This is an archived press release. Some links may no longer function. For assistance, please contact newsroom@depaul.edu.

Apr 11, 2005

Investment Fund Managers Richard Driehaus, John Rogers And Rex Sinquefield Discuss The Market At DePaul Forum May 3

Three of the nation’s foremost investment fund managers will gather at DePaul University May 3 to share their views of investment styles, performance and the current market.

Richard Driehaus, founder, CEO and chairman of Driehaus Capital Management, Inc.; John Rogers, founder, CEO and chairman of Ariel Capital Management LLC; and Rex Sinquefield, chairman of Dimensional Fund Advisors Inc., will be the panelists for “Style and Performance: A Roundtable Discussion” from 8 a.m. to 10 a.m. in Room 8005 of the DePaul Center, 1 E. Jackson Blvd. The moderator will be Paul Kaplan, chief investment officer of Morningstar Associates LLC. Continental breakfast will begin at 7:30 a.m. The public event is sponsored by DePaul’s Department of Finance and the Investment Analysts Society of Chicago. Admission is $50 per person ($25 for college students). Seating is limited; to reserve a spot, call (312) 362-8826 or e-mail reservations to Dominika Chafai, DePaul Department of Finance: dchafai@depaul.edu.

“We’re excited to welcome these heavy hitters of money management to DePaul for a lively discussion about investment styles and performance,” said Ali Fatemi, chair of the Department of Finance.

The speakers are known for their innovative approaches to investing. A graduate of DePaul’s College of Commerce and the university’s highly ranked MBA program, Driehaus was the youngest portfolio manager of A.G. Becker’s pension and profit sharing plan and a star performer at Mullaney, Wells & Co. and at Jesup & Lamont before founding his own firm in 1980. In 2000, Barron’s named him to its All Century Team of All-Stars of the mutual fund world.

Driehaus is a proponent of the emerging field of behavioral finance, which examines investor and market psychology, and he has used its principles in investment decision-making at his firm. To further research in this field, he donated funds to DePaul to create the Center for Behavioral Finance, chaired by Werner De Bondt, a nationally renowned scholar. He also funded DePaul’s Driehaus Center for International Business, which creates opportunities for students to study global business.

Rogers is the father of Ariel’s investment and business philosophy. He manages the company’s small and mid-cap institutional portfolios as well as Ariel Fund and Ariel Appreciation Fund. Since Ariel’s founding, he has shepherded the growth of assets under management to approximately $21.4 billion.

Sinquefield was one of the first to successfully apply the academic findings of modern finance to money management. In the early 1970s, he and his colleagues at American National Bank of Chicago pioneered many of the nation’s first index funds. He has received two Graham and Dodd Awards for best articles in the Financial Analysts Journal, including the 1996 article, “Where are the Gains from International Diversification?”

Kaplan is responsible for the development and management of the investment methodology for Morningstar’s retirement planning and advice services. Previously, Kaplan was the firm’s director of research. He led the development of the quantitative methodologies behind many of Morningstar’s services, such as the Morningstar RatingTM for funds, the Morningstar Style BoxTM and Morningstar IndexesSM.