Morningstar Advisor - October/November 2010 - 54

GAIN INSIGHTFUL PERSPECTIVES
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Cyclical & Secular Outlook
Wednesday, November 17  2:30 pm – 3:30 pm One of the most respected analysts in the country, Ned Davis, president and senior investment strategist, Ned Davis Research, Inc., espouses an Ned objective, disciplined approach to investing that focuses on Davis risk management, staying in harmony with the primary trend, and avoiding major disasters. Listen in as he shares his analysis of the current cyclical bear within the longer-term secular bear market.

  
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Thought Leadership Provided by

Peak Oil: Did Dr. Hubbert Get It Right? If So, Can We Get It Right?
Wednesday, November 17  3:30 pm – 4:30 pm In 1956, renowned geophysicist, M. King Hubbert, predicted that US oil production would peak around 1970, Charles then decline in a classic bell curve formation. Recently, Maxwell Charles Maxwell, senior energy analyst, Weeden & Co. LP, predicted that global oil production will peak between 2010 and 2015. To date, alternative energy sources have proven inadequate, cumbersome, and expensive substitutes. Hear this renowned oil analyst outline the factors that will impact supply and demand, detail the implications of peak oil, and share his picks for “long life” reserve companies.

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ETFs: What We Know...and Might Know, and Don't Know
Thursday, November 18  4:00 pm – 5:00 pm In the past decade, ETFs have transformed from obscure institutional trading vehicles to extraordinarily popular Scott investment tools. Behind this widespread adoption has been Burns the promise that ETFs are low-cost, tax-efficient, and liquid. But are they really? Join Morningstar's director of ETF research, Scott Burns, as he presents hard data in a wide-ranging discussion of the ways ETFs have delivered—or failed to deliver—on these promises. He will also discuss other areas of Morningstar’s exhaustive ETF studies and analysis, including the feasibility of actively managed ETFs, investor returns, and the impact of tracking error.

Gold Sponsors

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Wednesday, November 17  4:30 pm – 6:30 pm Thursday, November 18  5:00 pm – 6:30 pm Enjoy drinks and hors Sponsored by d’oeuvres in the Exhibit Hall as you browse through the exhibits of the most respected companies that service financial advisors. These events provide great opportunities to “talk shop,” share experiences, and brainstorm ideas with other industry professionals.

Silver Sponsors

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Morningstar Advisor - October/November 2010

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2010
