Michael Falk, CFA, CRC, is a partner at the Focus Consulting Group and specializes in helping investment/wealth management teams improve their investment decision making, and their firms with strategic planning and succession. Previously, he was a chief strategist at 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. He is a frequent speaker and presenter at industry events and often quoted in the press. Falk is part of the Approved Speaker List at CFA Institute. He has taught on behalf of the CFA Society of Chicago in its Investment Foundations Certificate program, been a contributing member in the Financial Management Association’s (FMA) practitioner demand driven academic research initiative (PDDARI) group, and adjunct faculty at DePaul University in its Certified Financial Planner (CFP) Certificate Program. Falk has authored or co-authored 2.33 books: the 2016 CFA Institute Research Foundation monograph Let’s All Learn How to Fish . . . to Sustain Long-Term Economic Growth, the 2019 follow-up Get to Work . . . on OUR Future, and, with Jim Ware, CFA, and Keith Robinson, Money, Meaning, and Mindsets.
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