• Morningstar Institutional Conference: $1295
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  • Morningstar® Institutional Conference



    JW Marriott San Antonio Hill Country Resort & Spa

    San Antonio, TX


    March 9-10, 2017
  • About the Conference
  • About the Conference

    The Morningstar® Institutional Conference is our premier event for sophisticated investors looking to invest rationally in an irrational world. Our keynote speakers and Morningstar thought leaders will analyze today’s market environment in the context of our core investment beliefs and will deliver tangible ideas for adding value to client portfolios.

    This year’s conference promises the top-notch engaging content and networking opportunities that have defined this must-attend event for more than a decade.

    Who Should Attend

    Institutional investors such as investment decision-outsourcers, CIOs, heads of product and investment staff from asset management, broker/dealer, and insurance firms, and gatekeepers on wealth platforms.

  • Registration Information

    Early Bird Registration: $995 – valid through January 27, 2017

    Registration includes two breakfasts, one lunch, one reception, and several networking breaks.

    To register, call +1 866 839-9729.

    Conference sponsorship is limited and is an exclusive opportunity to gain direct access to a highly exclusive audience of key decision makers. To become a sponsor or to learn more, please contact Daniel Skelton at daniel.skelton@morningstar.com or +312 696 6151.

    For more information, click here for the sponsor kit.

    Journalists can receive complimentary access to this year’s conference. To register, please contact Nadine Youssef at nadine.youssef@morningstar.com or call + 312 696-6601.

    Continuing-Education Credits
    To help fulfill continuing-education requirements, the Morningstar Institutional Conference agenda has been submitted to both the Certified Financial Planner Board of Standards for Continuing Education (CE) credit and the National Association of State Boards of Accountancy for Continuing Professional Education (CPE) credit.

    Cancellation Policy
    Registration fees are 100% refundable if we receive your cancellation notice by February 3, 2017. Please access your reservation online to cancel. If you have registered and cannot attend, you may send someone else in your place. Please call +1 866 839-9729 with any questions.
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