Morningstar Advisor - Winter 2008 - (Page 94) In the Loop New at Morningstar Ibbotson Associates readies its annual conference, Hemscott is acquired from Ipreo, and the exhibit team gears up to hit the road. Ibbotson Conference Preview Ibbotson Associates will host its 6th annual Ibbotson Asset Allocation Conference on March 13-14 in Orlando, Fla. This year’s conference will bring focus to lifetime asset allocation and topics ranging from target maturity solutions to dynamic asset allocation strategies will be discussed. Thought leaders from Ibbotson and acquire the Hemscott data, media, and investor relations Web site businesses from Ipreo for $51.6 million in cash, subject to working capital adjustments. The Hemscott businesses that were acquired have appropximately 200 employees in New Delhi, 70 employees in London, and 10 employees in the United States. “Hemscott is a well-known brand with a large and loyal client base. This acquisition fits with our strategies of building a premier global equity database and expanding our presence February 6 March 9-12 Orlando, FL TD Ameritrade Partnership 2008 National Conference February 10 Orlando, FL Raymond James National Conference for Professional Development March 3 Morningstar will be joined by industry experts Marvin Zonis of the University of Chicago Graduate School of Business, Brett Hammond of TIAA-CREF, Robert Litterman of Goldman Sachs Asset Management, Laurence Siegel of the Ford Foundation, and Roger Clarke of Analytic Investors. For more on the conference and registration information visit: global.morningstar.com/IbbotsonConference Morningstar Acquires Hemscott Businesses outside the United States,” said Joe Mansueto, chairman and chief executive officer of Morningstar. On the Road 2008 Orlando, FL ASPPA 401(k) Summit February 11 Chicago, IL FPA Business Solutions 2008 April 20 Chris Boruff, the president of Morningstar’s Advisor business, will be making an appearance on a panel at the FPA Business Solutions conference in March. Get some face-to-face interaction with Morningstar representatives exhibiting at these upcoming conferences: Miami, FL The 4th Annual Conference on Managing Retirement Income February 27 Fajardo, PR SII Investments, Inc. Top Producer Conference On Jan. 9, Morningstar and Ipreo Holdings LLC, a leading global provider of capital markets and investor relations solutions, completed a previously announced agreement for Morningstar to Clearwater, FL Investment Centers of America National Conference 94 Morningstar Advisor Winter 2008 http://global.morningstar.com/IbbotsonConference
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