Morningstar Advisor - April/May 2009 - 79

In the Loop New at Morningstar The Deal of the Century? Kent Gasaway, Buffalo Funds Eric Fischman, MFS Glenn Fogle, American Century Investments Is It Safe to Get Back into Munis? Phil Condon, DWS Investments Christine Thompson, Fidelity Investments Hugh McGuirk, T. Rowe Price Our Favorite ETFs Morningstar’s ETF experts talk about their favorite and least favorite ETFs. A Conversation with John Bogle, Vanguard The 2009 Morningstar Conference Fund Research Roundtable Moderated by Don Phillips Friday Keynote Presentation Registration is in full swing for the 2009 Morningstar Investment Conference on May 27–29 at McCormick Place in Chicago. “This year’s keynote speakers are all thought leaders in the financial world,” Morningstar’s Don Phillips said. “They include Chris Davis of Davis Advisors; Bill Gross of PIMCO; and Bob Rodriguez of First Pacific Advisors, Morningstar’s 2008 Fixed-Income Fund Manager of the Year. I’m also honored to welcome Vanguard founder John Bogle for an in-depth conversation about the current challenges and opportunities that investors face.“ The general sessions’ panelists are also distinguished. They include Wally Weitz, Bruce Berkowitz, Tom Marsico, David Winters, Diana Strandberg, John Rogers, and many more. Register online at http://morningstaradvisor. com/2009conference or by phone at 866-8399729 from 7 a.m. to 6 p.m. CDT Monday–Thursday and from 7 a.m. to 5 p.m. CDT Friday. Conference Sessions Wednesday Opening Remarks & Opening Keynote Session Senior members of Morningstar’s fund team share their insights. The Whole World Over Bob Rodriguez, First Pacific Advisors, LLC Investing 501: Trading Costs—What You Don’t See Can Hurt Your Returns David Winters, Wintergreen Fund Diana Strandberg, Dodge & Cox Rajeev Bhaman, OppenheimerFunds Thursday Let’s Talk Stocks Roger Edelan, University of California, Davis Stock Selection amid a Global Recession Wally Weitz, Weitz Funds Bruce Berkowitz, Fairholme Capital Mgmt. Tom Marsico, Marsico Capital Management Opening General Session Investing 501: Where Are We Headed from Here? Carl Kawaja, Capital Research Company Sarah Ketterer, Causeway Capital Management Amit Wadhwaney, Third Avenue Funds Big Yields and Big Opportunities Jeremy Grantham, GMO, LLC Two Sides of the Coin Mary Ellen Stanek, Baird Tad Rivelle, Metropolitan West Asset Man. Kathleen Gaffney, Loomis, Sayles and Company Wide Moats Work Chuck Bath, Diamond Hill Investments Steve Romick, First Pacific Advisors New Approaches for Asset Allocation Pat Dorsey and Morningstar strategists share recent research on the performance of high-quality stocks, along with some of Morningstar’s best ideas. Is the Small-Cap Rally Over? Three students of asset allocation offer new approaches for the 21st century. Luncheon and Keynote Presentation Chris Davis, Selected Funds Bill Gross, PIMCO John Rogers, Jr., Ariel Investments, LLC Chuck Royce, The Royce Funds Jeff Cardon, Wasatch Funds MorningstarAdvisor.com 79

http://morningstaradvisor.com/2009conference http://morningstaradvisor.com/2009conference http://www.MorningstarAdvisor.com

Morningstar Advisor - April/May 2009

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2009