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2013 Morningstar Investment Conference

Join the 25th anniversary of our annual Investment Conference with Morningstar.com's on-the-spot reports and one-on-one interviews with some of the industry's best investing minds. 

Morningstar Analysts, 06/19/2013

Last week, the Morningstar Investment Conference celebrated its 25th year of bringing together the most innovative minds in investing.

There was no shortage of big topics to discuss in this silver-anniversary year. The conference featured keynote presentations from founder and former chief executive of Vanguard John C. Bogle, investing perspectives from Michael J. Mauboussin, a look at the fund industry from Fidelity president of asset management Ron O'Hanley, and tips for advisors to simplify their financial-planning approach from Behavior Gap columnist Carl Richards.

Morningstar analysts also led panel discussions featuring notable investors such as former Fund Manager of the Year Bill Nygren, GMO's James Montier, and TCW's Tad Rivelle, and covering a wide variety of topics including proven active management strategies, the macroeconomic landscape, corporate bonds, dividend-paying stocks, international opportunities, and more.

You can read our on-the-ground coverage of the entire conference, including analyst blogs from top panels and more than 20 video interviews with featured managers. Check back here for the latest, and return again over the next week, as even more reports will be posted.

Conference Coverage

Bogle: The Problems With 401(k)s
The 401(k) is really a thrift plan that we've tried to redesign into a retirement plan, and it needs to change, says the Vanguard founder.

Bogle: Yield Seekers Shouldn't Go Out on a Limb
Investors may need to stretch for a bit more yield, but to get entirely out of a very safe bond index fund and into riskier fare should be unacceptable, says the Vanguard founder.

Bogle: We Must Act With Money-Fund Reform
The Vanguard founder says all money markets, not just prime funds, should publish floating NAVs, and those opposed are 'leaning on a weak reed.'

Quotable Bogle
Never one to mince words, the grandfather of index fund investing had no shortage of quotable moments at the Morningstar Investment Conference Thursday.

Nygren: Value Managers Love Growth but Don't Overpay for It
The Oakmark manager discusses a value case for Google, his team's three-pronged investment approach, and why capacity is not a major issue for the Oakmark Fund.

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