Morningstar Advisor - August/September 2010 - 48

2010 Morningstar ETF Invest Conference Sept. 15–17
This September, Morningstar will bring together the best and the brightest in the ETF industry at the Morningstar ETF Invest Conference in Chicago. The agenda promises to provide thought-provoking dialogue about investing with ETFs—from strategic and tactical viewpoints. As a financial advisor, you want the latest investment insight, and at Morningstar, our goal is to deliver an independent perspective so you can sort through the facts about the growing ETF market.
Breakout Session 2: Tactical Hot Commodities Speakers pending Luncheon Keynote Presentation Gregg Easterbrook, author, Sonic Boom Breakout Session 3: Strategic Alternative ETFs in the Portfolio Adam Patti, IndexIQ George O’Connor, iShares Peng Chen, Ibbotson Breakout Session 3: Tactical Sector-Rotation Strategies David Wild, Appleton Group Larry Cao, Ibbotson Breakout Session 4: Strategic Options on ETFs Eric Cott, OIC Additional speakers pending Breakout Session 4: Tactical Active ETF Spotlight: Growth Investors Mitch Rubin, RiverPark Mike Trigg, WCM Investments David Rolfe, Wedgewood Partners General Session A Conversation with Lee Kranefuss Lee Kranefuss, former CEO of iShares

FRIDAY
General Session Meet the Pundits Scott Burns, Morningstar Tom Lydon, ETF Trends Matt Hougan, IndexUniverse Breakout Session 5: Strategic ETFs and the Tax Man Mark Balasa, Balasa Dinverno & Foltz, LLC Ed Baldridge, Baldridge Asset Management Tom Driscoll, Deloitte Breakout Session 5: Tactical Sector Focus: Financials Siddharth Jain, KBW Breakout Session 6: Strategic Portfolio Construction: Best Practices from the Pros Michael Iachini, Schwab Rick Ferri, Portfolio Solutions Hal Ratner, Morningstar Associates Breakout Session 6: Tactical Looking for Yield Christopher Yeagley, UBS Fran Kinniry, Vanguard Lunch Closing Keynote Matt Tucker, BlackRock
Register Today ETF Invest Conference: $495

Session Topics + Speakers

Includes two breakfasts, luncheons, and receptions. Preconference Workshop: $99
Register by Phone 866 839-9729 Register Online www.MorningstarAdvisor.

WEDNESDAY
Preconference Event at Morningstar Headquarters Workshop: The Basics of ETF Investing A separate fee of $99 applies. Registration Swissôtel Chicago Opening Reception Swissôtel Chicago

THURSDAY
General Session The State of the Market Dan Farley, SSgA General Session ETFs: 2010 and Beyond Rick Genoni, Vanguard Noel Archard, iShares Ben Fulton, PowerShares Joanne Hill, ProShares Breakout Session 1: Strategic New-Wave Modern Portfolio Theory Sandip Bhagat, Vanguard Erik Ristuben, Russell Investments Breakout Session 1: Tactical Emerging-Markets Roundup Derek van Eck, Van Eck Funds Breakout Session 2: Strategic Currencies in the Portfolio Axel Merk, Merk Funds

com/2010ETFInvest To review full session descriptions, please visit our website.
Conference Location Swissôtel Chicago

323 East Wacker Drive Chicago, Illinois 60601-9722 888 73-SWISS

*Speakers are subject to change.

Silver Sponsors:

Bronze Sponsors:

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Morningstar Advisor - August/September 2010

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