Morningstar Investor Conference 2012 - 6

12:00 p – 1:30 p Keynote Luncheon George Gatch, J.P. Morgan Asset Management 1:40 p – 2:30 p Breakout Session 2A (choose one of the four topics)
Meet the New Boss: Prominent Funds, New Managers These legendary funds have new managers. Learn how they are keeping their funds’ legacies going and where they are finding opportunities today.

3:30 p – 4:30 p Break in Exhibit Hall 4:30 p – 5:30 p General Session—A Global Perspective on Bonds Fewer attractive “safe” opportunities are meeting head-on with demographic shifts that are pushing investors more heavily into bonds. This varied panel of bond managers will discuss how to serve client needs in this challenging environment. Moderated by Eric Jacobson Dan Fuss, Loomis, Sayles & Company Penny Foley, TCW Steve Walsh, Western Asset Management 5:30 p – 7:00 p Reception in Exhibit Hall

Tackling the Retirement-Income Challenge Today’s retirees are facing numerous challenges: rock-bottom bond yields, volatile equity markets, and the threat that rising bond yields could crunch existing bond-fund holdings. Our panelists will share concrete strategies for managing retiree portfolios and assess the current crop of retirement-income products.

Moderated by Christine Benz John Ameriks, Vanguard Bill Bernstein, Efficient Frontier Sue Stevens, Stevens Wealth Management
Time for Tech? Attractive valuations and robust growth prospects have drawn a wide variety of fund managers to tech stocks. We’ll discuss potential risks and rewards with three managers who know the sector well.

Moderated by Russel Kinnel Ian Lapey, Third Avenue Funds Matthew McLennan, First Eagle Funds Guy Pope, Columbia Management
ETF Managed Portfolios: Tactical Asset Allocation in a Single Solution ETF managed portfolios are one of the fastest growing areas in finance. Find out how three leading managers are utilizing passive products to deliver a tactical asset-allocation solution to investors.

Moderated by Shannon Zimmerman James Kieffer, Artisan Partners Walter Price, RCM Allianz Technology Fund Zachary Shafran, Ivy Science and Technology
Analyzing Municipal-Bond Risk in Your Portfolio What trends do we see in municipal credit quality and what issuers are most at risk? Join Morningstar’s director of municipal analytics and Morningstar credit analysts as they discuss emerging themes in the muni-bond market and how they impact bond portfolios.

Moderated by Andy Gogerty James Peters, Tactical Allocation Group John Wing, Quantitative Advantage LLC Eric Biegeleisen, Windhaven Investment Management
Dividends, Moats, and Risk Control: Strategies to Enhance Equity Portfolios Risk control isn’t just about diversification. Join us for an in-depth discussion of stock-selection strategies that combine valuation with an emphasis on the sustainable profitability, financial health, and dividend policy of companies.

Friday, June 22
7:00 a – 12:00 p Exhibit Hall Open 7:00 a – 8:00 a Breakfast in Exhibit Hall 7:30 a – 11:00 a Training Lab Open 8:00 a – 9:00 a Keynote Presentation Jeremy Grantham, GMO 9:10 a – 10:00 a Breakout Session 3A (choose one of the four topics)
The Three Faces of Emerging Markets: Stocks, Bonds, and Currency Come explore the nuances by investment vehicle in emerging markets. Three managers with different emerging-markets mandates will shed light on the varied risk and rewards they encounter, as well as where today’s opportunities lie.

Moderated by Jeff Westergaard Elizabeth Foos, Morningstar Rachel Barkley, Morningstar Candice Lee, Morningstar 10:00 a – 10:50 a Break in Exhibit Hall 10:50 a – 11:40 a Breakout Session 3B (choose one of the previous four topics) 11:45 a – 12:45 p Closing Keynote Session—How Fragile Is the Euro? William James Adams, University of Michigan 12:45 p – 1:30 p Informal Networking Lunch

Moderated by Elizabeth Collins Josh Peters, Morningstar Paul Larson, Morningstar Warren Miller, Morningstar
The Hidden Performance Edge: Why Trading Costs Matter Trading costs can make or break a fund’s success. These experts will bring trading costs to light. They will reveal what they do to gain an edge, and they will tell investors how to look to see if their funds are doing the same.

Moderated by Harry Milling Bob Deere, Dimensional Fund Advisors Jonathan Clark, BlackRock 2:40 p – 3:30 p Breakout Session 2B (choose one of the previous four topics)

Moderated by Bridget B. Hughes John Carlson, Fidelity Investments David Nadel, The Royce Funds Matt Ryan, MFS Investment Managment

Morningstar Investor Conference 2012

Table of Contents for the Digital Edition of Morningstar Investor Conference 2012