Morningstar Advisor - October/November 2010 - 55

ON THE ECONOMY, THE MARKETS, AND YOUR BUSINESS
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The US Financial Outlook: A Half-Speed Recovery
Friday, November 19  1:00 pm – 1:50 pm The US recovery has begun, but the deepest and longest recession in postwar history is likely to be followed by the David slowest economic expansion. The consumer has led Wyss recent expansions, but record high debt and record low saving rates make it difficult for consumer spending to rise more rapidly than incomes. Weakness in other industrial economies will keep exports sluggish. Government has been the main engine of growth over the past year, but stimulus is being phased out, especially after the example of the Greek debt crisis. David Wyss, chief economist, Standard & Poor’s, expects the recovery to remain slow and fragile, with growth barely reaching trend and the unemployment rate remaining high for several years. The weak growth increases the odds of a “double-dip” recession, since it keeps the economy vulnerable to financial or energy shocks.
Newt Gingrich

Jobs, Economic Growth, and Prosperity: Getting America Moving in the Right Direction
Friday, November 19  2:00 pm – 3:00 pm As Washington looks to fix the struggling economy with more money for more government, more power for politicians, more debt, and more bureaucracy, Newt Gingrich, former speaker, US House of Representatives, knows that America can do better. One of America’s most respected thoughtleaders, he will lay out a clear and decisive alternative to Washington’s economic recovery plans. Mr. Gingrich will remind us that small business is the engine that runs the economy and that government action like creating a payroll tax credit, reducing the business tax rate, and developing American energy will help jump-start the economy. He will strike an optimistic tone in showing how America has come through economic downturns before and how rewarding work, savings, and retirement will get us through the current recession.

MANAGING ASSETS IN A NEW ERA
What’s Ahead for Fixed-Income? Understanding New and Esoteric ETFs
Friday, November 19  9:30 am – 10:45 am The economy continues to grow, albeit slowly, and most believe that it will remain in positive territory as the fragile recovery slowly takes hold. Volatility and anxiety runs high, however, fueled by sovereign debt fears in Europe, geopolitical concerns in the two Koreas, as well the impact of the newly passed financial reform law. Several leading fixed-income experts will offer their insights and ideas about the risks and opportunities that lie ahead. Thursday, November 18  9:45 am – 11:00 am ETFs continue to redraw the investment landscape map and are democratizing investments that were previously only accessible to large institutional investors. With new products launching every week and the strategies and underlying assets becoming increasingly more complex, investors can find themselves a little overwhelmed with the options. This discussion will focus on how to evaluate a new fund with limited history and review how the more esoteric offerings in the marketplace can fit in a client’s portfolio.

Evan Simonoff Financial Advisor (Moderator)

Anthony Crescenzi PIMCO

Daniel Fuss Loomis, Sayles & Company, LP

Margaret Patel Evergreen Investments

Undiscovered Fund Managers
Thursday, November 18  11:15 am – 12:30 pm Talented managers practicing prudent strategies are hard to come by. Ideally, you’d find them before they’re strapped down by billions in assets and a large number of clients. Join us for a panel of three managers who have flown under the radar, but shouldn’t go unnoticed, and discover their winning strategies.

Scott Burns Morningstar, Inc. (Moderator)

Jim Farrish SectorExchange.com

Richard Ferri Portfolio Solutions, LLC

Anthony Welch Sarasota Capital Strategies

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Asset Allocation in a New Era
Thursday, November 18  9:45 am – 11:00 am

BRICs and Beyond: Emerging Markets Investing
Friday, November 19  11:30 am – 12:45 pm
Karen Dolan Morningstar, Inc. (Moderator) Jeffrey Auxier Auxier Asset Management Michael Corbett The Perritt Funds Ford Draper Kalmar Investments

The Great Debate: MPT or Technical Analysis?
Friday, November 19  11:30 am – 12:45 pm and many more… Priority code 019575

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http://www.SectorExchange.com

