Slow and Steady Wins the Race

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The CFA Institute. The CFA Institute is the global association of investment professionals, whose mission is to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society. CFA Institute serves a global community of investment professionals working to build an investment industry where investors' interests come first, financial markets function at their best, and economies grow. The Chartered Financial Analyst credential is the most respected and recognized investment management designation in the world.

[00:02:20] – John’s experience playing basketball and what he has learned from playing on a team.

[00:07:22] – What is the cleanest way to keep the investment team honest by pointing out any mistakes they are making

[00:08:28] – Looking at John Rogers' investment process to determine his edge

[00:12:27] – How does John analyze managers and executives, especially as it relates to their longer-term investment strategy

[00:13:27] – What are the biggest red flags that make you want to avoid a business

[00:19:31] – Going back to the beginning of Ariel and John’s interest in investing

[00:22:13] – How did John tackle his portfolio early on and what industries he focused on then

[00:24:37] – What helped to inspire John’s value investing strategy

[00:28:14] – What has changed in terms of the prospects for value investing from when he started till now

[00:30:46] – Looking at John’s investment philosophy against the current market

[00:33:58] – How important is brand when evaluating a company as a potential investment and how is that quantified

[00:36:32] – How do you hire people that are going to have vision and be a good fit

[00:38:48] – How to screen for someone who has vision

[00:42:18] – What are the key business lessons John has learned running a firm

[00:45:16] – A look at the 'I Have a Dream' class

[00:45:53] – Exploring John’s community activism and what has the highest rate of return that are most worth someone’s time.

[00:50:38] – Getting John’s take on the issue of minorities and women in investing and how to improve the situation

[00:55:35] – Identifying the most memorable day of John’s professional career

[00:57:18] – The kindest thing anyone has ever done for John

[00:57:56] – What excites you most about markets today and into the future

[00:59:18] – How did John get to play Michael Jordan in basketball…and beat him