Roger G. Ibbotson is a professor at Yale School of Management. He is also chairman of Zebra Capital Management, LLC, an equity asset and equity hedge fund manager. Previously, Professor Ibbotson was founder and chairman of Ibbotson Associates, now a Morningstar company. He has authored numerous articles and books, including Stocks Bonds Bills and Inflation (updated annually), which serves as a standard reference for information and capital market returns. Professor Ibbotson received the James R. Vertin Award in 2001 from the Association for Investment Management and Research (the predecessor organization to CFA Institute), as well as a number of Graham and Dodd Scroll Awards for articles published in the Financial Analysts Journal. He holds a bachelor’s degree in mathematics from Purdue University, an MBA from Indiana University, and a PhD from the University of Chicago.

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