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.
Friday, June 27
7:00a – 8:00a Breakfast in Exhibit Hall
8:00a – 9:00a Keynote Presentation
9:10a – 10:00a Breakout Session 3A
9:00a – 11:00a Exhibit Hall Open
10:00a – 10:45a Break in Exhibit Hall
10:45a – 11:35a Breakout Session 3B
11:45a – 12:45p Closing General Session
12:45p – 1:30p Informal Networking Lunch

Keynote Presentation
Brian Rogers, T. Rowe Price

Redefining Growth
Robert Hagstrom, Legg Mason Capital Management
Dennis Lynch, Morgan Stanley Investment Mgmt.
Alex Motola, Thornburg Investment Management
Moderated by Karen Dolan, Morningstar

To make great investments, growth companies have to have more than high P/Es and high expectations. These managers look for strong long-term businesses with enduring advantages. Hear what they have to say about growth investing in the current environment and how they protect against the downside that can come with buying growth stocks.
Breakout Session, 3A, 3B

Building an Ideal Target-Date Fund
Tom Idzorek, Ibbotson Associates
Seth Masters, AllianceBernstein
Christopher Sharpe, Fidelity Mgmt & Research Co.
Moderated by Greg Carlson, Morningstar

Three experts discuss the best approaches to putting together target-date funds. They'll give some examples of sensible asset allocations, and will also discuss how an asset-allocation framework should change to meet an investor's needs as retirement approaches.
Breakout Session 3A, 3B

Making the Case for Real Estate
David Lee, T. Rowe Price
Ken Statz, Security Capital Research & Mgmt.
Michael Winer, Third Avenue Management LLC
Moderated by Andrew Gogerty, Morningstar

How is the current credit market affecting the REIT sector? Do management teams matter, or just the underlying properties? Join us as we discuss these and other topics with three leading real estate fund managers.
Breakout Session 3A, 3B

What's Geography Got to Do with It?
Ian Lapey, Third Avenue Management LLC
Dennis Stattman, BlackRock
David Winters, Wintergreen Fund
Moderated by Bridget Hughes, Morningstar

These three top managers all invest internationally--but they don't have to. They're defined by their flexibility. Learn how these portfolio managers think about the U.S./foreign divide, and find out where in the world they're spotting the most-interesting opportunities right now.
Closing 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
View Shopping Cart | FAQ