Morningstar Advisor - April/May 2010 - 43

Friday, June 25 7:00a – 8:00a 8:00a – 9:00a 9:00a –11:00a 9:00a – 9:50a 9:50a –10:50a 10:50a –11:40a 11:45a –12:45p 12:45p –1:30p

Breakfast in Exhibit Hall General Session Exhibit Hall Open Breakout Session 3A Break in Exhibit Hall Breakout Session 3B Closing General Session Informal Networking Luncheon

General Session: Old Wine, New Bottles

Hear where these talented portfolio managers find investment opportunities and how they’re building a business and investment culture. Charles DeVaulx, IVA David Corkins, Arrowpoint Partners Hassan Elmassry, Independent Franchise Partners
A Search Across Sectors: What’s Next for Bonds?

These investors will discuss the challenges and opportunities that lie ahead in bonds. Curtis Arledge, BlackRock Michael Hasenstab, Franklin Templeton Christine McConnell, Fidelity Investments Breakout Session 3A, 3B
Alternative Mutual Funds: From Wall Street to Main Street

Three pioneers in hedge funds will discuss how to improve traditional stock and bond portfolios, and how to pick the right funds for your clients. Cliff Asness, AQR Jan Van Eck, Van Eck Global Rick Lake, Aston Lake Partners
Investing 501: Your Lizard Brain and Your Money with Terry Burnham

Terry Burnham will discuss how we use our lizard brains, and how to become better investors. Terry Burnham, Acadian Asset Management, LLC.
Putting Cash to Work

Morningstar Investment Conference Make one of the best investments of your time and money and attend the 2010 Morningstar Investment Conference. Join Morningstar’s Don Phillips and keynote speakers Jeffrey Gundlach of DoubleLine Capital, LP and William McNabb of Vanguard, as they discuss the state of investing and provide you with the insight you need to manage your client’s portfolios in an ever-changing economy. Morningstar Advisor User Forum Morningstar OfficeSM, Principia®, and Advisor WorkstationSM users looking for in-depth product training can also register for the Morningstar Advisor User Forum being held on June 23, 2010.

Register Today! Conference: $795 Advisor User Forum: $95 Register for both and save $70. Call for details. Register by Phone 866 839-9729

For more information, and to register, please visit us online: MorningstarAdvisor.com/MIC2010 Watch for Morningstar conference updates on Twitter: www.twitter.com/MStarAdvisor Conference hashtag: #MIC2010

What opportunities are Morningstar’s top strategists seeing in the equity and credit markets? We’ll give you our opinion on how best to navigate the market. Pat Dorsey, CFA, Morningstar Paul Larson, Morningstar Josh Peters, CFA, Morningstar Heather Brilliant, CFA, Morningstar
Closing General Session: The Monsters of Stock

The Training Lab will be open Wednesday, June 23 and Thursday, June 24.

Sponsors
Silver

Three legendary long-term investors discuss where to find tomorrow’s great investments. Staley Cates, Longleaf Partners Bill Miller, Legg Mason Richie Freeman, Legg Mason Clearbridge Informal Networking Luncheon

Bronze

© 2010 Morningstar. All rights reserved. The Morningstar name and logo are registered marks of Morningstar. Marks used in conjunction with Morningstar products or services are the property of Morningstar or its subsidiaries. Product specifications are subject to change without notice.


http://www.MorningstarAdvisor.com/mic2010 http://www.twitter.com/mstaradvisor http://www.MorningstarAdvisor.com/mic2010

Morningstar Advisor - April/May 2010

Table of Contents for the Digital Edition of Morningstar Advisor - April/May 2010

