Distinguished Speaker Series: John Rogers, Jr. (Ended)
Program Description: Interview Moderated by Kerry Jordan, CFA, Chairman of CFA Society Chicago
$55 $45 or FREE with function ticket
Student Members -
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (vegetarian meal and iced tea available upon request)
Registration: Register Online
11:30 a.m.-12:00 p.m. - Registration & Networking
12:00 p.m.-1:00 p.m. - Program
Hosted by: Distinguished Speaker Series Advisory Group
John W. Rogers, Jr. is Founder, Chairman, Chief Executive Officer and Chief Investment Officer of Ariel Investments. Headquartered in Chicago, the firm offers six no-load mutual funds for individual investors and defined contribution plans as well as separately managed accounts for institutions and high net worth individuals.
After working for 2½ years as a stockbroker at William Blair & Company, LLC, John founded Ariel Investments in 1983 to focus on undervalued small and medium-sized companies. Patience served as the cornerstone of a disciplined approach that still drives the firm today.
John's passion for investing started when he was 12 years old when his father bought him stocks, instead of toys, for every birthday and Christmas. His interest grew while majoring in Economics at Princeton University. In addition to following stocks as a college student, John also played basketball under Hall of Fame coach Pete Carril. He was captain of Princeton's Varsity Basketball Team his senior year. There, Carril's courtside lessons on teamwork profoundly shaped his views of entrepreneurship and investing.
Early in his career, John's investment expertise brought him to the forefront of media attention, including being selected as Co-Mutual Fund Manager of the Year by Sylvia Porter's Personal Finance magazine as well as an All-Star Mutual Fund Manager by USA TODAY. Furthermore, he has been highlighted alongside legendary investors Warren Buffett, Sir John Templeton and Ben Graham in the distinguished book: The World's 99 Greatest Investors by Magnus Angenfelt. Today, he is regularly featured and quoted in a wide variety of broadcast and print publications and is a contributing columnist to Forbes. Beyond Ariel, John currently serves as a board member of Exelon Corporation and McDonald's Corporation. Additionally, he is a trustee of the University of Chicago, a director of the Robert F. Kennedy Center for Justice and Human Rights, and a member of the American Academy of Arts and Sciences.
In 2008, John was awarded Princeton University's highest honor, the Woodrow Wilson Award, presented each year to the alumni whose career embodies a commitment to national service. Following the election of President Barack Obama, he served as co-chair for the Presidential Inaugural Committee 2009.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member 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, February 4.
Members of any CFA society may attend at the CFA Chicago member rate. 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.
Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.