Roger G. Ibbotson

Roger G. Ibbotson, PhD is Professor in the Practice Emeritus of Finance at Yale School of Management. He is also chairman of Zebra Capital Management, LLC, an equity investment, index, 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 is co-author of two CFA Institute Research Foundation monographs: Popularity: A Bridge between Classical and Behavioral Finance (2018) and Lifetime Financial Advice (2007). He also co-authored The Equity Risk Premium with William Goetzmann and 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 formerly served on numerous boards including CFA Institute Research Foundation and Dimensional Fund Advisors’ funds. He frequently speaks at universities, conferences, and other forums. He received a bachelor’s degree in mathematics from Purdue University, an MBA from Indiana University, and a PhD from the University of Chicago where he taught for more than 10 years and served as executive director of the Center for Research in Security Prices.