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.
Friday, May 29
7:00a – 8:00a Breakfast in Exhibit Hall
8:00a – 12:00p User Forum Training Lab Open
8:00a – 9:00a Keynote Presentation
9:00a – 9:50a Breakout Session 3A
9:00a – 11:00a Exhibit Hall Open
9:50a – 10:50a Break in Exhibit Hall
10:50a – 11:40a Breakout Session 3B
11:45a – 12:45p Closing General Session
12:45p – 1:30p Informal Networking Lunch

Keynote Presentation
Bob Rodriguez, First Pacific Advisors, LLC

Investing 501: Trading Costs: What You Don’t See Can Hurt Your Returns
Roger Edelen, University of California, Davis

Join professor Roger Edelen for an entertaining discussion of what trading costs are and what you can do about them.
Breakout Session, 3A, 3B

Stock Selection Amid a Global Recession
Carl Kawaja, Capital Research Company
Sarah Ketterer, Causeway Capital Management
Amit Wadhwaney, Third Avenue Funds

Three of the very best foreign-stock fund managers will share their ideas on investing in a treacherous market.
Breakout Session 3A, 3B

Big Yields and Big Opportunities
Mary Ellen Stanek, Baird
Tad Rivelle, Metropolitan West Asset Management
Kathleen Gaffney, Loomis, Sayles and Company

Suddenly, bonds are exciting, but not in a good way. This wide-ranging discussion will cover the Troubled Asset Relief Program, the bond universe, and much more.
Breakout Session 3A, 3B

Wide Moats Work
Pat Dorsey, Morningstar
Paul Larson, Morningstar
Josh Peters, Morningstar

Pat Dorsey and Morningstar strategists share recent research on the performance of high-quality stocks, along with some of Morningstar's best ideas.
Breakout Session 3A, 3B

Is the Small-Cap Rally Over?
John Rogers, Jr., Ariel Investments, LLC
Chuck Royce, The Royce Funds
Jeff Cardon, Wasatch Funds

Great small-cap funds have reopened. Is now the time to get in or will small caps sit out the next rally? We’ve gathered three of the best small-cap managers to figure that out.
Closing 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
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