Now Digital

Morningstar
Investment Conference

Two days of research, analysis, and insight for $149. Join us Sept. 16–17, from wherever you are.

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.

Cathy Curtis

Curtis Financial Planning

Cathy Curtis is the founder and CEO of Curtis Financial Planning, an independent RIA based in the San Francisco Bay Area since 2001. Her firm’s mission is to help women reach their goals and create lives they love through smart financial planning and investing. Curtis helps educate women about personal finance as a member of the CNBC Digital Financial Council and as a frequent public speaker and social media influencer.

Larry Fink

BlackRock

Laurence D. Fink is Founder, Chairman and Chief Executive Officer of BlackRock, Inc. He and seven partners founded BlackRock in 1988, and under his leadership, the firm has grown into a global leader in investment and technology solutions to help investors build better financial futures. Today, BlackRock is trusted to manage more money than any other investment firm in the world. Mr. Fink has been named one of the "World's Greatest Leaders" by Fortune, and Barron's has named him one of the "World's Best CEOs" for 13 consecutive years.

Prior to founding BlackRock in 1988, Mr. Fink was a member of the Management Committee and a Managing Director of The First Boston Corporation. .

He serves as a member of the Board of Trustees of New York University (NYU) and the World Economic Forum, and is Co-Chairman of the NYU Langone Medical Center Board of Trustees. In addition, he serves on the boards of the Museum of Modern Art, and the Council on Foreign Relations. He also serves on the Advisory Board of the Tsinghua University School of Economics and Management in Beijing and on the Executive Committee of the Partnership for New York City. .

Mr. Fink earned an MBA with a concentration in real estate from the University of California at Los Angeles (UCLA) in 1976 and a BA in political science from UCLA in 1974.

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.

Anne 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.

Alan Moore

XY Planning Network

Alan Moore, MS, CFP® is the co-founder of the XY Planning Network, a support network for advisors looking to serve next generation clients. He is also the CEO of AdvicePay, the first and only compliant payment processor for financial advisors. He is passionate about helping financial planners start and grow their own fee-only firms to serve Gen X & Gen Y clients largely ignored by traditional firms. Alan has been recognized by Investment News as a top “40 Under 40″ in financial planning, and a "2020 Icon & Innovator″, and was the first recipient of the NAPFA Young Professional award in 2015. Alan frequently speaks on topics related to technology, marketing, and business coaching, and has been quoted in publications including The Wall Street Journal, Forbes and The New York Times. He is also the host of XYPN Radio, one of the largest podcasts for independent financial advisors. He currently lives in Bozeman, MT so that he can hit the slopes on powder days.

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.

2020 Digital Agenda

Stay tuned—details are being finalized.

2020 Digital 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.

Frequently Asked Questions

When and where is the Morningstar Investment Conference this year?
The Morningstar Investment Conference will take place as a digital event Wednesday and Thursday, Sept. 16–17, 2020. All times listed on the agenda are Central time.

What does “digital event” mean?
The digital Morningstar Investment Conference is an immersive online event that features all the key benefits you love about our flagship industry conference, bringing together industry leaders and investing experts to discuss the latest developments and share new perspectives on the market.   

What software will be required to view the keynote speakers, panel discussions and interact with people?
The digital Morningstar Investment Conference will be web-based, so all you'll need is a computer and an internet connection.   

How do I access the digital conference?
You will receive an email from Morningstar Events US the week of Sept. 7, 2020 with credentials needed for access. 

How much does registration cost?
$149 USD. Registration includes access to additional 2020 global content that may be featured. 

Where can I find the agenda?
We’re finalizing agenda details. The digital event will have keynote speakers, panel discussions, and networking opportunities for attendees much like our in-person event.

Will I be able to select sessions in advance of the conference?
Yes, a complete list of sessions will be available closer to the event. More details will be provided in the coming weeks.

Are continuing education credits being offered?
The agenda has been submitted to the CFP Board of Standards for Continuing Education (CE) credit and the NASBA for Continuing Professional Education (CPE) credit.  

What is the cancellation policy? 
Registration fees are 100% refundable if we receive your cancellation notice by Sept. 14, 2020. No refunds will be given after that date.

Will there be an in-person Morningstar Investment Conference in 2021?
We plan to host an in-person event in Chicago, May 17–19, 2021, taking all the necessary precautions to ensure the health and safety of our attendees.