Join us for our August Distinguished Speaker Series luncheon on August 14th at the Standard Club. David Booth will discuss the company’s roots and current relationships with the academic community, how Dimensional can be viewed in traditional active/passive lenses, how they take academic ideas and implement them into real world solutions for clients, their 38 year track record of live strategies delivering outperformance vs their benchmarks and how they approach their relationships with their clients.
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Attire
Menu: Chef's Choice (vegetarian meal and iced tea available upon request)
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
David Booth, a founder of Dimensional Fund Advisors in 1981, is the firm’s executive chairman. Booth has won numerous awards for his accomplishments in applying financial theory and research to the practical world of asset management, and has written numerous articles, particularly for his pioneering work in indexing and small capitalization investing. He has served on the Investment Company Institute’s Board of Governors and the ICI’s Executive Committee. Booth was awarded the University of Chicago Medal in 2018, received the Institutional Investor Investment Management Lifetime Achievement Award and was named to Forbes Money Masters: The 40 Most Powerful People in the Financial World in 2016, and earned the Financial Analysts Journal Graham and Dodd Award of Excellence in 1992.
The University of Chicago Booth School of Business was named in his honor, and he also serves as a lifetime member of the school’s advisory council. David Booth Kansas Memorial Stadium at the University of Kansas was also named in his honor. He funded the Booth Family Hall of Athletics in Allen Fieldhouse at KU and donated James Naismith’s original 13 rules of basketball.
The David Booth Conservation Center and Department is responsible for the preservation of The Museum of Modern Art’s collection. The Booth Family Center for Special Collections at Georgetown University’s Lauinger Library contains several archival documents related to Georgetown as well as an extensive collection of rare books, manuscripts, and art.
Booth received his MBA from the University of Chicago in 1971 and holds an MS and a BA from the University of Kansas. He serves on several boards including the University of Chicago Board of Trustees, the University of Kansas Endowment Association Board of Trustees and The Museum of Modern Art Board of Trustees.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, August 9th.
Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.