Media Kit
Events
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. The unprecedented events of 2020 allowed us to launch a new all-digital experience to chart a course forward and empower investor success like never before.

Morningstar Investment Conference
September 22–24, 2021
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 2020, 2,400+ U.S. participants attended the Morningstar Investment Conference. 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.
The exact format of the 2021 conference is to be determined at this point in time, but the dates are set for September 22–24, with some events taking place at McCormick Place, Chicago.
Morningstar Investment Conference Sponsorship Opportunities
- Principal Sponsor
- Lead Sponsor
- 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.
Reasons Attendees Went to the Morningstar Investment Conference

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Morningstar Investment Conference Statistics

Perspectives From the 2020 Morningstar Post-Conference Survey
I’ve done a number of virtual conferences and Morningstar’s was, by far, the best. It was well coordinated, the speakers and topics were engaging, and the pace (which seems to be a harder thing for other organizations to master) was perfect. Just enough of a break to check email but not enough to lose engagement. Kudos to the planners who are navigating this strange, new way to hold a conference.
Source: 2020 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. In 2020 we held eight virtual conferences on five continents, with 9,498 attendees from 90 different countries. In total, attendees watched 29,457 hours of research, insights, and analysis. Our global sponsorship team can tell you more about how to bring your message to our international audiences.
Morningstar Investment Conferences
- South Africa
- UK
- Spain
- Italy
- India
- France
- Australia
Morningstar Individual Investor Conference
- Australia