Investment Conference
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Morningstar® Investment Conference Audio CDs
Each session of the 2008 Morningstar® Investment Conference is available on compact disc for your convenience. You’ll get valuable, sought-after insight from leading financial experts and award-winning fund managers. Order specific sessions or the complete conference set.
Two Ways To Order To order CDs, please call 1 866 839-9729, Mon-Thurs. 7am-6pm, Fri. 7am-5pm CST. Closed Saturday and Sunday. Individual sessions on CD are $15 each and recorded on one CD. The complete conference is $149 and consists of 17 CDs.
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Download individual conference sessions by clicking the desired sessions below. Individual sessions are $10 and are provided in an .mp3 format.
Conference Sessions: Day One:
Investment Outlook
Mohamed El-Erian, PIMCO


Fund Research Roundtable
Moderated by Consuelo Mack, Anchor and Managing Editor, Consuelo Mack WealthTrack on public television

Senior members of Morningstar’s fund team share their insights and discuss their take on the current market climate, and fund industry.


Stock Research Roundtable
Moderated by Consuelo Mack, Anchor and Managing Editor, Consuelo Mack WealthTrack on public television

Morningstar’s senior equity analysts reveal where they’re unearthing winning picks.


Day Two:
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.


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.


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.


Investing 501 with Bill Bernstein
Moderated by John Rekenthaler, Morningstar

Luncheon and Keynote Presentation
Jason Zweig, Wall Street Journal

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.


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.


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.


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.



Day Three:
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.


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.


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.


What's Geography Got to Do with It?
Ian Lapey, Third Avenue Management LLC
Dennis Stattman, BlackRock
Jason Yee, Janus
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.