The Morningstar Investment Conference

About the Morningstar Investment Conference

What is the state of the market? Where should you invest in it? We'll help answer those questions and more as we bring together a first-rate lineup of asset managers, advisors, executives, and strategists who are leaders in their respective fields. As an advisor, you will get ideas on how to maximize income, minimize risk, invest globally, and develop solutions to help you better serve your clients.

One of the Investment Community's Premier Events

The Morningstar Investment Conference will enter its 25th year as one of the investment industry's most respected annual events. With a focus on providing advisors with knowledge, insights, and resources, the conference will address key financial topics, investment strategies, and perspectives on the economy.

Thought Leadership from the Best Minds in the Investment Industry

The Morningstar Investment Conference will feature top mutual fund managers and industry leaders in keynote presentations, breakout sessions, and round-table discussions. This event is essential for financial professionals seeking investment insights and expert analysis.

Keynote presenters include John Bogle, founder and former CEO, The Vanguard Group; Michael Mauboussin, managing director, global investment strategies, at Credit Suisse; Ron O'Hanley, president of asset management and corporate services, Fidelity Investments; Erik Wahl, artist, author, and entrepreneur; and Carl Richards, director of investor education, The BAM Alliance.

Cancellation Policy

Registration fees are 100% refundable if we receive your cancellation notice by May 10, 2013. Please call +1 866 839-9729 to cancel a reservation. No refunds are available after May 10, 2013. If you have registered and cannot attend, you may send someone else in your place.

Continuing-Education Credits

To help fulfill your continuing-education requirements, the Morningstar Investment Conference agenda has been submitted to the Certified Financial Planner Board of Standards for Continuing Education (CE) credit and to the National Association of State Boards of Accountancy for Continuing Professional Education (CPE) credit.