Morningstar Investor Conference 2012 - 4

Wednesday, June 20
8:30 a – 2:00 p

Preconference Event: Advisor User Forum
Morningstar, Inc. Global Headquarters 22 West Washington Street, Chicago Morningstar is hosting its seventh annual Advisor User Forum at our headquarters in downtown Chicago—an exclusive event for our Morningstar Office , Principia®, Advisor Workstation , and QuoteSpeed subscribers. Sessions will include information from our analysts on popular industry topics that you can use with your clients and ways to integrate your Morningstar subscription more effectively into your practice and workflow. In addition, you will have one-on-one access to our Morningstar analysts and product experts. Limited seating is available, so register today.
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5:10 p – 6:00 p General Session—The Quarter-Century Club Competition in the asset management business is intense; only the best and the brightest survive. Here’s your chance to hear firsthand insights from some of the industry’s savviest players. You’re sure to benefit from the time-tested wisdom of these three panelists. Moderated by Don Phillips Susan Byrne, Westwood Holdings, Inc. Will Danoff, Fidelity Investments Brian Rogers, T. Rowe Price 5:30 p – 7:30 p Exhibit Hall Open 6:00 p – 7:30 p Opening Reception in Exhibit Hall

9:10 a – 10:00 a Breakout Session 1A (choose one of the four topics)
Alternative Spotlight: Managed Futures In a world of systemic risk and highly correlated assets, advisors are flocking to managed futures as the answer to diversification. Find out how managed-futures strategies work and whether or not they will work for you.

Moderated by Nadia Papagiannis Matt Osborne, Altegris Advisors, LLC Brian Hurst, AQR Capital Management Ryan Harder, Rydex SGI
Help! What Should I Do With My Cash? Minuscule yields have made safety more expensive than ever. Is cash really trash? Three experts will discuss cash strategies in a climate of regulatory change, strained liquidity, sovereign debt risks, and zero rates.

Moderated by Miriam Sjoblom Jerome Schneider, PIMCO Bob Brown, Fidelity Investments Paul Schott Stevens, Investment Company Institute

A separate Advisor User Forum fee of $49 applies. Attend both the Advisor User Forum and Morningstar Investment Conference and save $74. Call +1 866 839-9729 for details.

Thursday, June 21
7:00 a – 7:00 p Exhibit Hall Open 7:00 a – 8:00 a Breakfast in Exhibit Hall 7:30 a – 5:00 p Training Lab Open 8:00 a – 9:00 a General Session—Investing Across the Capital Structure Corporate balance sheets are strong, but uncertainties about future growth and profitability persist. Three seasoned investors will bring together their unique perspectives on prospects for corporations across sectors and capital structures. Moderated by Karen Dolan Mark Kiesel, PIMCO Meggan Walsh, Invesco Don Yacktman, Yacktman Asset Management Co.

The Morningstar Investment Conference
McCormick Place, South Building 3:00 p – 4:00 p Opening Remarks and Opening Keynote Speaker Joe Mansueto, Morningstar Michael Hasenstab, Franklin Templeton 4:10 p – 5:00 p Fund Research Round Table Scott Burns, Morningstar Karen Dolan, Morningstar Russel Kinnel, Morningstar Don Phillips, Morningstar 5:00 p – 5:10 p Break

Modern Portfolio Theory in a Non-Normal World Does diversification still work or is it the letdown of a century? Thomas Idzorek, chief investment officer and director of research for Morningstar Investment Management, will explore diversification, risk, asset allocation, and Modern Portfolio Theory in this session. Idzorek will also discuss tools advisors can use to evaluate risk and appropriate asset-allocation models for their clients.

Thomas Idzorek, CFA, Morningstar Investment Management
Equity Valuations: The Good, the Bad, and the Ugly After more than a decade of bond outperformance, will the next decade belong to equities? Looking at global equities through a long-term lens, we’ll discuss which factors will influence returns over the next 10 years and how investors should think about them.

Moderated by Kevin McDevitt Mason Hawkins, Southeastern Asset Management Steve Romick, First Pacific Advisors 10:00 a – 11:00 a Break in Exhibit Hall 11:00 a – 11:50 a Breakout Session 1B (choose one of the previous four topics) r r r

Morningstar Investor Conference 2012

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