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Morningstar
Investment Conference

Explore new horizons for investors Sept. 22–24.

The 2021 Morningstar Investment Conference will be a hybrid event that reflects our gradual steps into a post-pandemic world. Sessions will be viewable online, and we’ll also host a full-fledged in-person experience at McCormick Place. Join us in Chicago (from wherever you are) for research, insights, and analysis that can help you and your clients find long-term investing solutions for today’s new normal and the challenges of tomorrow.

The Morningstar Investment Conference is designed to help investing professionals recognize lessons from the past, understand what’s happening right now, and peek around the corner to see what’s next.

2021 Speakers

The conference brings together some of the financial industry’s top minds.

Rob Arnott

Research Affiliates

Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to transforming the global investment community through its insights and products.

The firm creates investment strategies and tools based upon award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions.

Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. With Chris Brightman, he is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts.

John Bellows

Western Asset

Bellows, Ph.D., is a portfolio manager in Western Asset’s Pasadena, California, office, focusing on U.S. broad market strategies. In 2018, he took on an elevated role in the Global Portfolios Team, where he is a leading voice for U.S. and global macro strategies.

John is a member of the U.S. Broad Strategy Committee, which formulates domestic investment themes and strategies, as well as the Global Investment Strategy Committee, which is responsible for setting policy and providing strategic investment oversight for the firm. He joined the firm in 2012 as an investment management strategy analyst before assuming his current role.

Prior to joining Western Asset, John served at the U.S. Department of the Treasury as the acting assistant secretary for economic policy. Bellows holds a Bachelor of Arts in economics from Dartmouth College, where he graduated magna cum laude, and a doctorate in economics from the University of California, Berkeley. He is also a CFA® charterholder.

Walter Booker

MarketCounsel

Booker is the Chief Operating Officer of MarketCounsel, the premier business and regulatory consulting firm focused exclusively on the Registered Investment Advisor (RIA) sector, along with its affiliate, The Hamburger Law Firm. In this capacity, he leads all of the firm’s operations as well as coordinates the collaboration of the firm’s senior managers, among other responsibilities. Prior to joining MarketCounsel, Booker was a senior operating executive in both the institutional and individual investor sectors of the financial services industry, associated with firms like Ameriprise Financial Advisors, PaineWebber, and Salomon Brothers, as well as a consultant to for-profit and not-for profit organizations across their lifecycles.

Booker also contributes an abundance of impactful philanthropic leadership experience, especially as an active and influential leader and board member of several organizations in the financial services industry and in the broader community. For example, at present, he is a Trustee of the MarketCounsel Foundation, a board member of the AAAA Foundation and the Chairman Emeritus and a board member of Sponsors for Educational Opportunity (SEO), among numerous service commitments.

Booker is also a prolific, published author, speaker and subject matter expert. His articles and insights have been featured in publications and podcast series including The Wall Street Journal, The New York Times, Morningstar.com, LinkedIn, The Social Justice Investor, FinancialPlanning.com, WealthManagement.com, Between Now and Success and 2050 Trailblazers, and at industry conferences and colloquia like TD Ameritrade LINC, a Practising Law Institute (PLI) symposium on dually-registered broker-dealers and advisors, the MarketCounsel Summit and the Financial Planning Association (FPA) Annual Conference, among many others.

Booker is a graduate of Harvard College.

Bill Browder

Hermitage Capital Management

Browder, founder and CEO of Hermitage Capital Management, was the largest foreign investor in Russia until 2005, when he was denied entry to the country for exposing corruption in Russian state-owned companies.

In 2009, his Russian lawyer, Sergei Magnitsky, was killed in a Moscow prison after uncovering and exposing a USD 230 million fraud committed by Russian government officials. Browder has spent the last 10 years conducting a global campaign to impose visa bans and asset freezes on individual human rights abusers, particularly those who played a role in Magnitsky’s false arrest, torture, and death.

The United States was the first to impose these sanctions with the passage of the 2012 “Magnitsky Act.” A global Magnitsky Bill, which broadens the scope of the U.S. Magnitsky Act to human rights abusers around the world, was passed at the end of 2016. The United Kingdom passed a Magnitsky amendment in April 2017. Magnitsky legislation was passed in Estonia in December 2016, Canada in October 2017, and Lithuania in November 2017. Similar legislation is being developed in Australia, France, Denmark, Netherlands, South Africa, Sweden, and Ukraine.

In February 2015, Browder published The New York Times best-seller, Red Notice, which recounts his experience in Russia and his ongoing fight for justice for Sergei Magnitsky.

Rianka Dorsainvil

2050 Wealth Partners

Dorsainvil, CFP® is the Co-Founder and Co-CEO of 2050 Wealth Partners a virtual, fee-only comprehensive financial planning firm dedicated to serving first-generation wealth-builders, entrepreneurs, and thriving professionals. Dorsainvil also hosts 2050 TrailBlazers, a podcast aimed to address the lack of diversity in the financial planning profession by engaging industry experts and leaders in conversation.

As a successful, millennial Certified Financial Planner professional, Dorsainvil offers a unique perspective not only on the current state of the financial service industry, but on how to stay relevant in an ever-changing world.

Dorsainvil serves as a member of CNBC's Digital Financial Advisor Council and CFP Board’s Diversity Advisory Group, is a Forbes Personal Finance Contributor, and has been recognized for her accomplishments and leadership within the industry by leading publications and organizations such as Investment News’ inaugural 2017 Women to Watch Rising Star and Wealth Management’s Ten to Watch in 2018. She has been published in PBS NewsHour, Forbes, USA Today, Black Enterprise, CNBC, Women’s Health, and more.

Jennifer Grancio

Engine No. 1

Grancio has over 25 years of experience scaling businesses across financial services that have a positive impact for investors.

Before Engine No. 1, Grancio founded an advisory firm where she worked closely with CEOs to accelerate business growth. She previously served as a founding member of BlackRock’s iShares business, where she led European, US and global distribution and drove the growth of the global ETF industry and iShares’ leadership role within it. During her tenure at BlackRock, she also led teams across wealth, personal investing, technology and related venture investing. She started her career as a consultant at PwC.

