As part of the Chicago Booth Alumni Club of Chicago's annual meeting, join us for a fireside chat with David Booth, '71, and namesake of the Chicago Booth School of Business.
Event Details
The Chicago Booth Alumni Club of Chicago ("CBAC") provides a community for continuing educational opportunities, exchange of ideas, and fostering of relationships between club members, Booth alumni, and within the Chicago community. Each year the CBAC holds its annual meeting whereby volunteers are recognized for their contributions and new members are nominated to join the club's advisory board. As part of this meeting, the CBAC prepares special programming to showcase the world class resources of Chicago Booth.
This year's annual meeting will be no exception. Joining us for a fireside chat will be David Booth, '71, Founder and Executive Chaiman of Dimensional Fund Advisors, and namesake of the Chicago Booth School of Business. We will talk with David about his experience founding one of the most successful asset management firms in the industry, how his Booth experience has contributed to that effort along the way, and observations related to how the asset management industry has changed throughout his career. Please join us for this very special event.
Speaker Profiles
David Booth, '71 (Speaker) '71
Founder & Executive Chairman, Dimensional Fund Advisors
https://us.dimensional.com/
David Booth, a founder of Dimensional Fund Advisors in 1981, is the firm's Executive Chairman.
David 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.
The University of Chicago Booth School of Business was named in his honor, and David 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. David 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.
David received his MBA from the University of Chicago in 1971. He also holds an MS and a BA from the University of Kansas.
Joe Cortese, '10 (Moderator) '10
Principal, Senior Consultant, Fiducient Advisors
https://Fiducientadvisors.com
Joe joined Fiducient Advisors in 2008. He provides investment consulting services to family offices, nonprofit organizations, high net worth investors and other financial intermediaries as part of the firm's Financial Institutions Outsourcing Practice. Joe gives advice and expertise on all facets of effective investment program design including establishing investment objectives, asset allocation and portfolio design, investment research and due diligence and overall practice management. Joe is also a member of the firm's Private Markets Research Team. Prior to joining the firm, Joe worked for Morgan Stanley's Private Wealth Management Office and as a Managing Director for an investment management firm implementing a value-focused, long/short equity strategy based on University of Chicago Booth research.
Joe earned his MBA with concentrations in Analytic Finance and Accounting from the University of Chicago Booth School of Business and a BBA with a Certification in Entrepreneurial Management from the University of Iowa. Joe is a member of UNICEF's NextGen Junior Board as well as Co-Founder of the Hawkeye Business Development Group of Chicago. Joe is currently serving as the Co-President of the Chicago Booth Alumni Club of Chicago.
Questions
Joe Cortese, '10
Principal, Senior Consultant
312-401-3434