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.
The conference brings together some of the financial industry’s top minds.
Curtis Financial Planning
XY Planning Network
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.