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Morningstar Investment Conference
June 24-26, 2015 | McCormick Place, West Building, Chicago 

Agenda - As of June 18, 2015

Wednesday, June 24
10:00 a.m.-2:00 p.m.   Preconference Sessions 
                                        Tracks include: Women and Investing, Technology and the Advisor: Reaching Tomorrow's                                         Clients, Getting More From Morningstar Manager Research

10:00 a.m.-11:00 a.m.     Preconference Session 1 (choose one of the three topics below)

                                        Do Professional Women Investors Behave Differently Than Men?
                                        Moderated by Patricia Oey, Morningstar
                                        Meredith Jones, author "Women on Wall Street"
                                        Laura Pavlenko Lutton, Morningstar
                                        Abby Sussman, University of Chicago Booth School of Business
                                        How Technology Enables Holistic Advice
                                        Moderated by Nic Owens, Morningstar
                                        James Carney, Morningstar
                                        Matt Schulte, eMoney
                                        Adam Zuercher, Hixon Zuercher Capital Management

                                        Understanding Morningstar Ratings
                                        This session will cover how we categorize and rate strategies using the Morningstar "Star"                                         Rating and the Morningstar Analyst Rating and how to interpret them for clients.

                                        Jon Hale, Morningstar

11:00 a.m.-12:00 p.m.     Preconference Session 2 (choose one of the three topics below)

                                        Are Advisors Serving Women Clients Well?
                                        Moderated by Elizabeth Collins, Morningstar
                                        Kathleen McQuiggan, Pax World
                                        Kristen Robinson Darcy, Fidelity
                                        Cynthia Steer, Birch Mountain Advisors

                                        Mobile Collaboration
                                        Moderated by Mike Barad, Morningstar
                                        Brian Bolan, Bolan Capital Management
                                        Brian McLaughlin, Redtail
                                        Christopher Valleley, TD Ameritrade Institutional

                                        Evaluating Managers the Morningstar Way
                                        This session will explain the Morningstar five pillars framework for evaluating investment                                         strategies, using current examples from our coverage.
                                        Dan Lefkovitz, Morningstar
                                        Josh Charney, Morningstar
                                        Cara Esser, Morningstar
                                        Russel Kinnel, Morningstar
                                        Laura Lallos, Morningstar

12:15 p.m.-12:55 p.m.     Networking Lunch

1:00 p.m.-2:00 p.m.         Preconference Session 3 (choose one of the three topics below)

                                        Wealth-Transfer to Women: Advisors Share Success Stories
                                        Moderated by Mike Wilson, Morningstar
                                        Laurie Barry, The Barry Wealth Consulting Group
                                        Jen Dawson, CFP, Balasa Dinvemo Foltz
                                        Stacy Francis, Francis Financial

                                        Reaching the Next Generation of Investors
                                        Moderated by Kartik Srinivasan, Morningstar
                                        Joel Bruckenstein, Financial Planning Magazine
                                        Blane Warrene, QuonWarrene
                                        Manager Research Investment Insights
                                        In this session, Morningstar manager research analysts will share investment insights from their                                         most recent asset-class landscape reports and white paper research.

                                        Leo Acheson, Morningstar
                                        Alex Bryan, Morningstar
                                        Sara Bush, Morningstar
                                        Jason Kephart, Morningstar

2:30 p.m.-7:30p.m.          Exhibit Hall Open

2:30 p.m.-3:00 p.m.         Opening Refreshment Break

3:00 p.m-4:00 p.m.    Opening Remarks and Opening Keynote Speaker
Jeremy Grantham, GMO LLC

4:10 p.m.-5:00 p.m.         Research Round Table
                                        Moderated by John Rekenthaler, Morningstar
                                        Russel Kinnel, Morningstar
                                        Hal Ratner, Morningstar
                                        Dan Rohr, Morningstar

5:00 p.m.-5:10 p.m.         Break

5:10 p.m.-6:00 p.m.        General Session--Lifting the Fog Surrounding the Active-Passive Debate
                                        In light of the assets that are flowing into passive strategies and the difficulties active managers                                         have had outperforming indexes, does a case remain for active management? Join Joe Davis,                                         Diana Strandberg, and Rob Lovelace as they discuss their research and insights into what it                                         takes to be a successful active manager.

                                        Moderated by Russel Kinnel, Morningstar
                                        Joe Davis, Vanguard
                                        Rob Lovelace, American Funds
                                        Diana Strandberg, Dodge & Cox

6:00 p.m.-7:30 p.m.         Opening Reception

Thursday, June 25
7:00 a.m.-7:00 p.m.         Exhibit Hall Open

7:00 a.m.-8:00 a.m.         Breakfast in Exhibit Hall

8:00 a.m.-9:00 a.m.         Keynote Session
                                        Dr. David Kelly, JP Morgan Asset Management

9:10 a.m.-10:00 a.m.        Working with Morningstar Manager Research: Insights for Asset Managers
                                         This session is specially designed for exhibitor attendees from asset managers to gain insight                                          into best practices for working with Morningstar’s manager research team.  Jon Hale,                                          Morningstar’s director of manager research, North America, will lead the session, which will                                          cover how Morningstar categorizes and rates funds, how the Manager Research team is                                          organized, how it develops its coverage list, and how asset managers can best interact with                                          Morningstar.  There will be plenty of time for questions.

