Morningstar’s annual investment conference will be held on June
26-27 at Navy Pier in Chicago and will feature Ian Bremmer, Zack
Kass, Michael Kitces, and Savita Subramanian, among others
Morningstar, Inc. (Nasdaq: MORN), a leading provider of
independent investment insights, today announced the agenda for its
36th annual Morningstar Investment Conference, set to convene
Wednesday, June 26, through Thursday, June 27, 2024, exclusively
in-person at a new venue, Chicago’s Navy Pier.
“We are reimagining our conference this year to coincide with
Morningstar’s 40th anniversary,” said Kunal Kapoor, chief executive
officer at Morningstar. “The event is coming to Chicago’s iconic
Navy Pier, introducing new connections for advisors and sponsors,
and featuring a standout agenda of the industry’s most thoughtful
and contrarian thinkers so advisors can keep pace with today’s
evolving investor.”
After 17 years at McCormick Place, the Morningstar Investment
Conference’s move to Navy Pier will offer attendees an energizing
new experience.
“Holding the conference at Navy Pier in the summer will allow
participants an opportunity to experience the best of Chicago along
with the best of Morningstar,” said Caroline DeCamp, senior
director of experiential marketing. “We’ve designed this conference
experience to give attendees a true sense of community and
connection. Breakout sessions will occur right in the exhibit hall
with dedicated stages; the podcast stage invites free-flowing
dialogue; and we’re debuting a space for advisor-sponsor
appointments to provide an environment ripe for meaningful
conversations and networking opportunities.”
New this year, Morningstar is offering a “Hosted Advisor” pass,
allowing registered investment advisors to attend the conference
for free. The pass aims to help advisors stay on top of industry
trends and network with peers while removing the cost as a barrier
for attendance. Hosted Advisor passes are limited and include an
opportunity to engage in four appointments with service providers
of their choice.
Morningstar’s conference brings together top industry leaders
and investing experts as they share research and insights for
investors. This year's speakers include:
- Michele Aghassi, principal and portfolio manager, AQR
Capital Management
- Christine Benz, director of personal finance and
retirement planning, Morningstar
- Ian Bremmer, president and founder, Eurasia Group
- Zeke Faux, investigative reporter, Bloomberg
Businessweek
- Kevin Franklin, managing director and portfolio manager,
BlackRock
- Kathryn Kaminski, chief research strategist and
portfolio manager, AlphaSimplex
- Kunal Kapoor, chief executive officer, Morningstar
- Zack Kass, former head of go-to-market, OpenAI
- Michael Kitces, industry speaker and financial planner,
kitces.com
- Katie Koch, chief executive officer, TCW Group
- Keith Lee, chief executive officer and senior portfolio
manager, Brown Capital Management
- Bethany McLean, contributing editor, Vanity Fair
- Bob Oros, chief executive officer, Hightower
- Savita Subramanian, managing director, Bank of America
Merrill Lynch
Conference attendees will have a unique opportunity to engage on
a range of relevant themes, such as the transformative role of
artificial intelligence (AI) in enhancing advisory practices.
Zack Kass, former head of GTM at OpenAI, will discuss the
path forward for advisors to incorporate AI in their workstreams in
a keynote session on the main stage. Additionally, portfolio
managers Kathryn Kaminski, Kevin Franklin, and
Michele Aghassi will discuss how evolving AI and machine
learning technologies impact their investment processes and what to
expect next.
Among the conference keynote speakers is Ian Bremmer,
geopolitical strategist, author, and entrepreneur. Bremmer is the
president and founder of the Eurasia Group, a leading global
political risk research and consulting firm. In the session, hosted
by Morningstar Wealth President Daniel Needham, Bremmer will
share his perspective on how financial advisors can capitalize on
opportunities and manage risk in a rapidly changing global
landscape.
The first day of the Morningstar Investment Conference will
conclude with a main-stage panel focusing on the most notable
financial frauds of the 21st century. Award-winning journalists
Zeke Faux and Bethany McClean, well-known for their
coverage of Enron, FTX, and Theranos, will discuss the shared
traits of these fraudsters alongside insights into how investors
should navigate future scandals.
The final day of the conference will feature “The Evolution of
Asset and Wealth Management: The Past 40 Years and the Next 40,” a
keynote panel moderated by Kunal Kapoor with Hightower CEO
Bob Oros and TCW Group CEO Katie Koch. The panelists
will discuss issues critical to both advisors and asset managers,
including consolidation, regulation, fee pressure, the evolving
advisor tech stack, and the rise of exchange-traded funds, model
portfolios, and direct indexing.
At the conclusion of Day One, conference attendees will have the
opportunity to transition the day’s conversation into a more
relaxed setting. Morningstar will host a reception on Wednesday,
June 26, from 7-10 p.m. CT featuring dueling pianos. To cap off the
night, attendees will be treated to Navy Pier’s weekly Wednesday
evening fireworks show.
More information about the Morningstar Investment Conference,
including the full agenda, hotel accommodations,
continuing-education credits, and an FAQ is available here. Please
note the agenda is subject to change. Join the conversation on
LinkedIn or X with #MICUS or by following
www.linkedin.com/company/morningstar and @MorningstarInc.
Media Registration
Full-time, credentialed members of the news media may receive
complimentary registration to the Morningstar Investment
Conference, in addition to speaker access, press-only programming,
and a media reception the evening of June 26. For media
registration, please visit this link.
General Attendee Registration
There are three pass types available for the Morningstar
Investment Conference, which is exclusively in-person. The Hosted
Advisor pass is free for registered investment advisors holding a
valid CRD number and has limited availability. The Advisor pass
costs $399 through Wednesday, May 15, and $499 thereafter. The
General Attendee pass costs $999 through Wednesday, May 15, and
$1,199 thereafter.
Morningstar is pleased to implement several accessibility
measures at the Morningstar Investment Conference. Sensory rooms
will be positioned away from the exhibit hall and designed as safe
spaces for neurodivergent attendees and those who need to
decompress. Sensory kits will be available at the registration desk
and will include resources to help manage potential situations
regarding sensory overload. Additionally, closed captioning will be
provided during all keynote sessions. For questions regarding
accessibility measures for attendees, please contact
MorningstarEventsUs@morningstar.com.
About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent
investment insights in North America, Europe, Australia, and Asia.
The Company offers an extensive line of products and services for
individual investors, financial advisors, asset managers and
owners, retirement plan providers and sponsors, and institutional
investors in the debt and private capital markets. Morningstar
provides data and research insights on a wide range of investment
offerings, including managed investment products, publicly listed
companies, private capital markets, debt securities, and real-time
global market data. Morningstar also offers investment management
services through its investment advisory subsidiaries, with
approximately $286 billion in assets under advisement and
management as of Dec. 31, 2023. The Company operates through
wholly- or majority-owned subsidiaries in 32 countries. For more
information, visit www.morningstar.com/company. Follow Morningstar
on X @MorningstarInc.
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Morningstar Media Contact: Michael Claussen, +1 312
696-6037 or newsroom@morningstar.com
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