Product Views 
Company 
Contacts 
Investment Conference
Introduction
Hotel and Travel Information
2010 Sponsors
and Exhibitors
Exhibitor Information
2009 Audio Recordings
Morningstar User Forum
  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.
Wednesday, May 27
Morningstar Advisor User Forum
7:00a Registration opens; Continental breakfast available.
8:00a Training Lab opens
9:00a Opening Session
10:00a - 11:00a Breakout Session 1
11:15a - 12:15p Breakout Session 2
12:30p - 2:15p Lunch
2:30p - 3:30p Breakout Session 3
5:00p Training Lab Closes
Morningstar Investment Conference
3:00p – 4:00p Opening Remarks & Opening Keynote Session
4:10p – 5:00p Fund Research Roundtable
5:00p – 5:10p Break
5:10p – 6:00p General Session
5:30p – 7:30p Exhibit Hall Open
6:00p – 7:30p Opening Cocktail Reception in Exhibit Hall
PreConference Event: Advisor User Forum

Breakout Session 1

  • Making the Most of the Principia Suite
  • Data Integration with Advisor Workstation Enterprise Edition
  • Creating Financial Plans for Your Clients with Office Edition
  • Considering Absolute Return Strategies in Portfolio Construction (MIS)

Breakout Session 2

  • Using DB Cams integration with Principia
  • Demonstrating Bear Market Scenarios with the Hypothetical Illustration Tool
  • Enhance Client Communications with Morningstar Presentation and Education Materials
  • Using the Portfolio Accounting System in Office Edition
  • Understanding Morningstar Equity Research and Stock Baskets (MIS)

Breakout Session 3

  • Using the Asset Allocation Module, Principia
  • Breaking Down Reports in Advisor Workstation Enterprise Edition
  • Taking Advantage of the CRM Features in Office Edition
  • Investing in Retirement (MIS)
Morningstar Investment Conference

Opening Remarks & Opening Keynote Session

Chris Davis, Selected Funds

Fund Research Roundtable

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

The Whole World Over

David Winters, Wintergreen Fund
Diana Strandberg, Dodge & Cox
Rajeev Bhaman, OppenheimerFunds

Join three savvy bargain-hunters to find out where they’re finding great investments.
General Session

2010 Morningstar Investment Conference, June 23–25
Register through February 26, 2010 to receive the
$675, Early-Bird Discount
To order by phone
call 866 839-9729
Mon.–Thurs. 7–6pm,
Fri. 7–5pm CT
View Shopping Cart | FAQ
Terms of Use Privacy Policy ©2009 Morningstar. All rights reserved.