Investment Conference
Morningstar® Investment Conference Audio MP3s
Each session of the 2009 Morningstar® Investment Conference is available as an mp3 for your convenience. You’ll get valuable, sought-after insight from leading financial experts and award-winning fund managers. Order specific sessions as mp3 files or the complete conference set.
To Order Download individual conference sessions by clicking the desired sessions below. Individual sessions are $10 and are provided in an .mp3 format.
Conference Sessions: Day One:
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.

Day Two:
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.

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.

Two Sides of the Coin
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.

Three Takes on Value
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.

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.

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.

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.

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.

A Conversation with John Bogle, Vanguard
Moderated by Don Phillips

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.

Day Three:
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.

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.

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.

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.

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.