Morningstar Advisor - April/May 2010 - 42

2010 Morningstar Investment Conference Agenda
Wednesday, June 23 7:30a – 5:00p Training Lab Open 9:00a – 3:00p Advisor User Forum 3:00p – 4:00p Opening Keynote Address 4:10p – 5:00p Fund Research Roundtable 5:00p – 5:10p Break 5:10p – 6:00p General Session: The Big Picture View 5:30p – 7:30p Exhibit Hall Open 6:00p – 7:30p Opening Reception Thursday, June 24 7:00a – 8:00a 7:30a – 5:00p 8:00a – 9:00a 9:00a –11:00a 9:10a –10:00a 10:00a –10:45a 11:00a –11:50a 12:00p –1:30p 1:40p – 2:30p

Schedule Session Topics

Breakfast in Exhibit Hall Training Lab Open General Session Exhibit Hall Open Breakout Session 1A Break in Exhibit Hall Breakout Session 1B Luncheon & Keynote Address Breakout Session 2A

2:30p – 4:30p 2:40p – 3:30p 3:30p – 4:30p 4:30p – 5:30p 5:30p – 7:00p

Exhibit Hall Open Breakout Session 2B Break in Exhibit Hall General Session Reception in Exhibit Hall

Pre-Conference Event: Advisor User Forum

General Session: Dedicated to Dividends

Morningstar is hosting the fifth annual Advisor User Forum—an exclusive event for our Morningstar OfficeSM, Principia®, and Advisor WorkstationSM subscribers. Product specific break-out sessions will focus on topics such as the launch of Morningstar Advisor Workstation 2.0, Principia’s integrated performance reporting, creating comprehensive financial plans for your clients with Morningstar Office, absolute return strategies in portfolio construction, and crafting a global investing strategy.
Opening Remarks

If we are indeed facing an economic future of slower growth and lower investment returns, dividends will play a growing role in stock funds’ total returns. Join us as three successful dividend hounds share their approach to investing and their outlook for stock dividends. Hersh Cohen, Clearbridge Don Kilbride, Wellington Management Joe Matt, American Funds
The Shifting Dynamics of Healthcare Investing Join Damien Conover, CFA, Morningstar’s healthcare

Investing 501: Rob Arnott on Tactical Asset Allocation The traditional 60/40 stock/bond portfolio has faced

increasing scrutiny driving more investors to consider tactical strategies. Rob Arnott, one of the industry’s innovators, shares his latest moves in this arena. Rob Arnott, Research Affiliates Breakout Session 2A, 2B
Foreign Stocks From Three Different Angles

Chris Boruff, President, Software Division
Keynote Lunch Pat Dorsey, CFA, Morningstar’s Director of

Equity Research A separate Advisor User Forum fee of $95 applies. Attend both the Advisor User Forum and Conference and save $70. Call 866 839-9729 for details.
Morningstar Investment Conference Opening Remarks & Opening Keynote Session Jeffrey Gundlach, DoubleLine Capital, LP Fund Research Round Table General Session: The Big Picture View from Two Stock Fund Managers

analyst, as he discusses the major trends in healthcare investing. The analysis will cover the shifting landscape of the healthcare industry as well as top healthcare stock picks. Kris Jenner, T. Rowe Price Health Care Andy Acker, Janus Breakout Session 1A, 1B
Stock Picking Across the Globe

We’ve got growth and value investing represented here as three excellent investors debate the merits of their picks. Mark Yockey, Artisan Funds Brent Lynn, Janus Wendy Trevisani, Thornburg Funds
Simple to Spectacular: Which Strategies Belong in a Retirement-Savings Portfolio?

Great stock pickers can go anywhere in search of good values. They’ll share how their process works and what they’ve uncovered. Daniel O’Keefe, Artisan Partners Phillipe Brugere-Trelat, Franklin Mutual Funds
Investing 501: Convertibles

This panel of asset-allocation experts construct portfolios for investors young and old, and their approaches couldn’t be more different. They’ll give their views on which subasset classes to include or fund managers to tap, and how to avoid common portfolio-construction potholes. Jerome Clark, T. Rowe Price Anne Lester, JP Morgan Asset Management John Ameriks, Vanguard
Hot Topics in ETFs Morningstar’s ETF Research Team details the latest

Stock managers think about macro-economic issues, too. Join Artio’s Rudolph Riad-Younes and FPA’s Steve Romick for a lively wide-ranging discussion. Steve Romick, FPA Rudolph Riad-Younes, Artio Global Investors *Speakers are subject to change

Is this a good time to buy convertibles? Find out from the man who wrote the book on convertible bonds. John Calamos, Calamos Funds
Income Strategies for Retirees

With bond yields as low as they are currently, how should retirees cope? These experts tackle the retirement-income question and also hash out the role of annuities in retiree portolios, Christine Fahlund, T. Rowe Price Tom Idzorek, Ibbotson Associates
Luncheon and Keynote Presentation

trends, opportunities and issues in this rapidly developing market. Also, hear our best practices for analyzing ETFs, trading ETFs, and building ETF portfolios. Scott Burns, Morningstar Paul Justice, CFA, Morningstar John Gabriel, Morningstar Bradley Kay, Morningstar
General Session: A Conversation with Bob Reynolds, Putnam Investments

William McNabb, Vanguard

A one-on-one interview with long-time industry leader Bob Reynolds discussing his efforts to turn around the iconic Putnam family of funds. Bob Reynolds, Putnam Investments

Morningstar Advisor - April/May 2010

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