Grancio received a BA in Economics and International Relations from Stanford University and an MBA from Columbia Business School. She serves on the boards of MannKind Corporation and Ethic. She is passionate and active in mentoring and developing diverse leaders.

Megan Greene

Global economist

Global economist Megan Greene examines the intersection of macroeconomics, financial markets, and politics, providing insights and forecasts for our highly interconnected world economy.

Simplifying complex economic concepts into plain English, Greene combines her extensive background in policy and academia with C-suite leadership experience in financial services and investment management.

Greene currently serves as a senior fellow at the Mossavar-Rahmani Center for Business at Harvard Kennedy School, where she is working on a book examining the gaps between theory and reality in economics today and how they prevent us from addressing what she considers the most pressing economic, financial, political, and social issue of our time: inequality. She is the first Dame DeAnne Julius Senior Fellow in International Economics at Chatham House and also writes a biweekly column in The Financial Times on global macroeconomics and regularly appears on CNBC, Bloomberg, NPR, and BBC.

For more than five years, Greene was global chief economist at John Hancock/Manulife Asset Management, responsible for forecasting global macroeconomic trends and analyzing potential opportunities and impacts on the firm’s worldwide investments. Previously, she was founder and chief economist at London-based Maverick Intelligence, head of European economics at Roubini Global Economics, and the euro crisis expert at The Economist Intelligence Unit. A regular advisor to governments and central banks in the United States, United Kingdom, eurozone, and Japan, Greene currently serves in a number of other organizations. These include the board of directors of the National Association for Business Economists and The Parliamentary Budget Office in Ireland.

Greene is an affiliate of the Rhodes Center Brown University, a nonresident fellow at Trinity College Dublin, and a member of the Council on Foreign Relations. She holds a Bachelor of Arts from Princeton and a Master of Science from Oxford.

Dennis Lynch

Morgan Stanley

Lynch is head of Counterpoint Global at Morgan Stanley Investment Management. He joined Morgan Stanley in 1998 and has 27 years of investment experience. Prior to joining the firm, he worked as a sell-side analyst for J.P. Morgan Securities. Lynch received a Bachelor of Arts in political science from Hamilton College and a Master of Business Administration with honors in finance from Columbia University.

Bill Nygren

Oakmark Funds

Bill Nygren has been a manager of the Oakmark Select Fund since 1996, Oakmark Fund since 2000, and the Oakmark Global Select Fund since 2006. He is also the chief investment officer for U.S. equities at Harris Associates, which he joined in 1983; he served as the firm's director of research from 1990 to 1998. Nygren has received many accolades during his investment career, including being named Morningstar's Domestic-Stock Fund Manager of the Year for 2001. He holds an Master of Science in finance from the University of Wisconsin's Applied Security Analysis Program (1981) and a Bachelor of Science in accounting from the University of Minnesota.

Mark Tibergien

Pathstone

Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.

He has led organizations from start-up to exit, from dynamic growth to turn-around. He has consulted with hundreds of financial services organizations in the United States, Australia, the United Kingdom, Europe, and Canada.

He currently serves as an independent director of Pathstone, a $20 billion multi-family office business and RIA. He is Chair of the Workforce Development Committee for the CFP Board Center for Financial Planning whose mission is to promote diversity in the advisory profession and financial planning as a career choice.

Most recently, Tibergien was CEO of Pershing Advisor Solutions LLC, an affiliate of The Bank of New York Mellon. Prior to joining Pershing, he was a Principal in the accounting and consulting firm, Moss Adams LLP, where he was head of the Business Consulting Group.

He is the author of four books published by Bloomberg Press/Wiley & Sons: Practice Made Perfect (2005) and How to Value, Buy or Sell a Financial Advisory Practice (2006); Practice (Made) More Perfect (2010) and The Enduring Advisory Firm (2016).

Tiffany Wilding

PIMCO

Wilding is an executive vice president and North American economist based in the Newport Beach, California, office. She leads PIMCO’s Cyclical Forum, crafts the firm’s outlook for the U.S. and Canadian economies and monetary policy, and analyzes key macro risks for the firm’s Investment Committee. She also co-heads the firm’s Americas portfolio committee.

Prior to joining Pimco in 2016, she was the head of global interest-rate research at Tudor Investment, responsible for recommending trade ideas based on global macro trends. Previously, she was a vice president for U.S. interest-rate research with Morgan Stanley and a Treasury market policy analyst for the Federal Reserve Bank of New York, where she helped structure and implement the central bank’s response to the 2008 financial crisis. She has 13 years of investment and economics/financial markets experience.

Wilding holds a masters in Business Administration in quantitative finance from New York University's Stern School of Business. She received an undergraduate degree from Rhodes College.

Catherine Wood

ARK Investment Management

Wood registered ARK Investment Management LLC as an investment advisor with the U.S. Securities and Exchange Commission in January 2014. Focused solely on disruptive innovation, ARK aims to identify large-scale investment opportunities in the public markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology.

Prior to ARK, Wood spent 12 years at AllianceBernstein as chief investment officer of Global Thematic Strategies, where she managed over $5 billion. Wood joined Alliance Capital from Tupelo Capital Management, a hedge fund she co-founded, which, in 2000, managed $800 million in global thematic strategies. Prior to her tenure at Tupelo Capital, she worked for 18 years with Jennison Associates as chief economist, equity research analyst, portfolio manager, and director. She started her career in Los Angeles at The Capital Group as an assistant economist.

In 2018, editors at Bloomberg acknowledged Wood by selecting her to its second annual Bloomberg 50 list of people across business, entertainment, finance, politics, technology, and science who have defined global business. Additionally, Fortune named Wood to its exclusive roundtable of experts in the annual “Fortune Investors Guide: The Best Investing Advice for 2019 From Fortune’s Experts.” In 2016, Wood received the “Women in Finance – Outstanding Contribution Award” from Market Media, and she was a featured speaker at the World Economic Forum (China) in 2016 and 2017 and the World Strategic Forum (Miami) in 2017.

Wood received her Bachelor of Science, summa cum laude, in finance and economics from the University of Southern California in 1981.

