Morningstar Investment Conference
April 25–27, 2023
McCormick Place, Chicago
The Morningstar® Investment Conference brings together the nation’s top investment experts to discuss industry trends, investment research, and the market environment. Conference attendees are a highly qualified audience of investment advisors and financial planners looking for solutions to help manage their businesses.
In 2022, 2,500+ U.S. participants attended the Morningstar Investment Conference either in person, digitally, or virtually. Exhibiting at the Morningstar Investment Conference is one of the most effective ways to reach people who make decisions about buying your products and services.
Morningstar Investment Conference Sponsorship Opportunities
- Principal Sponsor (1 Available)
- Lead Sponsor (2 Available)
- Major Sponsor (6 Available)
- Associate Sponsor (Limited)
Morningstar Events—United States
Morningstar Investment Conference Audience Statistics
Attendee Firm Type (%)
Assets Under Management (%)
*Other includes portfolio managers, research analyst/due diligence, accounting, legal firms, media, retirement plan provider, and compliance.
Advisor/Wealth Manager Type (%)
Top Three Reasons for Attending the 2022 Morningstar Investment Conference
Morningstar Investment Conference Statistics
Perspectives From the 2022 Morningstar Post-Conference Survey
I really enjoyed the speakers, I felt there was enough difference between the speakers in each panel that I wasn't getting the same perspective over and over.
Tremendous Morningstar panels on topics like direct indexing, Mary Childs' keynote, and terrific House of Blues event. Great to meet Morningstar analysts everywhere and hear their insights.*
Source: *2022 Morningstar Investment Conference Attendee Survey.
Morningstar events are a global opportunity to showcase your brand to audiences worldwide. Our conferences and workshops draw thousands of attendees annually from the U.S., Europe, Asia, and Australia. Our global sponsorship team can tell you more about how to bring your message to our international audiences.
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