Morningstar Investment Conference 2022 - Chicago | Morningstar | 16 May 2022 | McCormick Place, Chicago, 2301 S King Dr, Chicago, IL 60616, USA

The Morningstar Investment Conference is built around cutting-edge research, insights that bubble up the key messages of that research, and analysis that spots trends and patterns to help you see the big picture. And now’s the perfect time to put it all to work. It’s time to take stock of our goals, realize new opportunities, and build the future.

2022 Speakers

Chad Lowry
Manager, Customer Enagement Morningstar

Kali Maginity
Sr. Customer Engagement Manager Morningstar

Chelsea Beckford
Customer Engagement Manager

Cindy Galiano
Head of Product, Morningstar Investment Management LLC

Peter Dietrich
Head of Wealth, Morningstar Indexes

Shila Wattamwar
Global Head of Retail & Wealth ESG, Strategy & Strategic Partnerships
Sustainalytics

Jonathan Linstra
Managing Director, Americas
Morningstar Investment Management LLC

David Giroux
Portfolio Manager, T. Rowe Price

Sebastian Mitchell
T. Rowe Price

Samantha Lamas
Behavioral Researcher, Morningstar

Yubin Kim
Quantitative Behavioral Analyst, Morningstar

Michael F. Thompson
Behavioral Scientist, Morningstar

Jeffrey Ptak
Chief Ratings Officer
Morningstar Research Services LLC

Megan Wallingford
Director, ESG Research Products Sustainalytics

Doug Baker
Portfolio Manager, Head of Preferred Securities Sector Team
Nuveen Securities, LLC

Brian Cullen
Nuveen Securities, LLC

Andrew Lane
Director of Equity Research, Index Strategies
Morningstar Research Services LLC

Alex Frederick
Senior Analyst, Emerging Technology, PitchBook

Erin Lash
Director, Consumer Equity Research, Morningstar Research Services LLC

Roxana Dobre
Director, Consumer Goods Research, Sustainalytics

Amy Arnott
Portfolio Strategist, Morningstar Research Services LLC

Ryan Jackson
Manager Research Analyst, Morningstar Research Services LLC

Ben Johnson
Director of Global ETF & Passive Strategies Research, Morningstar

Dan Sotiroff
Senior Manager Research Analyst, Morningstar Research Services LLC

Ricky Williamson
Head of U.S. Outcome-Based Strategies & Portfolio Manager, Morningstar Investment Management LLC

Stephen Kelly
Managing Director, BlackRock

Julianne Woodson
BlackRock

Brian Chiappinelli
Managing Director, Discretionary Private Investments, Cambridge Associates, LLC

Jay Schulman
Principal, Consulting, RSM US LLP

Liz Sessler
Chief Operating Officer, CapShift

Lawrence Johnson
Senior Vice President, Head of Fintech Engagement, Morningstar

Dan Kemp
Global Chief Investment Officer, Morningstar Investment Management Europe Ltd.

Madeline Hume
NEXT Research Analyst, Morningstar

Jeremy Pagan
NEXT Research Analyst, Morningstar

Lia Mitchell
Senior Analyst, Policy Research, Morningstar

Aron Szapiro
Head of Retirement Studies and Public Policy, Morningstar, Inc./ Morningstar Investment Management LLC

Jack VanDerhei
Director, Morningstar Center for Retirement and Policy Studies, Morningstar

Simon Scott
Director, Alternatives Ratings, Global Manager Research, Morningstar Australia Pty. Ltd.

