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TORONTO, Sept. 7, 2011 /PRNewswire/ - Morningstar Research
Inc., a Canadian subsidiary of Morningstar, Inc. (Nasdaq: MORN), a
leading provider of independent investment research, will host its
9th annual investment conference for financial advisors
Oct. 4-5 at the Westin Harbour Castle
in Toronto. Driven by
Morningstar's commitment to provide advisors with the knowledge,
resources, and insight to better serve investors, this year's
Morningstar Investment Conference features a hands-on ETF workshop
followed by a mix of timely investing topics that will help
advisors and their clients take advantage of market
opportunities.
During a series of keynote presentations and panel discussions,
delegates will hear engaging discussions on a range of investing
topics including the state of the industry, the current ETF
landscape, the performance of Research Affiliates Fundamental Index
(RAFI) strategies, stock selection strategies, the price of gold,
strategies for generating income in a low-yield environment, best
practices for trading ETFs, and the latest developments in equity
and fixed-income markets.
"The Canadian investment funds landscape is rapidly evolving.
Today, advisors and investors have more choices than ever before.
The 2011 Morningstar Investment Conference will explore a wider
range of investments than in the past, including the burgeoning ETF
market," said David O'Leary,
director of fund analysis for Morningstar
Canada. "We have invited experts from across the industry to
discuss the merits of various investment products and strategies,
their economic outlook, and the potential pitfalls and
opportunities that lie ahead."
Morningstar will be seeking accreditation for Continuing
Education credits and Professional Development units for all of the
conference presentations and panel discussions. Attendees will
include financial advisors and brokers accredited through the
Mutual Fund Dealers Association of Canada and the Investment
Industry Regulatory Organization of Canada; certified financial
planners; marketing, product management, and research personnel;
and the financial media.
Sessions at the 2011 Morningstar Investment Conference in
Toronto include:
Opening Keynote: The State of the Industry
James Norris, Vanguard
International
Innovation and advances in technology have led to an explosion of
new financial products and services. James
Norris, managing director of Vanguard International, will
discuss those changes and the state of the investment industry
today. Vanguard's global reach, breadth of investment products,
size, and recent foray into Canada puts James in a position to
provide a unique view of the global investment fund landscape.
ETF 101 and 301: The Practitioner's Guide to ETF
Investing (Pre-Conference Workshop)
Scott Burns, John Gabriel, and Paul
Justice, Morningstar, Inc.
The Morningstar ETF research team will guide attendees through an
introduction to ETFs, how to build a portfolio with ETFs, what
pitfalls to avoid, and the strategies Morningstar has developed to
use ETFs as powerful investment tools.
ETF Executive Panel
Mary Anne Wiley, BlackRock Asset
Management Canada Ltd.
Howard J. Atkinson, Horizons
Exchange Traded Funds Inc.
Som Seif, Claymore Investments Inc.
Kevin Gopaul, BMO Financial
Group
This panel will discuss the current ETF landscape, opportunities
and challenges, and the continuing evolution of ETFs in investors'
portfolios.
RAFI Strategies: Five Years Later
Robert D. Arnott, Research Affiliates LLC
Five years and 5 stars later, the RAFI strategy has delivered
remarkable performance. Join pioneer Robert
Arnott as he discusses the source of the outperformance and
where else investors can expect the strategy to work.
Assessing the Price of Gold
Christopher J. Goolgasian, State
Street Global Advisors
This session addresses the burning question every investor is
asking and how to go about finding true value from a fundamental,
relative, and perception basis.
Income Focus: Where is the Yield?
Daniel S. Janis, Manulife Asset Management (U.S.) LLC
In a zero-interest-rate world, investors are scrambling for new
sources of income. This session takes a look at ways investors can
capture yield.
Best Practices in Trade Execution
Andrew McOrmond, WallachBeth Capital
LLC
A good investment idea can be all for naught with a bad execution
plan. We bring one of the foremost experts on ETF trading to share
best practices for trading ETFs. In addition to helping attendees
better understand true ETF liquidity, there will also be live
demonstrations of large block trades during the session.
Macroeconomic Panel
Eric Lascelles, RBC Global Asset
Management Inc.
Jurrien Timmer, Fidelity Investments
A panel of economists and fund managers will discuss their outlook
for the global economy and share their thoughts on the latest
developments in equity and fixed-income markets. What are the
biggest risks to global growth? How quickly and meaningfully are
interest rates likely to rise? What's in store for the Canadian
dollar? Which market sectors look promising? These and many more
questions are up for debate.
Stock Selection Panel
James Hall, Mawer
Viewed in isolation, lists of stocks that portfolio managers are
buying or selling aren't that meaningful. Instead, they should be
viewed in the context of the manager's investment discipline.
Representing contrasting investment styles and strategies, three
veteran managers will discuss specific picks that exemplify their
approaches to managing money, along with names that fail to meet
their criteria. Find out the assumptions behind the managers'
picks, and why someone's favoured pick may be another manager's
discard.
Registration Information
Registration for the Morningstar Investment Conference is
$249 plus applicable taxes until
Sept. 5, 2011, and $299 plus applicable taxes thereafter. A
pre-conference workshop, The Practitioner's Guide to ETF Investing,
will be held on Oct. 4. Registration
for the workshop and conference is $328 plus applicable taxes until Sept. 5 and $398
plus applicable taxes thereafter. Full workshop and conference
information including the agenda and registration as well as
sponsorship and exhibiting opportunities is available at
http://corporate.morningstar.com/ca/MIC.
Media Registration
Full-time members of the news media may receive complimentary
registration to the Morningstar Investment Conference. If you are a
journalist and would like to attend the conference, please contact
us via email at canadaconference@morningstar.com.
About Morningstar Research Inc.
Morningstar Research Inc. is a Canadian subsidiary of Chicago-based Morningstar, Inc., a leading
provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of
products and services for individuals, financial advisors, and
institutions. Morningstar provides data on approximately 400,000
investment offerings, including stocks, mutual funds, and similar
vehicles, along with real-time global market data on more than 5
million equities, indexes, futures, options, commodities, and
precious metals, in addition to foreign exchange and Treasury
markets. Morningstar also offers investment management services
through its registered investment advisor subsidiaries and has more
than $180 billion in assets under
advisement and management as of June 30,
2011. The company has operations in 26 countries.
SOURCE Morningstar Research Inc.
Image with caption: "Panel discussion. (CNW Group/Morningstar
Research Inc.)". Image available at:
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Image with caption: "Scott Burns,
Morningstar. (CNW Group/Morningstar Research Inc.)". Image
available at:
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Image with caption: "Som Seif, Claymore Investments Inc. (CNW
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Image with caption: "Panel discussion. (CNW Group/Morningstar
Research Inc.)". Image available at:
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Video with caption: "Video: ETF Workshop Preview". Video
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