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| Keynote Speakers |
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Jamie Clarke, |
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Extreme Adventurer, |
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Charismatic Storyteller, and Motivational |
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Speaker to the Fortune 500 Elite |
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| General Speakers |
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Kevin Kliesen, |
Rodney Sullivan, |
John Ameriks, |
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Business Economist |
CFA, Head of Publications, |
Head of Investment Counseling & Research, |
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and Research Officer, |
CFA Institute |
Vanguard |
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Federal Reserve Bank of St. Louis |
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Roger Ibbotson, Ph.D.,Professor, |
Marvin Zonis, Ph.D., |
Lisa Goldberg, |
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Yale School of Management, |
Professor Emeritus, |
Director of Research, |
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Zebra Capital Management, |
Booth School of Business, |
Coleman Fung Risk |
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Founder, Ibbotson Associates |
The University of Chicago |
Management Research Center |
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| Breakout Speakers |
Paul Kaplan, Ph.D., CFA, Director of Research, Morningstar Canada |
John Rekenthaler, VP, Research, Morningstar, Inc. |
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James Xiong, Ph.D., CFA, Senior Resarch, MIM |
Jeremy Stempien,, Director of Investments, MIM |
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Francisco Torralba, Ph.D., Economist, MIM |
Hal Ratner, Chief Investment Officer, Europe, MIM |
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Daniel Needham, Managing Director, Ibbotson Australia |
David Blanchett, Head of Retirement Research, MIM |
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Warren Miller, Director of Quantitative Research, Morningstar Inc. |
Sonya Morris, Senior Investment Consultant, MIM |
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The Morningstar Investment Management division is a division of Morningstar and includes Morningstar Associates, Ibbotson Associates, |
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and Morningstar Investment Services, which are registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. |
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The Morningstar name and logo are registered marks of Morningstar, Inc. |
