June 18, 2026 | 9:30 AM - 10:20 AM
What Scares Manager Research Analysts?
Our panel of Morningstar manager research leaders share the red flags that make them pause, probe further, or rule out a fund entirely—and how advisors can use these practical insights to identify risks during the due diligence process.
- Investing Trends
- Breakout
- Ratings
- CE Credit
Speakers

Andrew Daniels
Morningstar
Director, Equity Strategies, US

Elizabeth Foos
Morningstar
Associate Director, Multi-Asset & Alternative Strategies

Eric Jacobson
Morningstar
Senior Principal, Fixed Income Strategies, US

Jeff Ptak
Morningstar
Managing Director