2018 Morningstar Conference Marks Three Decades of Financial Advice

Morningstar, Inc. is hosting its annual Morningstar Investment Conference in June, marking a three-decade event for financial advisors that brought transparency, technology and responsiveness to the financial industry.

On June 11-13 at the McCormick Palace Convention Center in Chicago, Illinois, Morningstar is hosting its annual flagship conference event that is set to bring together some of the financial industry’s brightest minds to discuss the latest developments and ideas about financial advice, to aid advisors in identifying growth opportunities, to discover new perspectives and to help put innovative ideas into practice.

2018 Morningstar Conference Speakers

The annual conference will feature Morningstar Chief Executive Officer Kunal Kapoor; Charles Schwab Chief Executive Officer Walt Bettinger; Wired magazine Founding Editor Kevin Kelly; psychologist, best-selling author, and winner of the Nobel Prize in Economics Daniel Kahneman; Ariel Investments President Mellody Hobson; and GMO Co-Founder Jeremy Grantham.

“The financial services industry is at an inflection point given the increasing role of technology, a hunger for best-interest solutions, and a younger generation of investors on the horizon. Our annual conference has brought 30 years of the greatest financial minds together to share ideas and different perspectives all with the common goal of serving the investor,” Kapoor said in a note. “This year’s conference features timely themes such as the drivers of investor success, taming technology in the modern advisor landscape, the future of diversification, the role of machine learning in asset management, and more.”

Attendees will also have the opportunity to hear from David Herro, partner, portfolio manager, and chief investment officer of international equity, Harris Associates; and Diana Strandberg, senior vice president and director of international equity, Dodge & Cox.

Attendees will also hear from Morningstar thought leaders including Christine Benz, director of personal finance; Jon Hale, director of sustainability research; Jim Sinegal, senior equity analyst; Philip Straehl, head of capital markets and asset allocation for Morningstar’s Investment Management group; and Aron Szapiro, director of policy research; among others.

Financial advisors will be able to attend a number of panels that will touch upon various topical issues and new developments that can aid advisors in investment research.

For more information on the upcoming Morningstar Conference, click here.