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Enjoy a weekend in Chicago |
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First, reserve your seat at the Morningstar Investment Conference. Then check out these Web sites for Chicago weekend ideas. |
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City of Chicago |
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Visit the city's official site for links to lodging, attractions, museums, cultural events, and much more. |
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Broadway in Chicago |
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See what's playing in town and make your reservations here. |
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Open Table |
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Chicago is one of the world's great dining towns. Review restaurants by cuisine, price, and location, and make reservations. |
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| 7:00a – 8:00a |
Breakfast in
Exhibit Hall |
| 8:00a – 5:00p |
User Forum
Training Lab Open |
| 8:00a – 9:00a |
General
Session |
| 9:10a – 10:00a |
Breakout
Session 1A |
| 9:00a – 11:00p |
Exhibit Hall
Open |
| 10:00a –
10:45a |
Break in
Exhibit Hall |
| 11:00a –
11:50p |
Breakout
Session 1B |
| 12:00p – 1:30p |
Luncheon &
Keynote Presentation |
| 1:40p – 2:30p |
Breakout
Session 2A |
| 2:30p – 4:30p |
Exhibit Hall
Open |
| 2:40p – 3:30p |
Breakout
Session 2B |
| 3:30p – 4:30p |
Break in
Exhibit Hall |
| 4:30p – 5:30p |
General
Session |
| 5:30p – 7:00p |
Cocktail
Reception in Exhibit Hall |
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Let’s Talk
Stocks
Wally Weitz, Weitz Funds
Bruce Berkowitz, Fairholme Capital Management
Tom Marsico, Marsico Capital Management
Three great stock-pickers swap ideas. Wally Weitz and Bruce Berkowitz are from
the Buffett mold, and Tom Marsico is a legendary growth investor who blends
top-down and bottom-up analysis.
Opening General Session
Investing 501: Where Are We Headed from Here?
Jeremy Grantham, GMO, LLC
Jeremy Grantham’s predictions were right on the money. Grantham shares his forecast for the next 7 years.
Breakout Sessions 1A, 1B
Two Sides of the Coin
Chuck Bath, Diamond Hill Investments
Steve Romick, First Pacific AdvisorsJoin two seasoned managers for a discussion of the best and worst investments the market has to offer.
Breakout Sessions 1A, 1B
Three Takes on Value
Meggan Walsh, Invesco Aim
Bill Nygren, Oakmark Funds
Marty Whitman, Third Avenue FundsListen to three different takes on value investing from three outstanding managers.
Breakout Sessions 1A, 1B
New Approaches for Asset Allocation
Vineer Bhansali, PIMCO
Mark Balasa, Balasa, Dinverno, Fotz and Hoffman
Tom Idzorek, Ibbotson Associates – A Morningstar Co.
The markets have made mincemeat of asset-allocation theories. Hear three students of asset allocation offer new approaches for the 21st century.
Breakout Sessions 1A, 1B
Luncheon and Keynote Presentation
Bill Gross, PIMCO
The Deal of the Century?
Kent Gasaway, Buffalo Funds
Eric Fischman, MFS
Glenn Fogle, American Century Investments
These three managers have managed to survive in an awful decade for growth stocks. Imagine what they could do if growth actually rallied.
Breakout Session 2A, 2B
Is It Safe to Get Back Into Munis?
Phil Condon, DWS Investments
Christine Thompson, Fidelity Investments
Hugh McGuirk, T. Rowe Price
Three of the best municipal-bond investors will tell us what the heck happened and whether munis are on the road to recovery
Breakout Session 2A, 2B
Can MPT Take the Heat of a Meltdown?
Steven Fox, Russell Investments
Michael Falk, ProManage LLC
A debate on the usefulness of Modern Portfolio Theory in light of the current and past market crises.
Breakout Session 2A, 2B
Our Favorite ETFs
Scott Burns, Morningstar
Paul Justice, Morningstar
John Gabriel, Morningstar
Bradley Kay, Morningstar
Our Morningstar ETF experts will tell you about their favorite and least favorite exchange-traded funds.
Breakout Session 2A, 2B
A Conversation with John Bogle, Vanguard
Moderated by Don Phillips
General Session
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