Morningstar
Investment Conference
Join us at the 35th annual Morningstar Investment Conference for cutting-edge research, valuable insights, and analysis that empowers the investors of today and gives shape to the investing possibilities of tomorrow.
April 25–27, 2023
McCormick Place Lakeside Center, Chicago
The context is change.
Accelerating technologies. Emerging asset classes. New investing paradigms. Collectively, they challenge assumptions about who an investor can, should, or will be. They inform new paths to long-terms success. They inspire us to reconsider delineations of risk, time horizon, and values.
When the playbook needs to expand, where do you look?
The Morningstar Investment Conference is your in-person deep-dive into the strategies, mindset shifts, methods, and tools you need to build long-term financial success in 2023 and beyond. Join investment outliers, experts, and trailblazers for 3 days of frank dialogue, analysis, and perspective. Expand your understanding across an ever-evolving investor lifecycle. Get a firm footing on the current investment landscape—and prepare for where we’re headed next.
Why attend the Morningstar Investment Conference?
The path to long-term success is often compromised by misunderstood asset classes, unproven methods, and exaggerated promises of innovation. At the conference, we together shine a light forward and clarify the way. What matters? What is worth further consideration? What is in the best interest of investors? Our sharp analysis helps you spot patterns and opportunities while maintaining a bird’s-eye view (which is more valuable than ever in volatile times). Join us and meet each moment of an investor’s journey with a sharpened focus, deeper insights, and the data you need to harness long-term success in the face of change.
Agenda Highlights & Keynote Speakers
Aswath Damodaran
Professor of Finance
NYU Stern
Daniel Ivascyn
Group Chief Investment Officer
PIMCO
Humphrey Yang
Online Creator
and Entrepreneur
Laura Carstensen
Professor of Psychology
Stanford University
Liz Ann Sonders
Chief Investment Strategist
Charles Schwab
Lawrence Summers
Professor and President Emeritus
Harvard University
Mary Beth Franklin
Award-Winning Journalist
The Retirement Repair Shop
Tori Dunlap
Business Podcast Host
Financial Feminist
Wade Pfau
Professor of Retirement Income
The American College
Your Day-to-Night Morningstar Investment Conference Experience
Keynote sessions are just the beginning.
Braindate Lounge
The Braindate Lounge is a networking/meeting space for topic driven conversations. The goal of the lounge is to activate the knowledge of all MIC peers in a space where you can build real relationships based on common goals. Use the Braindate app to search for topics of interest, post your own, and meet other attendees with the same interests. Friendly Braindate hosts will greet you at the lounge and guide you to your meeting area for inspiring conversation, network expansion, and who knows—maybe even some new friendships.
Let’s Celebrate
At the end of Day 2, join us at the Investor Success Celebration: our blowout Grand Ballroom event at Navy Pier. Chicago’s lakefront treasure offers a pedestrian boardwalk, stunning views, rides, games, and more. Enjoy live music, food, and drinks while sharing success stories, swapping tips, and celebrating the goal of empowering investor success.
We love Chicago.
Chicago is Morningstar’s home and a hub for business, architecture, culture, and experience. Our conference is just a 10-minute cab ride from downtown, so don't take our word for it! See why we love Chicago.
Not Your Typical Conference Hotel
Chic, contemporary, and comfortable, the Hyatt Regency McCormick Place is our hotel of choice in Chicago's bustling South Loop neighborhood. Stroll to Soldier Field or Wintrust Arena, or stick close to home to enjoy amenities including multiple restaurants, meeting rooms, and a convenient connection to McCormick Place's showroom floor.
Become a Sponsor to Connect with Decision-Makers
Conference sponsorships let your firm join our lively conversation. MIC is more than just a way to show off your logo it’s a chance to connect with an engaged audience of decision-makers.
If you are interested in sponsorship opportunities, see our Sponsorship Kit to learn more and get information about registration.
Make impressions on the conference floor - if you are interested in an exhibit booth, online registration is easy.
Make Personal Connections at the Exhibit Hall
This year’s exhibit hall is the spot to network with people from asset-management firms, fintech companies, media groups, and more. Morningstar experts will also be on hand to answer questions.
Major Sponsor
Associate Sponsors
ABRDN
Alger
Assett Map
Axos Advisor Services
Boston Partners
Brown Brothers Harriman
Calamos
Conestoga Capital Advisors, LLC
Delaware Funds by Macquarie
Edgewood Management, LLC
Finance of America Reverse
FPA Funds
Innovative Portfolios
Janus Henderson
Luma Financial Technologies
MeetAmi Innovations, Inc.
Olive & Cocoa
Thompson Investment Management, Inc.
Tweedy, Browne Company, LLC
Wasatch Global Investors
Water Island Capital
WealthMangement.Com
Register today and save. Early bird pass rates end 3/14/2023.
Great Advice
$799 $599
This pass is for financial advisors & planners, registered investment advisors, and wealth managers. Those who help clients establish their goals & build an investment portfolio to meet their financial goals.
Institutional Inspiration
$799 $599
This pass is for people who manage money, securities and other forms of assets and those who work at asset management and asset owner firms.
Strategic Success
$799 $599
This pass is for people who are responsible for portfolio and product management, including those who serve in analyst, research, performance and risk, and committee roles.
Growth Driver
$1199 $999
This pass is for people who work in the financial services industry in marketing & sales, business development, relationship management, trading, operations and legal & compliance roles.