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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 screenshots

Morningstar Investment Conference

June 26-27, 2024
Navy Pier, 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 2023, 1,500+ U.S. people participated in 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.

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


Asset Management 39; Advisor/Wealth Manager 31; Other 29; Asset Owner 1
Attendee Firm Type (%)
> $1B 42; $501M–$1B 5; $251–$500M 6; $101–$250M 11; $51–$100M 8; $26–$50M 5; $5–$25M 6; <$5M 17
Assets Under Management (%)

*Other includes portfolio managers, research analyst/due diligence, accounting, legal firms, media, retirement plan provider, and compliance.


Morningstar speakers and content 29%; To generate investment ideas based on the latest investment research 27%; Non-Morningstar speakers and content 24%; To learn more about Morningstar’s products for financial professionals 6%; To evaluate prospective investment management firms to outsource to 5%; To meet with Morningstar because I’m a client 4%; To meet peers, known and unknown 3%; Other 2%
Advisor/Wealth Manager Type (%)
To meet peers, known and unknown; To generate investment ideas based on the lates investment research; To meet with Morningstar experts
Top Three Reasons for Attending the 2023 Morningstar Investment Conference

Morningstar Investment Conference Statistics


3,068 US Participants; 58,347 Total MIC website visits; 3,078 Global participants have spent 10 or more hours in the MIC platform; 147 Media Registrations; 85,000+ MIC Emails opened

Perspectives From the 2023 Morningstar Post-Conference Survey

The quality of the speakers and session topics was fantastic. In almost every time slot, I had to choose between at least two options that I really wanted to attend.


Bringing in speakers from a variety of backgrounds (asset management, advisory, and thought leaders) provided a diverse array of viewpoints that I found very valuable in framing my own thoughts.*


Source: *2023 Morningstar Investment Conference Attendee Survey.
Photo of the Morningstar Investment Conference

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