Morningstar Announces Agenda for 2024 Morningstar Investment Conference

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 36th annual Morningstar Investment Conference, set to convene Wednesday, June 26, through Thursday, June 27, 2024, exclusively in-person at a new venue, Chicago’s Navy Pier.

“We are reimagining our conference this year to coincide with Morningstar’s 40th anniversary,” said Kunal Kapoor, chief executive officer at Morningstar. “The event is coming to Chicago’s iconic Navy Pier, introducing new connections for advisors and sponsors, and featuring a standout agenda of the industry’s most thoughtful and contrarian thinkers so advisors can keep pace with today’s evolving investor.”

After 17 years at McCormick Place, the Morningstar Investment Conference’s move to Navy Pier will offer attendees an energizing new experience.

“Holding the conference at Navy Pier in the summer will allow participants an opportunity to experience the best of Chicago along with the best of Morningstar,” said Caroline DeCamp, senior director of experiential marketing. “We’ve designed this conference experience to give attendees a true sense of community and connection. Breakout sessions will occur right in the exhibit hall with dedicated stages; the podcast stage invites free-flowing dialogue; and we’re debuting a space for advisor-sponsor appointments to provide an environment ripe for meaningful conversations and networking opportunities.”

New this year, Morningstar is offering a “Hosted Advisor” pass, allowing registered investment advisors to attend the conference for free. The pass aims to help advisors stay on top of industry trends and network with peers while removing the cost as a barrier for attendance. Hosted Advisor passes are limited and include an opportunity to engage in four appointments with service providers of their choice.

Morningstar’s conference brings together top industry leaders and investing experts as they share research and insights for investors. This year's speakers include:

• Michele Aghassi, principal and portfolio manager, AQR Capital Management
• Christine Benz, director of personal finance and retirement planning, Morningstar
• Ian Bremmer, president and founder, Eurasia Group
• Zeke Faux, investigative reporter, Bloomberg Businessweek
• Kevin Franklin, managing director and portfolio manager, BlackRock
• Kathryn Kaminski, chief research strategist and portfolio manager, AlphaSimplex
• Kunal Kapoor, chief executive officer, Morningstar
• Zack Kass, former head of go-to-market, OpenAI
• Michael Kitces, industry speaker and financial planner, kitces.com
• Katie Koch, chief executive officer, TCW Group
• Keith Lee, chief executive officer and senior portfolio manager, Brown Capital Management
• Bethany McLean, contributing editor, Vanity Fair
• Bob Oros, chief executive officer, Hightower
• Savita Subramanian, managing director, Bank of America Merrill Lynch

Conference attendees will have a unique opportunity to engage on a range of relevant themes, such as the transformative role of artificial intelligence (AI) in enhancing advisory practices. Zack Kass, former head of GTM at OpenAI, will discuss the path forward for advisors to incorporate AI in their workstreams in a keynote session on the main stage. Additionally, portfolio managers Kathryn Kaminski, Kevin Franklin, and Michele Aghassi will discuss how evolving AI and machine learning technologies impact their investment processes and what to expect next.