www.morningstar.com Open in urlscan Pro
18.172.122.31  Public Scan

Form analysis
0 forms found in the DOM

Text Content

Skip to Content
 * For Investors
 * For Business
 * About Us

 * About
    * Who We Are
    * Careers
    * Diversity, Equity, & Inclusion
    * Corporate Sustainability
    * Privacy

 * Events
    * Morningstar Investment Conference - US
    * Morningstar Investment Conference - Global
    * Awards
    * Webinars

 * Newsroom
 * Investor Relations

Contact Us

 * Jump to a section

 * Overview

 * Agenda

 * Speakers

 * Experience

 * Travel

 * Sponsorship

 * FAQ

 * Register Now



MORNINGSTAR INVESTMENT CONFERENCE







APRIL 25–27, 2023
MCCORMICK PLACE LAKESIDE CENTER
CHICAGO

REGISTER NOW


MEET THE MOMENT.


THE MORNINGSTAR INVESTMENT CONFERENCE IS THE IN-PERSON DEEP-DIVE YOU NEED TO
BUILD FINANCIAL SUCCESS IN 2023 AND BEYOND. REGISTER TODAY AND JOIN INVESTMENT
OUTLIERS, EXPERTS, AND TRAILBLAZERS FOR 3 DAYS OF FRANK DIALOGUE, ANALYSIS, AND
PERSPECTIVE.





WHY ATTEND THE MORNINGSTAR INVESTMENT CONFERENCE?
ACCELERATING TECHNOLOGIES. EMERGING ASSET CLASSES. NEW INVESTING PARADIGMS.
COLLECTIVELY, THEY CHALLENGE ASSUMPTIONS ABOUT WHO AN INVESTOR CAN, SHOULD, OR
WILL BE. YOU’LL JOIN SESSIONS, EXPERIENCES AND NETWORKING THAT WILL DELIVER
SHARPENED FOCUS, DEEPER INSIGHTS, AND THE DATA YOU NEED TO PREPARE FOR WHAT’S
NEXT IN THE INVESTOR’S JOURNEY.


2023 AGENDA


FROM KEYNOTES AND BREAKOUTS TO FINTECH, ENTERTAINMENT, AND MUCH MORE, THE
MORNINGSTAR INVESTMENT CONFERENCE WILL TREAT YOU TO ALL OF THESE VALUABLE
EXPERIENCES.

INSIGHTS YOU CAN’T MISS...






Keynote



A CONVERSATION ON VALUATION WITH ASWATH DAMODARAN

Valuation is always in the forefront of keen investors’ minds, though many seem
to have suffered from amnesia during 2021.

Keynote



LAWRENCE SUMMERS, FORMER UNITED STATES SECRETARY OF THE TREASURY

As markets soared and optimism reigned in the spring of 2021, at least one voice
attempted to shout over the exuberance to warn the world.

Keynote



THE “A” WORD: WHAT ADVISORS NEED TO KNOW ABOUT LIFETIME INCOME AND ANNUITIES

We'll look at strategies designed to deliver this outcome and compare them with
the projected performance of a portfolio-only strategy.

See Full Agenda


LESS THAN 1 WEEK LEFT FOR EARLY BIRD! PICK A PASS TO CLAIM YOUR DISCOUNT.

GREAT ADVICE


$799 $599

This pass is for financial advisors & planners, registered investment advisors,
and wealth managers. Those who help clients establish their goals & build an
investment portfolio to meet their financial goals.

INSTITUTIONAL INSPIRATION


$799 $599

This pass is for people who manage money, securities and other forms of assets
and those who work at asset management and asset owner firms.



STRATEGIC SUCCESS


$799 $599

This pass is for people who are responsible for portfolio and product
management, including those who serve in analyst, research, performance and
risk, and committee roles.




GROWTH DRIVER


$1199 $999

This pass is for people who work in the financial services industry in marketing
& sales, business development, relationship management, trading, operations and
legal & compliance roles.






