Morningstar
Investment Conference

June 3–5, 2020
McCormick Place, Chicago

See the Future of Investing

The Morningstar Investment Conference is designed to help investing professionals recognize lessons from the past, understand what’s happening right now, and peek around the corner to see what’s next.

2020 Speakers

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

James Anderson

Baillie Gifford

James Anderson has been the Manager and then Joint Manager of Scottish Mortgage Investment Trust since 2000 and is a co-manager of the International Concentrated Growth Strategy. He Chaired the International Growth Portfolio Group from its inception in 2003 until July 2019 and remains co-manager of Vanguard International Growth. In 2003, Anderson also co-founded Baillie Gifford’s Long Term Global Growth Strategy. Prior to this, he headed the European Equity Team. Anderson has served as a member of the Advisory Board of the government sponsored Kay Review and as Chair of the subsequent industry working group that set up the UK Investor Forum. He joined Baillie Gifford in 1983 and became a Partner in 1987. Anderson graduated BA in History from the University of Oxford and after postgraduate study in Italy and Canada he gained an MA in International Affairs in 1982. He is a Trustee of the Johns Hopkins University.

Rupal Bhansali

Ariel Investments

Bhansali is Chief Investment Officer and Portfolio Manager for Ariel’s international and global equity strategies. In this capacity, she manages approximately $7 billion in portfolios for both institutional and retail clients.

Her career and investment approach can be described in one word: “Unconventional.” Unlike most long-only managers, Bhansali's buyside career began over 20 years ago on the long-short side at Soros Fund Management. This formative experience taught Bhansali how to think about both the long and short sides of a trade. She is among the rare breed of value managers who has outperformed her benchmarks during the last two decades.

Bhansali credits her uncommon investment success to her uncommon investment process--one where non-consensus thinking and the courage to go against the grain play a pivotal role. It is not surprising that Barron's christened her a "Global Contrarian," Forbes called her a "Global Guru," and PBS’ Consuelo Mack referred to her as an “unconventional thinker.” In January 2019, Bhansali became the newest member of the prestigious Barron’s Investment Roundtable, which showcases “10 of Wall Street’s smartest investors.” Bhansali was named the 2019 North America Industry Leadership Honoree by 100 Women in Finance, a global network of professional women and men in the finance and alternative investment industries. She is also the author of the book, Non-Consensus Investing: Being Right When Everyone Else Is Wrong, published by Columbia Business School Publishing.

Bhansali earned a bachelor’s degree and a Master of Commerce degree in finance from the University of Mumbai. She later earned an MBA in finance from the University of Rochester, where she was a Rotary Foundation Scholar.

Bill Browder

Hermitage Capital Management

William Browder, founder and CEO of Hermitage Capital Management, was the largest foreign investor in Russia until 2005, when he was denied entry to the country for exposing corruption in Russian state-owned companies.

In 2009 his Russian lawyer, Sergei Magnitsky, was killed in a Moscow prison after uncovering and exposing a $230 million fraud committed by Russian government officials. Because of their impunity in Russia, Browder has spent the last 10 years conducting a global campaign to impose visa bans and asset freezes on individual human rights abusers, particularly those who played a role in Magnitsky’s false arrest, torture and death.

The United States was the first to impose these sanctions with the passage of the 2012 “Magnitsky Act.” A Global Magnitsky Bill, which broadens the scope of the U.S. Magnitsky Act to human rights abusers around the world, was passed at the end of 2016. The U.K. passed a Magnitsky amendment in April 2017. Magnitsky legislation was passed in Estonia in December 2016, Canada in October 2017, and in Lithuania in November 2017. Similar legislation is being developed in Australia, France, Denmark, Netherlands, South Africa, Sweden, and Ukraine.

In February 2015, Browder published the New York Times bestseller Red Notice, which recounts his experience in Russia and his ongoing fight for justice for Sergei Magnitsky.