Morningstar Speakers

Karen Andersen

Morningstar

Karen Andersen, CFA, is a healthcare strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She is responsible for biotechnology research.

Before joining Morningstar in 2005, Andersen received a master’s degree in business administration from Rice University, where she served as senior healthcare analyst for the M.A. Wright Fund and earned the distinction of Jones Scholar. She has scientific research experience in both academia (at Rice University and the University of Queensland in Australia) and industry (at Lexicon Genetics and a subsidiary of Genzyme).

Andersen also holds a bachelor’s degree in biochemistry from Rice University, where she graduated magna cum laude. She is a member of Phi Beta Kappa and holds the Chartered Financial Analyst® designation. She ranked first in the biotechnology industry, and had the highest score overall, in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

Karin Anderson

Morningstar

Karin Anderson is director of North American fixed-income strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She oversees Morningstar’s U.S. fixed-income manager research team. She covers fixed-income strategies from Franklin Templeton, PIMCO, and TCW.

Before joining Morningstar’s manager research team in 2007, Anderson worked in investigations for the Chicago Board of Trade and Minneapolis Grain Exchange and in research for the Commercial Service of the U.S. Embassy in Brussels.

Anderson holds a bachelor’s degree in French from the University of Iowa and a master’s degree in business administration from Northwestern University’s Kellogg School of Management.

Sarah Bush

Morningstar

Sarah Bush is the North American manager research practice leader for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She directs the firm’s manager research analyst team in North America.

Before assuming her current role in 2019, Bush was director of manager research for fixed-income strategies, North America. Bush rejoined the firm in 2011 as a senior manager research analyst for fixed-income. Prior to that, Bush served from 2006 to 2010 as director of development and then director of investor programs for IFF, a community development financial institution that provides loans and real estate consulting to nonprofits serving low-income communities in the Midwest. Previously, she spent four years at Prudential Capital Group, an investment arm of Prudential Financial, where she researched, recommended, and negotiated private placement debt investments. Bush originally joined Morningstar in 1997 as a mutual fund analyst.

Bush holds a bachelor’s degree in history and mathematics from the University of Wisconsin, where she graduated as a member of Phi Beta Kappa, and a master’s degree in business administration, with concentrations in finance, economics, and international business, from the University of Chicago Booth School of Business.

Preston Caldwell

Morningstar

Preston Caldwell is an analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc., serving as a member of the energy sector team as well as the China Economic Committee. For the energy team, he covers oilfield services stocks and participates in crafting Morningstar’s long-term oil price forecasts. As a member of the China Economic Committee, he manages Morningstar’s macroeconomic forecasting for China, including the publishing of quarterly economic update reports.

Before joining Morningstar in 2016, Caldwell earned his master’s degree in business administration from Rice University, where he served as chief investment officer of the student equity investment fund. Caldwell also holds a bachelor’s degree in economics from the University of Arkansas.

Seth Goldstein

Morningstar

Seth Goldstein, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers agriculture, chemicals, ingredients, and lithium companies on the energy and resources team and is also the chair of Morningstar's electric vehicle committee. Prior to assuming the equity analyst role in 2017, Goldstein was an associate equity analyst covering the basic-materials sector. Before joining Morningstar, Goldstein was a senior financial analyst for Oasis Financial, a financial analyst for Berkshire Hathaway Energy, and a field operations supervisor for the U.S. Census Bureau. Goldstein holds a bachelor's degree in journalism from Ohio University and a Master of Business Administration, with a concentration in finance, from the University of Iowa. He also holds the Chartered Financial Analyst® designation.

Kunal Kapoor

Morningstar

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm.

Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm’s data business as well as its global products and client solutions group.

Kapoor holds a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crain’s Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago’s business, civic, and philanthropic landscape.

Leslie Marshall

Morningstar

Leslie Marshall is the Head of Experiential Marketing at Morningstar, Inc.

Leslie is responsible for the Morningstar brand and technology experience at Morningstar conferences and events around the world. A champion for social media within the organization, Leslie leads Morningstar’s global social media strategy. She is the former publisher of Morningstar magazine. Leslie and her team are the winners of two Cvent Excellence Awards and five Ozzie Awards.

Leslie serves on the board of directors of the American Marketing Association – Chicago chapter as President-Elect. She is a frequent guest speaker on topics of marketing, technology and social media at events, conferences and universities.

Prior to joining Morningstar, Leslie spent 14 years in the publishing industry in a variety of marketing, new business development, and editorial roles.

Leslie holds a bachelor’s degree in English Literature and German from Adrian College.

Daniel Needham

Morningstar

Daniel Needham, CFA, is president and chief investment officer for Morningstar’s Investment Management group, a unit of Morningstar, Inc. Investment Management provides retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors through investment management entities around the world. Needham also chairs the Global Investment Policy Committee, which oversees the unit’s global investment capabilities, committees, and processes.

Before assuming his current role in 2015, Needham was global chief investment officer for the Investment Management group, and his role expanded to include responsibility for Morningstar’s investment management operations in Europe in 2013. Previously, Needham was chief investment officer and managing director for Investment Management in Asia-Pacific, including Ibbotson Associates Australia, where he led the group’s business and investment activities in the region.

Needham joined Morningstar in 2009 through the company’s acquisition of Intech Pty Ltd, where he served as chief investment officer. He also held other investment roles including analyst, portfolio manager, and head of multi-strategy. Before joining Intech in 2002, Needham worked for Zurich Financial Services in Sydney.

Needham holds a bachelor’s degree in commerce from the University of Sydney, where he majored in finance and economics. He also holds the Chartered Financial Analyst® designation.

Sarah Newcomb

Morningstar

Sarah Newcomb is a director of behavioral science at Morningstar where she works to incorporate the findings of academic research into tools that help people make better long-term financial decisions. Her work on the psychology of money management has earned mentions in the NYT, Wall Street Journal, Forbes, and other notable media outlets. She is a regular contributor for Morningstar, InvestmentNews, and PsychologyToday, and author of Loaded: Money, psychology, and how to get ahead without leaving your values behind.

