Morningstar Investor Conference 2012 - 3
Welcome
As investors face both challenges and opportunities on a global scale, we will gather for the 24th annual Morningstar Investment Conference, to be held June 20–22, 2012, at Chicago’s McCormick Place. Financial advisors, members of academia, journalists, and fund company leaders will discuss and debate investment trends and issues, investing ideas, and client portfolio best practices. Our conference agenda features some of the top thought leaders in the investment industry. Keynote speakers include Michael Hasenstab, senior vice president, Franklin Templeton Fixed Income Group; George Gatch, CEO of Investment Management Americas, J.P. Morgan Asset Management; Jeremy Grantham, chief investment strategist and co-founder, GMO; and William James Adams, the Arthur F. Thurnau Professor of Economics at the University of Michigan. General sessions will showcase timely topics being debated by some of the top minds in mutual funds. Susan Byrne of Westwood Holdings; Will Danoff of Fidelity Investments; and Brian Rogers of T. Rowe Price will share the time-tested wisdom achieved by spending a quarter-century at the helm of their respective funds. Three seasoned investors—Mark Kiesel of PIMCO; Meggan Walsh of Invesco; and Don Yacktman of Yacktman Asset Management—will discuss finding opportunities for growth and profitability across sectors and capital structures. Dan Fuss of Loomis, Sayles & Co.; Penny Foley from TCW; and Steve Walsh, Western Asset Management; will explore the changing global environment for bonds. The conference’s breakout sessions will feature a broad range of expert voices discussing current trends and issues affecting alternatives, cash strategies, emerging markets, equity valuations, ETF managed portfolios, municipal bond risk, retirement income, technology investing, and trading costs. Additionally, Morningstar clients can receive individual training on our advisor software products by attending our User Forum June 20 at our headquarters in Chicago’s Loop. I hope you will join us for the Morningstar Investment Conference this June in Chicago for an event packed with thoughtful investing insight and forward-thinking dialogue, all to help advisors better serve investors as they take on today’s challenging terrain. Sincerely,
Karen Dolan Director, Mutual Fund Analysis Morningstar, Inc.
Morningstar Investor Conference 2012
Table of Contents for the Digital Edition of Morningstar Investor Conference 2012
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