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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.

Morningstar Investment Conference

June 25-26 2025
Navy Pier, Chicago

MIC assembles top investment experts to discuss industry trends, investment research, and the market environment. Attendees are a highly qualified audience of investment advisors and financial planners looking for business management solutions, making sponsorship a powerful way to expand your brand.

MIC sponsorship is recommended for:
  • Investment companies expanding advisor relationships and product reach
  • Software and fintech companies looking to reach an advisor audience
  • Broker-dealers focused on recruitment and networking opportunities
  • Organizations connecting with industry leaders for collaboration

Morningstar Investment Conference Sponsorship Opportunities offering four different pricing tiers with multiple components. Please reach out to your Sales Director or audience_solutions_team_us@morningstar.com for more information.

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 academic compliance.


Advisor/Wealth Manager Type (%)
Top Three Reasons for Attending the Morningstar Investment Conference

Morningstar Investment Conference Statistics

Perspectives From the 2024 Morningstar Post-Conference Survey

I enjoyed hearing from both industry leaders and founders/CEOs of wealth and asset management firms. The topics covered were engaging and helped give insight into industry trends and challenges faced.


I attended this conference to hear great speakers and gain some knowledge. This was achieved.*

Source: *2024 Morningstar Investment Conference Attendee Survey.

Global Conferences

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.

Morningstar Investment Conferences
  • Australia
  • India
  • Netherlands
  • South Africa
  • UK