To Order
Download the complete set for $149 or individual conference sessions by clicking the desired sessions below. Individual sessions are $10 and are provided in an .mp3 format. The complete set is a zip file containing all 20 sessions.
Conference Sessions:
Day One:
Joe Mansueto, Morningstar
Michael Hasenstab, Franklin Templeton
Moderated by Tyler Mathisen
Scott Burns; Laura Lutton; Russel Kinnel; Don Phillips, Morningstar
Moderated by Don Phillips
Susan Byrne, Westwood Holdings, Inc.
Will Danoff, Fidelity Investments
Brian Rogers, T. Rowe Price
Competition in the asset management business is intense; only the best and the brightest survive. Here's your chance to hear firsthand insights from some of the industry's savviest players. You're sure to benefit from the time-tested wisdom of these three panelists.
Day Two:
Moderated by Michael Herbst
Mark Kiesel, PIMCO
Meggan Walsh, Invesco
Don Yacktman, Yacktman Asset Management Co.
Corporate balance sheets are strong, but uncertainties about future growth and profitability persist. Three seasoned investors will bring together their unique perspectives on prospects for corporations across sectors and capital structures.
Moderated by Nadia Papagiannis
Matt Osborne, Altegris Advisors, LLC
Brian Hurst, AQR Capital Management
Ryan Harder, Guggenheim Investments
In a world of systemic risk and highly correlated assets, advisors are flocking to managed futures as the answer to diversification. Find out how managed-futures strategies work and whether or not they will work for you.
Moderated by Miriam Sjoblom
Jerome Schneider, PIMCO
Bob Brown, Fidelity Investments
Paul Schott Stevens, Investment Company Institute
Minuscule yields have made safety more expensive than ever. Is cash really trash? Three experts will discuss cash strategies in a climate of regulatory change, strained liquidity, sovereign debt risks, and zero rates.
Thomas Idzorek, CFA, Morningstar Investment Management
Does diversification still work or is it the letdown of a century? Thomas Idzorek, chief investment officer and director of research for Morningstar Investment Management, will explore diversification, risk, asset allocation, and Modern Portfolio Theory in this session. Idzorek will also discuss tools advisors can use to evaluate risk and appropriate asset-allocation models for their clients.
Moderated by Kevin McDevitt
Mason Hawkins, Southeastern Asset Management
Steve Romick, First Pacific Advisors
Doug Ramsey, Leuthold Funds
After more than a decade of bond outperformance, will the next decade belong to equities? Looking at global equities through a long-term lens, we'll discuss which factors will influence returns over the next 10 years and how investors should think about them.
George Gatch, J.P. Morgan Asset Management
Moderated by Russel Kinnel
Ian Lapey, Third Avenue Funds
Matthew McLennan, First Eagle Funds
Guy Pope, Columbia Management
These legendary funds have new managers. Learn how they are keeping their funds' legacies going and where they are finding opportunities today.
Moderated by Andy Gogerty
James Peters, Tactical Allocation Group
Tom Fox, Quantitative Advantage LLC
Eric Biegeleisen, Windhaven Investment Management
ETF managed portfolios are one of the fastest growing areas in finance. Find out how three leading managers are utilizing passive products to deliver a tactical asset-allocation solution to investors
Moderated by Elizabeth Collins
Heather Brilliant, Morningstar
Paul Larson, Morningstar
Warren Miller, Morningstar
Risk control isn't just about diversification. Join us for an in-depth discussion of stock-selection strategies that combine valuation with an emphasis on the sustainable profitability, financial health, and dividend policy of companies.
Moderated by Harry Milling
Bob Deere, Dimensional Fund Advisors
Jonathan Clark, BlackRock
Trading costs can make or break a fund's success. These experts will bring trading costs to light. They will reveal what they do to gain an edge, and they will tell investors how to look to see if their funds are doing the same.
Moderated by Eric Jacobsen
Dan Fuss, Loomis, Sayles & Company
Penny Foley, TCW
Steve Walsh, Western Asset Management
Fewer attractive "safe" opportunities are meeting head-on with demographic shifts that are pushing investors more heavily into bonds. This varied panel of bond managers will discuss how to serve client needs in this challenging environment.
Day Three:
Jeremy Grantham, GMO
Moderated by Bridget B. Hughes
John Carlson, Fidelity Investments
David Nadel, The Royce Funds
Matt Ryan, MFS Investment Management
Come explore the nuances by investment vehicle in emerging markets. Three managers with different emerging-markets mandates will shed light on the varied risk and rewards they encounter, as well as where today's opportunities lie.
Moderated by Christine Benz
John Ameriks, Vanguard
Bill Bernstein, Efficient Frontier
Sue Stevens, Stevens Wealth Management
Today's retirees are facing numerous challenges: rock-bottom bond yields, volatile equity markets, and the threat that rising bond yields could crunch existing bond-fund holdings. Our panelists will share concrete strategies for managing retiree portfolios and assess the current crop of retirement-income products.
Moderated by Shannon Zimmerman
James Kieffer, Artisan Partners
Walter Price, RCM Allianz Technology Fund
Zachary Shafran, Ivy Science and Technology
Attractive valuations and robust growth prospects have drawn a wide variety of fund managers to tech stocks. We'll discuss potential risks and rewards with three managers who know the sector well.
Moderated by Jeff Westergaard
Elizabeth Foos, Morningstar
Rachel Barkley, Morningstar
Candice Lee, Morningstar
What trends do we see in municipal credit quality and what issuers are most at risk? Join Morningstar's director of municipal analytics and Morningstar credit analysts as they discuss emerging themes in the muni-bond market and how they impact bond portfolios.
William James Adams, University of Michigan