Agenda
The live online conference starts at 9 a.m. CST Saturday, April 2.
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MIIC 2016: My Investing Question
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Morning Sessions
9:00–9:50 a.m.
Panel Discussion
10:00–10:50 a.m.
Panel Discussion
11:00–11:50 a.m.
Panel Discussion
Afternoon Sessions
12:00–12:30 p.m.
Video
12:30–1:20 p.m.
Panel Discussion
Closing Remarks
2:20–2:25 p.m.
Morning Sessions
Taking the Market's Temperature
9:00–9:50 a.m.
Panel Discussion
After a long string of strong performance, the market has been pitching curveballs over the last year--continuing energy weakness, high-yield woes, and China worries to name a few. At the same time, despite heightened volatility, the market overall doesn't yet look particularly cheap, and the specter of higher rates, continued slow growth, and inflation hang on the horizon. Join our first panel to get a lay of the land and set the right expectations for the remainder of 2016 and beyond.
A Conversation with Christine Benz and Harold Evensky
10:00–10:50 a.m.
Panel Discussion
As pension plans wane and Social Security faces long-term cutbacks, more and more of individuals' retirement security is in their own hands. How do they make it work? In this one-on-one interview, Morningstar director of personal finance Christine Benz and noted financial planner Harold Evensky (a pioneer of the "bucket approach" to retirement income) will discuss the key pillars to retirement security for individuals in every life stage--from early-career savers to those already in retirement.
What's Next for My Bonds?
11:00–11:50 a.m.
Panel Discussion
The Federal Reserve has begun to raise interest rates for the first time in years, and investors are now wondering if the longtime bull market in bonds is finally over--and if so, what does it mean for their portfolios? Featuring Morningstar bond specialists, this panel discussion will cover the impact of rising rates on core bonds, explore the outlook for high-yield and international bonds, and debate the merits of actively and passively managed fixed-income funds.
Afternoon Sessions
What It Takes to Make Our Picks List
12:00–12:30 p.m.
Video
With thousands of funds to pick from and any number of hotly touted stocks, lack of choice is not a problem for investors today. On the other hand, making the right choice is only complicated by the number of options and the never-ending noise of the market. In this special report, learn about the rigorous criteria Morningstar requires before recommending a stock or fund for investors and see how our proprietary analyst ratings and research can help you quickly find the best of the best.
The Picks Panel: Best Ideas From Morningstar Analysts
12:30–1:20 p.m.
Panel Discussion
Whether you need to fill a hole in your retirement portfolio or want to find a world-class company at a bargain-basement stock price, our picks panel--a perennial conference favorite--will deliver a shopping list of topnotch candidates. Join Morningstar FundInvestor editor Russ Kinnel, director of equity research Elizabeth Collins, and director of global ETF research Ben Johnson for a discussion of some of Morningstar's best investment ideas for long-term investors.
Portfolio Planning: Make a Lean, Mean, Tax-Efficient Machine
1:30–2:20 p.m.
Presentation
Because we investors don't know what headwinds will come, it makes sense to streamline everything else we can control--and that includes minimizing the drag caused by unnecessary tax exposure. In this presentation, Morningstar director of personal finance Christine Benz will help you craft a solid plan for tax efficiency--that means maximizing tax shelters, optimizing taxable portfolios, finding the best tax-smart investments, and building a tax-savvy retirement-drawdown plan.