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Morningstar® ETF Conference

 

Chicago 2017

 

September 6–8 | Hyatt Regency Chicago

 

Register

 

Don't miss the early bird price. (Flying away July 28) 

 

Morningstar presents the latest developments in the exchange-traded fund space. Our ETF-focused event presents tactics, strategies, and portfolio insights for financial professionals. 

 
 

Our Speakers

 

Tap into a dialogue about the latest developments in the ETF industry.

 

Andrew Ang
BlackRock

Chris Brightman
Research Affiliates

Joseph Davis
Vanguard

Richard H. Thaler
The University of Chicago

 
 

On the Agenda

 

Agenda is subject to change.

 

12–7 p.m.

Registration Open

1–2 p.m.

Morningstar Manager Research Highlights

Research Showcase

Ben Johnson, Morningstar

Ben Johnson, Morningstar’s director of global ETF research, will share findings from a pair of new research reports. First, he’ll take an in-depth look at the methodology underlying Morningstar’s semiannual Active/Passive Barometer study and share the results of the mid-2017 installment. He’ll also share highlights from Morningstar’s fourth annual Global Guide to Strategic-Beta Exchange-Traded Products, which examines trends in asset flows, product development, and fees in this quickly growing corner of the market.

2–3 p.m.

Morningstar’s Approach to ETF Due Diligence

Research Showcase

Alex Bryan, Morningstar

Alex Bryan, Morningstar’s director of passive strategies research for North America, will provide a detailed overview of how Morningstar’s manager research team applies their due-diligence framework in assigning Morningstar Analyst Ratings to ETFs and index funds. He’ll go through a series of case studies covering everything from ETFs tracking broad, market-capitalization-weighted indexes to those tied to strategic-beta benchmarks.

3–4 p.m.

Assessing the Stewardship Practices of Index Mutual Fund and ETF Providers

Research Showcase

Adam McCullough, Morningstar

Manager research analyst Adam McCullough will cover the key findings of research examining the stewardship practices of sponsors of index mutual funds and ETFs. This work examines the alignment of these firms’ interests with those of their fund shareholders and singles out some of the best prospective partners for investors in these funds.

4:30–4:35 p.m.

Opening Remarks

Ben Johnson, Morningstar

4:35–5:30 p.m.

Opening Keynote

Joe Davis, Vanguard

5:30–7:00 p.m.

Opening Reception in Exhibit Hall

7:30 a.m.–7 p.m.

Registration Open

7:45–8:30 a.m.

Breakfast in the Exhibit Hall

8:30–9:30 a.m.

General Session 1

Andrew Ang, BlackRock

9:30–10:30 a.m.

General Session 2

Chris Brightman, Research Affiliates

10:30–10:50 a.m.

Break

10:50–11:40 a.m.

Making Sense of the Multitude of Multifactor ETFs

Track: Strategic

Lukas Smart, Dimensional Fund Advisors / Kal Ghayur, Goldman Sachs / Rob Nestor, BlackRock / Adam McCullough, Morningstar

Multifactor ETFs have multiplied in recent years. Spreading one’s factor bets makes sense, but making sense of the current menu of these funds is a tall task. Our expert panel will unpack the key considerations investors should take when doing their due diligence on these funds.  

 

How Might Defensive Strategies Fare in a Rising Rate Environment?

Track: Tactical

Darby Nielson, Fidelity Investments / Raman Aylur Subramanian, MSCI / Jason Stoneberg, Invesco PowerShares / Alex Bryan, Morningstar

Should interest rates continue to rise, investors in stodgy traditional strategies may be in for a surprise. Panelists will discuss how playing defense through buying dividend payers and less volatile stocks may leave their flank exposed in a rising rate environment.

11:45 a.m.–12:45 p.m.

Is There Potential for Strategic Beta in Fixed Income?

Track: Strategic

Sal Bruno, Index IQ / Martin Kremenstein, Nuveen Investments / Kevin Flanagan, WisdomTree / Phillip Yoo, Morningstar

While strategic-beta ETFs have proliferated in the equity space, the fixed-income arena still looks relatively ripe for new approaches to building bond portfolios. This discussion will focus on the current crop of strategic-beta bond ETFs and what the future might hold for rules-based bets on bonds.

 

Shades of Value

Track: Tactical

Wes Gray, Alpha Architect / John Ameriks, Vanguard / John West, Research Affiliates / Daniel Sotiroff, Morningstar

Value strategies come in many different approaches, each of which might yield very different investment outcomes. Our expert panel will discuss the varieties of value approaches and how investors might select the one that best suits their tastes.