9:10 a.m.-10:00 a.m.       Breakout Session 1A (choose one of the four topics below
                                        Are Frontier Markets Worth Pursuing?
                                        Interest in frontier markets has been growing as investors search further afield for better growth                                         opportunities and pursue new ways to diversify their portfolios. Our panel of frontier-markets                                         portfolio managers will discuss the investment opportunity and how they manage risk in these                                         underdeveloped and relatively illiquid capital markets.

                                        Moderated by Patricia Oey, Morningstar
                                        Pradipta Chakrabortty, Harding Loevner
                                        Laura Geritz, Wasatch Funds
                                        Taizo Ishida, Matthews Asia

                                        Wide-Moat Investing
                                        A focus on companies with significant competitive advantages,
                                        or wide moats, is a hallmark of Morningstar’s equity analysis. Having a wide economic                                         moat can enable a firm to earn more than its cost of capital over the long run. Join                                         Morningstar’s Elizabeth Collins, co-author of Why Moats Matter: The Morningstar Approach                                         to Stock Investing, as she discusses moat investing with managers who put moats to work                                         in their own portfolios.

                                        Moderated by Elizabeth Collins, Morningstar
                                        Todd Ahlsten, Parnassus Investments
                                        Bruno Paulson, Morgan Stanley Investment Management

                                       Delivering Better Retirement Outcomes
                                       What role do behavioral forces play in the retirement-planning sphere? Respected experts in                                        the fields of retirement planning and behavioral finance will discuss steps that                                        individuals, advisors, and institutions can take to enact better retirement outcomes. 
                                       Moderated by Christine Benz, Morningstar
                                       David Blanchett, Morningstar
                                       Steve Wendel, HelloWallet
                                       Michael Finke, Texas Tech University

                                      Robo-Advice: Evolution, Not Revolution
                                      Automated advice solutions, commonly called “robo-advisors,” are attracting significant media                                       attention and investor assets. Although some advisors consider automated advice a threat, we                                       believe that "technology-enhanced advice" can be a natural evolution of many advisors’ service                                       models. Panelists will discuss the latest trends, the competitive-yet-complementary nature of                                       automated advice, and key considerations for scaling your practice without losing sight of your                                       clients’ best interests.

                                      Moderated by Nicholas VanDerSchie, Morningstar
                                      David Lyon, Oranj
                                      Kyle Ryan, Personal Capital
                                      Tricia Rothschild, Morningstar
10:00 a.m.-11:00 a.m. Break in Exhibit Hall

11:00 a.m.-11:50 a.m. Breakout Session 1B (choose one of the previous four topics)

12:00 p.m.-1:30 p.m.   Luncheon Keynote Speaker
                                    Sallie Krawcheck, Ellevate

1:40 p.m.-2:30 p.m.     Breakout Session 2A (choose one of the four topics below)
                                    Unearthing Value in Bonds
                                    Join three seasoned bond investors as they weigh in with their latest outlooks for the bond                                     market and discuss where they are—and aren’t—finding value.

                                    Moderated by Sarah Bush, Morningstar
                                    Laird Landmann, TCW Group
                                    Gibson Smith, Janus Capital Group
                                    Elaine Stokes, Loomis, Sayles & Company

                                   Multiple Paths for Multialternatives
                                   The multialternative Morningstar Category has been one of the fastest-growing areas of the liquid                                    alternatives universe. But there are many distinct paths that fund sponsors can take in building a                                    multistrategy alternatives fund. In this session, we'll hear from managers representing three                                    different approaches and explore the pros and cons of each. Equally important, we'll home in on                                    what role multialternative funds should play within an investor's broader portfolio.

                                   Moderated by Josh Charlson, Morningstar
                                   Bob Boyda, John Hancock
                                   Ronen Israel, AQR
                                   David Kupperman, Neuberger Berman

                                   ETFs 2.0
                                   With 20-plus years and 2 trillion dollars in assets under management under its belt, the U.S.                                    exchange-traded fund industry is undergoing a rapid transformation and continuing to reshape the                                    way that investors gain access to an everexpanding array of exposures. Join our panel of                                    industry leaders for a wide-ranging discussion covering plain-vanilla
                                   passive ETFs, strategic beta, and the future of active ETFs.

