{"id":22378,"date":"2011-05-10T07:31:33","date_gmt":"2011-05-10T11:31:33","guid":{"rendered":"http:\/\/www.hedgeco.net\/news\/?p=22378"},"modified":"2011-05-10T07:31:33","modified_gmt":"2011-05-10T11:31:33","slug":"morningstar-announces-keynote-speakers-agenda-for-23rd-annual-investment-conference","status":"publish","type":"post","link":"https:\/\/hedgeco.net\/news\/05\/2011\/morningstar-announces-keynote-speakers-agenda-for-23rd-annual-investment-conference.html","title":{"rendered":"Morningstar Announces Keynote Speakers, Agenda for 23rd Annual Investment Conference"},"content":{"rendered":"<p>Morningstar, Inc., a leading provider of independent investment research, is hosting its <a href=\"http:\/\/advisor.morningstar.com\/products\/mstr_conference.asp?track=redirect2011conf\" target=\"_blank\">23rd annual investment conference<\/a> for financial advisors Wednesday, June 8\u00a0through\u00a0Friday, June 10, at McCormick Place Convention Center in\u00a0Chicago.<\/p>\n<p>This year&#8217;s keynote speakers are\u00a0<strong>Bill Gross, <\/strong>founder, managing director and co-chief investment officer of PIMCO,<strong> <\/strong>who will speak on\u00a0June 8;\u00a0<strong>Laurence Fink <\/strong>, chairman and CEO of BlackRock, who will address attendees on\u00a0June 10; and\u00a0<strong>David Laibson <\/strong>,\u00a0Harvard University\u00a0professor of economics, who will close the conference on\u00a0June 10\u00a0with a look at how a person&#8217;s life cycle affects financial decision making.<\/p>\n<p>&#8220;Market volatility is still foremost on many investors&#8217; minds, but the goal of the Morningstar Investment Conference is to nurture sound, fundamental investing principles which endure through any market conditions,&#8221; said\u00a0Don Phillips,<strong> <\/strong>president of fund research for Morningstar. &#8220;No other conference brings together top industry thought leaders\u2014fund managers, investment professionals, academic experts, Morningstar analysts\u2014with financial advisors to explore the current investor landscape and debate the answers to the investing world&#8217;s most pressing questions.&#8221;<\/p>\n<p>General sessions feature some of the industry&#8217;s top portfolio managers and thought leaders:<\/p>\n<ul type=\"disc\">\n<li><strong>Will Browne, <\/strong>managing director, Tweedy, Browne Company;<strong> Kenneth Feinberg, <\/strong>portfolio manager, The Selected Funds; and<strong> David Poppe, <\/strong>portfolio co-manager, Sequoia Fund; who will discuss the risks and rewards facing active stock fund managers today.<\/li>\n<li><strong>Cory Gilchrist, <\/strong>portfolio manager, Marsico Capital Management;<strong> Anne Gudefin, <\/strong>executive vice president, PIMCO; and<strong> Dennis Stattman, <\/strong>managing director, BlackRock; who will reveal global stock strategies and talk about where they are finding the most exciting growth opportunities.<\/li>\n<li><strong>Bruce Berkowitz, <\/strong>founder and chief investment officer of Fairholme Capital Management; who will take part in a free-wheeling and wide-ranging one-on-one conversation with Morningstar&#8217;s\u00a0Don Phillips.<em> <\/em><\/li>\n<li><strong>Bill Eigen, <\/strong>chief investment officer of absolute return and opportunistic fixed income, J.P. Morgan;<strong>Rick Rieder, <\/strong>chief investment officer of fixed income, fundamental portfolios, BlackRock; and<strong>David Rolley, <\/strong>portfolio manager, Loomis, Sayles &amp; Co.; who will debate the challenges and opportunities confronting \u00a0bond investors, as well as offer up some ideas for bond bargain-hunting.<\/li>\n<\/ul>\n<p>Breakout sessions on\u00a0June 9\u00a0include:<\/p>\n<ul type=\"disc\">\n<li><strong>Tom Allen, <\/strong>portfolio manager, Fidelity Investments;\u00a0<strong>Michael Carmen <\/strong>, equity portfolio manager, Wellington Management; and\u00a0<strong>David Giroux <\/strong>, portfolio manager,\u00a0T. Rowe Price; who will discuss how they maximize research and tools to hone their stock strategies.<\/li>\n<li><strong>Ben Allen, <\/strong>portfolio manager, Parnassus Investments;\u00a0<strong>Paul Hilton <\/strong>, director of sustainable investment business strategy, Calvert Investments; and\u00a0<strong>Jack Robinson <\/strong>, founder and chief investment officer, Winslow Management; who will take aim at the notion that sustainable investing is simply a fad and detail growth opportunities presented in the category.