Register Now


GET YOUR HOT OFF THE PRESS PASS, BUILD THE FUTURE PASS (STUDENT & FACULTY), OR
INSTANT INSIGHTS DAY PASS.


KEYNOTE SPEAKERS


HEAR FROM THE FINANCIAL INDUSTRY’S FINEST MINDS, AND DISCOVER HOW THEY OPERATE.

Aswath Damodaran
Professor of Finance
NYU Stern

Liz Ann Sonders
Chief Investment Strategist
Charles Schwab

Kunal Kapoor
Chief Executive Officer
Morningstar

Tori Dunlap
Founder of Her First $100k
Career Expert and Podcast Host

Humphrey Yang
Personal Finance Youtuber
Creator and Entrepreneur

Daniel Ivascyn
Group Chief Investment Officer
PIMCO

Laura Carstensen
Director of Stanford Center on Longevity
Stanford University

Lawrence Summers
Former United States Treasury Secretary
Harvard University

Mary Beth Franklin
Award-Winning Journalist
The Retirement Repair Shop

Mike Gitlin
Incoming Chief Executive Officer
Capital Group

Steve Romick
Portfolio Manager
FPA, LP

Wade Pfau
Professor of Retirement Income
The American College




YOUR DAY-TO-NIGHT MORNINGSTAR INVESTMENT CONFERENCE EXPERIENCE


KEYNOTE SESSIONS ARE JUST THE BEGINNING.


HEAR FROM INVESTING EXPERTS AT YOUR CHOICE OF STAGES


PODCAST STAGE

EXPAND YOUR INVESTING HORIZONS. JOIN HOSTS JULIE WILLOUGHBY AND JEFF SCHWANTZ
FOR THE BIG PICTURE, HELPING YOU THRIVE AMIDST EVOLVING INVESTOR EXPECTATIONS.
JONATHAN LINSTRA WILL BRING YOU SIMPLE, BUT NOT EASY, WHERE HE'LL TURN
COMPLICATED FINANCIAL DEVELOPMENTS INTO ACTIONABLE IDEAS. STAY TUNED FOR UPDATES
ON MORE MUST-HEAR LIVE PODCASTS.




MORNINGSTAR STAGE

WANT EXCLUSIVE INSIGHTS ON MORNINGSTAR PRODUCT INNOVATIONS? STOP BY FOR
PRESENTATIONS LED BY EXPERT MORNINGSTAR RESEARCH, PRODUCT AND MARKETING TEAM
MEMBERS. CHECK BACK TO LEARN MORE ABOUT THE MORNINGSTAR STAGE SCHEDULE.




SPONSOR STAGE

SEE A VARIETY OF PRESENTATIONS BY CONFERENCE SPONSORS DURING YOUR FREE TIME.
IT’S YOUR OPPORTUNITY TO HEAR FROM FINANCIAL SERVICES FIRMS AND LEARN HOW THEY
CAN HELP YOUR ADVISORY BUSINESS.




MEET THE MANAGER

THE POPULAR MEET THE MANAGER SESSIONS WILL BE HOSTED LIVE AND IN-PERSON ON DAY
1. MEET PORTFOLIO MANAGERS AND HEAR DIRECTLY FROM THEM ON THE MARKETS AND
INVESTING.





BRAINDATE LOUNGE

THE BRAINDATE LOUNGE IS A NETWORKING/MEETING SPACE FOR TOPIC DRIVEN
CONVERSATIONS. THE GOAL OF THE LOUNGE IS TO ACTIVATE THE KNOWLEDGE OF ALL
CONFERENCE PEERS IN A SPACE WHERE YOU CAN BUILD REAL RELATIONSHIPS BASED ON
COMMON GOALS. USE THE BRAINDATE APP TO SEARCH FOR TOPICS OF INTEREST, POST YOUR
OWN, AND MEET OTHER ATTENDEES WITH THE SAME INTERESTS. FRIENDLY BRAINDATE HOSTS
WILL GREET YOU AT THE LOUNGE AND GUIDE YOU TO YOUR MEETING AREA FOR INSPIRING
CONVERSATION, NETWORK EXPANSION, AND WHO KNOWS—MAYBE EVEN SOME NEW FRIENDSHIPS.


