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35

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

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
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

Artisan Partners

Assett Map

Axos Advisor Services

Baird Advisors

Boston Partners

Brown Brothers Harriman

Calamos

Charles Schwab

Conestoga Capital Advisors, LLC

Delaware Funds by Macquarie

Edgewood Management, LLC

Federated Hermes, Inc.

Finance of America Reverse

FPA Funds

Impax Asset Management

Innovative Portfolios

Invesco

Janus Henderson

Jensen Investment Management

John Hancock Investments

Lord, Abbett & Co.

Luma Financial Technologies

MeetAmi Innovations, Inc.

Olive & Cocoa

PIMCO

T. Rowe Price

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.

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

The 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.

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.

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.

What is the cancellation policy?

All passes are 100% refundable if cancelled by April 21, 2023.

Don't see your question here? Contact MorningstarEventsUS@morningstar.com.

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.

Don't see your question here?
Contact MorningstarEventsUS@morningstar.com.

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 MIC?

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.

See you in April!

Interested in other Morningstar Investment Conferences around the world? View global events