Agenda
The live online conference starts at 9 a.m. Central Daylight Time Saturday, March 21.
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MIIC 2015: My Investing Question
Speakers will answer your questions live during the sessions. Click here now to email us.
Morning Sessions
9:00–9:50 a.m.
Panel Discussion
10:00–10:50 a.m.
Panel Discussion
11:00–11:50 a.m.
Presentation
12:00–12:30 p.m.
Video and Lunch Break
Afternoon Sessions
12:30–1:20 p.m.
Panel Discussion
1:30–2:20 p.m.
Presentation
Closing Remarks
2:20–2:25 p.m.
Morning Sessions
Today's Market
9:00–9:50 a.m.
Panel Discussion
If 2014 taught us anything, it was to expect the unexpected. Stocks did better than expected. So did bonds. And commodities surprised everyone with a swoon. But now with equity valuations still looking full, the market coming off a five-plus year rally, and the Fed expected to begin raising rates, how should investors set expectations for their portfolios? We'll check in with Morningstar director of economic analysis Bob Johnson and other market experts to get the lay of the land.
Making Money Last in Retirement
10:00–10:50 a.m.
Panel Discussion
One of the most vexing issues for retirees is selecting a withdrawal rate: How much can I withdraw from my portfolio over my retirement without depleting my assets too quickly? On the flipside, an overly conservative plan may unnecessarily prevent investors from fully enjoying their retirement years. The 4% rule of thumb is a decent starting place, but we'll help investors customize that approach, optimize for tax savings, and monitor their situation over time.
Model Portfolios for Retirement Savers
11:00–11:50 a.m.
Presentation
With less concern for short-term portfolio gyrations, investors who are still in "accumulation mode" (aka retirement savers) can benefit from the extra diversification and potentially higher returns that small-cap stocks and foreign holdings can bring. In this session, Morningstar director of personal finance Christine Benz will walk investors through her model Retirement Saver portfolios, including her picks for retirement savers, and how to make them your own.
Morningstar Medalists: What Makes the Best Funds Shine
12:00–12:30 p.m.
Video
Investors have thousands and thousands of available mutual funds to choose from, but only a fraction of those are Morningstar Gold, Silver, or Bronze Medalists. In this special 30-minute movie, learn about the five-pillar process Morningstar analysts use to identify those funds that are poised to outperform their peers in the future. Plus, learn how we monitor those ratings over time, and how you can use the Medalists to build stronger portfolios.
Afternoon Sessions
Cream of the Crop: Favorite Funds in All Flavors
12:30–1:20 p.m.
Panel Discussion
Looking to beat the market with beaten-down value stocks? Searching for undiscovered growth in emerging markets? Seeking a cushion for your bond investments in case of a rate shock? Join Russ Kinnel, Morningstar's director of manager research, senior fund analyst Sarah Bush, and senior investment consultant Shannon Zimmerman from Morningstar Investment Management for a discussion of some of our favorite funds for all corners of your portfolio.
Morningstar's Dividend Playbook
1:30–2:20 p.m.
Presentation
With bond yields still in the cellar, the search for income remains a hot topic for investors. Many have turned to or doubled down on dividend-paying stocks to bolster their portfolios' payouts. Indeed, there are many reasons to like dividend-payers, but not just any old dividend will do. In this in-depth session, Morningstar DividendInvestor newsletter editor Josh Peters will walk investors through his drill for uncovering sustainable and growing dividends.