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A Member of the CFA Institute Global Network of Societies

​2020 Annual Dinner Speaker


John W. Rogers, Jr.
Chairman & Co-Chief Executive Officer
Ariel Investments

John is chairman, Co-Chief Executive Officer, and Chief Investment Officer of Ariel Investments, a Chicago-based firm he founded in 1983 which offers no-load mutual funds for individual investors as well as separately managed accounts for institutions and high net worth individuals.

As the first African-American founder of a major mutual fund company, John launched the firm’s flagship Ariel Fund more than 30 years ago, and still manages it today. Ariel Fund is the number-one ranked fund among its peer group since the market bottom that followed the Great Financial Crisis. It’s a testament to John’s “slow and steady” patient investment approach, staying focused, remaining true to his convictions, having a contrarian view and investing in great companies that have fallen out of favor. A disciple of Warren Buffett, John believes in being, “Fearful when others are greedy and greedy when others are fearful.” It’s also why John has been highlighted along with other legendary investors in the distinguished book: “The World’s 99 Greatest Investors.”

Beyond Ariel, John is a board member of McDonald’s, NIKE, The New York Times Company and serves as Vice Chair of the Board of Trustees of the University of Chicago. 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.

 Past Annual Dinner Speakers

Barbara G. Novick, Vice Chairman, BlackRock 2019
Eric Cantor, Vice Chairman and Managing Director, Moelis & Co., Former United States Representative from Virginia, and House Majority Leader, U.S. House of Representatives
David Rubenstein, Co-Founder and Co-CEO of The Carlyle Group 2017
Howard Marks, CFA, Co-Chairman of Oaktree Capital Management 2016
Cliff Asness, Managing and Founding Principal at AQR Capital Management 2015
Michael J. Mauboussin, Managing Director and Head of Global Financial Strategies at Credit Suisse 2014
David Lipton, First Deputy Managing Director, International Monetary Fund 2013
Horace "Woody" Brock, President, Strategic Economic Decisions 2012
Sallie Krawcheck, President, Global Wealth and Investment Management, Bank of America 2011
Russell Napier, ASIP, Independent Strategist at and Co-Founder of ERIC 2010