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Michael Falk, CFA, CRC®

Michael Falk, CFA, CRC®

Michael Falk, CFA, CRC®, is a consultant and partner with the Focus Consulting Group, and a partner and the chief strategist on a global macro hedge fund.

 

Passion/Expertise:
Michael is an engaging, creative asset management professional, and offers equally engaging presentations and materials on asset allocation research and portfolio development expertise.
The asset consulting perspective acknowledges that the wisdom of crowds can denigrate into madness at times. Assets should be managed with the serenity to accept the market’s realities; the courage to pursue its opportunities; and the ongoing pursuit of wisdom to understand the difference.

 

Position/Experience:
Michael's background includes extensive asset allocation research and portfolio development expertise along with a multi-faceted understanding of behavioral finance and retirement issues.
Michael formerly was the CIO in charge of manager due diligence and asset allocation for a multi-billion dollar advisory, one of the first firms to provide managed accounts for reluctant 401(K) investors - those that can't, or won't, invest wisely themselves.


View brief Youtube clips of Michael Falk's recent Retirement Resource Center webinars on our Retirement Resource Center YouTube channel.
Michael Falk - Enough About the Assets, Already! - YouTube clip    Michael Falk - Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement YouTube clip    Michael Falk - Off with Your (Rule of) Thumbs! YouTube clip    Michael Falk - Off with Your (Rule of) Thumbs! YouTube clip

Education/Certifications/Awards
Michael is a contributing member of the PDDARI group within the Financial Management Association (FMA), the Vice Chair of the Plan Sponsor Council of America’s Investment Committee, and teaches as an adjunct professor at DePaul University in their Certified Financial Planner (CFP) Certificate Program as well as on behalf of the CFA Society of Chicago and is frequently quoted in the financial press. He graduated from the University of Illinois with a B.S. in Finance.

 

Publications Authored:

  • Defined Contribution Insights, “Asset Allocation for Today’s Times?”, 2012
  • “Portfolio Construction Needs an Overhaul”, guest column in FUNDfire, 2012
  • “Investment Beliefs: Separating the Real Stuff from the Fluff”, commissioned paper 2012
  • “What’s the Best Way to Promote Large caps?”, guest column in FUNDfire, 2011
  • Defined Contribution Insights, “Enough About the Assets Already”, 2011
  • “Uncommon Investment Sense”, commissioned paper, 2011
  • Advisor Perspectives, “Solving the REAL Debt Crisis”, 2011
  • Defined Contribution Insights, “Investing, Like Life, Is About Balance”, 2011
  • “Risk Management: A Tactical Multi-Manager Approach”, commissioned paper, 2010
  • Financial Planning Association (FPA) of Illinois, Behavioral Finance & Neuroscience, 2007 and 2010
  • “Portfolio Construction for the Long Run (And Now)”, commissioned paper, 2008
  • Institutional Investor, “Managed Accounts & Default Investments – Serving the Reluctant Investor”, 2006
  • Chicago Sun Times, “How Lifecycle Funds Ease Investing Angst”, 2005
  • Profit Sharing, “An Evolved Solution - Participant Success Hinges on Plan Design”, 2002
  • Sharing Ideas (International Foundation for Retirement Education), “Their Quality of Retirement Matters”, 2001
  • Employee Benefits Journal, “A New Alternative for 401(k) Plan Structuring”, with David Wolfe, 1998

View summary transcripts of several of Michael Falk's presentations
that were included in recent issues of InFRE's FREE Quarterly Newsletter,
Retirement Insight and Trends.

Michael Falk - Enough About the Assets, Already! - Retirement Insight & Trends article, 2nd Qtr 2014    Michael Falk - Is Retirement Past its Prime? The Economic & Behavioral Realities of Retirement - Retirement Insight & Trends article, 1st Qtr 2014    Michael Falk - Off with Your Rules of Thumbs - Retirement Insight & Trends article, 1st Qtr 2015    Michael Falk - Housing for Retirees: Buy, Sell or Hold? - Retirement Insight & Trends article, 1st Qtr 2016

Most Requested Presentations:

Aside from his consulting work, Mr. Falk is part of the CFA Institute’s Approved Speaker List.