Register Now



VISIT THE TRAINING LAB

WORK WITH OUR EXPERTS TO DISCOVER NEW FEATURES. GET THE ANSWERS YOU NEED TO
IMPROVE YOUR WORKFLOW. PLUS, MAKE SURE YOU’RE MAKING THE MOST OF YOUR
MORNINGSTAR PRODUCTS:




MORNINGSTAR OFFICE

MORNINGSTAR DIRECT

MORNINGSTAR ADVISOR WORKSTATION

MORNINGSTAR ASSET MANAGEMENT PLATFORM




PRE-CONFERENCE WORKSHOPS

EVEN BEFORE THE CONFERENCE KICKS OFF, YOU’LL HAVE THE OPPORTUNITY TO TAKE
CLASSROOM-STYLE WORKSHOPS FOR VALUABLE HANDS-ON TRAINING IN MORNINGSTAR DIRECT,
MORNINGSTAR OFFICE, AND MORNINGSTAR ADVISOR WORKSTATION. WORKSHOPS ALWAYS
INCLUDE CUSTOMIZED ACTIVITIES, INTERACTIVE GUIDES, AND PLENTY OF PRACTICE WITH
REAL-LIFE SCENARIOS.




TRY NEW TECH AT THE INNOVATION LAB

WANT TO WORK ON THE CUTTING EDGE OF INVESTMENT TECH? POP BY THE INNOVATION LAB
TO TAKE A SNEAK PEEK AT UPCOMING FEATURES AND INITIATIVES BEFORE THEY LAUNCH.
HELP SHAPE WHAT WE CREATE NEXT BY SHARING YOUR FEEDBACK!





LEVEL UP AT THE SOCIAL DIGITAL HUB AT #MICUS

HOSTED BY IMPACT COMMUNICATIONS, THE SOCIAL DIGITAL HUB RUNS DAILY PANEL
SESSIONS WITH MARKETING EXPERTS TO HELP ADVISORS CREATE RELEVANT AND ENGAGING
CONTENT FOR THEIR CLIENTS AND GROW THEIR PERSONAL BRAND RECOGNITION.




STRETCH AND FLOW AT MORNING YOGA

AFTER A BUSY DAY 1, KICKSTART DAY 2 OF THE CONFERENCE AT A SUNRISE YOGA SESSION
OVERLOOKING LAKE MICHIGAN. LED BY ZEN YOGA GARAGE. YOGA MAT, PHENOMENAL VIEWS,
AND POST-FLOW SMOOTHIE BAR PROVIDED.




TAKE A BREAK OR ENERGIZE YOURSELF


COFFEE BAR

FUEL UP WITH A FRESH BREW AT THE CAFE, SERVING CUSTOM-MADE SPECIALTY BEVERAGES
TO KEEP YOU BUZZING THROUGHOUT THE CONFERENCE.




RECHARGE LOUNGE

NEED TO TAKE A BREAK? RELAX AND RECHARGE WITH WATER, LIGHT SNACKS, AND AMPLE
POWER SOURCES TO KEEP YOU CONNECTED ALL CONFERENCE LONG.





LET’S CELEBRATE

AT THE END OF DAY 2, JOIN US AT THE INVESTOR SUCCESS CELEBRATION: OUR BLOWOUT
GRAND BALLROOM EVENT AT NAVY PIER. CHICAGO’S LAKEFRONT TREASURE OFFERS A
PEDESTRIAN BOARDWALK, STUNNING VIEWS, RIDES, GAMES, AND MORE. ENJOY LIVE MUSIC,
FOOD, AND DRINKS WHILE SHARING SUCCESS STORIES, SWAPPING TIPS, AND CELEBRATING
THE GOAL OF EMPOWERING INVESTOR SUCCESS.




