Morningstar is hosting the third annual Advisor User Forum—an exclusive event for our Advisor Workstation and Principia subscribers. This one-day forum on Wednesday, June 25 will feature industry perspectives from Kunal Kapoor, President and Chief Investment Officer of Morningstar Investment Services, as well as others. Product-specific breakout sessions will focus on such topics as becoming a power user by implementing repeatable processes, asset allocation, and more.

The Advisor User Forum a great way to extend your Morningstar Investment Conference experience. You’ll learn more about the best practices in investment planning, meet Morningstar’s product experts, and have the opportunity to take advantage of one-on-one training. The training lab will also be available on Thursday, June 26, concurrent with the conference.

A separate Advisor User Forum Fee of $199 applies.

Morningstar Investment Conference

Opening Address: Investment Outlook

Mohamed El-Erian, PIMCO

Fund Research Roundtable

Senior members of Morningstar’s fund team share their insights and discuss their take on the current market climate, and fund industry.
Moderated by Consuelo Mack, Anchor and Managing Editor, Consuelo Mack WealthTrack on public television

Stock Research Roundtable

Morningstar’s senior equity analysts reveal where they’re unearthing winning picks.
Moderated by Consuelo Mack, Anchor and Managing Editor, Consuelo Mack WealthTrack on public television