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Martha Conlon Mossmartha.moss@morningstar.com
Morningstar to Hold Annual Investment Conference June 24 & 26 in Chicago

CHICAGO, Apr 15, 2002 – Award-Winning Investment Managers to Share Insights 

Some of the most renowned mutual fund managers and investment experts will address more than 1,000 financial advisors at the 2002 Morningstar Investment Conference, Monday, June 24 through Wednesday, June 26 at the Hyatt Regency Chicago on the Riverwalk. 

Now in its 14th year, Morningstar's conference will feature panel discussions and keynote addresses from more than 30 legendary investment managers, including: 

  • John C. Bogle, founder and former chairman of the Vanguard Group               
  • Jean-Marie Eveillard, president of First Eagle SoGen Funds, 2001 Morningstar International-Stock Fund Manager of the Year              
  • William Nygren, portfolio manager of the Oakmark Select Fund, 2001 Morningstar Domestic-Stock Fund Manager of the Year              
  • James Oelschlager, founder and chief investment officer of Oak Associates              
  • Robert L. Rodriguez, CFA, CEO, and director of First Pacific Advisors, Inc., 2001 Morningstar Fixed-Income Fund Manager of the Year

The three-day conference will offer candid commentary and insight by panels of prominent investment managers and Morningstar analysts on a variety of timely subjects, such as:

  • Beating the Market Index: Chris Davis, manager of the Davis New York Venture Fund, and Karen Reidy, manager of the Janus Core Equity Fund, share their thoughts on searching for stocks in the market's most deficient areas.               
  • Section 529: Joe Hurley, author of The Best Way to Save for College, presents the ins and outs of this increasingly popular college-savings option.               
  • Estate Planning and Retirement Distributions: Natalie Choate, author of Life and Death Planning for Retirement Benefits, discusses the most effective methods for handling clients' retirement benefits.              
  • Small Can Be Beautiful: Investing in Small Caps: Kent Gasaway, manager of the Buffalo Small Cap Fund; James Harmon, manager of Fidelity Small Cap Independence Fund; and Jerome Heppelmann, manager of PBHG Small Cap Value Fund discuss the best small-cap opportunities.               
  • After the Bubble: Growth Investing: Conrad Herrmann, manager of Franklin California Growth Fund; Peter Trapp, manager of Needham Growth Fund; and Ralph Wanger, manager of Liberty Acorn Fund share lessons learned from the Nasdaq crash of 2000, as well as where they see the strongest opportunities.

Prior to the official conference kick off, Morningstar will host two preconference workshops from 9 a.m. to 5 p.m. on Monday, June 24. The Morningstar« Principia« Pro and Advisor WorkstationSM User's Forum brings together Morningstar experts and training consultants for a series of sessions that address how advisors can enhance their practices. John Bowen, CEO and founder of CEG Worldwide, will also present a workshop titled, "Maximizing the Bottom Line: Essential Strategies for Winning Market Share Now." The cost of these preconference workshops is $295 and $495, respectively.

Morningstar's 2002 Investment Conference begins Monday, June 24, with "Morningstar Night," which will feature two panels. The first commemorates the 15-year anniversary of Morningstar Mutual FundsÖ , the company's flagship product, with a panel of current and former editors and analysts from the publication, including Don Phillips, Morningstar managing director, and Russ Kinnel, director of mutual fund analysis. The second panel will be led by Pat Dorsey, director of stock analysis. Dorsey and a team of Morningstar stock analysts will look at how the market environment has changed during the past year, discuss Morningstar's strategy for analyzing stocks, and share some of their best ideas.

The cost to attend the full conference is $575 and includes Morningstar Night and all conference sessions, keynote addresses, breakfasts, luncheons, and two cocktail receptions.  Those interested in registering should call 800-735-0700, or visit www.MorningstarAdvisor.com. Discounted airfares and hotel accommodations are available. 

About Morningstar
Chicago-based Morningstar, Inc. is a global investment research firm, offering an extensive line of print, software, and Internet-based products and services for individuals, financial advisors, institutions, and the media. The company is a trusted source for investment information, data, and analysis of stocks, mutual funds, exchange-traded funds, closed-end funds, and variable annuity/life subaccounts.

Morningstar supplies a variety of products and services to professional investment advisors, including Morningstar« Advisor WorkstationSM, Morningstar« Principia« Pro investment management software, Morningstar Mutual FundsÖ , the annual Morningstar Investment Conference, and the Morningstar Professional Education Series

Morningstar's Web site for advisors, MorningstarAdvisor.comSM(http://www.morningstaradvisor.com), currently has nearly 85,000 registered users. MorningstarAdvisor.com offers Morningstar Reports on more than 40,000 stocks, mutual funds, exchange-traded funds, and variable/annuity subaccounts. 

Editor's Note: Full-time members of the news media may receive complimentary registration for the Morningstar Investment Conference. Eligible news media include full-time editors, reporters, or writers, freelance journalists with appropriate credentials, radio/TV reporters, and camera crews and photographers. Please call Morningstar Corporate Communications at 312-696-6050 to receive press credentials.

Preregistration is required. 

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