Morningstar announces the agenda for the 2021 Morningstar investment conference

CHICAGO, June 30, 2021 / PRNewswire / – Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for Morningstar’s 33rd Annual Investment Conference, which will take place Wednesday 22 September through Friday, September 24, 2021. This year’s hybrid event will allow attendees to participate in any combination of three ways: face-to-face attendance at McCormick Place Convention Center in Chicago, digital assistance and virtual reality assistance.

“As we enter a post-pandemic world, we look forward to meeting in person to discuss solutions to today’s new normalcy and tomorrow’s challenges,” he said. Kunal Kapoor, CEO of Morningstar. “Whether you join on the ground or virtually, this year’s conference will address urgent issues such as diversity, cryptocurrency and retirement planning, with a focus on sustainable investment as a new face of long – term investment “.

The Morningstar conference brings together industry leaders and investment experts as they share research and offer new perspectives for investors. This year’s speakers include:

  • Rob Arnott, founder and chairman of the board, Research Affiliates
  • John Bellows, portfolio manager, Western Asset
  • Bill Browder, founder and CEO, Hermitage Capital Management
  • Sue Desmond-Hellmann, former CEO of the Bill and Melinda Gates Foundation
  • Jennifer Grancio, CEO, engine no. 1
  • Megan Greene, economist and senior fellow Harvard Kennedy School
  • Kunal Kapoor, CEO of Morningstar
  • Dennis Lynch, Head of Global Counterpoint, Morgan Stanley
  • Bill Nygren, portfolio manager, Oakmark Fund
  • Tiffany Wilding, economist, PIMCO
  • Catherine Wood, CEO and CEO of Investments, ARK Investment Management

Attendees are invited to celebrate Chicago and his blues story with the live performance of a Grammy Award-winning musician Buddy Guy turned on Thursday, September 23rd.

Attendees will be required to adhere to the security protocols required by the city, state and McCormick Place. Attendees participating in the virtual reality experience of the conference will be able to create personal avatars, connect and connect to the network with other virtual assistants, watch live master sessions, watch a la carte sessions, make visits Chicago, and play an ESG-themed investment game called “Sustainable City”, all without leaving the virtual reality environment.

You can learn more about the Morningstar Investment Conference, including the full agenda, hotel accommodations, and continuing education credits, at https://go.morningstar.com/MIC. Tune in to Twitter with #MICUS or by following @MorningstarInc.

Registration information

Attendance at the Morningstar investment conference, which includes digital access to the conference, comes at a cost $ 749 per person through Wednesday 4 August and includes all sessions, two breakfasts, lunch and two receptions. After Wednesday 4 August, the registration fee is $ 899 in person. The price of the digital registration is $ 349 through Wednesday 4 August i $ 499 after. Digital attendees will have access to all live broadcast sessions, including nine lectures and four outreach sessions. All conference content is available on request through October 24th. The virtual reality option costs money $ 549; however, if attendees choose to bring their own VR headphones, the cost will be $ 349. Registration is available online at https://go.morningstar.com/MIC. Advance prices for the Morningstar Investment Conference will be available until Wednesday 4 August. The deadline to register for the virtual and digital reality option is Tuesday, August 24thHowever, if attendees plan to bring their own VR headphones, they must register before Tuesday, September 14th.

Media registration information

Full-time, accredited news media members can receive free registration at the Morningstar investment conference. For media registration, visit this link and select “Press: digital only” or “Press: face-to-face + digital”.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent research research North America, Europe, Australia, i Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private equity markets. Morningstar provides research data and information on a wide range of investment offerings, including managed investment products, listed companies, private equity markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approx. $ 244 billion in assets under advice and management from March 31, 2021. The company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

This press release is for informational purposes only; references to securities or a separately managed account investment strategy in this press release should not be considered an offer or request to buy or sell the securities or invest in accordance with this strategy.

© 2021 Morningstar, Inc. All rights reserved.

MORN-C

Contact with the media:
Erin Parro, [email protected]

FONT Morningstar, Inc.

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http://www.morningstar.com

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