Hilary Wiek
Lead Analyst, Fund Strategies & Sustainable Investing, PitchBook

Syl Flood
Senior Editorial Director, Morningstar

Todd Dilatush
Director of National Sales, Luma Financial Technologies

Chris Olson
Luma Financial Technologies

Madison Sargis
Director of Quantitative Research, Morningstar

Josh Charney
Quantitative Research Manager, Morningstar

David Giroux
Portfolio Manager, T. Rowe Price

Bobby Blue
Senior Manager Research Analyst, Morningstar Research Services LLC

Kate Moore
Managing Director & Head of Thematic Strategy, BlackRock

Adam Fleck
Director of Equity Research, ESG, Morningstar Research Services LLC

Erin Lash
Director, Consumer Equity Research, Morningstar Research Services LLC

Travis Miller
Equity Strategist, Morningstar Research Services LLC

Alex Osborne-Saponja
Associate Director of Methodology & Product Architecture, Climate Solutions
Sustainalytics

Nadja Dreff
Morningstar

Scott Davis
Director and Senior Equity Portfolio Manager, Columbia Threadneedle Investments

Clare Hart
Managing Director & Portfolio Manager, JPMorgan Chase & Co.

Don Kilbride
Senior Managing Director, Partner, & Equity Portfolio Manager, Wellington Management Company LLP

Tony Thomas
Associate Director, Equity Strategies, Morningstar Research Services LLC

Lisa Coleman
Managing Director, J.P. Morgan Asset Management

Ryan Brist
Head of Global Investment-Grade Credit and Portfolio Manager, Western Asset

Janet Rilling
Senior Portfolio Manager & Head of Multi Sector-Plus and HY Fixed, Allspring Global Investments

Michael Gates
Managing Director, Head of Model Portfolio Solutions, Americas, BlackRock

Michelle Black
Portfolio Manager, Capital Solutions Group
Capital Group | American Funds

Kristina Stookey
Portfolio Manager, Fidelity Investments

Adam Millson
Analyst, Multi-Asset & Alternatives Manager Research, Morningstar Research Services LLC

Mark Casey
Portfolio Manager, Capital International Investors

Alec Lucas
Strategist, Manager Research, Morningstar Research Services LLC

David Palmer
Senior Managing Director, Partner, & Equity Portfolio Manager, Wellington Management Company LLP

Christopher Lin
Portfolio Manager, Fidelity Investments

Susan Curry
Senior Portfolio Manager, John Hancock Investment Management

Pierce Crosbie
Portfolio Manager, Davis Selected Advisers

Ankur Crawford
Executive Vice President, Portfolio Manager, Fred Alger Management, Inc.

Adam Sabban
Senior Manager Research Analyst, Morningstar Research Services LLC

Abhinav Davuluri
Technology Equity Strategist, Morningstar

Neil Macker
Senior Equity Analyst, Morningstar Research Services LLC

Ali Mogharabi
Senior Equity Analyst, Morningstar Research Services LLC

Dan Romanoff
Senior Equity Research Analyst, Morningstar

Simon Scott
Director, Alternatives Ratings, Global Manager Research, Morningstar Australia Pty. Ltd.

Kathryn Kaminski
Chief Research Strategist & Portfolio Manager, AlphaSimplex Group

Tom Morrison
Senior Managing Director, Private Wealth Solutions Group, The Blackstone Group

Ashwin Thapar
Principal, AQR Capital Management

Justin Andriusis
Business Development Executive, Morningstar

iana Velasquez
Senior Vice President, Consultant Relations, Morningstar Investment Management LLC

Garrett Dollard
Senior Business Analyst, Product, Morningstar Investment Management LLC

Alyssa Stankiewicz
Sustainability Analyst, Morningstar Manager Research, Morningstar Research Services LLC

Steve Liberatore
Lead Portfolio Manager
Nuveen, a TIAA Company

Lucas White
Portfolio Manager, GMO

Lisa Beauvilain
Head of Sustainability & ESG, Executive Director, Impax Asset Management

Diana Gisel Yáñez
Founder & Financial Empowerment Coach
All the Colors LLC

Phuong Luong
Financial Planner and Educator, Just WealtH

Emlen Miles-Mattingly
CEO and Founder, Gen Next Wealth

Sonya B. Dreizler
Co-Founder, Choir

Marta Norton
Chief Investment Officer, Americas, Morningstar Investment Management LLC

