A presentation by the co-authors of
High Performing Investment Teams

Jamie Zeigler
Principal, Focus Consulting Group

Jim Dethmer
Focus Consulting Group

Tuesday, March 31, 2009
3:00 – 4:30 pm

Join investment leadership expert Jamie Ziegler, principal of Focus Consulting Group, for a special CFA workshop on how to manage and motivate your team (and yourself) during this challenging environment.  The current crisis is driving some teams apart – and bringing others closer together – depending on how the leaders are reacting.   You will learn how to take the current climate of chaos and use it to your team’s advantage so you can weather this storm most effectively and be best- positioned to benefit when the storm passes.

During the workshop, you will learn:

  • How to lead when so much is out of your control
  • How to transform fear and anxiety into vision and wisdom
  • The value of values in difficult times
  • Building teams in tough times; what people need and want in days of turbulence  
  • Four specific actions you can take right now to motivate yourself and your team
We invite you to join us, and to bring your team-mates, for what promises to be a timely and useful program.
Jamie Ziegler has more than twenty-five years of experience in the investment management industry.  She specializes in helping investment leaders and teams achieve high levels of sustainable success, with an emphasis on superior communications and world-class decision-making. She is co-author of High Performing Investment Teams (Wiley, 2006), a book on world-class investment teamwork and decision-making.  Prior to joining Focus Consulting in 2004, Jamie served for ten years as senior vice president of global marketing for Northern Trust Global Investments and for seven years as director of marketing/product management at Stein Roe & Farnham, Inc.   Jamie has been a frequent speaker at investment industry events, including events sponsored by the CFA Institute, the National Association of Professional Financial Advisers (NAPFA), the Boston Hedge Fund Group, William Blair & Company, Merrill Lynch, PAICR, Northern Trust Global Investments, Smith Barney, Standish Mellon, Convergent Capital Management and the Uhlenbruch Verlag Finance for Professionals in Frankfurt.  She is also a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. Jamie began her career as a mutual fund analyst and has co-authored books and other publications on mutual fund investing. She holds a BA in English from the University of Notre Dame and an MBA in Finance from DePaul University, and is a member of the CFA Institute.
Jim Dethmer is a world class coach, speaker and team builder. He has lectured before more than 250,000 people worldwide. Jim has worked with teams and executives from leading investment organizations, domestically and internationally, strengthening their effectiveness through customized coaching and consulting interventions. His keen insights and straightforward delivery of powerful and practical principles enable individuals, teams and organizations to achieve breakthrough results in personal growth and profitability. Additionally, Jim has been featured on webcasts for the CFA Institute, covering the topics of world-class decision making and the essential behaviors of high-performing investment teams. Jim is co-author of High Performing Investment Teams (Wiley, 2006) and is a graduate of Texas Christian University with a BS in Business Management
Members: $20.00
Non-Members: $40.00

Location:2 Cal Plaza ETC Room
               350 S. Grand Avenue
               Los Angeles, CA   90071

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 350 S. Grand Ave, Suite 1680, Los Angeles CA 90071.
Credit card payments will not  be accepted, nor should be given, by phone or email.


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