Guest Speakers
Mark Miller

Mark writes about trends in retirement, aging, and the economy. He is the author of The Hard Times Guide to Retirement Security: Practical Strategies for Money, Work and Living, writes a syndicated column for Reuters, and blogs about retirement planning and saving strategies at
Morningstar Speakers
Christine Benz
Personal Finance

Christine is 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 editor of Morningstar Practical Finance, Morningstar Mutual Funds, and Morningstar FundInvestor.
Sarah Bush
Senior Analyst,
Active Strategies Manager Research

Sarah is a senior analyst covering active strategies on Morningstar’s manager research team. As co-head of active fixed income, she helps manage a team of analysts and shares responsibility for steering the direction of Morningstar’s fixed-income coverage.
Robert Johnson, CFA
Economic Analysis

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 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.
Session: Today's Market
Russel Kinnel
Manager Research

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, 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 helped develop the Morningstar Rating™ for funds and the Morningstar Style Box™ methodology. He is also coauthor of the company’s first book, The Morningstar Guide to Mutual Funds: 5-Star Strategies for Success, which John Wiley & Sons published in 2003.
Josh Peters, CFA
Morningstar DividendInvestor

Josh is director of equity-income strategy for Morningstar and has edited the monthly newsletter, Morningstar DividendInvestor, since it was launched in 2005. As part of his role as editor, he manages the newsletter’s real-money portfolio composed of individual stocks targeted to generate above-average income and superior total returns. Josh is also the author of The Ultimate Dividend Playbook: Income, Insight and Independence for Today's Investor.
Shannon Zimmerman
Senior Investment Consultant,
Morningstar Investment Management

Shannon is a senior investment consultant for Morningstar Investment Management, a unit of Morningstar, Inc. He is responsible for manager assessment and selection as well as portfolio construction.