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Stocks Forum
April 22–23, 2008 8:00–4:00 Chicago Mart Plaza 350 West Mart Center Drive Chicago, IL 60654 Agenda Speaker Bios Directions Accommodations Holiday Inn, Mart Plaza 350 West Mart Center Drive Chicago, IL 60654 888-465-4329 Special Rate of $159 through 3/22/08. Mention Morningstar or go to martplaza.com, code CMS. Alternate Accommodations The Westin, River North 320 North Dearborn Street Chicago, IL 60610 877-866-9216 Marriott, Magnificent Mile 540 North Michigan Avenue Chicago, IL 60611 800-228-9290 Stock Valuation Workshop April 21, 2008 1:00–4:00 Sold Out! Agenda Enjoy a weekend in Chicago Links to lodging, attractions, museums, cultural events, and more. Dining Broadway Art Institute of Chicago Shedd Aquarium Field Museum
You asked for more stock ideas—and we listened
This year’s event will be held at the Chicago Mart Plaza and is two complete days of innovative stock ideas. Come hear how Morningstar equity strategists apply their methods to find great opportunities. They will present their favorite stocks for 2008 and why they like them. Plus, listen to executives from 15 companies discuss how they build and maintain competitive advantages in the current marketplace.This is the one stock event to attend in 2008!
Stocks Forum: Day 1
Morningstar Speakers
Hear Morningstar equity strategists Paul Larson, Josh Peters, and Toan Tran discuss how their 2007 picks have performed and what they’ve got on their radars for 2008.
Attend breakout sessions on market-specific topics. (More information to follow as the date approaches.) Pick up new stock ideas. (You’ve asked for more stock ideas—and we listened!) Attend our Exhibit Hall of Analysts, where you can talk informally with the analysts who cover the stocks you want to know more about.
Stocks Forum: Day 2
Company Speakers
Obtain firsthand information about management’s long-term shareholder value creation and moat-building strategies. This year’s lineup includes CarMax, Northern Trust, Genentech, and Magellan Midstream Partners. Please see the Stock Forum agenda (at left) for a complete listing of presenters. Ask questions and get answers from the senior management of companies you may currently hold in your portfolio or plan to invest in some day. Develop and expand your network by meeting other investors who are interested in similar stocks.
What Forum attendees said about the 2007 event:
“I really liked hearing the equity strategists comparing and explaining why a company has certain competitive advantages.”
“Best investment seminar I have been to in a long time; excellent format.”
“It was great meeting the equity strategists and hearing their unapologetic stock selection process. I also liked the in-depth, knowledgeable answers the analysts and equity strategists provided to questions from the audience, especially sharing their knowledge of specific stocks.”
“This was my first direct exposure to presentations from management—and was from a great selection of companies.”
A few reasons why you should attend this year's Stock Forum:
Meet Josh Peters, Morningstar equity strategist and author of the new book, The Ultimate Dividend Playbook. Have lunch with Morningstar equity strategists and get the answers you want straight from the source.
Enjoy a great location overlooking the Chicago River at Chicago Mart Plaza—across the street from Morningstar's global headquarters. |