Katie Reichart

Morningstar

Katie Rushkewicz Reichart, CFA, is director of equity strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She oversees Morningstar's U.S.-based equity strategies team and is a voting member of the Morningstar Analyst Ratings Committee for U.S. and international equity strategies. Reichart previously served as the lead analyst for prominent fund companies such as T. Rowe Price and Fidelity.

Before joining the Manager Research team in 2008, Reichart worked in data and client services as a member of the Morningstar Development Program. She joined Morningstar in 2006.

Reichart holds a bachelor’s degree in psychology and business institutions from Northwestern University, where she graduated summa cum laude and as a member of Phi Beta Kappa. She also holds the Chartered Financial Analyst® designation.

Dave Sekera

Morningstar

Dave Sekera, CFA, is chief U.S. market strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in August 2020, he was a managing director for DBRS Morningstar. Additionally, he regularly published commentary to provide investors with relevant insights into the corporate-bond markets.

Prior to joining Morningstar in 2010, Sekera worked in the alternative asset-management field and has held positions as both a buy-side and sell-side analyst. He has over 25 years of analytical experience covering the securities markets.

Sekera holds a bachelor's degree in finance and decision sciences from Miami University. He also holds the Chartered Financial Analyst® designation. Follow David on Twitter: @MstarMarkets

Erin Stafford

Morningstar

Erin Stafford is a Managing Director with DBRS Morningstar in the commercial mortgage-backed securities (CMBS) group responsible for DBRS Morningstar CMBS ratings activity in the U.S. and Canada.

Prior to being appointed Head of North American CMBS in 2009, she managed CMBS surveillance for DBRS Morningstar-rated transactions and commercial mortgage servicer evaluations. Stafford has over 20 years of experience working at rating agencies in the CMBS industry. Prior to joining DBRS, Ms. Stafford was with Fitch Ratings in the CMBS group with a focus on monitoring ratings of existing CMBS transactions. She has served as a co-chair of the Post Securitization committee of the CRE Finance Council (formerly CMSA) and as Chair for the Servicer's Forum of the CRE Finance Council. Industry work for the CRE Finance Council also includes a White Paper on Canadian Defeasance and conducting IRP Tutorials as part of the Council's educational initiatives. Stafford has also served as Chair of the International Committee for the Mortgage Bankers Association (MBA) and currently serves as a member of the board of governors (COMBOG).

Stafford holds a Masters of Business Administration from Northwestern University’s Kellogg Graduate School of Management with a concentration in real estate and a Bachelor of Science from the University of Wisconsin – Madison.

2021 Agenda

Wednesday, September 22


8:00 a.m.–7:00 p.m. CDT
R E G I S T R A T I O N   O P E N



10:00 a.m.–10:50 a.m. CDT
Morningstar Fund Ratings Explained
Morningstar Research Showcase: Portfolios Track

In this perennially popular session, we present the methodology for the Morningstar Rating (the “stars”), the Morningstar Analyst Rating (the “medals”), and the Morningstar Sustainability Rating (the “globes”) assessments, as well as their performance.
Jeffrey Ptak, Morningstar Research Services LLC
 

Thinking about ESG Risk in Credit Markets ☆
Morningstar Research Showcase: Fixed-Income Track

An array of ESG-related sustainability scores and assessments are available, causing anxiety for investors looking to ESG risk assessments for help in making investment decisions with conviction. In this panel discussion, you will learn how investors are informing their sustainable investment strategies with the insights from ESG scores and assessments in credit ratings. Panelists will discuss if there is a benefit to keeping ESG scores and assessments separate from credit ratings, how ESG scores and assessments are adapting to be forward-looking, and what the key challenges are in assigning ESG risk within a securitization structure.
Stephanie Mah, DBRS Morningstar / Ian Tam, Morningstar / Heather Lang, Morningstar

Integrating ESG Into Investment Portfolios ☆
Morningstar Research Showcase: Practice Management Track

The majority of U.S. investors do not currently incorporate sustainability into their investment portfolios. Interest continues to grow, however, as evidenced not only by asset growth but also in the concerns and preferences cited in surveys, particularly among younger investors. For advisors just beginning to think about integrating sustainability into their practices, there are more questions than answers. In this session, we present our new, comprehensive framework for transitioning client portfolios and thus answer many of the questions that advisors confront in this challenging but important process. We cover each of the key steps, from identifying ESG goals to evaluating the pre-existing portfolio’s sustainability profile and selecting sustainable fund alternatives.
Josh Charlson, Morningstar / Jon Hale, Morningstar / Alyssa Stankiewicz, Morningstar


11:00 a.m.–11:50 a.m. CDT
ETF and Passive Investments Research Highlights ☆
Morningstar Research Showcase: Portfolios Track

Join our research analysts for a highlight reel of recent research within the realm of exchange-traded and index funds.
Ryan Jackson, Morningstar / Ben Johnson, Morningstar / Dan Sotiroff, Morningstar

Leveraging Climate Research in the Investment Process ☆
Morningstar Research Showcase: Portfolios Track

The upcoming 26th UN Climate Change Conference and new regulatory developments and guidance in North America and Europe have placed renewed urgency on addressing global climate change. Given the rapid evolution of market developments, what research and data are available to help investors meet their clients’ needs? In this session, we will explore the latest market development and trends, review available carbon/climate data sources, and discuss the challenges of interpreting the broad and deep reservoir of new data.
Simon MacMahon, Sustainalytics

Disruption and Innovation With Morningstar Indexes ☆
Morningstar Research Showcase: Portfolios Track

As capital continues to flow to passive investments, investors are faced with a tyranny of choice when it comes to index solutions. Traditional beta has long been a commodity and has benefited investors to a great degree. ESG, thematic strategies, and strategic beta, however, must be analyzed like active strategies. In this session, we will survey the changing passive landscape through the lens of Morningstar Indexes.
Andrew Lane, Morningstar / Dan Lefkovitz, Morningstar Indexes


12:00 p.m.–1:00 p.m. CDT
L U N C H



1:00 p.m.–1:50 p.m. CDT
Introducing Morningstar’s Research on Model Portfolios ☆
Morningstar Research Showcase: Portfolios Track

