Morningstar Canada Announces Keynote Speakers, Agenda for 9th Annual Investment Conference in Toronto
September 07 2011 - 3:52PM
PR Newswire (Canada)
TORONTO, Sept. 7, 2011 /CNW/ -- To view the Social Media Release,
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TORONTO, Sept. 7, 2011 /CNW/ - 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. Image with caption: "Panel
discussion. (CNW Group/Morningstar Research Inc.)". Image available
at:
http://photos.newswire.ca/images/download/20110907_C9101_PHOTO_EN_2907.jpg
Image with caption: "Scott Burns, Morningstar. (CNW
Group/Morningstar Research Inc.)". Image available at:
http://photos.newswire.ca/images/download/20110907_C9101_PHOTO_EN_2909.jpg
Image with caption: "Som Seif, Claymore Investments Inc. (CNW
Group/Morningstar Research Inc.)". Image available at:
http://photos.newswire.ca/images/download/20110907_C9101_PHOTO_EN_2920.jpg
Image with caption: "Panel discussion. (CNW Group/Morningstar
Research Inc.)". Image available at:
http://photos.newswire.ca/images/download/20110907_C9101_PHOTO_EN_2922.jpg
Video with caption: "Video: ETF Workshop Preview". Video available
at:
http://stream1.newswire.ca/cgi-bin/playback.cgi?file=20110907_C9101_VIDEO_EN_2924.mp4&posterurl=http://photos.newswire.ca/images/20110907_C9101_PHOTO_EN_2924.jpg&clientName=Morningstar%20Research%20Inc%2E&caption=Video%3A%20ETF%20Workshop%20Preview&title=ETF%20Workshop%20Preview
Video with caption: "Video: 2011 Morningstar Investment
Conference". Video available at:
http://stream1.newswire.ca/cgi-bin/playback.cgi?file=20110907_C9101_VIDEO_EN_2925.mp4&posterurl=http://photos.newswire.ca/images/20110907_C9101_PHOTO_EN_2925.jpg&clientName=Morningstar%20Research%20Inc%2E&caption=Video%3A%202011%20Morningstar%20Investment%20Conference&title=2011%20Morningstar%20Investment%20Conference
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p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p p Jaime Aitkenbr/ Marketing and Communications Managerbr/
Morningstar Research Inc.br/ +1 416 484-7868 voicebr/ +1 416
485-6473 faxbr/ a
href="mailto:jaimelyn.aitken@morningstar.com"jaimelyn.aitken@morningstar.com/a
/p
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