Morningstar Set To Kick-Off Annual Chicago Investment Confab

Gotta love June in Chicago. Research firm Morningstar is set to launch its 27th annual investment conference for financial advisors on Wednesday, running through Friday, June 26, at McCormick Place Convention Center in the Windy City.

This year’s keynote speakers are the always entertaining investment manager Eeyore Jeremy Grantham, co-founder and chief investment strategist, GMO LLC; David Kelly, Ph.D., CFA, chief global strategist, J.P. Morgan Funds, and; Sallie Krawcheck, chair, Ellevate Network, among others.

“Each year, we bring prominent voices from the investment industry together for three days of dialogue about the topics most relevant to advisors and their clients,” Jon Hale, CFA, Ph.D., director of North American manager research for Morningstar, said in a ststement. “Our the luncheon keynote speaker on June 25; and Douglas Hodge, chief executive officer and managing director, and Daniel Ivascyn, group chief investment officer and managing director, PIMCO, who will deliver the closing keynote presentation on June 26. conversations this year will explore the active-passive debate, robo-advisors, the search for yield among fixed-income investments, the fast-growing liquid alternatives sphere, and more. Plus, we have an exciting lineup of preconference sessions focused on women and investing, technology and the advisor, and an in-depth look at the work of our global manager research team.”

General Sessions:

June 24 Research Roundtable Morningstar experts will discuss the latest research from across the company in a roundtable on June 24, moderated by John Rekenthaler, Morningstar’s vice president of research.

June 25 Breakout Sessions

June 26 Breakout Sessions

Preconference Sessions Morningstar also offers free preconference sessions for registered attendees from 10 a.m. to 2 p.m. Central Time on June 24 at McCormick Place. There are three tracks comprising three different sessions each. Participants may attend one track in its entirety or different sessions within multiple tracks:

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