Stepping up: Strategic career tools for emerging leaders
Thursday 04 June 2026 | 17:00 - 18:00 | Webinar
Being promoted to lead the team you once worked in is exciting—but it’s also one of the most challenging transitions in an investment-management career. Leadership isn’t about doing more of the same; it’s about thinking differently, building authority, and managing relationships in a new way.
This interactive webinar is designed for newly promoted professionals who want practical strategies to succeed in their first leadership role. You’ll have the chance to submit real-life scenarios in advance, and these will be discussed live during the session giving you tailored advice and actionable insights.
Join Martyn Barmby, Director, MSB Executive as he shares essential tools for making this transition successfully, including:
• Shifting from doing the work to directing it developing confidence to delegate effectively
• Knowing when to step in versus step back balancing oversight with empowerment
• Making intentional career decisions that align with your long-term goals
If you’ve recently stepped into management or are preparing for that move, this session will help you navigate the challenges, build trust, and accelerate your path to leadership success.
Who should attend?
Newly promoted investment professionals who have recently transitioned from being individual contributors to managing teams or those preparing for that step
Registration: 16:55
Event: 17:00 - 18:00
Speaker: Martyn Barmby, MSB Executive
Click here to view our event terms and conditions.
Speaker
François Trahan - President and founding partner of The Macro Institute
François Trahan is an economist by training with a master’s degree in finance and econometrics. He is widely praised for his differentiated insights into the drivers and dynamics of the marketplace and his unique understanding of the business cycle. In 2016, François was inducted into the Institutional Investor All-America Research Team Hall of Fame after placing first in Portfolio Strategy for ten of the previous 12 years. He has also ranked for Quantitative Strategy.
François is currently President and founding partner of The Macro Institute – a firm dedicated to macro research and education. Previously he was a Managing Director at UBS where he led the U.S. Portfolio Strategy effort, and prior to that he was a founder and managing partner of Cornerstone Macro. Before that, he was Vice Chairman of Wolfe Trahan & Co., Chief Investment Strategist at International Strategy and Investment Group (ISI), and the Chief Investment Strategist for Bear Stearns & Co. Earlier, he worked for Ned Davis Research and the Bank Credit Analyst Research Group.
François received undergraduate and graduate degrees in economics from the University of Montreal. Along with Katherine Krantz, he is the co-author of "The Era of Uncertainty: Global Investment Strategies for Inflation, Deflation, and the Middle Ground," published by Wiley & Sons in August 2011.