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Martha Conlon Mossmartha.moss@morningstar.com
Morningstar to Hold 17th Annual Investment Conference June 20 to 22

CHICAGO, May 11, 2005 – Morningstar, Inc. (Nasdaq: MORN) will host its 17th annual investment conference in Chicago, June 20 to 22. The company expects more than 1,000 industry experts, financial advisors, and money managers to gather for the event.

This year’s conference will be held at the Hyatt Regency Chicago and will address a variety of timely topics, such as:

  • Bill Gross Unplugged: Bill Gross, PIMCO founder and chief investment officer, will reveal his outlook for the markets and where he’s placing his bets.
  • Is Growth the New Value?: David Corkins, portfolio manager and executive vice president of Janus Mercury Fund, and Robert Hagstrom, senior vice president of Legg Mason, will discuss their outlooks for value and growth funds.
  • The Right Way to Index: Gus Sauter, chief investment officer and managing director of Vanguard Group, and Robert Arnott, chairman of Research Affiliates, will debate the merits of different indexing approaches.

“The Morningstar Investment Conference gives financial advisors direct access to some of the industry’s most seasoned investment managers,” said Morningstar Managing Director Don Phillips. “We’ll explore some fascinating issues: What will investment returns look like in an era of higher interest rates? Is the pendulum finally shifting from value to growth? How will the fund industry adjust to the post-scandal environment? This year’s program features a lineup of experts who will address many concerns that are top-of-mind for investors and advisors.”

The conference begins with the Morningstar Insight Forum, a series of preconference investing sessions for financial advisors moderated by Phillips. From 1 p.m. to 5 p.m. Monday, June 20, three panels of industry experts and veteran advisors will address the impact of exchange-traded funds, separate accounts and hedge funds on financial-advisory practices.

“Morningstar Night” begins at 6 p.m. Monday and will feature thought-provoking panel discussions led by senior Morningstar stock and mutual fund analysts. The conference continues through Wednesday, June 22, with a series of sessions that will offer insights from several of the industry's most respected portfolio managers and financial services leaders.

Morningstar Investment Conference Highlights

      Morningstar Night:  Monday, June 20:

  • 6 p.m.: Discussion of the mutual fund industry and key issues facing investors with Christine Benz, associate director of fund analysis; Kunal Kapoor, director of fund analysis; Russel Kinnel, director of fund research; and Don Phillips, Morningstar managing director.
  • 7:15 p.m.: Insights on the latest trends and a discussion of Morningstar’s approach to stock analysis with Pat Dorsey, director of stock analysis; Josh Peters, equities strategist and editor of Morningstar DividendInvestor; and Mike Trigg, senior stock analyst.

      Keynote presentations:

  • Noon, Tuesday, June 21: Harry Hagey, chairman and chief executive officer of Dodge & Cox, will discuss his philosophy and approach to running a successful investment-management firm.
  • Noon, Wednesday, June 22: Lewis Sanders, chairman and chief executive officer of AllianceBernstein Capital Management, will discuss the new methodologies driving his investment process.

Registration Information

The cost of conference attendance is $695, which includes all sessions, keynote addresses, meals and two cocktail receptions. The Morningstar Insight Forum, a half-day seminar on Monday, June 20, has a separate cost of $195. A Webcast of the Insight Forum also will be available for $125. To register for the conference, advisors may call (800) 735-0700.

More information about the Morningstar Investment Conference, including the full agenda, discounted airfares and hotel accommodations, exhibiting opportunities,
attendee registration, and continuing-education credits, is available at: Morningstar Investment Conference

Full-time members of the news media may receive complimentary registration to the Morningstar Investment Conference. Eligible news media include full-time editors, reporters, or writers; freelance journalists with appropriate credentials; radio and TV reporters; and camera crews and photographers. Pre-registration is required. More information is available at:

Morningstar Investment Conference Press Kit

Media may contact Martha Conlon Moss at (312) 696-6050 to receive a press pass.

About Morningstar, Inc.

Chicago-based Morningstar, Inc. is a leading provider of independent investment research in the United States and in major international markets. The company offers an extensive line of Internet, software and print-based products and services for individuals, financial advisors and institutions. The company has operations in 16 countries.

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