THANKS TO OUR COMMUNITY PARTNERS, WHO HOLD UP THIS “CITY OF BIG SHOULDERS”

POET CARL SANDBURG DUBBED CHICAGO THE “CITY OF BIG SHOULDERS” FOR ITS
HARDWORKING LABORERS—AND MORNINGSTAR IS PROUD TO CALL THIS DOWN-TO-EARTH CITY
OUR HOME BASE. EVERY DAY, OUR COMMUNITY-BASED PARTNERS WORK TO CREATE A MORE
EQUITABLE AND SUSTAINABLE FUTURE. JOIN US TO MEET SOME OF CHICAGO’S MOST
INNOVATIVE MISSION-DRIVEN ORGANIZATIONS! STOP BY THE ENTRANCE OF THE EXHIBIT
HALL TO LEARN MORE ABOUT OUR COMMUNITY PARTNERS AND THE ISSUES THEY CHAMPION.
YOU CAN EVEN PARTICIPATE IN ON-SITE VOLUNTEER OPPORTUNITIES AND DISCOVER WAYS TO
STAY INVOLVED AFTER THE CONFERENCE.




WE LOVE CHICAGO.


CHICAGO IS MORNINGSTAR’S HOME AND A HUB FOR BUSINESS, ARCHITECTURE, CULTURE, AND
EXPERIENCE. OUR CONFERENCE IS JUST A 10-MINUTE CAB RIDE FROM DOWNTOWN, SO DON’T
TAKE OUR WORD FOR IT! SEE WHY WE LOVE CHICAGO.

Play Video



BOOK BY APRIL 3 TO LOCK IN YOUR DISCOUNTED RATE!

CHIC, CONTEMPORARY, AND COMFORTABLE, THE HYATT REGENCY MCCORMICK PLACE IS OUR
HOTEL OF CHOICE IN CHICAGO’S BUSTLING SOUTH LOOP NEIGHBORHOOD. STROLL TO SOLDIER
FIELD OR WINTRUST ARENA, OR STICK CLOSE TO HOME TO ENJOY AMENITIES INCLUDING
MULTIPLE RESTAURANTS, MEETING ROOMS, AND A CONVENIENT CONNECTION TO MCCORMICK
PLACE’S SHOWROOM FLOOR.

Book Hyatt Now



BECOME A SPONSOR TO CONNECT WITH DECISION-MAKERS


CONFERENCE SPONSORSHIPS LET YOUR FIRM JOIN OUR LIVELY CONVERSATION. THE
MORNINGSTAR INVESTMENT CONFERENCE IS MORE THAN JUST A WAY TO SHOW OFF YOUR LOGO
IT’S A CHANCE TO CONNECT WITH AN ENGAGED AUDIENCE OF DECISION-MAKERS.



SPONSORSHIPS

IF YOU ARE INTERESTED IN SPONSORSHIP OPPORTUNITIES, SEE OUR SPONSORSHIP KIT TO
LEARN MORE AND GET INFORMATION ABOUT REGISTRATION.

Download Sponsor Kit


EXHIBITING

MAKE IMPRESSIONS ON THE CONFERENCE FLOOR—IF YOU ARE INTERESTED IN AN EXHIBIT
BOOTH, ONLINE REGISTRATION IS EASY.

Reserve a Booth



MAKE PERSONAL CONNECTIONS AT THE EXHIBIT HALL


THIS YEAR’S EXHIBIT HALL IS THE SPOT TO NETWORK WITH PEOPLE FROM
ASSET-MANAGEMENT FIRMS, FINTECH COMPANIES, MEDIA GROUPS, AND MORE. MORNINGSTAR
EXPERTS WILL ALSO BE ON HAND TO ANSWER QUESTIONS.