Morningstar Advisor - October/November 2010

Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2010

Morningstar Advisor - October/November 2010
Contents
New on MorningstarAdvisor.com
Contributors
Letter From the Editor
What estate-planning strategies are you and your clients doing before the end of the year?
Next Steps for ETFs
Investment Briefs
Taking It Personal
A Model Practice
Find the Right Fit
Will REITs Put You in the Penthouse?
Prepare for the Worst
Tips for Common Family Situations
Might Makes Right
Built to Last
Four Picks for the Present
Tactical Strategies Miss Their Mark
Time to Hop on the Commodities Bandwagon?
Retailers Balance Caution and Catalysts
In Search of … Recession Survivors
Turmoil-Tested Small-Cap Funds
Mutual Fund Analyst Picks
50 Most Popular ETFs
Undervalued Stocks With Wide Moats
VA Sales Rise in Second Quarter
The Third Rail
Morningstar Advisor - October/November 2010 - Intro
Morningstar Advisor - October/November 2010 - Morningstar Advisor - October/November 2010
Morningstar Advisor - October/November 2010 - Cover2
Morningstar Advisor - October/November 2010 - 1
Morningstar Advisor - October/November 2010 - 2
Morningstar Advisor - October/November 2010 - Contents
Morningstar Advisor - October/November 2010 - 4
Morningstar Advisor - October/November 2010 - 5
Morningstar Advisor - October/November 2010 - New on MorningstarAdvisor.com
Morningstar Advisor - October/November 2010 - 7
Morningstar Advisor - October/November 2010 - Contributors
Morningstar Advisor - October/November 2010 - Letter From the Editor
Morningstar Advisor - October/November 2010 - What estate-planning strategies are you and your clients doing before the end of the year?
Morningstar Advisor - October/November 2010 - 11
Morningstar Advisor - October/November 2010 - Next Steps for ETFs
Morningstar Advisor - October/November 2010 - 13
Morningstar Advisor - October/November 2010 - Investment Briefs
Morningstar Advisor - October/November 2010 - 15
Morningstar Advisor - October/November 2010 - 16
Morningstar Advisor - October/November 2010 - 17
Morningstar Advisor - October/November 2010 - Taking It Personal
Morningstar Advisor - October/November 2010 - 19
Morningstar Advisor - October/November 2010 - A Model Practice
Morningstar Advisor - October/November 2010 - 21
Morningstar Advisor - October/November 2010 - Find the Right Fit
Morningstar Advisor - October/November 2010 - 23
Morningstar Advisor - October/November 2010 - 24
Morningstar Advisor - October/November 2010 - 25
Morningstar Advisor - October/November 2010 - Will REITs Put You in the Penthouse?
Morningstar Advisor - October/November 2010 - 27
Morningstar Advisor - October/November 2010 - 28
Morningstar Advisor - October/November 2010 - 29
Morningstar Advisor - October/November 2010 - 30
Morningstar Advisor - October/November 2010 - 31
Morningstar Advisor - October/November 2010 - Prepare for the Worst
Morningstar Advisor - October/November 2010 - 33
Morningstar Advisor - October/November 2010 - 34
Morningstar Advisor - October/November 2010 - 35
Morningstar Advisor - October/November 2010 - Tips for Common Family Situations
Morningstar Advisor - October/November 2010 - 37
Morningstar Advisor - October/November 2010 - Might Makes Right
Morningstar Advisor - October/November 2010 - 39
Morningstar Advisor - October/November 2010 - 40
Morningstar Advisor - October/November 2010 - 41
Morningstar Advisor - October/November 2010 - 42
Morningstar Advisor - October/November 2010 - 43
Morningstar Advisor - October/November 2010 - 44
Morningstar Advisor - October/November 2010 - 45
Morningstar Advisor - October/November 2010 - Built to Last
Morningstar Advisor - October/November 2010 - 47
Morningstar Advisor - October/November 2010 - 48
Morningstar Advisor - October/November 2010 - 49
Morningstar Advisor - October/November 2010 - Four Picks for the Present
Morningstar Advisor - October/November 2010 - 51
Morningstar Advisor - October/November 2010 - Tactical Strategies Miss Their Mark
Morningstar Advisor - October/November 2010 - 53
Morningstar Advisor - October/November 2010 - 54
Morningstar Advisor - October/November 2010 - 55
Morningstar Advisor - October/November 2010 - 56
Morningstar Advisor - October/November 2010 - 57
Morningstar Advisor - October/November 2010 - Time to Hop on the Commodities Bandwagon?
Morningstar Advisor - October/November 2010 - 59
Morningstar Advisor - October/November 2010 - 60
Morningstar Advisor - October/November 2010 - Retailers Balance Caution and Catalysts
Morningstar Advisor - October/November 2010 - 62
Morningstar Advisor - October/November 2010 - 63
Morningstar Advisor - October/November 2010 - 64
Morningstar Advisor - October/November 2010 - 65
Morningstar Advisor - October/November 2010 - In Search of … Recession Survivors
Morningstar Advisor - October/November 2010 - 67
Morningstar Advisor - October/November 2010 - Turmoil-Tested Small-Cap Funds
Morningstar Advisor - October/November 2010 - 69
Morningstar Advisor - October/November 2010 - Mutual Fund Analyst Picks
Morningstar Advisor - October/November 2010 - 71
Morningstar Advisor - October/November 2010 - 72
Morningstar Advisor - October/November 2010 - 73
Morningstar Advisor - October/November 2010 - 50 Most Popular ETFs
Morningstar Advisor - October/November 2010 - 75
Morningstar Advisor - October/November 2010 - Undervalued Stocks With Wide Moats
Morningstar Advisor - October/November 2010 - 77
Morningstar Advisor - October/November 2010 - VA Sales Rise in Second Quarter
Morningstar Advisor - October/November 2010 - 79
Morningstar Advisor - October/November 2010 - The Third Rail
Morningstar Advisor - October/November 2010 - Cover3
Morningstar Advisor - October/November 2010 - Cover4
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