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Morningstar Investment Conference
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Morningstar® Investment Conference Audio MP3s
Each session of the 2011 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 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:
Complete Set (20 sessions) - File Size : 465MB
Day One:
Opening Remarks and Opening Keynote Speaker
Joe Mansueto, Morningstar
William Gross, PIMCO


Fund Research Roundtable
Don Phillips, Morningstar
Scott Burns, Morningstar
Russel Kinnel, Morningstar
Laura Lutton, Morningstar


General Session - Actively Adding Value
Will Browne, Tweedy, Browne Company LLC
Kenneth Feinberg, The Selected Funds
David Poppe, Sequoia Fund
Moderated by Heather Brilliant

It's always a stock-picker's market for these three managers. All have been excellent stewards of capital, delivering market-beating returns over time. Join us for a discussion of the risks and rewards faced by active managers today.


Day Two:
General Session—Spotlight on Global Opportunities
Cory Gilchrist, Marsico Capital Management
Anne Gudefin, PIMCO
Dennis Stattman, BlackRock
Moderated by Kevin McDevitt

With developed markets under pressure and emerging markets seemingly coming out ahead, three managers practicing flexible global strategies will discuss where they're finding the best bargains and most exciting growth opportunities.


Top Managers Tap Into the Research Machine
Tom Allen, Fidelity Investments
Michael Carmen, The Hartford Mutual Funds
David Giroux, T. Rowe Price
Moderated by Russel Kinnel

Managers from three of the biggest and best investment houses will serve as tour guides to explain how they make the most of an abundance of analyst research and tools. They'll also talk stocks and strategy.


Sustainable Investing: Not Just for Hippies Anymore
Ben Allen, Parnassus Investments
Stu Dalheim, Calvert Investments
Jack Robinson, Winslow Management
Moderated by Kathryn Young

Hear these veterans of sustainable investing dispute the idea that their approach is simply a fad, discuss its applications to risk management, and share some growth opportunities that it presents.


Commodities: Economic Threat or Investment Opportunity
MacKenzie Davis, RS Investments
Bob Greer, PIMCO
Geoff Jay, Janus
Moderated by John Rekenthaler

These skilled investment pros invest in commodities markets in very different ways. Hear their latest thoughts on valuations and macroeconomic themes in this space, as well as the merits of different methods to invest in commodities.


Generating Income in a Low-Yield World
Josh Peters, Morningstar
Robert Johnson, Morningstar
David Sekera, Morningstar
Moderated by Paul Larson

Income investors have had a tough time lately, but yields are out there if you know where to look. Join Morningstar's Paul Larson, income strategist Josh Peters, and other Morningstar experts for ideas on where to find income opportunities.


Luncheon & Conversation with Bruce Berkowitz
Don Phillips, Morningstar
Bruce Berkowitz, Fairholme Capital Mgmt., LLC

Hidden Gems
David Daglio, The Boston Company
Michael Keller, Brown Brothers Harriman & Co.
Keith Lee, Brown Capital Management
Moderated by Ryan Leggio

These skilled managers are still operating under the radar even though each has accumulated an impressive long-term record. Learn about their strategies and how each manager was able to successfully navigate 2008's bear market and ensuing rebound.


Fixed-Income Alternatives: Three Strategies to Diversify Your Bond Portfolio
Axel Merk, Merk Funds
K.C. Nelson, Driehaus Capital Management
Tom Schwab, The Collar Fund
Moderated by Nadia Papagiannis

Learn about three alternative investment strategies that offer similar risk/return profiles to bonds but do not take on traditional fixed-income risk.


Asset-Allocation Lightning Round
Peng Chen, Ibbotson Associates
Ben Inker, GMO
Ross Levin, Accredited Investors
Moderated by Christine Benz

What role should commodities play in a portfolio? How about Treasury Inflation-Protected Securities? Three experts will share their views on these and other asset classes, including the benefits, drawbacks, and optimal allocations


Emerging Markets: Overheated or Alluring
George Evans, OppenheimerFunds
David Herro, The Oakmark Funds
Bob Smith, T. Rowe Price
Moderated by Karin Anderson

These skilled managers run diversified foreign funds and invest in emerging markets in different ways. Learn what they think about valuations and macroeconomic drivers in this space, as well as their takes on specific markets.


General Session — Bond Bargains and Land Mines
Bill Eigen, J.P. Morgan
Rick Rieder, BlackRock
David Rolley, Loomis, Sayles & Company
Moderated by Miriam Sjoblom

Are bonds' best days behind us? Three wide-ranging bond managers discuss the challenges and opportunities that bond investors face in a world that's redefining risk.


Day Three:
Keynote Presentation
Laurence Fink, BlackRock

Investing 501: Are There Less-Volatile Ways to Invest in Asia?
Jesper Madsen, Matthews China Dividend

Have Asia's capital markets so matured that yield-oriented and other more conservative strategies make sense?


Municipal-Bond Outlook: From Springfield to Sacramento and Beyond
John Cummings, PIMCO
Michael Brooks, AllianceBernstein
Lyle Fitterer, Wells Fargo Advantage Funds
Moderated by Miriam Sjoblom

Dire predictions of a day of reckoning for state and local government finances have permeated the mainstream media. Three veteran municipal-bond managers discuss the perils and possibilities behind all the politics.


Momentum Strikes Back
Tom Hancock, GMO
Steve Leuthold, Leuthold Weeden Capital Management
John Montgomery, Bridgeway Funds
Moderated by Shannon Zimmerman

Is momentum investing's recent return to form sustainable? Why does such a simple, easily replicated strategy have such a remarkable long-term track record?


So Happy Together: ETFs and Mutual Funds
Hal Ratner, Morningstar
David Stein, Fund Evaluation Group
Sue Thompson, BlackRock
Moderated by Scott Burns

So much of the popular debate is about ETFs versus mutual funds, but advisors more often than not use both. Hear this panel of experts discuss how they blend these investment vehicles for portfolio completion, portfolio tilting, and tax-management.


Closing Keynote Session—The Age of Reason: Financial Decision-Making Over the Life Cycle
David Laibson, Harvard Professor, Economics
Moderated by Christine Benz

How does aging affect our financial choices? Half of all individuals in their 80s suffer from significant declines in cognitive function. How should households, financial planners, and regulators handle wealthy and long-lived investors who don't have the ability to make good financial choices.


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