Laura Lutton
Sustainalytics

Thomas Torgerson
Managing Director, Co-Head of Sovereign Ratings, DBRS Morningstar

Cindy Galiano
Head of Product, Morningstar Investment Management LLC

Peter Dietrich
Head of Wealth, Morningstar Indexes

Shila Wattamwar
Global Head of Retail & Wealth ESG Strategy & Strategic Partnerships Sustainalytics

Jonathan Linstra
Managing Director, Americas, Morningstar Investment Management LLC

Ben Johnson
Director of Global ETF & Passive Strategies Research, Morningstar

Cliff Asness
Managing and Founding Principal, AQR Capital Management

Aron Szapiro
Head of Retirement Studies and Public Policy, Morningstar, Inc./ Morningstar Investment Management LLC

Mary Ellen Stanek
Co-Chief Investment Officer, Baird Asset Management

Gabriel Denis
Senior Manager Research Analyst, Morningstar Research Services LLC

Madeline Hume
NEXT Research Analyst, Morningstar

Karla Paxton
SVP Business Development, Morningstar

Jasmin Sethi
Associate Director of Policy Research, Morningstar

Sarah Newcomb
Director of Behavioral Science, Morningstar

Shila Wattamwar
Global Head of Retail & Wealth ESG Strategy & Strategic Partnerships Sustainalytics

Michael McFaul
US Ambassador to the Russian Federation (2012-2014); Stanford Professor & Hoover Institution Fellow

Sarah Ketterer
CEO, Causeway Capital Management LLC

Sammy Simnegar
Portfolio Manager, Fidelity Investments

Katie Reichart
Director, Equity Strategies, Morningstar Research Services LLC

Jeffrey Ptak
Chief Ratings Officer, Morningstar Research Services LLC

Christine Benz
Director of Personal Finance and Retirement Planning, Morningstar

David Blanchett
Managing Director, Head of Retirement Research, PGIM DC Solutions

Karsten Jeske
Founder, Early Retirement Now

Mike Tian
Portfolio Manager, WCM Investment Management

Caroline Cai
Managing Principal & Portfolio Manager, Pzena Investment Management

Gordon Fraser
Managing Director & Lead Portfolio Manager, BlackRock

Andrew Daniels
Associate Director, Equity Strategies, Morningstar Research Services LLC

Courtney Wolf
Portfolio Manager, Capital Group

Elizabeth Foos
Associate Director, Fixed Income Strategies
Morningstar Research Services LLC

Elizah McLaughlin
Portfolio Manager, Fidelity Investments

Megan Poplowski
Portfolio Manager, MFS Investment Management

Tim Steffen
Director of Tax Planning, Robert W. Baird & Co.

KEYNOTE

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

Jenny Johnson
President and CEO, Franklin Templeton

Jane McGonigal
Author, "Imaginable"

Raghuram Rajan
Governor, Reserve Bank of India (2013–2016) Professor of Finance, University of Chicago Booth School

Kunal Kapoor
CEO, Morningstar

2022 Sponsors

PRINCIPAL SPONSORS:
• Gabelli Funds

LEAD SPONSORS:
• Baird funds
• LUMA

MAJOR SPONSORS:
• Aristotle
• BlackRock
• Fidelity
• Matthews Asia
• Nuveen
• T. RowePrice

ASSOCIATE SPONSORS:
• Alger
• American Century Investments
• Ariel Investments
• Artisan Partners
• AQR
• Bitwise
• CAIS
• Calamos Investments
• Charles Schwab
• dpl financial partners
• EMoney
• Federated Hermes
• Foreside
• Harbor
• HartfordFunds
• Hotchkins & Wiley
• Invesco
• JP Morgan Asset MAnagement
• JAckson
• Jensen Investment Management
• John Hancock Investment Management
• Lord Abbett
• Pacific Funds
• Resolute Investment Managers
• Riskalyze
• Thompson IM Funds

SOCIAL DIGITAL HUB SPONSORS:
• Impact Communications

COFFEE BAR SPONSORS:
• MFS Investment Management