Rezo Kanovich

Artisan Partners

Rezo Kanovich is a managing director of Artisan Partners and the sole portfolio manager for the Artisan Non-U.S. Small-Mid Growth Strategy, including Artisan International Small-Mid Fund. Prior to joining Artisan Partners in October 2018, Kanovich was a portfolio manager for OppenheimerFunds, where he managed the International Small-Mid Cap strategy from January 2012 to 2018. Before that, Kanovich worked as an analyst with Boston Biomedical Consultants, an investment banker with the Lehman Brothers mergers & acquisitions team and as a consultant at PricewaterhouseCoopers. Kanovich holds a bachelor’s and master’s degree in international economics and finance from Brandeis University and a master’s degree in business administration, dual concentration in finance and health care systems, from the Wharton School, University of Pennsylvania.

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 across the firm.

Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm’s data business as well as its global products and client solutions group.

Kapoor holds a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crain’s Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago’s business, civic, and philanthropic landscape.

Rob Lovelace

Capital Group

Robert W. Lovelace is vice chairman of the Capital Group Companies, home of the American Funds. He serves on the Capital Group Management Committee and is also an equity portfolio manager. Lovelace has 33 years of investment experience, all with Capital Group. Earlier in his career, Lovelace was an equity investment analyst at Capital covering global mining & metals companies and companies domiciled in Mexico and the Philippines. He holds a bachelor’s degree in mineral economics (geology) from Princeton University graduating summa cum laude and Phi Beta Kappa. He also holds the Chartered Financial Analyst® designation. Lovelace is based in Los Angeles.

Cynthia Marshall

Dallas Mavericks

Marshall has been a dynamic force for inclusion and diversity within the Mavericks organization and over a 36-year career at AT&T. When Marshall was hired as new the CEO of the Mavs in March 2018, she set her sights on a culture transformation. Her vision was for the Mavericks organization to become the NBA standard for inclusion and diversity, and brought transparency, trust and her values-based leadership style that evolved the company culture in her first 100 days.

Prior to her joining the Mavs, Marshall founded Marshalling Resources, a consulting firm specializing in Leadership, Diversity & Inclusion, Culture Transformation and overall optimization of people resources. Upon the company naming its first Chief Inclusion Officer in June 2017, Marshall worked with The Dow Chemical Company to develop and implement a strategy for institutionalizing an inclusive culture.

Marshall’s notoriety began many years ago as a young Officer at AT&T and grew exponentially when she served as Senior Vice President – Human Resources & Chief Diversity Officer at AT&T. There she was responsible for identifying and developing leaders, aligning employees with the company’s vision and priorities, overseeing major business unit HR support, performance development, employee engagement, skills transformation initiatives, EEO and Affirmative Action. Marshall also led the team that created a world class Diversity and Inclusion culture, landing AT&T in the top 3 on Diversity Inc’s 2017 Top 50 list of companies. She also spearheaded the work that for the first time placed AT&T on Fortune’s 100 Best Companies to Work For list in 2017, one of only two Fortune 50 companies.

Before her SVP-Human Resources and Chief Diversity Officer roles, Marshall served as President-of AT&T North Carolina, where she became the first African-American chair of the North Carolina State Chamber of Commerce. Prior to her North Carolina appointment, Marshall held a variety of executive line and staff, technical and non-technical positions at AT&T and its predecessor companies.

Widely recognized for her visionary leadership and ability to get things done Marshall is the recipient of several honors and awards. Most recently, Marshall was touted as one of Adweek’s 30 Most Powerful Women in Sports and was selected as one of the 2019 Women of Power Legacy Award honorees by Black Enterprise. In 2017, she was honored by The Network Journal as one of the 25 Most Influential Women in Business. In 2017, Marshall was awarded the ATHENA® Leadership Program Award by the Dallas Regional Chamber, which recognizes exceptional women who excel in their careers, contribute to their communities and develop women leaders. This annual award is presented by chambers of commerce, women’s organizations and universities worldwide. In 2019 and three times prior, she was selected as one of the “50 Most Powerful Women in Corporate America” by Black Enterprise magazine and named to Ebony magazine’s 2016 “Power 100” list. In 2014, industry analysts and members of the press conferred on Marshall the HR Executive of the Year - Best in Biz Award. For her efforts on behalf of the people of North Carolina, in 2013 Marshall received the prestigious Leadership North Carolina Governor’s Award, which honors just one citizen each year for lifetime achievements.

