Morningstar® Investment Conference

Chicago 2018

June 11–13, 2018 | McCormick Place

Save the Date

Morningstar presents the latest developments on financial advice from the industry’s top minds. Discover new perspectives on the market and ideas to put into practice.

29 Years Ago

We hosted the first Morningstar Investment Conference in 1988 with a small group of attendees, speakers, and sessions.

Today

Over the years, the conference has grown substantially in number of attendees, speakers, and sessions.

Attendees

73

Speakers

18

Sessions

6

Past Speakers

The conference brings together some of the financial industry’s top minds.

Main Stage Speakers

John C. Bogle

Vanguard

John Bogle is founder and former chief executive of Vanguard, and president of the Bogle Financial Markets Research Center. Vanguard is now the largest mutual fund organization in the world, with current assets totaling over $4 trillion.

Laurence D. Fink

BlackRock

Laurence Fink is founder, chairman, and chief executive officer of BlackRock, Inc. Under his leadership, the firm has grown into a global leader in investment management, risk management, and advisory services for institutional and retail clients.

Kunal Kapoor

Morningstar

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization. 

Michael Lewis

Best-Selling Author

Financial journalist and best-selling author Michael Lewis has published more than a dozen books on subjects ranging from politics to Wall Street. Lewis’ upcoming book, The Undoing Project, dives deep into the field of behavioral economics.

Jimmy Wales

Wikipedia

Jimmy Donal Wales is a U.S. Internet entrepreneur, wiki pioneer, and technology visionary, who is best known as the founder of Wikipedia, an international collaborative free content encyclopedia on the Internet, and the Wikimedia Foundation.

Main Stage Speakers

Josh Brown

Ritholtz Wealth Management

Josh Brown, CEO of Ritholtz Wealth Management, helps clients align their investments with their goals and manages client portfolios. Clients range from high net worth households and corporations to retirement plans and charitable foundations. 

Sonal Desai

Templeton Global Macro

Sonal Desai, Ph.D., is a senior vice president and director of research for Templeton Global Macro. Templeton Global Macro offers global, unconstrained investment strategies through a variety of investment vehicles.

Dan Ivascyn

PIMCO

Dan Ivascyn is group chief investment officer and a managing director at PIMCO. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. 

Michael Kitces

Pinnacle Advisory Group

Michael Kitces is a partner and the director of research for Pinnacle Advisory Group, as well as cofounder of the XY Planning Network and publisher of the popular financial planning industry blog Nerd’s Eye View.

Laura Lutton

Morningstar

Laura Lutton is North American practice leader, manager research, for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She directs the firm’s manager research analyst teams in the United States and Canada.

Sarah Newcomb

Morningstar

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar financial management applications and tools.

Don Phillips

Morningstar

Don Phillips is a managing director for Morningstar. He joined the company in 1986 as its first mutual fund analyst and soon became editor of its flagship print publication, Morningstar® Mutual Funds™.

Rick Rieder

BlackRock

Rick Rieder, managing director at BlackRock, is the global chief investment officer of fixed income, co-head of the global fixed income platform, a member of the global operating committee, and chairman of the firm-wide investment council. 

Tricia Rothschild

Morningstar

Tricia Rothschild, CFA, is chief product officer for Morningstar. She is responsible for product strategy, innovation, development, and execution for the solutions delivered to clients. 

Paolo Sironi

IBM Watson Financial Services

Greggory Warren

Morningstar

Greggory Warren, CFA, is a senior equity analyst for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc., covering traditional U.S. and Canadian asset managers, as well as Berkshire Hathaway. 

Look Back at the Conference

When You Get Here

Welcome to Chicago

It’s Morningstar’s home and a hub for business and culture. You’ll be a quick cab ride away from the Loop, the center of the city. Spending most of the day at McCormick Place, you’re going to be right off Lake Michigan and just steps away from your hotel.

Where You’ll Stay

Unwind at the Hyatt Regency McCormick Place after a full day at the conference. You'll have access to the lakeside jogging path. And if you want to explore our eclectic neighborhoods, you’ll be steps from Metra and CTA train stops. Get a special hotel rate if you book by April 4.

