Michael S. Falk

I am currently a partner at The Focus Consulting Group where I specialize in helping investment teams improve their investment process and execution techniques, and investment firms with their strategic planning and succession. In the past, I have been a chief strategist a global macro hedge fund, and a chief investment officer in charge of manager due diligence and asset allocation for a multi-billion-dollar advisory practice. My background includes extensive asset allocation research and portfolio development experience plus a multi-faceted understanding of behavioral finance/neuroscience, retirement planning and entitlement issues.

I am a frequent speaker and presenter, and am part of the CFA Institute’s Approved Speaker List. I have taught on behalf of the CFA Society of Chicago and DePaul University (within their Certified Financial Planner (CFP) Certificate Program.) I also hold the Certified Retirement Counselor (CRC) designation.

For more on my first book, go to www.letsalllearnhowtofish.com

To hear a radio interview - an MP3 download - conducted on my book go to www.moneylifeshow.com/highlight/160811%20-%20Big%20Interview%20with%20Michael%20Falk.m3u

To watch a short video interview on my book go to - http://www.morningstar.com/cover/videocenter.aspx?id=777852

To read a short interview on my book in CFA Magazine go to - http://www.cfapubs.org/doi/pdf/10.2469/cfm.v27.n4.21