If we are indeed facing an economic future of slower growth and lower investment returns, dividends will play a growing role in stock funds' total returns. Join us as three successful dividend hounds share their approach to investing and their outlook for stock dividends.

Breakout Sessions 1A, 1B
The Shifting Dynamics of Healthcare Investing
Kris Jenner, T. Rowe Price Health Care
Andy Acker, Janus
Moderated by Damian Conover

Join Morningstar’s healthcare analyst Damien Conover, CFA as he discusses the major trends in healthcare investing. The analysis will cover the shifting landscape of the healthcare industry as well as top healthcare stock picks.

Breakout Sessions 1A, 1B
Stock Picking Across the Globe
Daniel O’Keefe, Artisan Partners
Philippe Brugere-Trelat, Mutual Series
Rob Gensler, T. Rowe Price
Moderated by Russel Kinnel

Three great stock pickers can go anywhere in search of good values. They'll share how their process works and what they've uncovered.

Breakout Sessions 1A, 1B
Investing 501 Convertibles
John Calamos, Calamos Funds
Moderated by Courtney Dobrow

Is this a good time to buy convertibles? Find out from the man who wrote the book on convertible bonds.

Breakout Sessions 1A, 1B
Income Strategies for Retirees
Frank Armstrong, Investor Solutions
Christine Fahlund, T. Rowe Price
Tom Idzorek, Ibbotson Associates
Moderated by Christine Benz

With bond yields as low as they are currently, how should retirees cope? Three experts tackle the retirement-income question and also hash out the role of annuities in retiree portolios.

Luncheon and Keynote Presentation
Bill McNabb, Vanguard

Breakout Session 2A, 2B
Investing 501: Rob Arnott on Tactical Asset Allocation
Moderated by Kevin McDevitt

The traditional 60/40 stock/bond portfolio has faced increasing scrutiny driving more investors to consider tactical strategies. Rob Arnott, one of the industry's innovators, shares his views and latest moves in this arena.

Breakout Session 2A, 2B
Foreign Stocks From Three Different Angles
Mark Yockey, Artisan Funds
Brent Lynn, Janus
Wendy Trevisani, Thornburg Funds
Moderated by Bridget Hughes

We've got growth and value investing represented here as three excellent investors debate the merits of their picks.

Breakout Session 2A, 2B
Simple to Spectacular: Which Strategies Belong in a Retirement-Savings Portfolio?
Jerome Clark, T. Rowe Price
Anne Lester, JP Morgan Asset Management
John Ameriks, Vanguard

This a panel of asset-allocation experts construct portfolios for investors young and old, and their approaches couldn't be more different. They'll give their views on which subasset classes to include or fund managers to tap, and how to avoid common portfolio-construction potholes.

Breakout Session 2A, 2B
Hot Topics in ETFs
Scott Burns, Morningstar
Paul Justice, Morningstar
John Gabriel, Morningstar
Bradley Kay, Morningstar

Morningstar’s ETF Research Team details the latest trends, opportunities and issues in this rapidly developing market. Also, hear our best practices for analyzing ETFs, trading ETFs, and building ETF portfolios.

General Session
A Conversation with Bob Reynolds, Putnam Investments
Moderated by Don Phillips

A one-on-one interview with long-time industry leader Bob Reynolds discussing his efforts to turn around the iconic Putnam family of funds.