Practical analysis for investment professionals

Michael S. Falk, CFA

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Biography

Michael S. Falk, CFA, is a partner at Focus Consulting, where he specializes in helping investment teams with improving their investment philosophy, process, and execution techniques, and investment firms with their strategic planning. Previously, he was a chief strategist at Mauka Capital, LLC, a global macro L.P., and a chief investment officer in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory practice. Falk is a frequent speaker and presenter at industry events. He is part of the CFA Institute’s Approved Speaker List, and teaches on behalf of the CFA Society of Chicago in its Investment Foundations Certificate 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. Michael is the author of the CFA Research Foundation 2016 monograph Let’s All Learn How To Fish. . . . To Sustain Long-Term Economic Growth and a co-author of Money, Meaning and Mindsets

Author's Posts
Taking Investment Teams from Good to Great

Good enough is no longer an option for active investment management firms.



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