10 Myths of Personal Finance and What Wise Stewards Know - O'Fallon Illinois Stake - O'Fallon Illinois Stake - 2014
Beginning Investing: A Principles and Applications-based Approach or Ten Steps to Better Investing - BYU - BYU Education Week 2014 - 2014
Buying a Home - BYU Student Alumni - BYU Student Alumni Conference - 2014
Increasing Personal Freedom Through Wise Money Management - MSM Management Society of St. Louis - Marriott School Management Society of St. Louis - 2014
Making the Most of the Widowâs Mite: Financial Advice to my Widower Father and to my Widow Step-mom - LDS Widows and Widowers - LDS Widows and Widowers Conference - 2014
Saving for your Childrenâs Education and Missions: What You can do Now to Prepare - BYU - BYU Education Week 2014 - 2014
"Experiential Learning in Asset Management: A Principles and Applications Based Approach - - Financial Educators Association 2012 - 2012
Experiential Learning in Personal Finance: A Principles and Applications Based Approach - FEA - Financial Educators Association - 2012
Nine Myths of Personal Finance: What Wise Stewards Know - Antioch California Stake - - 2010
Jim is an accomplished operating executive, investor, and consultant. As an operating executive in the roles of President and Chief Executive Officer, he has led multiple performance improvement and turnaround efforts at both industrial and high technology companies. He has served as the CEO of the ICO Companies since 2008 and also chairs ICOâs investment committee.
As founder and managing partner of Lodestar Capital (www.lodestarcp.com) and advisory firm he continues to manage as Board Chairman, Jim has invested in numerous growth firms and mid-market companies, generating significant returns for investors. Lodestar often actively supports management teams of the companies in which it invests with operating expertise to accelerate performance.
Prior to his role at ICO, Jim was Vice President, Office of the Chairman-Performance Improvement, for Dell Computer Corporation, a global 50 company. In this role, he was a general manager who led revenue enhancement efforts across multiple business units globally, achieving significant operating margin improvements on more than half of the companyâs revenue base.
Prior to his time at Dell, Jim was a partner at McKinsey and Company, Inc., where he co-founded and led the Global Software and Services Practice. He worked with clients in North America, Europe, and Asia to support new business creation and new market entry, to improve senior management and board effectiveness, and led operational improvements in sales, pricing, product development, financial management, and mergers and alliance management. Jim has written on these issues in the McKinsey Quarterly and the Financial Times. He is a frequent speaker to numerous industry groups, including the Enterprise Software Roundtable.
He is currently Senior Advisor to Health Catalyst, a Sequoia-backed healthcare information technology company. He also co-teaches as an adjunct faculty member three advanced finance classes at Brigham Young University. He and his GFA partners founded the student-led investment fund class. Five years ago, he and Dr. Sudweeks founded the nation's only global investment internship (GFI²).
Jim received a B.S. degree in Accounting, Magna Cum Laude and University Honors, from Brigham Young University and an M.B.A. from Harvard Business School. Jim is a Certified Public Accountant.