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Martha Conlon Mossmartha.moss@morningstar.com
Morningstar to Hold 13th Annual Investment Conference June 25 & 27 in Chicago
<P>CHICAGO,&nbsp;Mar 13,&nbsp;2001 &#150; More than 1,000 financial experts, including industry-leading investment managers and executives from top financial institutions, will gather to address the latest trends and developments in the financial industry at the 13th Annual Morningstar Investment Conference. The conference will take place June 25 through June 27 at the Hyatt Regency Chicago on the River Walk.&nbsp;</P><P>The three-day conference 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&#039;s Investment Conference kicks off at 6 p.m. Monday, June 25, with "Morningstar Night," an introductory roundtable of Morningstar editors and analysts, led by Don Phillips, managing director of Morningstar, and John Rekenthaler, president of the firm's online advice business.&nbsp;</P><P>Morningstar's&nbsp;<B>Don Phillips</B>&nbsp;will deliver opening remarks at the conference's first general session, Tuesday, June 26. Guest panelists include industry experts such as&nbsp;<B>Foster Friess</B>, president of Friess Associates and manager of the Brandywine fund;&nbsp;<B>Bill Gross</B>, managing director of Pacific Investment Management Company (PIMCO);&nbsp;<B>Gus Sauter</B>, managing director of the Vanguard Group;&nbsp;<STRONG>Robert E. Turner,&nbsp;</STRONG>chairman and CIO of Turner Investment Partners; and&nbsp;<STRONG>Steven Wallman</STRONG>, founder and CEO of Foliofn.</P><P>In addition,&nbsp;<STRONG>Bill Gross</STRONG>, managing director of PIMCO, and&nbsp;<STRONG>Jason Zweig&nbsp;</STRONG>of&nbsp;<I>Money</I>&nbsp;magazine will deliver luncheon keynote addresses regarding their insights about the investment industry.</P><P>The following represents a sample of the agenda, which includes three general sessions and nine beakout sessions.&nbsp;</P><UL><LI>The latest trends in the mutual-fund industry: A discussion with Bill Miller and Don Phillips&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</LI><LI>The latest innovations in low-cost investing from traditional indexing to folios and Exchange Traded Funds&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</LI><LI>Proven growth strategies: How to invest in growth stocks without getting burned&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</LI><LI>The role of technology in growth portfolios</LI></UL><P>The cost to attend the event is $545 and includes Morningstar Night and all conference sessions, keynote addresses, breakfasts, and luncheons. Last year&#039;s event sold out quickly, so those interested in registering should call now at 800-735-0700, or visit <A href="http://www.morningstaradvisor.com/aboutus/investmentconference">MorningstarAdvisor.com</A>&nbsp;to register online.&nbsp;Some discounted airfares and hotel accommodations are available.&nbsp;</P><P>Chicago-based Morningstar, Inc. is an independent provider of reliable, unbiased investment information. The firm supplies a variety of products and services to professionals, including MorningstarAdvisor.com<SUP>SM</SUP>,&nbsp;Morningstar&#174; <EM>Principia</EM>&#174;<EM>Pro&nbsp;</EM>software,&nbsp;<EM>Morningstar Mutual Funds</EM>&#153;, the annual&nbsp;<I>Morningstar Investment Conference,</I>&nbsp;and the&nbsp;<I>Morningstar Professional Education Series</I>. Morningstar does not own, operate, or hold any interest in investment products.&nbsp;</P><P>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; # # #</P><P>&#172; 2001 by Morningstar, Inc. All rights reserved.&nbsp;</P><P><B>Editor's Note:</B>&nbsp;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.<STRONG> </STRONG></P><P>Pre-registration is required. Visit <A href="http://advisor.morningstar.com/About_Us/Media/1,8735,919,00.html">MorningstarAdvisor.com</A>&nbsp;for more information.</P>
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