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Financial Advice

2021 Morningstar Investment Conference

View the sessions from this year’s annual investment conference.

This year’s hybrid Morningstar Investment Conference had attendees, leaders, and experts attending online or in-person to learn how they can empower investor success for their clients and themselves. Our speakers provided insights on how to guide clients and help them focus on the long term, where to find opportunities in evolving investment landscapes, and more. Morningstar CEO Kunal Kapoor, ARK Investment Management’s founder Cathie Wood, Hermitage Capital Management founder and CEO Bill Browder, and Jennifer Grancio from Engine No. 1 were among the many top minds joining the conversations. You can find all the panels, discussion highlights, and suggested reads here. Make sure to follow @MorningstarInc on Twitter and use the hashtag #MICUS.

Opening Remarks From Morningstar CEO Kunal Kapoor

Session Overview: Gloom or Boom? Two Wildly Different Perspectives on Equity Valuations Is it time for investors to look abroad? With a weak forecast for U.S. large-cap stocks, Research Affiliates' Rob Arnott sees opportunities elsewhere.

Read more:

  • Market Outlook: Stocks Look Fairly Valued
  • Morningstar Classroom: Apple, Tesla, Amazon--Overvalued?
  • Here's what Sheryl Rowling, Morningstar's head of rebalancing solutions, will be watching

Session Overview: What's Top of Mind for Advisors When it Comes to Crypto?

Crypto assets, bitcoin, and Ethereum are on everyone's mind. Tyrone Ross, co-founder and CEO of Onramp Invest, shares what he thinks advisors should be considering when it comes to diving into these investments for their clients. Session Overview: What Makes People Happy in Retirement? Your nest egg can be unrewarding without a social outlet. Michael Finke, a retirement researcher at the American College, joins Morningstar's Christine Benz to discuss the key to an enriching retirement.

Watch: Words From Morningstar Investing Excellence Award Winners Talented fund managers from Fidelity, Dodge & Cox, PIMCO, and more share their thoughts on the industry. Session Overview: Paying for Long-Term Care & Long-Term Care in a Post-Pandemic World Physician and financial planner Carolyn McClanahan covers an important topic: long-term care. She discusses self-funding options, the pandemic’s devastating effect, and more with Morningstar’s Christine Benz. Read: The Morningstar Sustainable Investing Framework Clear terminology leads to greater understanding of an evolving area. Read: Sustainable Investing Works It’s about managing risk, not “goodness.”

The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.

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