CFA Society Chicago Events
Distinguished Speaker Series: Rupal Bhansali
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (vegetarian meal available upon request)
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event
Hosted by: Distinguished Speaker Series Advisory Group
Rupal Bhansali is chief investment officer and portfolio manager of Arielís international and global equity strategies. In this capacity, she oversees Arielís New York based global equities research team and manages multi-billion dollar portfolios for both institutional and retail clients.
Coming from a long line of bankers and brokers, Bhansali grew up on stock stories instead of fairy tales. Eager to enter the world of finance, she learned accounting by the age of 16 and by the age of 24, she had edited prospectuses, calculated residual values on lease portfolios and learned how to trade foreign exchange. 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. She learned the meaning of volatility firsthand, when she came to the United States in 1991 to pursue her MBA at the University of Rochester in New York. The Indian rupee had just devalued by a massive 40%, and stock markets tumbled worldwide due to a global recession. Fortunately, she had earned a Rotary Foundation Scholarship that was not subject to currency risk or equity market fluctuations, which meant she could still fund her education. By age 30, Bhansali was managing money as an analyst/portfolio manager at Oppenheimer Capital in New York. In 2001, she joined Mackay Shields, where she led the international equities division and enjoyed a distinguished career for 10 years before joining Ariel in 2011.
In September 2009, Forbes International named her a "Global Guru", and in 2015, Barron's recognized her as a "Global Contrarian". Her unconventional investment views and non-consensus stock picks have also been widely featured in leading publications such as The Wall Street Journal, USA Today, Financial Advisor and the Australian Financial Review. Bhansali is a frequent guest on premier shows such as Bloomberg, CNBC and Fox Business News. She is also a sought-after speaker for prestigious industry conferences hosted by CFA Institute, Morningstar and Schwab.
Having grown up in multiple geographies, Bhansali has a keen understanding of the socio-economic-political environments and cultural attributes of various countries in the world. She has several decades of experience analyzing corporate strategies and business models of thousands of companies in a variety of industries operating in North America, Europe and Japan as well as Latin America, Eastern Europe and Asia.
*Special Notes Regarding Fees:
CFA Institute CE Qualified Activity
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