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  • What is the current state of the market? Where and how should you invest? The Morningstar® Investment Conference will answer these questions and more with an impressive lineup of leading asset managers, advisors, executives, and strategists. As an advisor, you will gain insight on how to maximize income, minimize risk, invest globally, and develop solutions to better serve your clients.


    One of the Investment Community's Premier Events

    The Morningstar Investment Conference enters its 29th year as one of the investment industry's most respected annual events. Focused on providing advisors with knowledge, insights, and resources, the conference will address key financial topics, investment strategies, and perspectives on the economy.


    Thought Leadership From the Best Minds in the Investment Industry

    This year's conference will feature investment insights and analysis from top mutual fund managers and industry leaders. Participants will have the opportunity to engage with our speakers through keynote presentations, breakout sessions, and round-table discussions.


  • Registration Information
    Early registration: $730 through February 24, 2017
    General registration: $900
    Day pass: $600

    Conference registration includes access to all conference sessions and the exhibit hall; an opportunity to earn continuing education credits; and two continental breakfasts, two lunches, and two receptions.

    Add to the cart above to register online, or call +1 866 839-9729.

    Cancellation Policy
    Registration fees are 100% refundable if we receive your cancellation notice by March 26, 2017. Please cancel or modify using the conference registration link and your confirmation number. No refunds are available after March 26, 2017. If you have registered and cannot attend, you may send someone else in your place.
    The Morningstar Investment Conference is one of the most effective ways to reach current and potential clients. Conference attendees are a highly qualified audience that value exhibit-hall offerings. To become a sponsor or to learn more, contact Daniel Skelton at daniel.skelton@morningstar.com or +312 696 6151.
    Continuing-Education Credits
    To help fulfill continuing-education requirements, the Morningstar Investment 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.
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