CHICAGO, Apr 23, 2001 Morningstar, Inc., a leading provider of investment information and analytical tools, today announced that William H. Gross, founder and managing director for Pacific Investment Management Company (PIMCO), and Jason Zweig, senior writer for Money magazine, will deliver luncheon keynote addresses on June 26 and 27, respectively, at the Morningstar Investment Conference in Chicago. The keynote speakers are expected to address a full-capacity audience of more than 1,000 investment advisors.
William H. Gross founded PIMCO in 1971 and currently oversees the management of more than $220 billion in fixed-income securities. Gross and his investment team received Morningstar's Fixed-Income Manager of the Year Award for 1998 and for 2000 and is the only team to receive the award twice. In 1997, Gross authored Everything You've Heard About Investing is Wrong, published by Times Books/Random House. In December 1996, he was the first portfolio manager inducted into the Fixed-Income Analyst Society Incorporated (FIASI) Hall of Fame for his major contributions to the advancement of fixed-income analysis and portfolio management. He has 32 years of investment experience and holds a bachelor's degree from Duke University and a master's degree in business administration from UCLA Graduate School of Business.
Jason Zweig's column, "The Fundamentalist," reaches nearly eight million Money readers each month. Before joining Money in 1995, he was a senior editor at Forbes, directing the magazine's extensive coverage of mutual funds. He is a trustee of the Museum of American Financial History in New York and a member of the International Institute of Forecasters and the Society for Judgement and Decision Making. Zweig holds a bachelor's degree from Columbia University.
The three day Morningstar Investment Conference will take place June 25 through June 27 at the Hyatt Regency Chicago on the River Walk and will feature candid commentary and insight by panels of renowned investment managers and Morningstar analysts. The conference will include general and breakout sessions, exhibits, breakfasts, and luncheons. Morningstar's Investment Conference kicks off at 6 p.m. Monday, June 25, with "Morningstar Night," which includes a roundtable of Morningstar editors and analysts, led by Don Phillips, managing director of Morningstar, Russ Kinnel, director of Morningstar's mutual fund analysis, and Pat Dorsey, director of Morningstar's stock analysis. The exhibit floor is expected to feature representatives from more than 100 companies from mutual fund institutions and investment managers to financial publishers and software firms.
The cost to attend the event is $545 and includes Morningstar Night and all conference sessions, keynote addresses, breakfasts, and luncheons.
Last year's event sold out quickly, so those interested in registering should call 800-735-0700, or visit www.morningstaradvisor.com. Some discounted airfares and hotel accommodations are available.
Chicago-based Morningstar, Inc. is a leading, independent provider of investment information and analytical tools. Morningstar supplies a variety of products and services to professional investment advisors, including Morningstar® Principia® Pro investment management software, Morningstar Mutual Funds, the annual Morningstar Investment Conference, and the Morningstar Professional Education Series.
Morningstar's Web site for advisors, www.MorningstarAdvisor.com, offers Morningstar Reports on more than 24,000 stocks, mutual funds, exchange-traded funds, and variable/annuity subaccounts. MorningstarAdvisor.com's Due Diligence Center helps advisors streamline the process of comparing due diligence information from different mutual fund families by establishing an industry-standard format and a database of Due Diligence Questionnaires (DDQs) on individual investments from a growing list of institutions.