Question 1

What is the Morningstar Investment Conference?

Accepted Answer

The Morningstar Investment Conference (MIC) is a two-day, in-person event for financial professionals. Hear fresh perspectives, explore the latest investment research, and connect with peers from across the industry.

Question 2

When is the conference?

Accepted Answer

The Morningstar Investment Conference takes place June 16–17, 2027.

Question 3

Where is the conference?

Accepted Answer

The Morningstar Investment Conference is held at Navy Pier in Chicago, right on the shores of Lake Michigan.

Question 4

Can I attend virtually?

Accepted Answer

MIC is an in-person experience, and we’d love to see you in Chicago. From live conversations and interactive experiences to opportunities to connect with fellow attendees, MIC is designed to be experienced together at Navy Pier.

Question 5

How can I register for MIC?

Accepted Answer

Visit the Morningstar Investment Conference page here. There, you’ll find registration details, pricing information, and an overview of available pass types. Select the option that best fits your role: Hosted Advisor Pass – Free for registered investment advisors with a valid CRD number, granting complimentary access to the full conference experience. Advisor Pass – Designed for financial professionals with industry credentials. General Attendee Pass – Open to other interested attendees. Under your selected pass type, click Register to begin the registration process. Complete the online form with your contact and professional details. If your pass requires payment, you’ll be prompted to submit payment during checkout. Once your registration is complete, you’ll receive a confirmation email with your event details. If you do not see it, check your spam or junk folder.

Question 6

What is the cancellation policy?

Accepted Answer

Passes are fully refundable if canceled by June 9, 2026.

Question 7

What are the main topics covered at MIC?

Accepted Answer

MIC explores the trends and challenges shaping investing and the work of financial professionals, including: Market and macroeconomic trends Public and private markets convergence Equity and fixed income strategies Alternatives and liquid alternatives AI, fintech, and technology in asset management Practice management, succession planning, and business development Retirement planning and income strategies

Question 8

When will the agenda be released?

Accepted Answer

The 2027 agenda will be released in early March. We’ll share speaker and program updates as the conference approaches.

Question 9

How can I register for MIC?

Accepted Answer

Visit the MIC registration page to compare passes and pricing, select your pass, and click Register: Advisor Pass: For financial professionals with industry credentials. General Attendee Pass: For other professionals interested in attending. You’ll receive a confirmation email once you’ve registered. Interested in MIC Advisor-Sponsor Connect? Learn more on the Networking section below and review the registration requirements.

Question 10

Do you offer a student rate?

Accepted Answer

MIC is designed for financial professionals, so we don’t currently offer student registration or rates.

Question 11

May I bring a guest?

Accepted Answer

Everyone attending MIC, including conference activities and events, must have their own registration.

Question 12

What is the cancellation policy?

Accepted Answer

We understand that plans can change. MIC passes are fully refundable if canceled by June 9, 2027.

Question 13

What if I can't find my registration confirmation?

Accepted Answer

No worries, we can help. Reach out to the MIC team and we’ll be happy to resend your confirmation.

Question 14

What networking opportunities are available at MIC?

Accepted Answer

Connecting with others is a big part of the MIC experience. You can meet fellow attendees through MIC Advisor-Sponsor Connect, Braindate, and informal conversations throughout the exhibit hall and around Navy Pier.

Question 15

What is MIC Advisor-Sponsor Connect?

Accepted Answer

MIC Advisor-Sponsor Connect, formerly the Hosted Advisor Program, lets participating advisors meet one-on-one with MIC sponsors in scheduled 15-minute meetings in the exhibit hall’s Advisor-Sponsor Connect area. To participate, register for an MIC Advisor-Sponsor Connect Pass and complete your profile by April 30.

Question 16

What is Braindate?

Accepted Answer

Braindate lets you browse topics posted by fellow attendees, post your own, and book one-on-one or small-group conversations. Booking opens before MIC, and conversations take place on site in the Braindate Lounge. Watch for details as the conference approaches.

Question 17

Will there be a mobile app?

Accepted Answer

Yes. The MIC mobile app gives you access to the agenda, event information, and ways to connect with other attendees. Registered attendees will receive access instructions before MIC.

Question 18

What should I wear?

Accepted Answer

Smart and comfortable. You’ll be moving around Navy Pier, so wear comfortable shoes. Conference spaces are air-conditioned, and some meals and activities are outdoors, so bring a light layer and dress for Chicago’s June weather.

Question 19

What are the meal options for those with dietary restrictions?

Accepted Answer

Tell us about any dietary restrictions when you register, and we’ll make every effort to provide options that meet your needs.

Question 20

Will there be a place to charge my phone or laptop?

Accepted Answer

Yes. The Break Lounge has furniture with charging outlets for your devices. Spots fill up quickly, so we recommend bringing a portable charger to stay powered up throughout the day.

Question 21

Can I check my luggage?

Accepted Answer

Yes. MIC offers complimentary luggage check next to the conference check-in desk, so you can enjoy the conference without carrying your bags. Please label all items clearly.

Question 22

How do I listen to sessions in the exhibit hall?

Accepted Answer

Pick up a pair of headphones and select the channel that matches the color on the sign outside your session. Headphones are required for exhibit hall sessions only, not for main stage sessions in the Aon Ballroom.

Question 23

What accessibility options are available?

Accepted Answer

Options include: Closed captioning for all keynote sessions Noise-canceling headphones, available on request Sensory kits at the help desks A nursing pod on Level One, below registration near the bus drop-off area To request accommodation, contact the MIC team.

Questions about MIC? We've got answers!

About MIC

What is the Morningstar Investment Conference?

When is the conference?

Where is the conference?

Can I attend virtually?

How can I register for MIC?

What is the cancellation policy?

What are the main topics covered at MIC?

When will the agenda be released?

Registration

How can I register for MIC?

Do you offer a student rate?

May I bring a guest?

What is the cancellation policy?

What if I can't find my registration confirmation?

Hotel and Travel

When should I arrive and depart?

Where should I stay?

What if I'm contacted about hotel reservations or travel bookings?

What are the airport transportation options?

How will I get to Navy Pier?

Networking

What networking opportunities are available at MIC?

What is MIC Advisor-Sponsor Connect?

What is Braindate?

At MIC

Will there be a mobile app?

What should I wear?

What are the meal options for those with dietary restrictions?

Will there be a place to charge my phone or laptop?

Can I check my luggage?

How do I listen to sessions in the exhibit hall?

What accessibility options are available?

CE Credits

How can I earn CE credits for a session?

How much credit can I earn at MIC?

How do I know which sessions are accredited for CE credit?

When will I receive my credits?

Still have questions?

Still have questions?