Morningstar Advisor - Spring 2007 - 74

Morningstar Investment Conference 2007: Agenda McCormick Place, Chicago Date Wednesday June 27 Time 9:00a – 3:30p 3:30p – 4:15p 4:15p – 5:00p 5:15p – 6:00p 6:00p – 7:30p Session Pre-Conference Event: Advisor User Forum Opening Address Fund Research Roundtable Stock Research Roundtable Opening Cocktail Party Reception in Exhibit Hall Opening General Session User Forum Training Lab Breakout Sessions 1A & 1B Topic Speakers Investment Outlook Jeffrey Gundlach, TCW Investment Management Senior members of Morningstar’s fund team share their insights. Morningstar’s senior equity analysts reveal winning picks. Thursday June 28 8:00a – 9:15a 9:00a – 1:00p 9:15a – 10:00a 10:45a – 11:30a A Better Way to Index? Gus Sauter, Vanguard Jeremy Siegel, Wharton School and WisdomTree Investments Bargain Hunting Overseas George Evans, OppenheimerFunds Jean-Marie Eveillard, First Eagle Funds David Herro, The Oakmark Funds Kevin Baum, OppenheimerFunds John Dowd, Fidelity Investments Dan Rice, BlackRock Mason Hawkins, Longleaf Partners Funds Peter Langerman, Mutual Series John Rogers, Ariel Capital Management Antti Petajisto, Yale School of Management Richard Evans, Boston College Jim Rothenberg, Capital Research and Management Company Real Talk about Hard Assets Safety First 11:40a – 12:30p Breakout Session 2 A New Perspective on Active Management Trading Costs: Ignore Them at Your Own Risk 12:30p – 2:00p 2:00p – 2:45p 2:55p – 3:40p Luncheon & Keynote Presentation Breakout Sessions 3A & 3B Finding the Right Mix Jeffrey Coons, Manning and Napier Advisors Larry Rakers, Fidelity Investments Steven Romick, First Pacific Advisors, Inc. Donald Kilbride, Wellington Management Company Nick Thakore, RiverSource Investments Jason Yee, Janus Evan Dick, Highbridge John Hussman, Hussman Investment Trust John Leonard, UBS Bob Doll, BlackRock Brian Posner, ClearBridge Advisors Lew Sanders, AllianceBernstein In Their Prime Alternative Goes Mainstream? 4:45p – 5:30p General Session Steering Through Change 5:30p – 7:30p Friday June 29 8:00a – 9:00a 9:00a – 9:45a 10:45a – 11:30a Cocktail Reception in Exhibit Hall Keynote Presentation Breakout Sessions 4A & 4B Ranji Nagaswami, AllianceBernstein Investments Will Large Caps Rise and Shine? Ken Feinberg, Selected Funds David Katz, Matrix Advisors Value Fund Ron Canakaris, Montag & Caldwell, Inc. Randy Haase, Baron Funds John Schneider, Touchstone Investments Jay Sekelsky, Madison Mosaic Funds Gonzalo Pongaro, T. Rowe Price Mark Headley, Matthews Int’l Capital Mgt, LLC. Michael Hasenstab, Franklin Templeton Investments Keith Anderson, BlackRock Bob Rodriguez, First Pacific Advisors, Inc. Steve Walsh, Western Asset Management Co. Under the Radar Emerging Markets: Perils and Potential 11:40a – 12:30p Closing General Session Bond All-Stars 12:30p – 1:30p Informal Networking Lunch
Morningstar Advisor - Spring 2007

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