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Martha Conlon Mossmartha.moss@morningstar.com
Investment Experts Convene at 16th Annual Morningstar Conference
CHICAGO, Jun 23, 2004 – Chicago-based Morningstar, Inc., a leading provider of independent investment research, kicks off its 16th annual investment conference today. During the three-day event, top money managers and industry leaders will discuss timely topics such as mutual fund reform, growth investing, municipal-bond funds, real estate, and large-cap investing.

Who:
Mutual fund managers, professional financial advisors, Morningstar officials, and other investment experts.

Where:
Hyatt Regency Chicago on the Riverwalk, 151 E. Wacker Drive, Gold Level, East Tower

When:
6 p.m. – 8:15 p.m., Wednesday, June 23
8:30 a.m. – 5 p.m., Thursday, June 24
8:30 a.m. – 1:30 p.m., Friday, June 25

Featured Speakers:

Wednesday, June 23
6 p.m. Morningstar Night
The conference officially kicks off with thought-provoking panel discussions led by Morningstar stock and mutual fund analysts.

Thursday, June 24
8:30 a.m. State of the Stock and Bond Markets
Joe Deane, vice president and managing director, Smith Barney
Jeremy Grantham, chairman, Grantham, Mayo, Van Otterloo & Co.
Bob Rodriguez, CEO and portfolio manager, First Pacific Advisors

12 p.m. Keynote Presentation and Luncheon
Chris Davis, portfolio manager and CEO, Davis Advisors

4 p.m. Reforming the Fund Industry
Mercer Bullard, founder and president, Fund Democracy, Inc.
Charles E. Haldeman, chairman and CEO, Putnam Investments
Robert Pozen, chairman, MFS Investment Management 

Friday, June 25
12 p.m. Keynote Presentation and Luncheon
John Montgomery, founder, Bridgeway Capital Management

Contacts:
If you are interested in covering the conference or in interviewing one of the speakers or Morningstar analysts, please call:

Media Registration at Hyatt Regency Chicago on the Riverwalk, 312-565-1234 x4820

Margaret Kirch Cohen, cell 847-903-3459

Kathy Habiger, cell 773-710-7433

 

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