                                   Moderated by Ben Johnson, Morningstar
                                   Michael Arone, State Street Global Adv.
                                   Doug Yones, Vanguard
                                   Matthew Raynor, BlackRock

                                   ESG Investing
                                   The field of sustainable investing is rapidly evolving as more asset managers, institutional                                    investors, and advisors are integrating environmental, social, and governance criteria into their                                    investments. Our panelists will discuss the current landscape of ESG investing and academic                                    research and the activities of asset managers and wealth managers to address the growing                                    demand for ESG investments.

                                   Moderated by Jon Hale, Morningstar
                                   Chad Graves, Morgan Stanley Investment Management
                                   Joe Keefe, Pax World
                                   Mary Jane McQuillen, ClearBridge

2:40 p.m.-3:30 p.m.    Breakout Session 2B (choose one of the previous four topics)

3:30 p.m.-4:30 p.m.    Break in Exhibit Hall

4:30 p.m.-5:30 p.m.    Closing General Session--Stock-Picking Is Dead, Long Live Stock-Picking?
                                    Active management is dead. Or is it? In this session, we get back to basics with two of the mutual                                     fund world’s pre-eminent stock-pickers, Bill Nygren and Steven Romick, who will share their views                                     on the market, portfolio positions, and some of the notable recent investments they’ve made.

                                   Moderated by Jeff Ptak, Morningstar
                                   Bill Nygren, Oakmark Funds
                                   Steven Romick, FPA Funds

5:30 p.m.-7:00 p.m.   Reception in Exhibit Hall 

Friday, June 26
7:00 a.m.-10:30 a.m.  Exhibit Hall Open

7:00 a.m.-8:00 a.m.    Breakfast in Exhibit Hall

8:00 a.m.-9:00 a.m.    Closing Keynote Presentation
           Douglas Hodge and Daniel Ivascyn, PIMCO

9:10 a.m.-10:00 a.m.  
Stewardship vs. Salesmanship: Does Good Governance 
Improve Investments Results?
                                   Asset managers who put clients first often have better performing funds, Morningstar’s                                    research has shown. Find out how to tell the good stewards of capital from the bad and                                    why being choosy may improve your results.

                                   Moderated by Laura Pavlenko Lutton, Morningstar
                                   Bridget B. Hughes, Morningstar
                                   Jeffrey S. Mitchell, Fidelity Investments
                                   Susan Ferris Wyderko, Mutual Fund Directors Forum

10:00 a.m.-10:30 a.m. Break in Exhibit Hall 

10:40 a.m.-11:30 a.m. Breakout Session 3A (choose one of the four topics below)
                                   Morningstar Prospects
                                   Meet three managers from promising funds that are just starting to hit advisors’ radar. Boost your                                    idea generation by hearing from three small and midcap prospects.

                                   Moderated by Dan Culloton, Morningstar
                                   Chad Meade, Meridian Funds
                                   Andrew Adams, Mairs & Power, Inc.
                                   Finny Kuruvilla, Eventide Asset Mgmt

                                   Looking for Income?
                                   A yield-starved investment landscape has investors searching high, low, and everywhere                                    in-between for sources of income. Asset managers are seeking to meet this demand in a                                    number of ways, including via a fast-growing menu of multiasset income “solutions.” Our panel will                                    feature some of our top-rated managers in this space. They will discuss income                                    opportunities across asset classes, turning over stones to uncover some of the best income                                    opportunities in the market today.

                                   Moderated by Jeff Holt, Morningstar
                                   Michael Fredericks, BlackRock
                                   Anne Lester, JP Morgan
                                   Ed Perks, Franklin Templeton

                                   Fund Analysts' Best Ideas
                                   Join Morningstar analysts as they discuss recent Morningstar Analyst Rating upgrades. Learn more                                    about the factors that drive analyst ratings to help you evaluate funds and generate new ideas for                                    your clients. 

                                   Moderated by Christine Benz, Morningstar
                                   Karin Anderson, Morningstar
                                   Greg Carlson, Morningstar
                                   Sumit Desai, Morningstar
                                   Kevin McDevitt, Morningstar
                                  Opportunity or Opportunity Cost?
                                  As government policy, credit hiccups, currency swings, and the specter of rising rates buffet the                                   fixed-income markets, hear how three non-traditional-bond managers are navigating the strange                                   landscape.
                                  Moderated by Michael Herbst, Morningstar
                                  Rick Rieder, BlackRock
                                  Marc Seidner, PIMCO
                                  Michael Swell, Goldman Sachs

11:40 a.m.-12:30 p.m.Breakout Session 3B (choose one of the previous four topics)

                                  End of Conference

Continuing-Education Credits 
To help fulfill your continuing-education requirements, the Morningstar Investment Conference agenda has been submitted to the Certified Financial Planner Board of Standards for Continuing Education (CE) credit and to the National Association of State Boards of Accountancy for Continuing Professional Education (CPE) credit. 
CFP (15 credits, pending approval) NASBA (12 hours, pending approval)