Marshall graduated from the University of California-Berkeley with degrees in Business Administration and Human Resources Management and holds four honorary Doctorate degrees. She has chaired a variety of non-profit boards and is currently on the board of Dallas CASA, Dallas Regional Chamber, Texas Women’s Foundation and a member of the Executive Leadership Council.

Anne N. Mathias

Vanguard

Anne N. Mathias is the global interest rate and foreign currency strategist in Vanguard Fixed Income Group and is a member of the Senior Investment Committee for the active fixed income funds. She is responsible for analyzing interest rates, currency valuations, economic developments, political risks, and making longer-term strategic investments in sovereign bonds and related securities across Vanguard’s active fixed income funds.

Before joining Vanguard in 2017, Mathias was the senior macro strategist for Guggenheim Partners Investment Management in Los Angeles. She also spent an earlier part of her career on the sell side, producing her own research and managing U.S.-based research teams for MF Global, Charles Schwab, and others. In these roles, she led the Washington Research Group team which provided political, economic, and industry research for investors and was consistently ranked among the top three in the Institutional Investor "All-America Research Team" poll. Mathias was a private equity investor with the Global Environment Fund and spent five years with Deloitte & Touche as a senior consultant specializing in emerging market privatization and enterprise restructuring.

Mathias earned a B.A. from the University of Maryland and an M.S. in international affairs from Georgetown University's School of Foreign Service. She is a CFA® charterholder and a member of the CFA Society of Los Angeles and the CFA Institute.

Michael Mauboussin

Counterpoint Global

Michael J. Mauboussin is Head of Consilient Research at Counterpoint Global in New York. Previously, he was Director of Research BlueMountain Capital, Head of Global Financial Strategies at Credit Suisse, and Chief Investment Strategist at Legg Mason Capital Management. Mr. Mauboussin joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999.

Mr. Mauboussin is the author of three books, including The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing and is co-author, with Alfred Rappaport, of Expectations Investing: Reading Stock Prices for Better Returns.

Mr. Mauboussin has been an adjunct professor of finance at Columbia Business School since 1993 and is on the faculty of the Heilbrunn Center for Graham and Dodd Investing. He is also the chairman of the board of trustees at the Santa Fe Institute, a research center devoted to the study of complex systems. He earned an A.B. from Georgetown University.

Rick Rieder

BlackRock

Rick Rieder, Managing Director, is BlackRock's Chief Investment Officer of Global Fixed Income, Head of the Global Allocation Investment Team, a member of BlackRock's Global Operating Committee and Chairman of the firm-wide BlackRock Investment Council.

Before joining BlackRock in 2009, Rieder was President and Chief Executive Officer of R3 Capital Partners. He served as Vice Chairman and member of the Borrowing Committee for the U.S. Treasury and is currently a member of the Federal Reserve Bank of New York's Investment Advisory Committee on Financial Markets.

Rieder currently serves on the Alphabet/Google Investment Advisory Committee and the UBS Research Advisory Board. He was awarded the Global Unconstrained Fixed Income Manager of the Year for 2015 by Institutional Investor, was nominated for Fixed Income Manager of the Year by Institutional Investor for 2014 and was inducted into the Fixed Income Analysts Society Fixed Income Hall of Fame in 2013.

From 1987 to 2008, Rieder was with Lehman Brothers, most recently as head of the firm's Global Principal Strategies team, a global proprietary investment platform. He was also global head of the firm's credit businesses, Chairman of the Corporate Bond and Loan Capital Commitment Committee, and a member of the Board of Trustees for the corporate pension fund. Before joining Lehman Brothers, Rieder was a credit analyst at SunTrust Banks in Atlanta.

Rieder earned a BBA degree in Finance from Emory University in 1983 and an MBA degree from The Wharton School of the University of Pennsylvania in 1987. He is a member of the board of Emory University, Emory's Business School, and the University's Finance Committee, and is the Vice Chairman of the Investment Committee. Rieder is founder and chairman of the business school's BBA investment fund and community financial literacy program.