Morningstar Advisor - April/May 2010
Contents
New On MorningstarAdvisor.com
Contributors
Letter from the Editor
Our Job: Building Better Investors
What’s Your Biggest Long-term Concern for the Economy?
An Early Start
Women’s Work
Investment Briefs
Markowitz 2.0
Asset Allocation Is King
A Decade of Riskier Assets ...
... but with plenty of Silver Linings
Be Prepared
Facing up to the Economy’s Problems
Levelheaded
Surviving on Conviction
Four Picks for the Present
Pharmaceutical Firms Get the Urge to Merge
Funds That Look Cheaper Than the Market
Finding Dividend Leaders
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks with Wide Moats
VAs: Assets Rise as New Sales Slip
New at Morningstar
When You Wish Upon a Star
Morningstar Advisor - April/May 2010 - Morningstar Advisor - April/May 2010
Morningstar Advisor - April/May 2010 - Cover2
Morningstar Advisor - April/May 2010 - 1
Morningstar Advisor - April/May 2010 - 2
Morningstar Advisor - April/May 2010 - Contents
Morningstar Advisor - April/May 2010 - 4
Morningstar Advisor - April/May 2010 - 5
Morningstar Advisor - April/May 2010 - New On MorningstarAdvisor.com
Morningstar Advisor - April/May 2010 - 7
Morningstar Advisor - April/May 2010 - Contributors
Morningstar Advisor - April/May 2010 - Letter from the Editor
Morningstar Advisor - April/May 2010 - 10
Morningstar Advisor - April/May 2010 - Our Job: Building Better Investors
Morningstar Advisor - April/May 2010 - 12
Morningstar Advisor - April/May 2010 - 13
Morningstar Advisor - April/May 2010 - What’s Your Biggest Long-term Concern for the Economy?
Morningstar Advisor - April/May 2010 - 15
Morningstar Advisor - April/May 2010 - An Early Start
Morningstar Advisor - April/May 2010 - 17
Morningstar Advisor - April/May 2010 - Women’s Work
Morningstar Advisor - April/May 2010 - 19
Morningstar Advisor - April/May 2010 - Investment Briefs
Morningstar Advisor - April/May 2010 - 21
Morningstar Advisor - April/May 2010 - Markowitz 2.0
Morningstar Advisor - April/May 2010 - 23
Morningstar Advisor - April/May 2010 - 24
Morningstar Advisor - April/May 2010 - 25
Morningstar Advisor - April/May 2010 - 26
Morningstar Advisor - April/May 2010 - 27
Morningstar Advisor - April/May 2010 - Asset Allocation Is King
Morningstar Advisor - April/May 2010 - 29
Morningstar Advisor - April/May 2010 - 30
Morningstar Advisor - April/May 2010 - 31
Morningstar Advisor - April/May 2010 - 32
Morningstar Advisor - April/May 2010 - 33
Morningstar Advisor - April/May 2010 - A Decade of Riskier Assets ...
Morningstar Advisor - April/May 2010 - ... but with plenty of Silver Linings
Morningstar Advisor - April/May 2010 - 36
Morningstar Advisor - April/May 2010 - Be Prepared
Morningstar Advisor - April/May 2010 - 38
Morningstar Advisor - April/May 2010 - 39
Morningstar Advisor - April/May 2010 - 40
Morningstar Advisor - April/May 2010 - 41
Morningstar Advisor - April/May 2010 - 42
Morningstar Advisor - April/May 2010 - 43
Morningstar Advisor - April/May 2010 - Facing up to the Economy’s Problems
Morningstar Advisor - April/May 2010 - 45
Morningstar Advisor - April/May 2010 - 46
Morningstar Advisor - April/May 2010 - 47
Morningstar Advisor - April/May 2010 - 48
Morningstar Advisor - April/May 2010 - 49
Morningstar Advisor - April/May 2010 - Levelheaded
Morningstar Advisor - April/May 2010 - 51
Morningstar Advisor - April/May 2010 - 52
Morningstar Advisor - April/May 2010 - 53
Morningstar Advisor - April/May 2010 - Surviving on Conviction
Morningstar Advisor - April/May 2010 - 55
Morningstar Advisor - April/May 2010 - 56
Morningstar Advisor - April/May 2010 - 57
Morningstar Advisor - April/May 2010 - Four Picks for the Present
Morningstar Advisor - April/May 2010 - 59
Morningstar Advisor - April/May 2010 - 60
Morningstar Advisor - April/May 2010 - Pharmaceutical Firms Get the Urge to Merge
Morningstar Advisor - April/May 2010 - 62
Morningstar Advisor - April/May 2010 - 63
Morningstar Advisor - April/May 2010 - Funds That Look Cheaper Than the Market
Morningstar Advisor - April/May 2010 - 65
Morningstar Advisor - April/May 2010 - Finding Dividend Leaders
Morningstar Advisor - April/May 2010 - 67
Morningstar Advisor - April/May 2010 - Mutual Fund Analyst Picks
Morningstar Advisor - April/May 2010 - 69
Morningstar Advisor - April/May 2010 - 70
Morningstar Advisor - April/May 2010 - 71
Morningstar Advisor - April/May 2010 - 50 Most Popular ETFs
Morningstar Advisor - April/May 2010 - 73
Morningstar Advisor - April/May 2010 - Undervalued Stocks with Wide Moats
Morningstar Advisor - April/May 2010 - 75
Morningstar Advisor - April/May 2010 - VAs: Assets Rise as New Sales Slip
Morningstar Advisor - April/May 2010 - 77
Morningstar Advisor - April/May 2010 - 78
Morningstar Advisor - April/May 2010 - New at Morningstar
Morningstar Advisor - April/May 2010 - When You Wish Upon a Star
Morningstar Advisor - April/May 2010 - Cover3
Morningstar Advisor - April/May 2010 - Cover4
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