Morningstar’s multi-asset manager research team reveals the latest trends in model portfolios, examines best practices for evaluating model portfolios, and highlights its top rated model portfolios for both hands-off advisors and do-it-yourself advisors looking for a starting point.
Madeline Hume, Morningstar / Jason Kephart, Morningstar / Adam Millson, Morningstar

How ESG Shapes the Decision to Invest ☆
Morningstar Research Showcase: Practice Management Track

Morningstar recently conducted original research on how ESG options affect people who are investing for retirement and by how much. ESG has been a complex and, in some instances, controversial topic in the investing-advice process. We will present the results of our analysis: Do ESG investment options increase the chance that people will become investors? Or do they backfire and undermine peoples’ interests?
Samantha Lamas, Morningstar / Ryan Murphy, Morningstar Investment Management, LLC / Steve Wendel, Morningstar

The Private-to-Public Pipeline: What’s Next
Morningstar Research Showcase: Equities Track

Hundreds of companies made their U.S. public market debut last year, raising record-breaking sums along the way. The pipeline remains engorged as the surge continued into 2021. Join our private and public market analysts to hear about some of the industries with the hottest activity and some of the companies potentially coming soon to a portfolio near you.
Alex Frederick, PitchBook / Robert Le, PitchBook / Michael Miller, Morningstar / Rebecca Scheunemann, Morningstar


2:00 p.m. CDT
E X H I B I T   H A L L   O P E N S



3:00 p.m.–3:30 p.m. CDT
Opening Keynote: Kunal Kapoor, CEO, Morningstar, Inc.
Kunal Kapoor, Morningstar


3:30 p.m.–4:30 p.m. CDT
Navigating Today’s Fixed-Income Minefields and Unearthing Opportunities ☆
Keynote

Fixed-income investing is rife with hazards these days, including ample credit and interest-rate risk-taking against a backdrop of mounting inflationary pressures. Join two skilled economists as they share their expectations for fixed-income markets and where they are finding values in this tricky territory.
John Bellows, Western Asset / Tiffany Wilding, PIMCO / Karin Anderson, Morningstar


4:30 p.m.–4:40 p.m. CDT
2021 Morningstar Awards for Investing Excellence
Keynote Stage

Sarah Bush, Morningstar


4:40 p.m.–5:40 p.m. CDT
Gloom or Boom? Two Wildly Different Perspectives on Equity Valuations ☆
Keynote

Stocks are overvalued... or are they undervalued? High-flying companies like Tesla are destined to come down to earth... or are they just getting started? Should investors place their bets based on what we know works over time, or has something fundamental changed? Many advisors have fielded questions from their clients in the past year about growth stocks’ standout—but rocky—performance. Should investors allocate more or less of their portfolios to up-and-coming industries? In this session, we will hear both sides of the argument.
Rob Arnott, Research Affiliates / Catherine Wood, ARK Investment Management / Daniel Needham, Morningstar Investment Management



Thursday, September 23


7:00 a.m.–6:30 p.m. CDT
R E G I S T R A T I O N   O P E N



7:00 a.m.–8:00 a.m. CDT
B R E A K F A S T   I N   T H E   E X H I B I T   H A L L



8:00 a.m.–8:50 a.m. CDT
The Disruptors, the Disrupted, and How to Value Them ☆
Keynote

Accelerating secular changes, such as increasing digitization and automation of businesses, or extreme events, such as COVID-19, have created new conundrums for managers across the valuation continuum and up and down the market cap ladder. At what point do investors pay too high a price to be on the right side of change, and when do valuations get low enough to create opportunities on the wrong side? Two renowned portfolio managers with different investment styles will discuss how they account for disruptive change when building their portfolios, from searching for new ideas to managing competitive threats facing current holdings.
Dennis Lynch, Morgan Stanley Investment Management / Bill Nygren, Oakmark Funds / Katie Reichart, Morningstar


9:00 a.m.–9:50 a.m. CDT
Investing in the Future of Energy ☆
Breakout: Equities Track

Investing in the energy sector has historically meant owning petroleum companies. But the ground seems to be shifting beneath the sector—are we witnessing disruption in real time? Has the almost-singular focus on fossil fuels caused the largest energy firms to miss out on the secular trend toward solar, nuclear, and geothermal energy? Is there still value in owning the incumbent players?
Tom Levering, Wellington Management / Stan Majcher, Hotchkis and Wiley Capital Management / Elaine Stokes, Loomis, Sayles & Company / Tom Nations, Morningstar

What’s Next for Core Bond Strategies? ☆
Breakout: Fixed Income Track

Investors have poured more than $350 billion into intermediate core bond and intermediate core-plus bond funds and ETFs since April 2020. In this session, you will hear from portfolio managers at three of the most prominent stewards of fixed-income assets on what to expect from core bonds going forward.
Pramod Atluri, Capital Group / Robin Foley, Fidelity Investments / Brian Whalen, TCW / Brian Moriarty, Morningstar

Advisor Guide to Cryptocurrencies ☆
Super Breakout: Portfolios Track

Crypto has been ubiquitous in the news. Every advisor has fielded questions from clients about whether and how to incorporate cryptocurrency in asset allocations. In this session, we will explore how to accomplish just that, examining the pitfalls and benefits of various approaches.
Matthew Hougan, Bitwise Asset Management / Tyrone Ross, Jr., Onramp Invest / Annemarie Tierney, Liquid Advisors / Ben Johnson, Morningstar

What Makes People Trust an Advisor?
Breakout: Practice Management Track

In this session, we will present new experimental results on what makes an individual trust or distrust an advisor, especially among underserved populations.
Ryan Murphy, Morningstar Investment Management, LLC

Introducing the Morningstar Sustainable Investing Framework
Digital Only Attendees

Join one of the leading voices in the sustainable investing field as he presents Morningstar’s new sustainable investing framework. The framework is designed to help advisors understand the motivations behind sustainable investing, the various approaches to applying a sustainability lens to investments, and the role sustainability approaches play in structuring portfolios.  Advisors can use the framework to help educate clients, evaluate funds, and build portfolios that align with client needs and interests.
Jon Hale, Morningstar


