Morningstar Advisor Catalog 2008 - 46
Morningstar Investment Conference and User Forum June 25-27, 2008—McCormick Place, West Building, Chicago Over the past 20 years, much has changed in the investment industry—new investment vehicles, new compensation structures, and different market trends. But there has been one constant over the past two decades: the Morningstar Investment Conference has been the best way to stay ahead of the crowd and ahead of the curve. The 2008 Morningstar Investment Conference is one of the smartest ways advisors can invest their time. Morningstar is also hosting the third annual Advisor User Forum, an exclusive event for our Advisor Workstation and Principia subscribers. This one-day forum on Wednesday, June 25 will feature industry perspectives from Kunal Kapoor, president and chief investment officer of Morningstar Investment Services, as well as others. Product-specific breakout sessions will focus on such topics as becoming a power user by implementing repeatable processes, asset allocation, and more. To help advisors fulfill continuing education requirements, the Morningstar Investment Conference agenda has been submitted to the Certified Financial Planner Board of Standards for Continuing Education (CE) credit and to the National Association of State Boards of Accountancy for Continuing Professional Education (CPE) credit. Pending approval of the agenda, advisors can earn 12 CE credits for the CFP and 12 CPE credits for NASBA. Keynote speakers for the 2008 Morningstar Investment Conference: 3 Mohamed El-Erian, PIMCO Opening keynote address, Wednesday, June 25, 2008, 3-4pm 3 Jason Zweig, MONEY Magazine Luncheon and Keynote Presentation, Thursday, June 26, 2008 3 Brian Rogers, T. Rowe Price Keynote session, Friday, June 28, 2008, 8-9am Conference registration includes two breakfasts, luncheons, and cocktail receptions. $745. Advisor Workstation and Principia subscribers are eligible to attend the separate Advisor User Forum. $199. 46 Community
Morningstar Advisor Catalog 2008
Table of Contents for the Digital Edition of Morningstar Advisor Catalog 2008
Morningstar Advisor Catalog 2008
Contents
Communication
Research
Software
Investment Services
Community
Morningstar Advisor Catalog 2008 - Morningstar Advisor Catalog 2008
Morningstar Advisor Catalog 2008 - Contents
Morningstar Advisor Catalog 2008 - 1
Morningstar Advisor Catalog 2008 - Communication
Morningstar Advisor Catalog 2008 - 3
Morningstar Advisor Catalog 2008 - 4
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Morningstar Advisor Catalog 2008 - Research
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Morningstar Advisor Catalog 2008 - Software
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Morningstar Advisor Catalog 2008 - Investment Services
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Morningstar Advisor Catalog 2008 - Community
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Morningstar Advisor Catalog 2008 - Cover3
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