CHICAGO, May 24 /PRNewswire-FirstCall/ -- During a time of
extreme market volatility that demands sound, fundamental
investment insights, Morningstar, Inc. (Nasdaq: MORN), a leading
provider of independent investment research, will host its 22nd
annual investment conference for financial advisors Wednesday, June 23 through Friday, June 25, at McCormick Place Convention
Center in Chicago.
This year's keynote speakers are Jeffrey Gundlach, co-founder, chief
executive officer and chief investment officer of DoubleLine
Capital, who will speak on June 23;
and Bill McNabb, president
and chief executive officer of Vanguard, who will address attendees
on June 24.
General sessions feature some of the industry's top thought
leaders:
- Steve Romick of First
Pacific Advisors, LLC; and Rudolph-Riad
Younes of Artio Global Investors will discuss
macro-economic views from the perspective of a stock fund manager
on June 23.
- Hersh Cohen, ClearBridge
Advisors; Don Kilbride,
Wellington Management; and Joe
Matt, Capital Research Global Investors; will share
their approaches to dividend investing on June 24.
- Bob Reynolds, president
and chief executive officer of Putnam Investments, will take part
in a one-on-one conversation with Morningstar's Don Phillips on June
24 about issues surrounding investing for retirement.
- David Corkins, Arrowpoint
Partners; Charles de Vaulx,
International Value Advisors, LLC; and Hassan Elmasry, Independent Franchise
Partners; will discuss where they are finding investment
opportunities and their key learnings from recently helping to
build new firms and ventures on June
25.
- Staley Cates, Longleaf
Partners; Bill Miller, Legg
Mason Capital Management; and Richard
Freeman, Legg Mason ClearBridge; will close the
conference on June 25 by discussing
where to find tomorrow's great long-term investments.
As part of the conference's popular "Investing 501" sessions,
John Calamos of Calamos Funds
will give his viewpoint on investing in convertibles
(June 24.); Rob Arnott of Research Affiliates will
explore tactical asset allocation (June
24.); and behavioral finance expert and author
Terry Burnham of Acadian
Asset Management, LLC, will talk about how to apply the lessons
from his book Mean Markets and Lizard Brains to improve your
investment strategy (June
25.).
Breakout sessions on June 24
include:
- Andy Acker of Janus
Global Life Sciences Fund and Kris
Jenner of T. Rowe Price Health Sciences Fund, who will
analyze trends in healthcare investing in the wake of that
industry's changing landscape.
- Philippe Brugere-Trelat, Franklin Mutual Series;
Rob Gensler, T. Rowe Price; and Daniel O'Keefe of
Artisan Partners; who will offer their take on global stocks.
- Frank Armstrong, Investor
Solutions; Christine Fahlund,
T. Rowe Price; and Tom Idzorek, Ibbotson Associates; who will
tackle the issues surrounding income strategies for retirees.
- Brent Lynn, Janus;
Wendy Trevisani, Thornburg
Funds; and Mark Yockey,
Artisan Partners; who will debate three different approaches to
foreign stocks.
- John Ameriks, Vanguard;
Jerome Clark, T. Rowe Price; and Anne Lester, JP Morgan Asset Management; who
will provide their asset allocation guidance and thoughts on
retirement portfolio construction.
Breakout sessions on June 25
include:
- Curtis Arledge,
BlackRock; Michael Hasenstab,
Franklin Templeton; and
Christine McConnell,
Fidelity; who will talk about the challenges ahead for bond
funds.
- Cliff Asness, AQR Capital
Management; Jan Van Eck, Van
Eck Associates; and Rick
Lake, Lake Partners; who will talk about how advisors
can help pick the right alternative investments for their
clients.
In addition, senior members of Morningstar's fund research staff
will hold a roundtable on June 23 to
discuss the current investing environment and highlight areas of
opportunity and concern for fund investors. Morningstar's ETF
analysts will review the top trends in the rapidly developing ETF
market on June 24. Finally,
Morningstar's equity research team will give their outlooks for the
best opportunities in the equity and credit markets on June 25 .
"With uncertainty becoming the rule over the past year, it's
more important than ever to share best practices with some of the
top minds in the investment community," said Don Phillips, president of fund research for
Morningstar. "Our conference is truly one of a kind. We bring
together top fund managers, investment professionals, academic
experts, Morningstar analysts, and financial advisors to openly
debate timely investing topics to help improve the investing
experience."
On Wednesday, June 23, Morningstar
will host its third annual Advisor User Forum training session for
financial advisors who use Morningstar's software and Web products,
including the recently upgraded Advisor Workstation 2.0,
Morningstar Office and Principia.
The forum gives advisors the chance to ask questions, provide
feedback, learn to apply advanced techniques, and get hands-on
experience with Morningstar trainers. Chris
Boruff, president of Morningstar's software division, will
deliver opening remarks at the forum and Pat Dorsey, Morningstar's director of equity
research, will give the luncheon keynote speech.
Registration Information
The Morningstar Investment Conference costs $795 per person, which includes two breakfasts,
luncheons, and cocktail receptions. The Advisor User Forum has a
separate fee of $95 per person. To
register for the conference, advisors may call toll free at
866-839-9729.
More information about the Morningstar Investment Conference,
including the full agenda, hotel accommodations, exhibiting
opportunities, attendee registration, the Advisor User Forum, and
continuing-education credits, is available at
http://www.morningstaradvisor.com/MIC2010. Conference updates are
also available on Twitter at http://www.twitter.com/MStarAdvisor or
through the conference hashtag: #MIC2010. In addition, for the
first time, Morningstar has teamed with Pyxis Mobile to provide
conference attendees with a free conference mobile application,
available only for those on site at McCormick Place. The mobile app
allows attendees to view agenda, session, and exhibit information;
register for continuing education credits; and follow conversation
about the conference on major social networking sites.
Press Registration Information
Full-time members of the news media may receive complimentary
registration to the Morningstar Investment Conference. If you are a
member of the media and want to register for the conference, visit:
http://global.morningstar.com/mediaregistration or call
Shawn Malayter at 312-696-6050.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent
investment research in North
America, Europe,
Australia, and Asia. The company offers an extensive line of
Internet, software, and print-based products and services for
individuals, financial advisors, and institutions. Morningstar
provides data on approximately 350,000 investment offerings,
including stocks, mutual funds, and similar vehicles, along with
real-time global market data on more than 4 million equities,
indexes, futures, options, commodities, and precious metals, in
addition to foreign exchange and Treasury markets. The company has
operations in 20 countries and minority ownership positions in
companies based in two other countries.
©2010 Morningstar, Inc. All rights reserved.
MORN-P
Media Contact:
Shawn Malayter, 312-696-6050,
shawn.malayter@morningstar.com
SOURCE Morningstar, Inc.