Download individual conference sessions by clicking the desired sessions below. Individual sessions are $10 and are provided in an .mp3 format.
Chris Davis, Selected Funds
Senior members of Morningstar’s fund team share their insights and discuss their take on the current market climate, and fund industry.
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.
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.
Jeremy Grantham, GMO, LLC
Jeremy Grantham’s predictions were right on the money. Grantham shares his forecast for the next 7 years.
Chuck Bath, Diamond Hill Investments
Steve Romick, First Pacific Advisors
Join two seasoned managers for a discussion of the best and worst investments the market has to offer.
Meggan Walsh, Invesco Aim
Bill Nygren, Oakmark Funds
Marty Whitman, Third Avenue Funds
Listen to three different takes on value investing from three outstanding managers.
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.
Bill Gross, PIMCO
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.
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.
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.
Moderated by Don Phillips
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.
Bob Rodriguez, First Pacific Advisors, LLC
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.
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.
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.
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.
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.