2009 Morningstar Stocks Forum

Explore the complex issues facing investors today at the Fourth Annual Morningstar Stocks Forum. At our two-day event, you’ll hear Morningstar equity strategists and analysts dissect the current market environment, offer their unique perspective on the road ahead, and present their current stock picks. Meet face-to-face with our analysts as well as the management teams of some of the top companies we cover.

Get Exclusive Morningstar Stock Picks

Be part of our equity strategists’ annual meeting and get our best stock ideas on Day 1. Join Paul Larson, Josh Peters, Mike Tian and Justin Perucki as they evaluate their portfolios’ performance, apply their strategies to find new opportunities and discuss a handful of their current recommendations with a panel of seasoned Morningstar analysts who cover those companies in-depth. Keynote session: Pat Dorsey interviews Robert Miles, author of The Warren Buffett CEO: Secrets from the Berkshire Hathaway Managers.

Meet the Management Behind the Moat

Ask questions and get answers from the C-level executives of companies you may currently hold in your portfolio or plan to invest in some day. Obtain firsthand information about management's long-term shareholder value creation and moat-building strategies for the current environment. Current speakers include General Mills Inc., BB&T Corporation, Fastenal, and Sysco. For a complete list of companies booked to date, click here.

Talk One-on-One with Morningstar Stock Analysts

Get an independent and balanced perspective on today's emerging trends. Attend our Exhibit Hall of Analysts, where you can meet and speak with our newsletter editors and the equity analysts who cover the stocks that interest you. Plus, take part in round-table discussions with Morningstar analysts and other investors during lunch each day.

Join us for a day of workshops before the Stocks Forum begins. On November 4th we are hosting three hands-on training sessions at Morningstar's new Chicago headquarters. Brian Nelson, assistant director of training, shows you how to value stocks like a Morningstar analyst. Erik Kobayashi-Solomon, co-editor of Morningstar OptionInvestor, guides you through an introduction to options and the strategies we've developed to use them as a powerful investing tool in two sessions, Options: Novice and Options: Advanced. Each workshop has been approved by the CFP Board for 3 hours of continuing education credits.

Network with Peers

Develop and expand your network by meeting other investors who are interested in similar stocks. Compare notes on handling common challenges and share your success stories!

Attendee Cancellations

Registration fees are 100% refundable if we receive your cancellation notice by October 23, 2009. No refunds are available after October 23, 2009. If you have registered and cannot attend, you may send someone else in your place.

Thursday, November 5 | 9 am-5 pm
Friday, November 6 | 8:30 am-4:00 pm