Investment Conference
Introduction
Hotel and Travel Information
2009 Sponsors
and Exhibitors
Exhibitor Information
2008 Audio Recordings
Morningstar User Forum
Overview
  Enjoy a weekend in Chicago
  First, reserve your seat at the Morningstar Investment Conference. Then check out these Web sites for Chicago weekend ideas.
  City of Chicago
  Visit the city's official site for links to lodging, attractions, museums, cultural events, and much more.
  Broadway in Chicago
  See what's playing in town and make your reservations here.
  Open Table
  Chicago is one of the world's great dining towns. Review restaurants by cuisine, price, and location, and make reservations.
Thursday, June 26
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
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, Morningstar

With 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

2009 Morningstar Investment Conference, May 27–29
Register through February 27, 2009 to receive the
$675, Early-Bird Discount
$795
2009 Morningstar Advisor
User Forum, May 27
Register through February 27, 2009 to receive the
$165, Early-bird Discount
$195
Bundle Up and Save!
To register for both events, the Morningstar Investment Conference and the Advisor User Forum, for $775 ($215 savings), please call 866 839-9729. Mention that you want the "BUNDLE."
To order by phone
call 866 839-9729
Mon.–Thurs. 7–6pm,
Fri. 7–5pm CT
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