute, formerly the Association for Investment Management and Research (AIMR). AIMR was formed in January 1990 as a combination of the Financial Analysts Federation, founded in 1947, and the Institute of Chartered Financial Analysts, and was renamed CFA Institute in 2004. CFA Institute currently represents more than 127,000 members, who include the world's 130,000 CFA charterholders, in 150 countries and territories.
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