Morningstar
Investment Conference

June 3–5, 2020
McCormick Place, Chicago

See the Future of Investing

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.

2020 Speakers

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

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.

Michael Mauboussin

BlueMountain Capital Management

Mauboussin is Director of Research at BlueMountain Capital Management in New York. Prior to joining BlueMountain in July of 2017, he was a Managing Director and Head of Global Financial Strategies at Credit Suisse. Before rejoining Credit Suisse, he was Chief Investment Strategist at Legg Mason Capital Management from 2004-2012. Mauboussin joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999. Mauboussin is the author of three books, including The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing and is also co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He is also the chairman of the board of trustees at the Santa Fe Institute, a research center devoted to the study of complex systems. He earned an A.B. from Georgetown University.

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2020 Agenda

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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. Book by May 12 to get a special discount.

Hyatt Regency McCormick Place

Marriott Marquis Chicago

Morningstar does not hire or authorize anyone to contact you to book your hotel rooms at the Hyatt McCormick or Hyatt Regency for the Morningstar Investment Conference. If you are contacted by a third party to book your room at the Hyatt for the Morningstar Investment Conference, please contact: daniel.skelton@morningstar.com.

Sponsorship 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.


Principal Sponsor


Lead Sponsors


Major Sponsors


Associate Sponsors


Social Digital Hub Sponsor


Recharge Lounge Sponsor


Coffee Bar Sponsor

See You in the Exhibit Hall

Network with people from more than 100 organizations including asset management firms, fintech companies, and media groups. Morningstar experts will be on hand, too—ready to answer questions.

  • Baird Advisors
  • Bridgeway Funds
  • Calamos Investments
  • Calvert Research and Management
  • Causeway Capital Management
  • Conestoga Funds
  • Credit Suisse Asset Management
  • Davis ETFs
  • Dodge & Cox
  • Edgewood Management, LLC
  • Morgan Stanley Investment Management
  • Natixis Investment Managers
  • Principal Global Investors
  • Sit Mutual Funds
  • Sound Shore Management
  • Stoxx
  • VanEck
  • Wasatch Global Investors

Register Today and Save

We pack a lot of research, insight, and inspiration into three days, and if you reserve your spot before the end of 2019, you’ll get our best possible discount.

New

$1,199 $999 until 12/31

Get the red-carpet treatment with exclusive access to fund managers, Morningstar analysts, and keynote speakers; VIP seating at our Investors First Celebration, special Morningstar swag, and more.

All Access pass benefits

    Everything in the General Access pass, plus:

  • Live streams for all of the keynotes as they happen, and access to recordings as soon as the sessions are over
  • Post-conference videos of the most popular sessions
  • Private lounge and box seating at Wednesday night’s Investors First Celebration
  • A gift package including a book from a featured speaker and a Morningstar swag bag with a Nike hat, snazzy socks, and a water bottle
Best Value

$899 $699 until 12/31

General Access gives you everything you’ve come to expect from Morningstar: Three days of keynotes, breakout sessions, and community, plus audio recordings of every session and more.

General Access pass benefits

    Get access to:

  • The full conference agenda, including seven keynotes, 20 breakout sessions, and the Morningstar research showcase
  • A daily email recapping each day
  • 10-12 CE credits
  • Post-conference audio recordings of all sessions
  • 170 firms in the Exhibit Hall
  • Wednesday Night Investors First Celebration
  • Thursday networking break at closing
  • Networking lunch, welcome break, and entertainment Wednesday
  • Breakfast, morning break, keynote luncheon, and afternoon break on Thursday
  • Breakfast and morning break on Friday

$599

If you can’t make all three days of the conference, these passes are just the ticket. Get access to the keynotes, sessions, and Exhibit Hall on Wednesday, Thursday, or Friday—your choice.

1-Day Access pass benefits

    Get a daily email recapping each day’s events, plus access to one day’s agenda, including:

  • Wednesday: Three keynotes, exhibit hall entry, a networking lunch, welcome break snacks, and aftershow drinks/entertainment
  • Thursday: Three keynotes, 15 breakout sessions, exhibit hall entry, breakfast, morning break snacks, keynote luncheon, and afternoon break snacks.
  • Friday: Two keynotes, five breakout sessions, exhibit hall access, breakfast, and morning break snacks