Roger G. Ibbotson, PhD | Roger G. Ibbotson is Professor in the Practice Emeritus of Finance at Yale School of Management. He is also chairman and CIO of Zebra Capital Management, LLC, an equity investment and hedge fund manager. He is founder, advisor and former chairman of Ibbotson Associates, now a Morningstar Company. He has written numerous books and articles including Stocks Bonds Bills and Inflation with Rex Sinquefield (updated annually) which serves as a standard reference for information and capital market returns.

Professor Ibbotson conducts research on a broad range of financial topics, including popularity, liquidity, investment returns, mutual funds, international markets, portfolio management, and valuation. He has recently published The Equity Risk Premium and Lifetime Financial Advice. He has also co-authored two books with Gary Brinson, Global Investing and Investment Markets. He is a regular contributor and editorial board member to both trade and academic journals.

Professor Ibbotson serves on numerous boards including Dimensional Fund Advisors’ funds. He frequently speaks at universities, conferences, and other forums. He received his bachelor’s degree in mathematics from Purdue University, his MBA from Indiana University, and his PhD from the University of Chicago where he taught for more than ten years and served as executive director of the Center for Research in Security Prices. Back To Top ^^

MODERATOR

Tom Mahoney, CFA, CAIA | Tom Mahoney, CFA, CAIA is a Senior Portfolio Manager with UBS Private Wealth Management in Los Angeles and 30-year veteran of the financial services industry. Prior to joining UBS, he advised private clients with Credit Suisse, Donaldson Lufkin & Jenrette, Kidder Peadbody, and E.F. Hutton & Co. After receiving his B.B.A. in Finance from the University of Wisconsin- Madison, Tom earned an M.B.A. from Pepperdine University. He completed the Private Equity and Venture Capital Program at Harvard Business School. He is a Chartered Financial Analyst charterholder and serves as President of CFA Society Los Angeles. Tom is also a Chartered Alternative Investment Analyst (CAIA®). He is the immediate past President and Co-Founder of the CAIA Los Angeles chapter. Back To Top ^^