This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Morningstar Announces Agenda For Annual Institutional Conference, Feb. 21-22

CHICAGO, Jan. 9, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the agenda for the Morningstar Ibbotson Conference taking place Feb. 21-22 at the Westin Diplomat Resort & Spa in Hollywood, Fla. The conference, Morningstar's premier event for institutional clients, will feature thought leaders from academic institutions, the financial services industry, and Morningstar. They will discuss the changing investment landscape and some of the latest advancements in investing and financial planning with a focus on delivering better financial outcomes.

Marvin Zonis, professor emeritus, Booth School of Business, University of Chicago, will discuss the rules for successful global investing. Businesses that seek success through globalization need to make better "country bets," and Zonis will describe the 15 principles for estimating a country's political stability and economic growth.

Other general session speakers include:
  • Roger Ibbotson, Ph.D., founder of Ibbotson Associates, professor of finance at Yale School of Management, and partner at Zebra Capital Management, who will examine which stock characteristics—size, style, volatility, liquidity, etc.—have the greatest effect on returns over the long run;
  • Kevin Kliesen, business economist and research officer for the Federal Reserve Bank of St. Louis, who will provide his economic outlook for 2013, and;
  • Rodney Sullivan, head of publications for the CFA Institute, who will discuss active quantitative portfolio management in today's turbulent markets.

Additional academic and industry experts as well as thought leaders from Morningstar will present a series of breakout sessions, a number of which will feature new research. Topics include:
  • Dynamic asset allocation—Evaluating the effectiveness of various strategies, such as macro, momentum, liquidity, and correlation;
  • Gamma—Quantifying the amount of extra income investors can achieve by making better financial planning decisions;
  • Myth of the dumb fund investor—Do individual investors pay a premium for active funds when they'd be better off buying passive investments?;
  • Valuation-driven active asset allocation—Where to allocate assets when valuations are not attractive;
  • Evaluating target-date funds—How to judge risk and quantify return;
  • Best practices for combining active and passive exposures; and
  • Liability-relative investing for the individual investor.

"These are pivotal times. The United States is struggling to bridge the political divide to create a blueprint for economic recovery, while Europe has enacted austerity measures and bailouts and waits to see if they are enough to get the Eurozone back on track. The slow recovering housing market could breathe some much-needed life into the markets or it could sputter out and further shatter investor confidence," Thomas Idzorek, president of Morningstar's Investment Management division, said. "For two days, we'll bring some of the leading minds in the financial service sector to help answer these questions and more, as well as share new ideas and techniques for investing in this uncertain market."

For more information or to register for the conference, please visit or call 877-525-3257. Attendance is $1,095 per person, and early registration is available for $995 until Jan. 18, 2013. Attendees may earn continuing education credits from the CFP ® Board (CFP license) and the National Association of State Boards of Accountancy (NASBA).

Full-time members of the news media may attend the conference at no cost, but must register in advance by contacting Alexa Auerbach at 312-696-6481 or

About Ibbotson Associates, Inc. and Morningstar, Inc. Ibbotson Associates is a registered investment advisor and wholly owned subsidiary of Morningstar, Inc. It is part of the Morningstar Investment Management division, which creates custom investment solutions that combine award-winning research and global resources with proprietary Morningstar data. With approximately $195 billion* in assets under advisement and management, the Morningstar Investment Management division provides comprehensive retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors around the world.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 27 countries.

*Data as of Sept. 30, 2012. Includes Morningstar Associates, Ibbotson Associates, Morningstar Investment Services, OBSR Advisory Services, and Ibbotson Australia.

©2013 Morningstar, Inc.  All rights reserved.

1 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $94.27 0.00%
FB $101.00 0.00%
GOOG $684.12 0.00%
TSLA $149.79 4.30%
YHOO $27.10 0.00%


Chart of I:DJI
DOW 15,914.74 -99.64 -0.62%
S&P 500 1,851.86 -0.35 -0.02%
NASDAQ 4,283.5920 +14.8290 0.35%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs