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Enjoy a weekend in Chicago |
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First, reserve your seat at the Morningstar Investment Conference. Then check out these Web sites for Chicago weekend ideas. |
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City of Chicago |
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Visit the city's official site for links to lodging, attractions, museums, cultural events, and much more. |
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Broadway in Chicago |
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See what's playing in town and make your reservations here. |
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Open Table |
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Chicago is one of the world's great dining towns. Review restaurants by cuisine, price, and location, and make reservations. |
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| 7:00a – 8:00a |
Breakfast in
Exhibit Hall |
| 8:00a – 8:15a |
Opening
Remarks |
| 8:15a – 9:15a |
Opening
General Session |
| 9:30a – 10:20a |
Breakout
Session 1A |
| 9:30a – 12:00p |
Exhibit Hall
Open |
| 10:20a –
11:20a |
Break in
Exhibit Hall |
| 11:20a –
12:10p |
Breakout
Session 1B |
| 12:15p – 1:45p |
Luncheon &
Keynote Presentation |
| 2:00p – 2:50p |
Breakout
Session 2A |
| 2:00p – 5:00p |
Exhibit Hall
Open |
| 3:00p – 3:50p |
Breakout
Session 2B |
| 4:00p – 5:00p |
Break in
Exhibit Hall |
| 5:00p – 6:00p |
General
Session |
| 6:00p – 7:30p |
Cocktail
Reception in Exhibit Hall |
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Ultimate
Stock-Pickers Panel
Peter Langerman, Mutual Series
Charles Pohl, Dodge & Cox
Bob Torray, Torray Fund
Moderated by Justin Fuller, Morningstar
Cherry-pick ideas from some of the best investment minds around. Three managers
from Morningstar's "Ultimate Stock-Picker's Portfolio" share their investment
philosophies and their best stock ideas.
Opening General Session
Surveying the Fixed-Income Landscape
Daniel Fuss, Loomis Sayles & Co. LP
Curtis Mewbourne, PIMCO
Derek Young, Fidelity Investments
Moderated by Scott Berry, Morningstar
Three of our favorite bond fund managers discuss the challenges and advantages
of investing across multiple bond market sectors. Hear where they are finding
the best opportunities for yield and return in a challenging market
environment.
Breakout Sessions 1A, 1B
Let's Talk Bargains
Bruce Berkowitz, Fairholme Capital Management
Susan Byrne, Westwood Holdings Group, Inc.
Moderated by Russ Kinnel, Morningstar
Two of the best stock pickers we know discuss their distinctive approaches as
well as where they’re finding the best values in today’s market.
Breakout Sessions 1A, 1B
Investing 501 with Bill Bernstein
Moderated by John Rekenthaler, Morningstar
Breakout Sessions 1A, 1B
Luncheon and Keynote Presentation
Jason Zweig, Money Magazine
Undiscovered Managers
Diane Jaffee, TCW Group, Inc.
John Osterweis, Osterweis Capital Management
Ralph Shive, First Source Investments
Moderated by Christine Benz, MorningstarWith a handful of big shops gathering most of the assets in recent years, many advisors are on the hunt for great managers who aren't swinging around huge sums of money. Meet three top stock-pickers whose charges are still quite nimble.
Breakout Session 2A, 2B
Exchange-Traded Funds: The Next Chapter
Noel Archard, Barclays Global Investors
Rick Ferri, Portfolio Solutions, LLC
Jim Wiandt, Index Publications, LLC
Moderated by Scott Burns, Morningstar
The ETF market has been one of the fastest-growing segments of the investment management business in recent years. But with the market growing increasingly crowded, the question becomes what’s next for ETFs. Our panelists will share their vision for the ETF industry, including their views on what’s around the bend and what impact the industry’s continuing evolution is likely to have on investors.
Breakout Session 2A, 2B
China, India, Asia: Possibilities and Pitfalls
Anthony Cragg, Wells Fargo Advantage Funds
Sharat Shroff, Matthews International Capital Management
Justin Leverenz, OppenheimerFunds
Moderated by Michael Breen, Morningstar
Three top Asia hands join us to discuss their best ideas and must-avoid stocks. You’ll learn why certain firms are poised for greatness while others look like flashes in the pan.
Breakout Session 2A, 2B
A Conversation with Jean-Marie
Eveillard, First Eagle Funds
Moderated by Don Phillips
Join Morningstar Managing Director Don Phillips for a candid one-on-one chat with value investing legend Jean-Marie Eveillard. Eveillard will share the many lessons he's learned over his long and illustrious career, as well as where he's seeing opportunities--and pitfalls--today.
General Session
Three fund company executives share their take on the biggest opportunities and
greatest challenges for the asset-management business.
General Session
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