Guest Speakers
Harold Evensky, CFP, AIFP
Chairman
Evensky & Katz Wealth Management



Evensky
Mr. Evensky is an internationally recognized speaker on investment and financial planning issues. He is the Chairman of Evensky & Katz / Foldes Financial and a Professor of Practice in the Texas Tech University, Personal Financial Planning Department. He is on the Editorial Advisory Board of the Journal of Financial Planning and Journal of Retirement , and he is the Research Columnist for the Journal. He has also served on the National Board of the IAFP and the Charles Schwab Institutional Advisory Board and Council.
In 1999, he was awarded the Dow Jones Investment Advisor Portfolio Management Award for Lifetime Achievement. In 2001 he was listed by Financial Planning Magazine as one of five "Movers, Shakers and Decision Makers, The Most Influential People in the Financial Planning Profession," and, he was named one of the "25 Power Elite" in the financial services industry by Investment News. In 2009 he was included in Money Magazine’s Six Top Advisors and in 2010 he was included in Investment Advisor Magazine’s “Thirty for Thirty” – Investment Advisors most influential in building the profession over the last 30 years. In 2013 he was listed as one of the professions 15 Transformational Advisors by Investment News and is a recipient of the FPA Heart of Financial planning award.

Morningstar Speakers
Christine Benz
Director, Personal Finance

Benz
Christine focuses on retirement and portfolio planning for Morningstar.com. She is also author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances and co-author of Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller. Before assuming her current role in 2010, she served as director of mutual fund analysis as well as editor of Morningstar Practical Finance, Morningstar Mutual Funds, and Morningstar FundInvestor.
Robert Johnson
Director, Economic Analysis

RJohnson
As director of economic analysis for Morningstar, Bob meets regularly with Morningstar’s sector teams to gather up-to-the minute economic data from more than 120 Morningstar equity and corporate credit analysts globally. He disseminates this information to other sector teams and to Morningstar subscribers via weekly columns and videos on Morningstar.com. In addition, Johnson provides general economic data to individual analysts to help them formulate their opinions on debt and equity securities. Bob has more than 30 years of investment industry experience, including both buy-side and sell-side assignments as a research analyst.
Dario Castagna, CFA
Associate Portfolio Manager
Castagna
Dario Castagna is an associate portfolio manager for Morningstar Associates, LLC. He focuses on fund-of-funds management, with responsibility for multi-asset and income portfolios based in the U.S. and Europe. His areas of expertise include asset allocation, portfolio construction, and manager due diligence with a focus on fixed-income income and alternative funds. Castagna is a member of the Portfolio Manager Committee that, among other functions, makes positioning decisions affecting the group's various portfolios.
Previously, Castagna was an analyst working in support of the portfolio-management staff, contributing both quantitative and investment analysis since 2006. Prior to that, he spent several years as an analyst based in Morningstar's Milan and Stockholm offices. Castagna joined Morningstar as the head of quantitative analysis in the Morningstar Milan office in 2001.
Castagna holds a master’s degree in economics and finance from Bocconi University, Italy, and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst designation.
Sarah Bush
Director, Manager Research
Fixed-Income Strategies

Bush
Sarah Bush is director of manager research for fixed-income strategies, North America. She oversees Morningstar’s fixed-income manager research team and follows a variety of taxable, high-yield, and bank-loan strategies from asset managers including DoubleLine, Fidelity, Loomis Sayles, and PIMCO. Bush is the lead analyst on the DoubleLine and Loomis Sayles fund families and Fidelity’s fixed-income offerings.
Before rejoining the firm in 2011, Bush served from 2006 to 2010 as director of development and then director of investor programs for IFF, a Community Development Financial Institution that provides loans and real estate consulting to nonprofits serving low-income communities in the Midwest. Previously, she spent four years at Prudential Capital Group, an investment arm of Prudential Financial, where she researched, recommended, and negotiated private placement debt investments. Bush originally joined Morningstar in 1997 as a mutual fund analyst.
Bush holds a bachelor’s degree in history and mathematics from the University of Wisconsin, where she graduated as a member of Phi Beta Kappa, and a master’s degree in business administration, with concentrations in finance, economics, and international business, from the University of Chicago Booth School of Business.
Russel Kinnel
Director,
Manager Research

Kinnel
Russ is director of manager research for Morningstar and editor of Morningstar FundInvestor. He heads the Analyst Ratings Committees, which issue the Morningstar Analyst Rating™ for funds. He also writes the Fund Spy column for Morningstar.com, and authored the book Fund Spy: Morningstar’s Inside Secrets to Selecting Mutual Funds That Outperform.
Since joining Morningstar in 1994, Kinnel has analyzed virtually every type of fund and has covered the most prominent fund families, including Fidelity, T. Rowe Price, and Vanguard. He has led studies on the predictive power of fund data, and created the bloat ratio for measuring changes in fund trading costs. He is also the author of Morningstar’s annual Mind the Gap report on the investor return shortfall.
Elizabeth Collins, CFA
Director, Equity Research

Collins
Elizabeth Collins, CFA, is director of equity research, North America for Morningstar, responsible for leading the firm’s team of North American-based equity research analysts. Collins is also co-author of Why Moats Matter: The Morningstar Approach to Stock Investing, published by John Wiley & Sons in 2014.
Before assuming her current role in 2014, Collins was chair of Morningstar’s Economic Moat committee, a group of senior members of the equity research team responsible for reviewing all Economic Moat and Moat Trend ratings issued by Morningstar. She has also served as director of basic materials equity research and senior analyst on the energy team. She joined Morningstar in 2005. Previously, Collins worked as a youth program coordinator for a public housing community organization in Boston.
Collins holds a bachelor’s degree in psychology from Boston College and a master’s degree in business administration from DePaul University. She also holds the Chartered Financial Analyst® designation.
Ben Johnson, CFA
Director, Global ETF Research

BJohnson
Ben Johnson, CFA, is director of global ETF research for Morningstar. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.
Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds.