DateWednesday, 4 March 2020
Where: Sydney Start-up Hub, 11 York St, Sydney (use escalators inside)
Time: 5:30pm for 6:00pm start, drinks on arrival. Evening concludes at 8:00pm
Cost: $15 members and $30 non-members (drinks and canapes included)

REGISTER HERE

The overarching theme is #celebratingsuccess, showcasing high profile women who have achieved not only traditional career success but who continue to be driven by purpose and meaning in their work. This is even more topical because of the enormous amount of transformation being faced by the investment industry in this period – whether that be from environment, social, governance or technological forces for change.

We will invite reflection on ‘what is success’, and in particular achieving  #successthroughtransformation on a personal level and in relation to the industry more broadly.

CFA Society Sydney is delighted to have our panel speakers confirmed for our 2020 event to discuss all these topics and more:

  • Margaret Franklin, CFA – President and CEO, CFA Institute
  • Heather Brilliant, CFA – President and CEO, Diamond Hill Capital Management, Inc.
  • Maria Wilton AM, CFA – Non-Executive Director, Board of Governors, CFA Institute

Margaret Franklin, CFA – President and CEO, CFA Institute

Margaret Franklin, CFA, leads CFA Institute and its more than 170,000 members worldwide in promoting the highest standards of education, ethics, and professional excellence in the investment profession. She assumed her role in September 2019 and has more than 25 years of investment and wealth management experience.

Before joining CFA Institute, Margaret led International Wealth Management for North America and was president of BNY Mellon Wealth Management, Advisory Services in Canada. She also served as a board member of BNY Mellon Trust Company (Cayman). Margaret joined BNY Mellon in 2016.

Prior to joining BNY Mellon, Margaret held multiple senior management positions, including president of Marret Private Wealth and COO of Marret Asset Management, a credit and hedge fund asset manager in Toronto. During that six-year tenure, Margaret had direct oversight of all aspects of the private wealth business. Prior to joining Marret, Margaret was a partner with KJ Harrison & Partners.

Margaret began her career in the institutional business and has worked with pension plans, endowments, foundations, and government agencies at State Street Global Advisors, Mercer, and Barclays Global Investors.

She previously served as chair of CFA Institute Board of Governors and is a former president of the CFA Society Toronto Board. She is a founding member of the CFA Institute Women in Investment Initiative, a past recipient of the Alfred C. Morley Distinguished Service Award in 2014, and a member of its Future of Finance Content Council.

She is also a member of the Michael Garron Hospital Foundation Board. Margaret earned a Bachelor of Administration in Economics from McMaster University in Ontario. She is a CFA charterholder and a member of the CFA Society Toronto.

Heather Brilliant, CFA – President and CEO, Diamond Hill Capital Management, Inc.

Heather Brilliant, CFA, is president and CEO of Diamond Hill Capital Management, a boutique listed investment manager based in Columbus, Ohio. Prior to this, she was chief executive officer, Americas, at First State Investments, a global investment management firm headquartered in Sydney, Australia.

Prior to joining First State Investments in 2017, she spent 14 years at Morningstar, in roles including chief executive officer of Morningstar Australasia and global head of equity and corporate credit research. Previously, Heather spent several years as an equity research analyst for Coghill Capital Management and Driehaus Capital Management. She has covered a variety of sectors, including pharmaceuticals, biotechnology, business services, and retail.

Heather started her finance career at Bank of America as a corporate finance analyst covering the auto industry. Heather holds a bachelor’s degree in economics from Northwestern University and a master’s degree in business administration from the University of Chicago Booth School of Business. She also holds the Chartered Financial Analyst® designation and is immediate past chair of the CFA Institute Board of Governors and past chair of the CFA Society of Chicago.

Maria Wilton AM, CFA – Non-Executive Director, Board of Governors, CFA Institute

Maria Wilton has a thirty year history in the investment industry with leadership experience in asset management and superannuation.

Maria is the former Managing Director and Chair of Franklin Templeton Investments Australia and Senior Director of International Advisory Services – a role she held for 12 years. She was responsible for the management of Franklin Templeton’s activities in Australia and New Zealand and for driving the strategic direction of the Australian business.

Prior to joining Franklin Templeton, Ms. Wilton was with BT Financial Group (formerly Rothschild) and County Investment Management where she was a diversified fund and fixed income portfolio manager. She began her investment management career at JP Morgan Investment Management as an economist and portfolio manager. Before joining the investment management industry, Ms. Wilton worked for the Commonwealth Treasury in Canberra in an economic research capacity.

Ms. Wilton is Deputy Chair of Infrastructure Victoria, Chair of the Industry Advisory Board of the Australian Centre of Financial Studies, a Member of the Chartered Financial Analyst (CFA) Advocacy Council and National Chair of the CFA Society Diversity Committee. She is a Fellow of the Australian Institute of Company Directors and the Australian Institute of Superannuation Trustees. She was a Board Member of AGEST and Emergency Services and State Super and a member of their Investment Committees. She was a Director of Melbourne Water, the Transport Accident Commission, the National Breast Cancer Foundation and Victoria Legal Aid (VLA) and Chair of the VLA Audit Committee.

Ms. Wilton holds a bachelor of economics from the University of Tasmania and is a CFA® charterholder.