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Professor in the Practice of Finance

Roger G. Ibbotson is Chairman and CIO of Zebra Capital Management, LLC, a quantitative equity 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 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. In addition, he has co-authored a textbook with Jack Clark Francis, Investments: A Global Approach. He is a regular contributor and editorial board member to both trade and academic journals. He is the recipient of many awards including the Graham and Dodd Schrolls in 1979, 1982, 1984, 2001, 2004 and 2007 and AIMR’s James R. Vertin award in 2001.

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 Ph.D. 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.

Achievements and Awards
Alternative Investment Summit Research Paper of the Year, 2006
Indiana University Academy of Alumni Fellows
Graham and Dodd Scroll Award, 1979, 1982, 1984, 2001, 2004, 2007
SSRN Top Fifty Downloaded Authors All Time Overall Category

Boards
Chairman & CIO, Zebra Capital Management, LLC
Former Chairman, Ibbotson Associates, Inc., Chicago
Dimensional Fund Advisors, Inc., Fund Family

Editorships
Editorial Board: Financial Analyst Journal

Selected Books
Lifetime Financial Advice (with Chen, Milevsky, Zhu), Chartered Financial Analyst Institute, 2007

The Equity Risk Premium (with W. Goetzmann), Oxford Press, 2006

Investments: A Global Approach (with J.C. Francis), Prentice Hall (textbook), 2002

Stocks, Bonds, Bills and Inflation Yearbook, Morningstar, Inc. & Ibbotson Associates, Annual, 1983 to present

Selected Articles
"History and the Equity Risk Premium" (with W. Goeztmann), The Equity Risk Premium, 2006

"Long-Run Stock Returns: Participating in the Real Economy" (with P. Chen), Financial Analysts Journal, Jan/Feb, 2003

Education
PhD University of Chicago, 1974
MBA Indiana University, 1967
BS Purdue University, 1965