4.5 • 775 Ratings
🗓️ 7 April 2021
⏱️ 48 minutes
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0:00.0 | At Jackson, we've created a digital retirement planning experience with you and mine. |
0:05.5 | Visit jackson.com to explore our easy-to-understand resources and user-friendly tools |
0:10.1 | that are designed to enable financial professionals and clients to plan a path to financial freedom. |
0:15.5 | Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan, |
0:20.5 | and Jackson National Life Insurance Company of New York, purchase New York. |
0:26.5 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.3 | Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance for Morningstar. And I'm Jeff |
0:38.6 | Patak, Chief Ratings Officer for Morning Star Research Services. Our guest this week is John Rogers, Jr. |
0:44.9 | John is chairman, co-CEO, and chief investment officer of aerial investments, the firm he founded |
0:51.0 | in 1983. John is the lead portfolio manager of the Ariel Fund, |
0:56.4 | and also co-manages other aerial strategies, |
0:59.6 | including aerial small-cap value, |
1:02.0 | small mid-cap value, mid-cap value, |
1:04.9 | as well as aerial appreciation. |
1:07.4 | John sits on several corporate boards, |
1:09.6 | including the board of directors of McDonald's, Nike, and the New York Times, and serves as vice chair of the University of Chicago's Board of Trustees. |
1:18.4 | In 2008, John was given Princeton University's highest honor, the Woodrow Wilson Award for his work in civic and philanthropic circles. |
1:27.4 | John received his bachelor's degree from Princeton. |
1:30.3 | John, welcome to the Longview. It's great to be here. It's a great name for this. Well, thank you. |
1:35.7 | We try to go in depth with our guests. We wanted to start by talking about diversity, equity, |
1:40.8 | and inclusion. We've seen a huge move toward DEI issues by fund companies. When they ask you |
1:47.8 | as a pioneer in this area, what they should do to promote best practices around DEI, what do you |
... |
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