<\/li>\n<li><strong>MacKenzie Davis, <\/strong>portfolio manager, RS Investments;\u00a0<strong>Bob Greer <\/strong>, executive vice president, PIMCO; and\u00a0<strong>Geoff Jay <\/strong>, equity research analyst, Janus;<strong> <\/strong>who will provide their thoughts on investing in commodities markets and discuss macroeconomic drivers in the space.<\/li>\n<li><strong>David Daglio, <\/strong>portfolio manager, The Boston Company;\u00a0<strong>Michael Keller <\/strong>, senior vice president, Brown Brothers Harriman &amp; Co; and\u00a0<strong>Keith Lee <\/strong>, managing director and senior portfolio manager, Brown Capital Management; who will discuss the successful strategies behind their under-the-radar funds with impressive long-term records.<\/li>\n<li><strong>Axel Merk, <\/strong>president and chief investment officer, Merk Funds;\u00a0<strong>K.C. Nelson <\/strong>, portfolio manager, Driehaus Capital Management; and\u00a0<strong>Tom Schwab <\/strong>, chief investment officer and portfolio co-manager, The Collar Fund; who will explore fixed-income alternative investment strategies.<\/li>\n<li><strong>Peng Chen <\/strong>, president of global investment management, Morningstar;\u00a0<strong>Ben Inker <\/strong>, head of asset allocation, GMO; and\u00a0<strong>Ross Levin <\/strong>, founding principal and president, Accredited Investors; who will share their views on asset allocation and the role different asset classes should play in a portfolio.<\/li>\n<li><strong>George Evans <\/strong>, senior vice president and director of equities, OppenheimerFunds;\u00a0<strong>David Herro <\/strong>, chief investment officer and portfolio manager, The Oakmark Funds; and\u00a0<strong>Bob Smith <\/strong>, portfolio manager,\u00a0T. Rowe Price; who will debate whether emerging markets are overheated or full of opportunity.<\/li>\n<\/ul>\n<p>Breakout sessions on\u00a0June 10\u00a0include:<\/p>\n<ul type=\"disc\">\n<li><strong>Jesper Madsen, <\/strong>portfolio manager, Matthews China Dividend, who will give his take on less-volatile means of investing in Chinese capital markets, in the latest installment of the conference&#8217;s popular &#8220;Investing 501&#8221; sessions.<\/li>\n<li><strong>John Cummings, <\/strong>executive vice president, PIMCO;\u00a0<strong>Guy Davidson,<\/strong> director of municipal fixed income, AllianceBernstein;\u00a0<strong>Lyle Fitterer <\/strong>, portfolio manager, Wells Fargo Advantage Funds; who will go beyond the dire predictions for municipal bonds to discuss the possibilities of these investments.<\/li>\n<li><strong>Tom Hancock <\/strong>, lead manager of international quantitative portfolios, GMO;\u00a0<strong>Steve Leuthold,<\/strong>founder and chief investment officer, Leuthold Weeden Capital Management; and\u00a0<strong>John Montgomery <\/strong>, founder and portfolio manager, Bridgeway Funds; who will examine momentum investing&#8217;s recent return to form.<\/li>\n<li><strong>Hal Ratner,<\/strong> senior consultant for investment management, Morningstar; and\u00a0<strong>Sue Thompson <\/strong>, managing director, BlackRock; who will address best practices for advisors blending ETFs and mutual funds to create a complete portfolio for their clients.<\/li>\n<\/ul>\n<p>In addition, senior members of Morningstar&#8217;s fund research staff will hold a roundtable on\u00a0June 8, moderated by CNBC&#8217;s\u00a0Tyler Mathisen, to discuss and debate opportunities and threats on the horizon for fund investors. On\u00a0June 9, Morningstar&#8217;s equity research team will discuss ways to generate income in a low-yield environment.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Morningstar, Inc., a leading provider of independent investment research, is hosting its 23rd annual investment conference for financial advisors Wednesday, June 8\u00a0through\u00a0Friday, June 10, at McCormick Place Convention Center in\u00a0Chicago. This year&#8217;s keynote speakers are\u00a0Bill Gross, founder, managing director and [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[],"class_list":["post-22378","post","type-post","status-publish","format-standard","hentry","category-press-releases"],"_links":{"self":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/22378","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=22378"}],"version-history":[{"count":1,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/22378\/revisions"}],"predecessor-version":[{"id":22379,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/22378\/revisions\/22379"}],"wp:attachment":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=22378"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=22378"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=22378"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}