PRINCIPAL SPONSOR



LEAD SPONSOR



MAJOR SPONSORS



ASSOCIATE SPONSORS



SOCIAL DIGITAL HUB SPONSOR




ALL SPONSORS & EXHIBITORS

4U Platform, LLC

ABRDN

Alger

AQR Capital Management

Aristotle

Artisan Partners

Assett Map

Axos Advisor Services

Baillie Gifford

Baird Advisors

Blackrock

Boston Partners

Brown Brothers Harriman

Buffalo Funds

CAIS Group

Calamos

Charles Schwab

Chicago Lights

Citywire

Clark Capital Management Group

Conestoga Capital Advisors, LLC

Crux Informatics, Inc.

Davis Advisors

Delaware Funds by Macquarie

Diamond Hill

Dodge & Cox

Driehaus Capital Management

Edgewood Management, LLC

eMoney Advisor

Federated Hermes, Inc.

Finance of America Reverse

Flat Rock Global

Flyer Financial Technologies

FMI Funds

FPA Funds

Franklin Templeton

Frost Investment Advisors

Fulcrum Asset Management, LLP

Gabelli Funds

GQG Partners

Impax Asset Management

Income Lab

Innovative Portfolios

Intrepid Capital Management

Invesco

Janus Henderson

Jensen Investment Management

John Hancock Investments

J.P. Morgan Asset Management

Junior Achievement of Chicago

Loomis, Sayles & Company

Lord, Abbett & Co.

Luma Financial Technologies

Mairs & Powers

MeetAmi Innovations, Inc.

MFS Investment Management

Neuberger Berman

Nuveen

NXG Investment Management

Olive & Cocoa

PIMCO

Parnassus Investments

Redtail Technology

RightCapital

Sarah's Circle

Snappy Kraken

T. Rowe Price

Tax Status, Inc.

The Holiday Heroes Foundation

ThinkAdvisor

Thompson Investment Management, Inc.

TIFIN

Tweedy, Browne Company, LLC

Wasatch Global Investors

Water Island Capital

Wealthbox

WealthMangement.Com

YWCA Metropolitan Chicago


FREQUENTLY ASKED QUESTIONS


GENERAL CONFERENCE INFORMATION

When is the 2023 conference?
The 2023 Morningstar Investment Conference will take place April 25–27.


What are the passes?
We have four pass types this year:

Great Advice
This pass is for financial advisors and planners, registered investment
advisors, and wealth managers. Those who help clients establish their goals and
build an investment portfolio to meet their financial goals.


Institutional Inspiration
This pass is for people who manage money, securities and other forms of assets
and those who work at asset management and asset owner firms.


Strategic Success
This pass is for people who are responsible for portfolio and product
management, including those who serve in analyst, research, performance and
risk, and committee roles.


Growth Driver
This pass is for people who work in the financial services industry in marketing
and sales, business development, relationship management, trading, operations
and legal and compliance roles.


What is the cancellation policy?
All passes are 100% refundable if cancelled by April 21, 2023.


HOTEL AND TRAVEL

Recommended arrival and departure dates
In-person attendees who plan to attend our Research Showcase on Tuesday, April
25th should plan on being onsite by 9:30 a.m., as it starts at 10 a.m. The final
conference session ends at 12:30 p.m. on April 27th.


Where should I stay?
We’ve arranged a discounted rate with the Hyatt Regency at McCormick Place. You
can find booking links to the hotel here.


ATTENDEE INFORMATION

I can’t find my registration confirmation.
Please reach out to MorningstarEventsUS@morningstar.com.


When will the agenda be released?
The speaker and agenda evolution can be followed here.


Will there also be a digital event?
Now that things are looking up, we’ve moved back to an in-person event. We hope
to see you there!


Will copies of speakers’ presentations be available?
We always give our speakers the option of sharing their presentation decks after
the conference, some participating companies’ compliance rules don’t allow this.
If a speaker agrees to let us share it, we will always attach it to the agenda
session via the event app and digital platform.


What should I wear?
Come as you are! Attendee attire typically ranges, and we do not have any formal
dress code, so wear whatever is most comfortable to you to network and move from
session-to-session.


