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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.

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.

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.

Ann 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

BlueMountain Capital Management

Mauboussin is Director of Research at BlueMountain Capital Management in New York. Prior to joining BlueMountain in July of 2017, he was a Managing Director and Head of Global Financial Strategies at Credit Suisse. Before rejoining Credit Suisse, he was Chief Investment Strategist at Legg Mason Capital Management from 2004-2012. Mauboussin joined Credit Suisse in 1992 as a packaged food industry analyst and was named Chief U.S. Investment Strategist in 1999.

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

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.

2020 Agenda

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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.

Principal Sponsor

Lead Sponsors

Major Sponsors

Associate Sponsors

Social Digital Hub Sponsor

Recharge Lounge Sponsor

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.

  • Credit Suisse Asset Management
  • Davis ETFs
  • Dodge & Cox
  • Edgewood Management, LLC
  • Envestnet
  • Natixis Investment Managers
  • Nicholas Funds
  • Principal Global Investors
  • Resolute Investment Managers
  • Sit Mutual Funds
  • Sound Shore Management
  • 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 $999 until 12/31

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.
See Benefits

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 $699 until 12/31

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.
See Benefits

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.
See Benefits

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