Welcome to the 2024 Morningstar Investment Conference Online Press Room! Please use this page to view our press-only programming and to access our latest research and resources. The full agenda for the conference can be found here.
Questions? Reach out to newsroom@morningstar.com.
Exclusive Press Agenda
Join us for the following media-only events in our Press Room: 206 & 207.
Wednesday, June 26
9:55-10:20 a.m. CT
Press-only Q&A: Savita Subramanian, managing director, Bank of America Merrill Lynch
Savita Subramanian is an established researcher with an impressive career at Bank of America and will share her market outlook for the rest of the year and how to position a portfolio for outperformance. Following her keynote, join Savita for a press-only briefing where we’ll dive deeper into where she sees opportunities for investors this year and beyond.
11:30-11:55 a.m. CT
Press-only Q&A: Zack Kass, former head of go-to-market, Open AI
Artificial intelligence continues to progress at an unprecedented rate. Having been at the forefront of this innovation for over a decade, most recently as GTM head at OpenAI, Zack Kass has a unique perspective on AI and its adoption across industries. This press briefing will provide a sneak peek into Zack’s keynote later in the day, and will offer an opportunity to hear his thoughts on the impact AI will have on financial services, the ramifications of its adoption, and more.
6-8:30 p.m. CT
Annual Media Reception
Join your media colleagues and Morningstar leaders and experts for an evening of cocktails and food at our annual MIC Media Reception at Lirica Restaurant on Navy Pier. For the first time, this year’s reception will include a panel discussion, “Morningstar and the Media,” moderated by Kunal Kapoor and featuring several special guests.
Thursday, June 27
11:30 a.m. – 12 p.m. CT
Morningstar Expert Roundtable: Navigating the Fixed Income Frontier
Join Morningstar’s team of fixed income experts for an exclusive press Q&A roundtable. As investors navigate the aftermath of the worst bond market period in recorded history, our panel will analyze key indicators to watch and discuss strategies aimed at mitigating risks while identifying high-yield opportunities within the evolving fixed income landscape. A space ripe with burgeoning trends, we’ll dive into hot topics like private credit, interval funds, and structured products such as CLOs and MBS. You won’t want to miss this deep dive!
Morningstar Research
Please find below a list of recent Morningstar research reports:
Active ETFs have grown by over 20% annually since 2019. Morningstar takes a deep dive into these burgeoning products and what they could mean for the future of active management.
In 2023, climate fund assets hit new highs despite lower inflows.
The quarterly report provides an update on traditional and alternative asset managers as well as what firms we see as best positioned going forward.
The semiannual report found that 47% of active strategies survived and beat their average passive counterpart in 2023.
The 2024 report revealed collective-investment trusts are poised to overtake mutual funds in target-date strategies this year.
Morningstar’s latest view on the North American markets including a sector valuation overview, top picks, and economic outlook.
Morningstar Experts & Resources
View all the latest Morningstar press release announcements.
You can always reach out to newsroom@morningstar.com with interview requests, and we will connect you with the proper expert.
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