![]() ![]() Earlier in her career, she held several positions analyzing both credit and equity at firms including Bank of America and Driehaus Capital Management.īrilliant is a member of ICI‘s Board of Governors and a long-standing member of the CFA Institute, serving on the board from 2013 to 2020 and as chair from 2018 to 2019. ![]() Prior to that, Brilliant spent nearly 14 years with Morningstar, where she served as global head of equity and credit research before advancing to CEO, Morningstar Australia. Previously, she served as CEO, Americas with First State Investments. Brilliant joined the firm in 2019, bringing more than 20 years of domestic and international investment experience to the role. ![]() Brilliant oversees all aspects of the business, including setting and delivering on the firm’s strategy, establishing effective leadership, and ensuring a sound investment philosophy. Heather Brilliant is CEO and president of Diamond Hill, an independent active asset management firm providing valuation-driven investment management services across a range of asset classes. In 1971, he received an MBA from the University of Chicago. He has spent his career applying groundbreaking financial theory and research to the practical world of asset management, working closely with renowned academics to develop innovative investment strategies that he believed could outperform index funds, pioneering what would later be called factor investing.īooth received a bachelor’s degree in economics and a master’s degree in business from the University of Kansas. He remains closely involved in strategic initiatives at Dimensional.Ī trailblazer in the financial world, Booth helped create one of the world’s first index funds in the 1970s and launched the first passively managed small company strategy in the early 1980s. Booth led Dimensional as CEO and later co-CEO until 2017, when he stepped back from the daily management of the firm. Under Booth’s leadership, Dimensional has grown from a fledgling business operating out of the spare room of his Brooklyn brownstone apartment to a global investment manager with more than 1,400 employees and $679 billion in assets under management. DAVID BOOTHĭavid Booth is executive chairman of Dimensional Fund Advisors, a firm he founded in 1981. ![]() She later earned an MBA in finance from the University of Rochester, where she was a Rotary Foundation Scholar. Bhansali earned a bachelor of commerce in accounting and finance, as well as a master of commerce in international finance and banking from the University of Mumbai. Millstein Center for Global Markets and Corporate Ownership at Columbia Law School, and the Board of Directors of the 100 Women in Finance Global Association. She serves on the Advisory Board of Directors of the Ira M. In 2020, Bhansali obtained the FSA credential, awarded by the Sustainable Accounting Standards Board (SASB) for professionals who understand the link between sustainability and financial performance. In 2009, Forbes International Investment Report named her a “Global Guru” in 2015, Barron’s recognized her as a “Global Contrarian” and in 2017 PBS’s Consuelo Mack referred to her as an “unconventional thinker.” In January 2019, Bhansali became the newest member of the prestigious Barron’s Investment Roundtable, which showcases “10 of Wall Street’s smartest investors.” She is a frequent guest on Bloomberg, CNBC, and Fox Business News, and authored the book, Non-Consensus Investing: Being Right When Everyone Else Is Wrong. Additionally, Bhansali has held various roles at other financial services firms since she began her career in 1989, including Soros Fund Management. Previously, she spent five years at Oppenheimer Capital, where she was responsible for international and global equity portfolios and was promoted to co-head of international equities. Bhansali joined Ariel in 2011 after 10 years with MacKay Shields, where she was senior managing director, portfolio manager, and head of international equities. She also co-manages global concentrated strategy. In this capacity, she oversees the firm’s global research efforts and manages multi-billion-dollar portfolios. Rupal Bhansali is chief investment officer and portfolio manager of Ariel’s global equity strategies. Speaker Bios | IDC Workshop Speaker Bios | Thought Leadership Speaker Bios ![]()
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