Venue
Digital Event

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Event Date Wed Sep 22 CDT - Fri Sep 24 CDT (about 1 month ago)
In your timezone (EDT): Wed Sep 22 9:00am - Fri Sep 24 1:30pm
Location Digital Event
Region Americas
Details

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.

Speakers

2021 Speakers

Rob Arnott
Founder, Chairman of the Board of Research Affiliates

John Bellows
Manager, Western Asset

Walter Booker
Chief Operating Officer, MarketCounsel

Bill Bowder
Founder, CEO, Hermitage Capital Management

Rianka Dorsainvil
Co-Founder, Co-CEO, 2050 Wealth Partners

Jennifer Gaciano
Engine No. 1

Megan Greene
Global Economist

Dennis Lynch
Head of Counterpoint Global, Morgan Stanley Investment Management

Bill Nygren
Manager, Oakmark Select Fund

Mark Tibergien
Pathstone

Tiffany Wilding
Executive Vice president, North American Economist based in the Newport Beach, California, office

Catherine Wood
ARK Investment Management

MORNINGSTAR SPEAKERS:

Karen Andersen
Healthcare Strategist, Morningstar

Karin Anderson
Director, North American fixed-income strategies for Morningstar Research Services LLC

Sarah Bush
North American Manager Research Practice Leader for Morningstar Research Services LLC

Preston Caldwell
Analyst for Morningstar Research Services LLC

Seth Goldstein
CFA, Senior Equity Analyst for Morningstar Research Services LLC

Kunal Kapoor
CFA, Chief executive officer of Morningstar

Leslie Marshall
Head of Experiential Marketing, Morningstar, Inc.

Daniel Needham
CFA, President, Chief Investment Officer for Morningstar’s Investment Management Group

Sarah Newcomb
Director of Behavioral Science, Morningstar

Katie Rushkewicz Reichart
CFA, Director of Equity Strategies for Morningstar Research Services LLC

Dave Sekera
CFA, Chief U.S. Market Strategist for Morningstar Research Services LLC

Erin Stafford
Managing Director, DBRS Morningstar

Sponsors & Partners

2021 Sponsors

PRINCIPAL SPONSORS:
• Fidelity Investment

LEAD SPONSORS:
• Alger
• American Century Investment
• Baird
• BlackRock
• Jensen Investment management
• MFS
• PGIM Investment
• PIMCO

ASSOCIATE SPONSORS:
• AQR
• Aristotle
• ARK Invest
• Artisan Partners
• Bitwise
• Calamos Investment
• Charles Schwab
• DPl Financial partners
• eMoney
• Federate Hermes
• Hotchkis & Waley
• Janus Henderson
• John Hancock Investment Management
• Loomis Sayles
• Pacific Funds
• Principal
• Resolute Investment Manager
• T.Rowe Price
• thrivent

SOCIAL/DIGITAL HUB SPONSOR:
• Impact communications INC.