What accessibility accommodations are available
The venue, McCormick Place, has an ADA Accessibility page and we have
accessibility accommodations as part of the registration process, so if you
require assistance, please do not hesitate to let us know in the form.


CE CREDITS

How do I get CE credits?
When you register, be sure to indicate the type of credit you are seeking. Your
badge will track your movement around the conference, and we will report on the
sessions you attend after the event concludes.


What do I have to do to earn credits for a session?
Attend the entire session. The system automatically tracks attendance, and
you’ll only qualify for credit if you stay from beginning to end.


How much credit can I earn at the conference?
The 2023 Morningstar Investment Conference has been approved for 24 continuing
education credits by the CFP® Board of Standards for Continuing Education (CE)
and the NASBA for Continuing Professional Education (CPE).


When will I receive my credits?
For CFP® designations, Morningstar will submit credit on behalf of advisors
within 30 days after the event ends: May 27th.
For CPA designations, you will receive a link to a credit certificate within 30
days after the event ends: May 27th, at which time you can self-report to your
appropriate board.

Register Now

DON’T SEE YOUR QUESTION HERE? CONTACT MORNINGSTAREVENTSUS@MORNINGSTAR.COM.


SEE YOU IN APRIL!

INTERESTED IN OTHER MORNINGSTAR INVESTMENT CONFERENCES AROUND THE WORLD? VIEW
GLOBAL EVENTS




Transparency is our policy. Learn how it impacts everything we do.
Read More

Transparency is how we protect the integrity of our work and keep empowering
investors to achieve their goals and dreams. And we have unwavering standards
for how we keep that integrity intact, from our research and data to our
policies on content and your personal data.

We’d like to share more about how we work and what drives our day-to-day
business.

How we make money

We sell different types of products and services to both investment
professionals and individual investors. These products and services are usually
sold through license agreements or subscriptions. Our investment management
business generates asset-based fees, which are calculated as a percentage of
assets under management. We also sell both admissions and sponsorship packages
for our investment conferences and advertising on our websites and newsletters.




How we use your personal data

How we use your information depends on the product and service that you use and
your relationship with us. We may use it to:

 * Verify your identity, personalize the content you receive, or create and
   administer your account.
 * Provide specific products and services to you, such as portfolio management
   or data aggregation.
 * Develop and improve features of our offerings.
 * Gear advertisements and other marketing efforts towards your interests.

To learn more about how we handle and protect your data, visit our privacy
center.

How we approach editorial content

Maintaining independence and editorial freedom is essential to our mission of
empowering investor success. We provide a platform for our authors to report on
investments fairly, accurately, and from the investor’s point of view. We also
respect individual opinions––they represent the unvarnished thinking of our
people and exacting analysis of our research processes. Our authors can publish
views that we may or may not agree with, but they show their work, distinguish
facts from opinions, and make sure their analysis is clear and in no way
misleading or deceptive.

To further protect the integrity of our editorial content, we keep a strict
separation between our sales teams and authors to remove any pressure or
influence on our analyses and research.

Read our editorial policy to learn more about our process.

--------------------------------------------------------------------------------

 * What We Do
 * For Business

 * Insights
 * Morningstar Magazine
 * Newsletters
 * Podcasts
 * Trending Research
 * Investing Dictionary

 * About Us
 * Our Story
 * Careers
 * Our Signature Methodologies
 * Global Contacts

 * Get Help
 * Help Center
 * joe@morningstar.com
 * Discussion Forums
 * Advertising Opportunities

--------------------------------------------------------------------------------

United States

© Copyright 2023 Morningstar, Inc. All rights reserved. Dow Jones Industrial
Average, S&P 500, Nasdaq, and Morningstar Index (Market Barometer) quotes are
real-time.
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of
Service apply.

 * Terms and Conditions
 * Privacy Center
 * Disclosures
 * Member User Agreement
 * Corrections
 * Cookies
 * Accessibility



Give Feedback