Morningstar's annual investment conference will be held on
April 25-27 and will feature
Lawrence Summers, former U.S.
secretary of the treasury, and Liz Ann
Sonders, chief investment strategist at Charles
Schwab
CHICAGO, Feb. 7, 2023
/PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading
provider of independent investment research, today announced the
agenda for its 35th annual Morningstar Investment Conference, set
to convene Tuesday, April 25, through
Thursday, April 27, 2023, exclusively
in-person at McCormick Place Convention Center in Chicago.
"In this period of market uncertainty, providing great investing
advice remains as critical as ever," said Kunal Kapoor, chief executive officer at
Morningstar. "New factors—driven by regulatory requirements,
technology, and societal shifts—are challenging long-held
assumptions about who investors are and their needs across an
ever-evolving investor lifecycle. Our conference agenda provides
independent perspectives to help advisors meet each moment of an
investor's journey with a sharpened focus, deeper insights, and the
data you need to harness long-term success in the face of
change."
Morningstar's conference brings together top industry leaders
and investing experts as they share research and insights for
investors. This year's speakers include:
- Laura Carstensen,
professor of psychology, Stanford
University
- Aswath Damodaran,
professor of finance, New York
University Stern School of Business
- Tori Dunlap, founder, Her
First $100K
- Mary Beth
Franklin, award-winning journalist
- Mike Gitlin, chief
executive officer, Capital Group
- Daniel Ivascyn, chief
investment officer, PIMCO
- Kunal Kapoor, chief
executive officer, Morningstar
- Wade Pfau, professor of
retirement income, The American College
- Steven Romick, portfolio
manager, First Pacific Advisors
- Liz Ann Sonders, chief
investment strategist, Charles Schwab
- Lawrence Summers, former
U.S. secretary of the treasury
- Humphrey Yang, creator and producer, RNG Media
Among the conference keynote speakers is Lawrence Summers, former U.S. secretary of the
treasury during the Clinton administration. Now a professor at the
Harvard Kennedy School, Summers has had a storied career as a
policymaker and academic. In the session, moderated by Morningstar
Wealth President Daniel Needham,
Summers will share his perspective on a variety of timely
macroeconomic topics and themes, including markets, inflation, and
interest rates.
For the first time, the Morningstar Investment Conference will
host a panel of social media "finfluencers." Tori Dunlap and Humphrey Yang, who have both
built significant social media followings through their personal
finance and investing content, will talk about how they learned to
understand the wants and needs of younger investors.
In a keynote conversation on valuation with Aswath Damodaran, Morningstar's Director of ESG
Equity Research Adam Fleck will
speak about the current market valuation landscape, including a
discussion with professor Damodaran about his skepticism of ESG
investing. Conference attendees will also hear from Dan Ivascyn, chief investment officer of PIMCO.
Ivascyn, who is lead manager of the world's largest active bond
strategy, will sit down with Mara
Dobrescu of Morningstar's manager research team to share
anecdotes about the intangibles that stand behind his success.
The final day of the conference will be dedicated to retirement
topics. Laura Carstensen, professor
of psychology at Stanford University,
will speak on the new opportunities stemming from a significant
projected increase in average life expectancy. In another keynote –
"The 'A' Word" – Wade Pfau will
discuss strategies designed to deliver guaranteed lifetime income
while demystifying some preconceived notions about annuities'
effectiveness.
Morningstar will also host two receptions for conference
attendees, including a night at Navy Pier on Wednesday, April 26, from 7-10 p.m. CT. The event will feature live music,
food, and drinks at Chicago's
famous lakefront venue.
More information about the Morningstar Investment Conference,
including the full agenda, hotel accommodations,
continuing-education credits, and an FAQ is available here. Please
note the agenda is subject to change. Join the conversation on
Twitter or LinkedIn with #MICUS or by following
@MorningstarInc.
Media Registration
Full-time, credentialed members of the news media may receive
complimentary registration to the Morningstar Investment
Conference, in addition to speaker access and media-only
programming. For media registration, please visit this link.
General Attendee Registration
There are four pass types available for the Morningstar
Investment Conference, which is exclusively in-person. The Great
Advice, Institutional Inspiration, and Strategic Success passes
cost $599 through Tuesday, March 14, and $799 thereafter. The Growth Driver pass costs
$999 through March 14 and $1199
thereafter.
The Instant Insights Day Passes cost $599 and include access to individual conference
days. Discount codes are not applicable for Instant Insights Day
Passes.
Students and faculty with a valid college or university ID are
eligible for a complimentary Build the Future pass.
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
products and services for individual investors, financial advisors,
asset managers and owners, retirement plan providers and sponsors,
and institutional investors in the debt and private capital
markets. Morningstar provides data and research insights on a wide
range of investment offerings, including managed investment
products, publicly listed companies, private capital markets, debt
securities, and real-time global market data. Morningstar also
offers investment management services through its investment
advisory subsidiaries, with approximately $239 billion in assets under advisement and
management as of September 30, 2022.
The Company has operations in 29 countries. For more information,
visit www.morningstar.com/company. Follow Morningstar on Twitter
@MorningstarInc.
©2023 Morningstar, Inc. All Rights Reserved.
MORN-C
Morningstar Media Contact:
Michael Claussen, +1 312 696-6037 or
newsroom@morningstar.com
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SOURCE Morningstar, Inc.