10:00 a.m.–11:00 a.m. CDT
B R E A K   I N   T H E   E X H I B I T   H A L L



11:00 a.m.–11:50 a.m. CDT
Risks and Opportunities in China ☆
Breakout: Equities Track

China has become an increasingly large part of non-U.S. equity indexes in recent years, and many China A-shares are available to investors directly. Growing geopolitical tensions and governance issues, however, present challenges. The panelists will explore how the rise of China is impacting their portfolios and where the risks and opportunities lie.
Brendan Ahern, KraneShares / Noriko Honda Chen, Capital Group | American Funds / Leon Eidelman, JPMorgan Asset Management / Andrew Daniels, Morningstar

Investing for Income in a Low-Income Environment ☆
Breakout: Portfolios Track

Bond markets are in uncharted territory with interest rates at unprecedented low levels. As bond market theories struggle to keep pace, asset allocators and income investors must adapt in real time. This is a particularly challenging climate for those who need to live off their investments. Should or could we have seen this coming, and what should planners do about it now?
Michael Finke, The American College of Financial Services / Jonathan Guyton, Cornerstone Wealth Advisors / Hong Cheng, Morningstar Investment Management / John Rekenthaler, Morningstar

How to Protect Your Portfolio Against Inflation  ☆
Super Breakout: Portfolios Track

Inflation has always been on investors’ and planners’ radars, but concern about its potential impact on investing outcomes hasn’t been this high in more than a generation. The panelists will discuss the benefits and pitfalls of tools available to manage the risk, as well as the probability that inflation will become a serious problem.
Nic Johnson, PIMCO / Catherine LeGraw, GMO / Evan Rudy, DWS Group / Bobby Blue, Morningstar

Who Are Investors? ☆
Breakout: Practice Management Track

More than 43 million investors visited Morningstar.com last year, and our new media platforms reach millions more. Our audience are investors of every type, age, and demographic: financial advisors, institutional investors, media, and intermediaries. Who are they, what are they reading, what investments catch their attention, where are they coming from, and what are they interested in on social media? Morningstar’s editor in chief, head of behavioral sciences, and chief marketing officer will answer those questions so that you can engage with existing clients and potential clients.
Nicolas Owens, Morningstar / Rob Pinkerton, Morningstar / Steve Wendel, Morningstar / Susan Dziubinski, Morningstar

Canadian Client Focused Reforms and the Assessment of Risk ☆
Digital Only Attendees

The Canadian Securities Administrators have implemented a broad, sweeping set of changes to regulation, designed to better the experience of the investor. The Client Focused Reforms (CFRs), which touch on some of the same areas as Regulation Best Interest changes in the U.S., set a higher minimum standard by which all advisors service clients. The core of the rule changes center around an advisor’s ability to make recommendations that are in line with a client’s risk tolerance and risk capacity, paired with an appropriately risky portfolio. Join our session to learn about the impacts of the reforms in Canada, and Morningstar’s approach to marrying a client’s risk profile to that of the portfolio.
Shawn Brayman, Morningstar / Ian Tam, Morningstar / Ruth Saldanha, Morningstar


12:00 p.m.–1:00 p.m. CDT
L U N C H



1:00 p.m.–2:00 p.m. CDT
A True Story of High Finance, Murder, and One Man’s Fight for Justice
Keynote

Bill Browder was the largest foreign investor in Russia until 2005, when he was denied entry to the country for exposing corruption in Russian state-owned companies. In 2009, Browder’s Russian lawyer, Sergei Magnitsky, died in a Moscow prison after uncovering and exposing a $230 million fraud committed by Russian government officials. Their impunity in Russia led Browder to spend several years conducting a global campaign to impose visa bans and asset freezes on individual human rights abusers, particularly those who played a role in Magnitsky’s false arrest, torture, and death.
Bill Browder, Hermitage Capital Management


2:10 p.m.–3:00 p.m. CDT
The Future of Value Investing ☆
Breakout: Equities Track

After a few fits and starts, value stocks finally seem to be enjoying a sustained resurgence. But value investing’s long streak of underperformance spurred some deep soul-searching among both portfolio managers and investors: What is the future of value investing? Is it still a viable approach? We will explore these questions as well as the best ways to assess valuation, the changing definitions of value, and the challenges value investors still face.
Elizabeth Desmond, Mondrian Investment Partners Limited / Pat English, Fiduciary Management, Inc. / Brian Selmo, First Pacific Advisors / Alec Lucas, Morningstar

Three Up-and-Coming ESG Strategies ☆
Breakout: Portfolios Track

ESG may be new for many asset-management firms but not for the managers represented in this panel. We will discuss their processes and methodologies and explore the challenges and opportunities that the wide and deep array of new ESG-oriented data sets affords.
Karina Funk, Brown Advisory / Lance Garrison, Atlanta Capital Management Company / Steve Liberatore, Nuveen / Nick Goralka, Morningstar Research Services LLC

What Makes People Happy in Retirement? ☆
Breakout: Practice Management Track

The topic of “financial life planning” is hot. We will explore how advisors can work with their retired and soon-to-retire clients to make sure this next phase of their lives is financially sound and reflects their aspirations and life goals.
Michael Finke, The American College of Financial Services / Cheryl Holland, Abacus Planning Group / Jim Linday, Individual Investor / Christine Benz, Morningstar

Is ESG Just a Trend or Material to the Investing Process? ☆
Super Breakout: Practice Management Track

Is ESG material to the investing process? Are you ready to talk to your clients about it, and are they ready for you? Sustainable investing is showing up in every corner of the investing world, and this panel features marketing and business executives who have committed resources and long-term plans to enable investors and their financial advisors to navigate the sustainable-investing landscape. Each will explain their approach to ESG, discuss their market research on investor readiness for ESG, and welcome your questions on the depth of materiality ESG will have to client interest, reporting, and performance.
Kathryn Ferrero, JPMorgan Asset Management / Cheryl Gustitus, Sustainalytics / Kristina Van Liew, Graystone Consulting / Rob Pinkerton, Morningstar


3:00 p.m.–4:00 p.m. CDT
B R E A K   I N   T H E   E X H I B I T   H A L L



4:00 p.m.–5:00 p.m. CDT
Growth Outlook and the Impact of Inequality on Our Economy
Keynote

