Morningstar Investment Conference
April 25–27, 2023
McCormick Place Lakeside Center
Chicago
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Meet the moment.
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.
2023 Agenda
Keynote Speakers
Hear from the financial industry’s finest minds, and discover how they operate.
Aswath Damodaran
Professor of Finance
NYU Stern
Daniel Ivascyn
Group Chief Investment Officer
PIMCO
Humphrey Yang
Personal Finance Youtuber
Creator and Entrepreneur
Kunal Kapoor
Chief Executive Officer
Morningstar
Laura Carstensen
Director of Stanford Center on Longevity
Stanford University
Lawrence Summers
Former United States Treasury Secretary
Harvard University
Liz Ann Sonders
Chief Investment Strategist
Charles Schwab
Mary Beth Franklin
Award-Winning Journalist
The Retirement Repair Shop
Mike Gitlin
Chief Executive Officer
Capital Group
Tori Dunlap
Founder of Her First $100k
Career Expert and Podcast Host
Wade Pfau
Professor of Retirement Income
The American College
Your Day-to-Night Morningstar Investment Conference Experience
Keynote sessions are just the beginning.
Hear from Investing Experts at your choice of Stages
Podcast Stage
Expand your investing horizons. Join hosts Julie Willoughby and Syl Flood for the Big Picture, helping you thrive amidst evolving investor expectations. Jonathan Linstra will bring you Simple, But Not Easy, where he'll turn complicated financial developments into actionable ideas. Stay tuned for updates on more must-hear live podcasts.
Morningstar Stage
Want exclusive insights on Morningstar product innovations? Stop by for presentations led by expert Morningstar research, product and marketing team members. Check back to learn more about the Morningstar stage schedule.
Sponsor Stage
See a variety of presentations by conference sponsors during your free time. It’s your opportunity to hear from financial services firms and learn how they can help your advisory business.
Meet the Manager
The popular Meet the Manager Sessions will be hosted live and in-person on Day 1. Meet portfolio managers and hear directly from them on the markets and investing.
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 conference 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.
Visit the Training Lab
Work with our experts to discover new features. Get the answers you need to improve your workflow. Plus, make sure you’re making the most of your Morningstar products:
Morningstar Office
Morningstar Direct
Morningstar Advisor Workstation
Morningstar Asset Management Platform
Pre-Conference Workshops
Even before the conference kicks off, you’ll have the opportunity to take classroom-style workshops for valuable hands-on training in Morningstar Direct, Morningstar Office, and Morningstar Advisor Workstation. Workshops always include customized activities, interactive guides, and plenty of practice with real-life scenarios.
Try New Tech at the Innovation Lab
Want to work on the cutting edge of investment tech? Pop by the Innovation Lab to take a sneak peek at upcoming features and initiatives before they launch. Help shape what we create next by sharing your feedback!
Level Up at the Social Digital Hub at #MICUS
Hosted by Impact Communications, the Social Digital Hub runs daily panel sessions with marketing experts to help advisors create relevant and engaging content for their clients and grow their personal brand recognition.
Stretch and Flow at Morning Yoga
After a busy Day 1, kickstart Day 2 of the conference at a sunrise yoga session overlooking Lake Michigan. Led by Zen Yoga Garage. Yoga mat, phenomenal views, and post-flow smoothie bar provided.
Take a break or energize yourself
Coffee Bar
Fuel up with a fresh brew at the cafe, serving custom-made specialty beverages to keep you buzzing throughout the conference.
Recharge Lounge
Need to take a break? Relax and recharge with water, light snacks, and ample power sources to keep you connected all conference long.
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.
Thanks to Our Community Partners, Who Hold Up This “City of Big Shoulders”
Poet Carl Sanburg dubbed Chicago the “City of Big Shoulders” for its hardworking laborers—and Morningstar is proud to call this down-to-earth city our home base. Every day, our community-based partners work to create a more equitable and sustainable future. Join us to meet some of Chicago’s most innovative mission-driven organizations! Stop by the entrance of the exhibit hall to learn more about our Community Partners and the issues they champion. You can even participate in on-site volunteer opportunities and discover ways to stay involved after the conference.
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. 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.
Sponsorships
If you are interested in sponsorship opportunities, see our Sponsorship Kit to learn more and get information about registration.
Exhibiting
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 Sponsors
Associate Sponsors
ABRDN
Alger
Assett Map
Axos Advisor Services
Boston Partners
Brown Brothers Harriman
Calamos
Conestoga Capital Advisors, LLC
Crux Informatics, Inc.
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
Parnassus Investments
Tax Status, Inc.
ThinkAdvisor
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.
Get your Hot off the Press Pass, Build the Future Pass (Student & Faculty), or Instant Insights Day Pass.
Frequently Asked Questions
When is the 2023 conference?
The 2023 Morningstar Investment Conference will take place April 25–27.
What are the passes?
We have four pass types this year:
Great Advice
This pass is for financial advisors and planners, registered investment advisors, and wealth managers. Those who help clients establish their goals and build an investment portfolio to meet their financial goals.
Institutional Inspiration
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
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
This pass is for people who work in the financial services industry in marketing and sales, business development, relationship management, trading, operations and legal and compliance roles.
What is the cancellation policy?
All passes are 100% refundable if cancelled by April 21, 2023.
Recommended arrival and departure dates
In-person attendees who plan to attend our Research Showcase on Tuesday, April 25th should plan on being onsite by 9:30 a.m., as it starts at 10 a.m. The final conference session ends at 12:30 p.m. on April 27th.
Where should I stay?
We’ve arranged a discounted rate with the Hyatt Regency at McCormick Place. You can find booking links to the hotel here.
I can’t find my registration confirmation.
Please reach out to MorningstarEventsUS@morningstar.com.
When will the agenda be released?
The speaker and agenda evolution can be followed here.
Will there also be a digital event?
Now that things are looking up, we’ve moved back to an in-person event. We hope to see you there!
Will copies of speakers’ presentations be available?
We always give our speakers the option of sharing their presentation decks after the conference, some participating companies’ compliance rules don’t allow this. If a speaker agrees to let us share it, we will always attach it to the agenda session via the event app and digital platform.
What should I wear?
Come as you are! Attendee attire typically ranges, and we do not have any formal dress code, so wear whatever is most comfortable to you to network and move from session-to-session.
How do I get CE credits?
When you register, be sure to indicate the type of credit you are seeking. Your badge will track your movement around the conference, and we will report on the sessions you attend after the event concludes.
What do I have to do to earn credits for a session?
Attend the entire session. The system automatically tracks attendance, and you’ll only qualify for credit if you stay from beginning to end.
How much credit can I earn at the conference?
The 2023 Morningstar Investment Conference is pending approval for continuing education credits by the CFP® Board of Standards for Continuing Education (CE) and the NASBA for Continuing Professional Education (CPE). For more information on CE credit, visit the FAQ section of our website.
When will I receive my credits?
For CFP® designations, Morningstar will submit credit on behalf of advisors within 30 days after the event ends: May 27th.
For CPA designations, you will receive a link to a credit certificate within 30 days after the event ends: May 27th, at which time you can self-report to your appropriate board.