Agenda
The live online conference starts at 9 a.m. Central Daylight Time Saturday, March 22.
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MIIC 2014: My Investing Question
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Morning Sessions
9:00–9:50 a.m.
Panel Session
11:00–11:50 a.m.
Panel Session
12:00–12:30 p.m.
Video and Lunch Break
Afternoon Sessions
12:30–1:20 p.m.
Presentation
1:30–2:20 p.m.
Panel Session
2:30–3:20 p.m.
Presentation
Morning Sessions
Put the Big Picture in Perspective
9:00–9:50 a.m.
Panel Session
Fed tapering, emerging-markets weakness, currency concerns, earnings disappointments, housing growth slowdown: The constant stream of macroeconomic headlines can whipsaw markets and investors with each new piece of data. Join our first panel to gain a better perspective on the market and economy today, isolate the world's trouble spots, set realistic expectations for economic growth, and rise above the daily ups and downs of Wall Street.
Navigate Today's Market: Morningstar Strategist Q&A
10:00–10:50 a.m.
Q&A Session
With continued uncertainty in the economic outlook, rising interest rates, and full valuations, it's easy to feel queasy about today's investment landscape. Our strategists will be on hand to answer your questions, give their take on what parts of the market are attractive today, and help you best position yourself for long-term success. Tune in live to ask your questions!
Get a Handle on Health-Care Costs
11:00–11:50 a.m.
Panel Session
Medical expenses are one of the biggest unknowns for retirees, who may face more than $200,000 in out-of-pocket health-care costs in their golden years--and that doesn't even include long-term care. Tune in for practical strategies to meet your health-care funding needs with smart use of Medigap policies, health savings accounts, long-term care insurance, and more.
See Why Moats Matter
12:00–12:30 p.m.
Video and Lunch Break
The notion of economic moats, or sustainable competitive advantages, is central to how Morningstar identifies the best companies for investors--those that deserve your investment dollars for the long run. In this special 30-minute movie, hear directly from Morningstar analysts, fund managers, and corporate executives to understand how businesses build moats and why it pays for long-term investors to seek them out.
Afternoon Sessions
Build a Moat in Your Portfolio
12:30–1:20 p.m.
Presentation
Morningstar StockInvestor editor Matt Coffina provides a hands-on tutorial on investing in great businesses for the core of your stock portfolio. Matt will cover how to identify an economic moat and the best way to value a business, as well as answer viewers' stock-investing questions.
Become a Better Index Investor
1:30–2:20 p.m.
Panel Session
Index funds have been riding a wave of popularity in recent years. Low costs, diversification, transparency, and the rise of ETFs have driven the growth, but a proliferation of index options hasn't made investment selection easier for passively minded investors. Watch this panel to learn how to better pick index funds, blend passive and active strategies in a portfolio, and size up the latest "smart beta" offerings.
Ready Your Portfolio for Retirement
2:30–3:20 p.m.
Presentation
Attention 401(k) investors: If you're near retirement, it's time to get hands on. The shift from wealth accumulation to retirement income requires special attention and care to ensure proper allocation for portfolio drawdown, tax efficiency, and sustainability. Get a head start with this practical rundown of key tasks, led by Morningstar's director of personal finance Christine Benz.