The stock market is not the economy, but advisors still find it hard to avoid questions from clients about it. Economist and expert on wealth and income inequality Megan Greene will provide a perspective on the prospects for growth in the world economy and explore where the path will be smoother or rockier, as well as providing a case for addressing inequality for the benefit of all.
Megan Greene, Harvard Kennedy School


5:00 p.m.–6:00 p.m. CDT
R E C E P T I O N   I N   T H E   E X H I B I T   H A L L

Friday, September 24


7:00 a.m.–12:30 p.m. CDT
R E G I S T R A T I O N   O P E N



7:00 a.m.–8:00 a.m. CDT
B R E A K F A S T   I N   T H E   E X H I B I T   H A L L



8:00 a.m.–8:50 a.m. CDT
A Conversation with Jennifer Grancio, CEO, Engine No. 1
Keynote

Jennifer Grancio, Engine No. 1 / Michael Jantzi, Sustainalytics


9:00 a.m.–10:00 a.m. CDT
Investing in Strange Times: 2020’s Implications for Long-Term Investors ☆
General Session

We’ve exhausted all superlatives in describing the events of 2020, but opportunities for long-term investors still abound. Based on the collective bottom-up research of hundreds of securities analysts, we will focus on a core set of activities that have changed markedly since February 2020—health, work, shopping, mobility, and energy—to help you understand where investment opportunities lie in 2022 and beyond.
Karen Andersen, Morningstar / Preston Caldwell, Morningstar / Seth Goldstein, Morningstar / David Sekera, Morningstar / Erin Stafford, DBRS Morningstar


10:00 a.m.–11:00 a.m. CDT
How to Grow Your Practice by Embracing Diversity & Inclusion
General Session

Bringing diversity to your advisor business is not just the right thing to do, it’s the smart thing to do. The demographics of the country are changing, and many advisory firms are keen to adapt. Becoming diverse requires a new level of understanding about the experiences of people of color in financial services and the needs of first-generation wealth builders. During this session, you will hear speakers’ personal experiences around the need for greater diversity in financial services. They will discuss topics such as conducting a cultural audit, considering the challenges and potentials for a wider base of recruiting, and building trust and career paths among a more diverse staff.
Walter K. Booker, MarketCounsel / Rianka Dorsainvil, 2050 Wealth Partners / Mark Tibergien, Pathstone / Sarah Newcomb, Morningstar


11:00 a.m.–11:30 a.m. CDT
B R E A K   I N   T H E   E X H I B I T   H A L L



11:40 a.m.–12:30 pm. CDT
Managing Long-Term Care/End-of-Life Care ☆
Super Breakout: Practice Management Track

Long-term care (LTC) was a hot topic in the planning profession before 2020 and was amplified by COVID-19’s devastating impact on people in institutionalized LTC settings. In this candid conversation, Christine and Carolyn will discuss how advisors can help their clients plan for their own care.
Carolyn McClanahan, MD / Christine Benz, Morningstar

Uncovering Value in a Changing Muni Market ☆
Breakout: Fixed Income Track

The muni market went on a tear after experiencing historic volatility in first half of 2020; inflows into category funds continued to smash records through the first half of 2021. Join us to dissect some of the most interesting markets that muni investors have seen in decades. We’ll discuss with our leading panel of municipal fund managers what helped buoy their strategies through this volatile time, where they’re uncovering value in today’s extremely tight market, and what they’re looking out for in 2022.
James D'Arcy, The Vanguard Group / Elizah McLaughlin, Fidelity Investments / Konstantine “Dino” Mallas, T. Rowe Price / Elizabeth Foos, Morningstar

The Implications of the Growth of Indexing ☆
Breakout: Equities Track

ETFs have been a wonderful technology for investors, particularly when combined with passive indexes, but what are the possible negative consequences on the market as a whole? In this session, the panelists explore whether ETFs can become such a large segment of the market that price discovery is no longer working, whether purchases and sales of securities “without a view” drives prices up or down, and other important issues that, coincidentally, surfaced during the height of the GameStop episode early in 2021.
Wes Crill, Dimensional Fund Advisors / Mike Green, Simplify / Ananth Madhavan, BlackRock / Ben Johnson, Morningstar

☆ Approved for CE credits. Agenda is subject to change.

Celebrate With Buddy Guy

Few people are more “Chicago” than Buddy Guy. The 2021 Morningstar Investment Conference is your chance to see him live at an exclusive reception and concert for conference attendees on Sept. 23.

Sponsorship & Exhibit-Hall Opportunities

Conference sponsorships let your firm join our lively conversation. Past sponsors know that 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. And since we’re meeting in person this year, there are also limited spots for your booth on the exhibit-hall floor this September.

Download Our 2021 Sponsor Kit

Meet our 2021 MICUS Sponsors


Principal Sponsor


Lead Sponsors


Social/Digital Hub Sponsor

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 all of your questions.

  • 4U Platform, LLC
  • American Century Investments / Avantis
  • AQR Capital Management, LLC
  • Aristotle
  • ARK Investment Management
  • Artisan Partners Limited Partnership
  • Asset-Map
  • Baird Advisors
  • Bitwise
  • BlackRock
  • Bluerock
  • Calamos
  • Charles Schwab & Co., Inc
  • Conestoga Capital Advisors, LLC
  • Delaware Funds by Macquarie
  • DPL Financial Partners
  • Driehaus Capital Management
  • Edgewood Management, LLC
  • eMoney Advisor
  • Etleap
  • Federated Hermes, Inc
  • Fidelity Investments
  • Financial Advisor Magazine
  • FMI Funds
  • FPA
  • Fred Alger & Company, LLC
  • Halo Investing
  • Harris Associates
  • Hotchkis & Wiley
  • Innovative Portfolios
  • IPOX Schuster, LLC
  • Janus Henderson Investors
  • Jensen Investment Management
  • John Hancock Investments
  • KraneShares
  • Longbridge Financial
  • Loomis Sayles & Company, L.P.
  • Lord Abbett
  • MFS Investment Management
  • Pacific Funds
  • PGIM Investments, LLC
  • PIMCO
  • Principal
  • Redtail Technology
  • Resolute Investment Managers, Inc
  • RIA in a Box
  • Riskaylze
  • Riverbridge
  • Schafer Cullen Capital Management
  • T. Rowe Price
  • Thrivent Mutual Funds
  • ThinkAdvisor
  • Touchstone Investments
  • Tweedy, Browne Company
  • Wasatch Global Investors
  • Wealthmanagement.com
  • William Blair
  • Women in ETF's
  • YourStake

Welcome to Chicago

Chicago is Morningstar’s home and a hub for business and culture, and our conference is just a 10-minute cab ride away from downtown. The McCormick Place convention center is right off Lake Michigan and steps away from our partner hotels.

