Business
Morningstar Announces Agenda for 2020 Morningstar Investment Conference
Industry's largest independent conference will be held on June 3-5 and feature Morningstar CEO Kunal Kapoor, Dallas Mavericks CEO Cynthia Marshall, and
About this update from Morningstar, Inc.
[{"type":"text","content":"Industry's largest independent conference will be held on June 3-5 and feature Morningstar CEO Kunal Kapoor, Dallas Mavericks CEO Cynthia Marshall, and BlackRock CEO Larry Fink\n\n\nCHICAGO, Feb. 27, 2020 /PRNewswire/ -- Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the agenda for its 32nd annual Morningstar Investment Conference, set to convene Wednesday, June 3 through Friday, June 5, 2020 at McCormick Place Convention Center in Chicago.\n\"We're dedicated to helping advisors deliver great financial advice, with the goal of continually empowering investor success,\" said Kunal Kapoor, chief executive officer at Morningstar. \"This year's conference agenda highlights that dedication with an extra emphasis on personalized financial plans and goals, as well as discussions around sustainable investing and the evolving role of a financial advisor.\"\nFeaturing five tracks—Active, Passive, Future of Investing, Rethinking Retirement, and Solutions—the conference brings together industry leaders and investing experts as they discuss the latest developments and share new perspectives on the market. This year's speakers include:\nJames K. Anderson, portfolio manager, Baillie Gifford Rupal Bhansali, chief investment officer and portfolio manager, Ariel Investments Bill Browder, founder and chief executive officer, Hermitage Capital Management Larry Fink, founder, chairman, and chief executive officer, BlackRock Rezo Kanovich, managing director, Artisan Partners Kunal Kapoor, chief executive officer, Morningstar Rob Lovelace, vice chairman, Capital Group Cynthia Marshall, chief executive officer, Dallas Mavericks Anne N. Mathias, global interest rate and foreign currency strategist, Vanguard Michael Mauboussin, head of consilient research, Counterpoint Global Rick Rieder, managing director, BlackRock Steve Romick, portfolio manager, FPAThe Morningstar keynote research session will focus on sustainable investing, with an emphasis on how to bring ESG risk into the evaluation of investments. Christine Benz, director of personal finance at Morningstar, will moderate a discussion around the future of advice and key issues in independent investment advisory practices today with Don Philips, managing director at Morningstar; Cathy Curtis, founder and chief executive officer at Curtis Fin...