Hosted by: Distinguished Speaker Series Advisory Group
John’s passion for investing began at age 12 when his father began buying him stocks as Christmas and birthday gifts. His interest in equities grew at Princeton University, where he majored in economics, and over the two-plus years he worked as a stockbroker for William Blair & Company, LLC. In 1983, John founded Ariel to focus on patient, value investing within small- and medium-sized companies. Today, it is a global, diversified asset management firm with 124 teammates in offices across Chicago, New York, San Francisco, and Sydney. The firm’s flagship fund—Ariel Fund—has one of the longest track records in the industry, and John is the longest-tenured portfolio manager in the mid-cap value category. John was recently featured in David Rubenstein’s newest book, “How to Invest,” which reveals the thinking of the most successful investors in the world.
Please join us for lunch on February 21, 2023, as we engage in conversation with John Rogers to discuss his patient and contrarian investing philosophy, his opinions on value investing versus growth investing, the market, different sectors, and individual companies. The conversation will be moderated by CFA Society of Chicago Distinguished Speaker Series co-chair Arthur Olunwa.
Fee*:
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
(Member pricing underwritten by CFA Society Chicago)
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (Vegetarian meal available upon request.)
Registration: Online
Online registration closes at noon on February 16, 2023.
Agenda:
11:30 AM - 12:00 PM: Registration & Networking
12:00 PM - 1:00 PM: Program
*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event.
Speaker Bio:
John Rogers founded Ariel to focus on patient, value investing within small- and medium-sized companies. While our research capabilities have expanded across the globe, patience is still the disciplined approach that drives the firm today. Early in his career, John’s investment acumen brought him to the forefront of media attention and culminated in him 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, John 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. He is also featured in David Rubenstein’s latest book, "How to Invest." His professional accomplishments extend to the boardroom where he is a member of the board of directors of McDonald’s, NIKE, The New York Times Company and Ryan Specialty Group Holdings.
John also 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 alumnus or alumna whose career embodies a commitment to national service. Following the election of President Barack Obama, John served as co-chair for the Presidential Inaugural Committee 2009, and more recently, he joined the Barack Obama Foundation’s Board of Directors. John received an AB in economics from Princeton University, where he was also captain of the varsity basketball team.
Moderator Bio:
Arthur Olunwa, CFA is an executive in the institutional investment management industry with extensive experience as an asset allocation and portfolio manager.
Arthur is the Head of U.S. Portfolio Management at Aflac Global Investments. He is responsible for the team's investment and portfolio management activities for Aflac’s $15 billion general accounts assets across its four US insurance companies. Before joining Aflac, Arthur held senior positions at PNC Institutional Asset Management, Exelon Corporation’s Investment Office and J.P. Morgan Asset Management in London, Hong Kong and New York and Jupiter Asset Management in London in multi-asset class portfolio management and risk management roles.
Arthur holds a BSc (Honors) in Business Economics from the University of East London, England. He is a qualified accountant and fellow at the Association of Chartered Certified Accountants (FCCA). He is a CFA Charterholder and a member of the CFA societies of New York and Chicago. He also sits on a number of committees at the CFA Society Chicago.
Outside of work, he is a mentor and partner at Youth Guidance, Becoming A Man (BAM) – where he mentors inner city young men of color in Chicago and the Economic Awareness Council – where he helps mentor and teach high school students about finance and investments. He also partners with a number of African-based/focused charities that provide healthcare to underprivileged families on the continent.
Important Notice: Please make sure to review the City of Chicago's Latest Guidance prior to the event to get the most updated list of COVID guidelines. If you are sick or experiencing any COVID- or flu-like symptoms we request that you do not attend CFA Society Chicago events in person.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember 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, and Discover are accepted. Cancellations accepted until 5:00 PM, February 14, 2023.
Passport Program:
Members of any CFA society may attend at the CFA Society Chicago member rate. Please Use code PPORTLIVE for in-person events and PPORTWEB for webcasts for member pricing. 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.