Frequently Asked Questions

General Conference Information

When is the 2021 conference
The 2021 Morningstar Investment Conference will take place Sept. 22–24.


What are the passes?
For the first time ever, we are hosting a hybrid event that combines in-person and digital conference experiences. Attendees can register for the in-person experience (the Chicago + Digital pass) and get access to all the digital content, or they can register to attend online only (the Digital Only pass).

We will also host a virtual reality conference experience this year. Attendees can elect to attend our VR experience and have an Oculus Quest headset sent to them (the VR + Digital pass), or bring their own headset (the Bring Your Own Headset VR Experience + Digital pass) and have instructions sent with how to access our conference. We’re aware of the the current recall of the foam facial interface on the Oculus Quest 2 headsets. Rest assured, everyone who signs up for a VR pass will get a silicone cover designed to solve issues with the headset cushioning.

All pass holders get access to the digital conference experience so they can watch sessions on demand.


How much do the passes cost?
We’ve got several pricing tiers aimed at meeting the needs of as many attendees as possible. Since the world was in the middle of an unprecedented crisis last year and we were exploring new ground in digital events, last year’s all-digital conference was $149. This year, we're committed to making our digital event bigger and better than last year, and we think that this year’s registration fee is still a bargain. Digital attendees get nine live keynotes, four live breakout sessions, 12 on-demand breakout sessions and all the content from the Morningstar Research Showcase that precedes this year’s conference. On top of that, every session will be available on demand for a month after the event ends


What is the cancellation policy?
Both digital and in-person conference registrations are 100% refundable if cancelled by Friday, Sept 16.

Digital-Only Attendees

Which sessions will I be able to watch live?
Digital attendees will be able to watch all keynotes and most general sessions live. For the conversation with Jennifer Grancio and breakout sessions, digital attendees will be able to watch the super breakout sessions (as noted on the agenda) for each block of time. Once the conference is finished, digital attendees will be able to log back in and watch every single keynote, general session, and breakout session.


What software is required for the event?
All the sessions and the virtual exhibit hall will be accessible online via our digital event platform (powered by Intrado). All you need is a computer or mobile device and a web browser!


How do I access the digital platform?
You’ll get an email from “Morningstar Events” the week of Sept. 13 with access credentials for the event and an invitation to preview the platform on Sept. 15. If you don’t get that message, send us an email at morningstareventsUS@morningstar.com


Will there be technical support during the event?
A technician will be available for live chat throughout the event to assist you with any technical difficulties.


What are the minimum requirements from my computer that I will need to participate?
The technical requirements can be found here.


Will I be able to participate if my company has a corporate firewall in place?
In most cases, firewalls will not pose a problem. You should be able to participate in the entire event if your company has a firewall in place. There is a port checker in the system check that will allow you to see any potential issues. Run the system check here.


Will I be able to participate from my computer and mobile device?
You can attend via PC/Mac browser or mobile device. A user cannot log in on two devices at the same time.

Health and Safety

What are your health and safety protocols?
Morningstar considers the health and safety of everyone at McCormick Place our top priority. Read more about our Duty of Care Plan here.

Will there be on-site medical care at McCormick Place?
We want to make sure health and safety is at the forefront this year, so we’ve with teamed up with In House Physicians to deliver high-quality, on-site medical care for all of our attendees at McCormick Place. IHP will provide the following:

– Daily health screening via our mobile app
– Two on-site paramedics to address health concerns
– Full pharmacy for attendees who left their prescriptions at home
– Medical emergency supplies in a mini emergency room
– 24-hour on-call medical specialists

Location
McCormick Place Lakeside Center Room E257

Hours
September 22: 8:00 a.m.–7:00 p.m.
September 23: 7:00 a.m.–7:00 p.m.
September 24: 7:00 a.m.–12:30 p.m.

If you have questions or concerns about our commitment to health and safety at this year’s conference, send an email to MorningstarEventsUS@morningstar.com and we’ll try to help.

Attendee Information

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


When will the agenda be released?
The agenda’s out! Check the top of this page. 


If I attend in person, what will I have access to the digital event?
Yes! All in-person attendees will get access to the digital event platform and all of the on-demand sessions through Oct. 24.


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.


What should I wear?
For the in-person event, we encourage business professional attire. If you’re attending online, we vote for sweatpants.

CE Credits

How do I get CE credits?
When you register, be sure to indicate the type of credit you are seeking. You may obtain CFP® credit by watching both live and on-demand sessions.


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


How much credit can I earn at MICUS?
The 2021 Morningstar Investment Conference has been approved for 25 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: Oct. 24.

For CPA designations, you will receive a link to a credit certificate within 30 days after the event ends: Oct. 24, at which time you can self-report to your appropriate board.

Hotel and Travel

Recommended arrival and departure dates:
In-person attendees who plan to attend our Research Showcase on Wednesday, Sept. 22, should plan on being onsite by 9:30 a.m., as it starts at 10 a.m. The final conference session ends at 12:40 p.m. on Sept. 24.


What hotel should I stay at?
We’ve arranged rates with these hotels at McCormick Place:

Hyatt Regency McCormick Place
$289/night
2233 S. Dr. Martin Luther King Jr. Drive Chicago, IL 60616
+1 312 567 1234
Hyatt Reservations

Hilton Garden Inn Chicago McCormick Place $219/night
123 E. Cermak Chicago, IL 60616
+1 312 791 1121
Hilton Reservations