Investment Leadership Building a Winning Culture for Long-Term Success

by Ware, Jim; Michaels, Beth; Primer, Dale

• ISBN13: 9780471453338
• ISBN10: 0471453331
• Edition: 1st
• Format: Hardcover
• Copyright: 2003-10-22
• Publisher: Wiley

Summary

A comprehensive guide to best practices within the investment industry Investment Leadership provides readers with the tools to understand the leadership factors that contribute to sustainable growth; diagnose their firm's culture and understand why it is important; and replicate best practices from leading firms. With the help of diagnostic tools, practical advice from industry leaders, and real-life case studies, this book sets out to explain what is wrong with the status quo and reveal the secrets of long-term success in the investment industry. James W. Ware, CFA, currently works as a consultant to money managers. He is the coauthor of The Leadership Genius of George W. Bush (0-471-42006-9). Beth Michaels has worked with many organizations, including Chevrolet Motors and the McDonald's Corporation. Dale Primer has worked with business executives from more than 700 individual businesses in over eighty-five separate industries.

Author Biography

<b>JIM WARE</b>, whose credits include working as director of investment planning and strategy at Allstate Insurance and instructing at Keller Graduate School of Management, has over twenty years of experience in the investment industry. Ware, a CFA, now works as a consultant to money managers and speaks to financial communities across the United States and abroad. He is the author of The Psychology of Money: An Investment Manager&#8217;s Guide to Beating the Market and coauthor of The Leadership Genius of George W. Bush: 10 Commonsense Lessons from the Commander in Chief, both published by Wiley. He is also the author of various articles and papers that have been printed in publications such as the Financial Analysts Journal. Ware received his MBA from the University of Chicago. <p> <b>BETH MICHAELS</b> has collaborated with senior executives and senior management teams throughout the United States, Canada, and Europe. During her fifteen-year career she has worked with many organizations, including Chevrolet Motors, Accenture, the Peace Corps, Harris Bank, Pfizer, the McDonald&#8217;s Corporation, and Johnson &amp; Johnson. Michaels received her master &#8217;s degree from the University of Illinois. <p> <b>DALE PRIMER</b> has worked with business executives from more than 700 individual businesses in over eighty-five separate industries. He has advised companies such as AT&amp;T, Waste Management, Kraft General Foods, Harris Bank, University of Illinois, Abbott Labs, Bank One, and the McDonald&#8217;s Corporation. Primer&#8217;s investment experience includes three years of trading on the floor of the Chicago Board of Trade and the Chicago Mercantile Exchange.

Table of Contents

Foundation Pieces: Cornerstones of Long-Term Success

Leadership and Culture in the Investment Industry

Core Values

Vision: Where Are We Going?

Strong Cultures

Assessment Tools: Putting Numbers to the Soft Stuff

Leader Types

Measuring Culture

Diagnosing Culture by Measuring Values

Leadership and Trust

Getting Practical: Specific Tools for Improvement

Ambitious Goals and Implementation

The Innovative Culture

Compensation and Ownership

Homegrown Leadership

Putting It All Together: Case Study

The Best of the Best: Ariel Capital

Continuous Improvement

Other Audiences

Consultant's View.

Stock Picker's Corner: Rounding up the Un-Usual Suspects

Notes

Index

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