12:45–2 p.m.

Luncheon and Keynote Presentation

Richard Thaler, University of Chicago

2:10–3 p.m.

Not All Small-Cap Indexes Are Created Equal

Track: Strategic

Craig Lazzara, S&P Dow Jones Indices / Rolf Agather, FTSE/Russell Investments / Paul Kim, Principal Global Investors / Ben Johnson, Morningstar

Small-cap stocks are an essential ingredient in a well-diversified portfolio. For investors opting for a passive approach in the small-cap space, understanding index construction is paramount, as differences in the makeup of small-cap benchmarks are material. This discussion will center on those differences and frame them in the context of asset allocation.

 

Tricks of the Trade

Track: Tactical

David Mann, Franklin Templeton Investments

Trading ETFs can be tricky business. This trading tutorial will cover best practices in ETF trading and how to navigate the ebbs and flows of ETF liquidity.

3:10–4 p.m.

How Is the Rise of Passive Investing Influencing Corporate Governance?

Track: Strategic

Michelle Edkins, BlackRock / Glenn Booraem, Vanguard / Rakhi Kumar, State Street Global Advisors / Ben Johnson, Morningstar

The growth in assets under management in index funds and ETFs has consolidated ownership of many stocks among a small handful of asset managers. Our panel will discuss how these firms are using their sway to influence corporate agendas and whether passive investors can be agents of change.

 

The Case for International Equities

Track: Tactical

Fran Kinniry, Vanguard / Jeremy Schwartz, WisdomTree / Michael Arone, State Street Global Advisors / Alex Bryan, Morningstar

It’s been tough to make the case for international diversification in recent years, as U.S. stocks have trounced their counterparts overseas. Is the case for international diversification dead? Our panel will explore the rationale for building a portfolio of stocks that extends beyond U.S. borders.

4–4:30 p.m.

Break

4:30–5:30 p.m.

General Session 3

Barry Ritholtz, Ritholtz Wealth Management

5:30–7 p.m.

Reception in Exhibit Hall

7:30 a.m.–12 p.m.

Registration Open

7:45–8:30 a.m.

Breakfast in Exhibit Hall

8:30–9:30 a.m.

General Session 4

Jamil Baz, PIMCO

Moderated by Miriam Sjoblom, Morningstar

9:40–10:30 a.m.

Liquid Alternatives

Track: Strategic

Yasmin Dahya, J.P. Morgan / Nadia Papagiannis, Goldman Sachs / Tayfun Icten, Morningstar

Investors have long sought a “magic” asset class, one offering an uncorrelated source of returns. Are liquid alternatives an oasis in the desert or just a mirage? And can these strategies be effectively delivered via an ETF?

 

Picking Your Spots in Emerging Markets

Track: Tactical

Simeon Hyman, ProShares / Ted Lucas, Hartford Funds / Dan Rohr, Morningstar / Daniel Sotiroff, Morningstar

Emerging markets have gone from boom to bust. Some developing nations appear to be on the brink. Is there opportunity in crisis? What’s the best way to approach these markets?

10:30–11 a.m.

Break

11 a.m.–12 p.m.

Meet the Pundits

Closing General Sesssion

Matt Hougan, Inside ETFs / Ben Johnson, Morningstar / Tom Lydon, ETF Trends / Crystal Kim, Barron's

Our panel of industry watchers will have a no-holds-barred discussion of the latest trends in the land of ETFs.

 
 
 

When You Get Here

 

Welcome to Chicago

 

It’s Morningstar’s home and a hub for business and culture. At the Hyatt Regency Chicago, you'll be just steps away from Lake Michigan, dining, shopping, and more.

 

Where You’ll Stay

 

Unwind at the Hyatt Regency Chicago after a full day at the conference. The hotel is located right on the Chicago River in the center of the city. Get a special hotel rate if you book by August 15.

 

 

 

Hyatt Regency Chicago

151 East Wacker Drive

Chicago, IL, 60601

 

Book Your Room

 

Morningstar does not hire or authorize anyone to contact you to book your hotel rooms at the Hyatt Regency for the Morningstar Investment Conference. If you are contacted by a third party to book your room at the Hyatt for the Morningstar Investment Conference, please contact: daniel.skelton@morningstar.com.

 
 

Thank You to Our Sponsors

 

Be a visible part of the conference experience by becoming a sponsor. It’s about more than attendees seeing your company’s logo—it’s an effective way to reach decision makers. Read our sponsorship kit for details.

 

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Lead Sponsor

 

Major Sponsors

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See you at the conference.

 

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