Investing In Integrity

#21 - Purpose-Driven Pioneer: John W. Rogers, Jr. on Founding The First Black-Owned Investment Management Firm in America, Closing The Racial Wealth Gap, and Civic Engagement


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At the dinner table with his father, a Tuskegee airman, John Rogers began reading Kiplinger’s Letters and the annual reports of companies. Soon after, Rogers began being mentored by Stacy Adams, a pioneering African-American stockbroker in Chicago.

In just 30 minutes, John traces in remarkable detail his own pioneering, history-making career. John discusses how Ariel Investments, the first Black-owned investment management firm in America, weathered financial crises by sticking to a values-driven approach, both in investment decisions and in leadership.

He also explains how financial services firms and their leaders can help close the racial wealth & opportunity gaps, from diversifying management, to supporting financial literacy, to collaborating with other progressive and minority-owned institutions.

“Optimistic about the future,” John highlights the roles of political engagement, educational leadership, and non-profit involvement in his own life as crucial ways that financial services employees & executives can make a difference.

“I felt the challenge to do something special and make a difference,” John says. We think you’ll agree that his clarity of perspective and generosity of advice in this episode are yet another example of something special and difference-making added to John’s impressive list.


00:00 - Intro

2:59 - John’s Career and Story

13:53 - Racial Inequalities in Wealth and Corporate Finance

23:47 - Rapid Fire questions

...more
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