Morningstar® Institutional Conference
JW Marriott San Antonio Hill Country Resort & Spa
San Antonio, TX
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.
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.
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 email@example.com or +312 696 6151. For more information, click here for the sponsor kit.Media
Journalists can receive complimentary access to this year’s conference. To register, please contact Nadine Youssef at firstname.lastname@example.org 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.