Rieder serves as Chairman of the Board of North Star Academy's thirteen Charter Schools in Newark, New Jersey and is the Founder and Chairman of the Board of Graduation Generation Public School Collaboration in Atlanta. He is a Trustee for the US Olympic Foundation, and is on the International Advisory Council and Board of Advisors for the Hospital for Special Surgery. He serves on the National Leadership Council of the Communities in Schools Educational Foundation and on the board of Big Brothers/Big Sisters of Newark and Essex County, Rieder was honored at the Choose Success Awards ceremony in Atlanta in 2015 for his dedication to public education in Atlanta through CIS and Graduation Generation.

Steven Romick

FPA

Romick joined FPA in 1996. He serves as a Portfolio Manager for FPA. Prior to joining the firm, Romick was Chairman of Crescent Management and a consulting security analyst for Kaplan, Nathan & Co. Romick earned a Bachelor’s degree in Education from Northwestern University. He is a CFA® Charterholder.

2020 Agenda

Stay tuned—we’ll update this page when details are finalized.

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Welcome to Chicago

Chicago is Morningstar’s home and a hub for business and culture, and our conference is just a 10-minute cab ride away from downtown. The McCormick Place convention center is right off Lake Michigan and steps away from our partner hotels. Book by May 12 to get a special discount.

Hyatt Regency McCormick Place

Marriott Marquis Chicago

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.

Sponsorship Opportunities

Conference sponsorships let your firm join our lively conversation. Past sponsors know that the Morningstar Investment Conference is more than just a way to show off your logo—it’s a chance to connect with an engaged audience of decision-makers.


Lead Sponsors


Major Sponsors


Associate Sponsors


Coffee Bar Sponsor

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.

  • Conestoga Funds
  • Credit Suisse Asset Management
  • Davis ETFs
  • Dodge & Cox
  • Edgewood Management, LLC
  • Envestnet
  • Oakmark Funds
  • Pacific Funds
  • Palmer Square Capital Management, LLC
  • Parnassus Investments
  • PGIM Investments, LLC
  • Principal Global Investors
  • Resolute Investment Managers
  • Royce Investment Partners
  • Sit Mutual Funds
  • Sound Shore Management
  • Stoxx
  • TCW
  • VanEck
  • Wasatch Global Investors

Register Today and Save

We pack a lot of research, insight, and inspiration into three days, and if you reserve your spot before the end of 2019, you’ll get our best possible discount.

New

$1,199 $1,099 until 3/13

Get the red-carpet treatment with exclusive access to fund managers, Morningstar analysts, and keynote speakers; VIP seating at our Investors First Celebration, special Morningstar swag, and more.

All Access pass benefits

    Everything in the General Access pass, plus:

  • Live streams for all of the keynotes as they happen, and access to recordings as soon as the sessions are over
  • Post-conference videos of the most popular sessions
  • Private lounge and box seating at Wednesday night’s Investors First Celebration
  • A gift package including a book from a featured speaker and a Morningstar swag bag with a Nike hat, snazzy socks, and a water bottle
Best Value

$899 $799 until 3/13

General Access gives you everything you’ve come to expect from Morningstar: Three days of keynotes, breakout sessions, and community, plus audio recordings of every session and more.

General Access pass benefits

    Get access to:

  • The full conference agenda, including seven keynotes, 20 breakout sessions, and the Morningstar research showcase
  • A daily email recapping each day
  • 10-12 CE credits
  • Post-conference audio recordings of all sessions
  • 170 firms in the Exhibit Hall
  • Wednesday Night Investors First Celebration
  • Thursday networking break at closing
  • Networking lunch, welcome break, and entertainment Wednesday
  • Breakfast, morning break, keynote luncheon, and afternoon break on Thursday
  • Breakfast and morning break on Friday

$599

If you can’t make all three days of the conference, these passes are just the ticket. Get access to the keynotes, sessions, and Exhibit Hall on Wednesday, Thursday, or Friday—your choice.

1-Day Access pass benefits

    Get a daily email recapping each day’s events, plus access to one day’s agenda, including:

  • Wednesday: Three keynotes, exhibit hall entry, a networking lunch, welcome break snacks, and aftershow drinks/entertainment
  • Thursday: Three keynotes, 15 breakout sessions, exhibit hall entry, breakfast, morning break snacks, keynote luncheon, and afternoon break snacks.
  • Friday: Two keynotes, five breakout sessions, exhibit hall access, breakfast, and morning break snacks
Press Registration