 

CFA Institute Approved Speakers Programs, Global Society Presentations, 2004 – Present

  • Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement
  • Behavioral Finance & Neuroscience: Rational Is As Rational Does
  • Lies, Damned Lies & Mathematical Forecasting: Of Optimization and Allocation
  • Psychology, Neurology… How Your Biology Impacts Your Investment Decisions

Conference presentations:

  • Inside Indexing Conference Expanding Your DC… Does Indexing Work in Every Asset Class?, panelist 2012
  • CFA Chicago, Entitlements, Austerity, Taxes and the Mortgage Crisis, panelist 2011
  • FMA Annual Conference, Core Research Challenges Facing Practitioners, panelist 2011
  • MarketWatch / WSJ Exchange Traded Funds Panel, panelist 2011
  • FMA Annual Conference, Frontiers of Asset Management, panel moderator, 2010
  • Plan Sponsor Council of America (PSCA) Conferences, various topics, 2001 – 2003 and 2010
  • CFA Chicago, The Future of Asset Allocation Theories: Are They Alive, Dead, or on Life Support? Panelist, 2010
  • Morningstar Investment Conference 2009, Can MPT Take the Heat of a Meltdown?, debate
  • FMA Midwest Finance Association Conference, Hedge Fund & Fundamental Indexation panels, 2009
  • FPA Illinois, The Pension Protection Act of 2006 with TIAA-CREF, 2007
  • World Research Group, Best Practices in Retirement Education & Communication Program, 2005 and 2006
  • Gardner Carton & Douglas (now DrinkerBiddle), Enhancing the Value of Your Retirement Plan While Managing Your Fiduciary Exposure with Managed Accounts, 2004
  • Int’l Institute of Research National Forum, Asset Allocation & Investment Policy Design for Pension Plans, 2000
  • National Institute Personal Financial Employee Education (NIPFEE), 1999

 

Michael Falk, CFA, CRC® – Behavioral Finance & Investment Management ExpertMichael Falk, CFA, CRC®, Behavioral Finance & Investment Management Expert, is available to do presentations on a variety of topics for your retirement professional development or consumer events.

 

Please visit the Retirement Speakers Bureau to find out how you can request Michael to speak at your next meeting, conference, or other event.

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$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Enough About the Assets Already! - Michael Falk

Enough About the Assets Already! - Michael Falk

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -

The financial industry continues to “pump out” more investment products and solutions for your clients and employees to use to build assets for retirement.

$39.00
Housing for Retirees: Buy, Sell or Hold? - Michael Falk

Housing for Retirees: Buy, Sell or Hold? - Michael Falk

1 hr CFP®, CRC®, PACE CE

We know your home is where your heart is, but we also know that’s one very big, illiquid asset (and liability too) with no yield in your portfolio.

$39.00
InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2015 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 1st Qtr 2015 free quarterly newsletter has articles by leading retirement experts Seibert, Timmermann, Falk and Nelson.
$0.00
InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2016 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- Apr 2016 articles include No Portfolio Is an Island by Blanchett, Tax Efficient Drawdowns by Horan, and Housing for Retirees by Falk
$0.00
InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

InFRE's 2016 3rd Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The October 2016 free newsletter features articles on Housing Wealth by Shelley Giordano, Grey Divorce by Andrew Samalin, and a brief of the GAO study on retirement security.
$0.00
InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

InFRE's 2016 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The January 2017 free quarterly newsletter features articles on Women and Retirement, Optimal Retirement Income Solutions in DC Plans, and an excerpt GAO Report on 401(K) Plans.
$0.00
InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

InFRE's 2017 1st Qtr Issue of Retirement Insight and Trends

1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL CE -- The April 2017 free quarterly newsletter features articles on Three Steps to Helping Clients Manage Health Costs, How to Use Reverse Mortgages, and Change in Household Spending.
$0.00
Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk

Is Retirement Past Its Prime? The Economic & Behavioral Realities of Retirement - Michael Falk

1 hr CFP®, CRC®, PACE CE

Explore the implications for the future of retirement and the question of fiscal viability for businesses and entire economies.

$39.00
Off With Your (Rule of) Thumbs! - Michael Falk

Off With Your (Rule of) Thumbs! - Michael Falk

1 hr CFP®, CRC®, PACE CE

Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, "immunize before we optimize".

$39.00
Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

Retirement Income Sustainability: Measuring the Tail Risk of Product Portfolios - Faisal Habib

1 hr CFP®, CRC®, PACE CE

Often everything seems ‘normal’ until something unthinkable and highly improbable happens. What if you could identify the clients and their portfolios that are exposed to extreme downside risk?

$39.00
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