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Overview

In a wide-ranging and frank conversation, Michael Falk, CFA, a partner at the Focus Consulting Group, discusses the one question every investor must answer right now, how to take investment teams from good to great, what he believes to be the progenitor behavioral bias, and his diagnosis with ALS, often called Lou Gehrig's disease.

The Take 15 Series is a collection of illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

About the Speaker(s)

Michael S. Falk, CFA
Michael S. Falk CFA

Michael Falk, CFA, is a partner at the Focus Consulting Group. He specializes in helping investment/wealth management teams improve their investment decision making and helping their firms with strategic planning and succession. Previously, Mr. Falk was a chief strategist at global macro L.P. and chief investment officer in charge of manager due diligence and asset allocation at a multi-billion dollar advisory practice. He is a frequent speaker and presenter at industry events and is often quoted in the press. Mr. Falk is on the CFA Institute Approved Speaker List and has taught on behalf of CFA Society Chicago. He had served as a contributing member for the Financial Management Association’s Practitioner Demand Driven Academic Research Initiative and as an adjunct faculty member for DePaul University’s Certified Financial Planner Certificate Program. Mr. Falk is author of the CFA Institute Research Foundation monograph Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth and Get to Work . . . on OUR Future, and he co-authored Money, Meaning, and Mindsets.