Hyatt Regency McCormick Place

2233 South Dr. Martin Luther King Jr. Drive
Chicago, IL, 60616

Morningstar does not hire or authorize anyone to contact you to book your hotel rooms at the Hyatt McCormick or 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.

See You in the Exhibit Hall

Network with people from more than 100 organizations including asset management firms, fintech companies, and media groups. Morningstar experts will be on hand, too—ready to answer questions

  • Aberdeen Asset Management
  • Advicent
  • Advisor Perspectives
  • Agreement Express
  • Albridge
  • Alliance Bernstein
  • Allianz Global Investors
  • American Beacon Advisors
  • American Funds
  • AMG Funds
  • Angel Oak Capital Advisors
  • Appleseed Funds
  • Ariel Investments, LLC
  • AQR Capital Management
  • The Arbitrage Funds
  • Artisan Partners
  • The Athene Group
  • Azzad Funds
  • Baird Funds
  • Balter Liquid Alternatives, LLC
  • Baron Funds
  • BlackRock
  • Bluerock
  • Boston Partners
  • BNY Mellon
  • Bridgeway Funds
  • Broadview Advisors, LLC
  • Brown Advisory
  • Brown Brothers Harriman
  • Calamos Investments
  • Calvert Research and Management
  • Cambiar Investments
  • Capstone/Steward Funds
  • Carillon Tower Advisers
  • Causeway Capital Management, LLC
  • Centerstone Investors, LLC
  • CFA Institute
  • Charles Schwab
  • CircleBlack
  • Cognois Capital, LLC
  • Conestoga Funds
  • Cramer Rosenthal McGlynn, LLC
  • Credit Suisse Asset Management
  • Davis ETFs
  • Delaware Funds by Macquarie
  • Diamond Hill Capital Management
  • Discovery Data
  • Dodge & Cox
  • Domini Impact Investments, LLC
  • Draft
  • Eaton Vance Investment Managers
  • Edgewood Management LLC
  • eMoney Advisor, LLC
  • Envestnet Logix
  • Envestnet Tamarac
  • Eventide Asset Management
  • Evermore Global Advisors, LLC
  • KEELEY Funds
  • Legg Mason Global Asset Management
  • Leuthold Funds
  • Litman Gregory
  • Longleaf Partners
  • Loomis, Sayles & Company, L.P.
  • Mainstay Investments
  • Mairs & Power
  • Matthews Asia
  • MFS Investment Management
  • Miller / Howard Investments
  • Modestspark
  • Moerus Capital Management, LLC
  • Morgan Stanley Investment Management
  • NAREIT
  • Neuberger Berman
  • NextShares Solutions, LLC
  • Nuveen
  • QuonWarrene
  • Redi2 Technologies, Inc.
  • Redtail Technology
  • Resource
  • Reverse Mortgage Funding, LLC
  • RIA Database
  • RIA in a Box
  • RidgeWorth Investments
  • RightCapital
  • Riskalyze
  • RiverNorth
  • RiverPark Funds
  • Royce & Associates
  • Salient
  • Sallie Mae
  • Saturna Capital
  • Scout Investments
  • USAA Investments
  • Vaneck
  • Vanguard
  • Versus Capital
  • Vestmark
  • Vestorly
  • Victory Capital Management
  • Wasatch Funds
  • Wealth Management
  • Weitz Investment Management
  • Wells Fargo Asset Management
  • Westchester Capital Management, LLC
  • Westcore Funds
  • Wildermuth Advisory, LLC
  • William Blair
  • Wintergreen
  • YCharts

Thank You to Our 2017 Sponsors

Be a visible part of the MIC 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.


Principal Sponsor

PGIM Logo

Lead Sponsors

PGIM Logo
Mainstay investments Logo

Major Sponsors

American Funds Logo
Pimco Logo
Powershares Logo
Vanguard Logo
Blackrock Logo
Oppenheimer Funds Logo

Associate Marketing Partners

Advisor Perspectives Logo
FA Logo
Financial Planning Logo
Investors Business Daily Logo

Coffee Lounge Sponsor

MFS Logo

Social/Digital Hub Sponsors

Impact Communications Inc Logo
Quonwarrene Logo

See you at the conference.

#MICUS