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2007 Morningstar® Investment Conference
June 27–29 in Chicago, McCormick Place. It's the year’s must attend
event for financial advisors. Explore the complex issues facing
financial advisors today at the 2007 Morningstar Investment Conference.
You'll gain valuable insight from leading financial experts. Plus,
you'll engage in one-on-one discussions with Morningstar analysts and
network with more than 1,000 of your fellow advisors. Don't miss this
opportunity to learn from the best minds in the industry!
Hear from Award Winning Fund Managers
Tap into the wisdom of leading mutual fund managers and financial
experts.
Talk One-on-One with Industry Leaders
Meet and question prominent members of the financial community. Talk to
Morningstar’s Don Phillips and our staff of editors and analysts for an
independent and balanced perspective on today’s emerging trends.
Cocktail receptions and Q&A sessions offer ample opportunities to
interact one-on-one with speakers and panelists.
Network with Peers
Interact and exchange ideas with your fellow investment professionals.
Last year’s conference attracted more than 1,000 participants, including
influential mutual fund managers, top securities analysts, institutional
investors, and financial planners and advisors. Compare notes on
handling common challenges and share your success stories!
Explore New Products and Services
The Conference Exhibit Hall provides a great venue for discovering new
products and services and touching base with vendors you already know.
Last year, the exhibit hall featured nearly 150 vendors, ranging from
fund companies and investment managers to financial publishers and
software firms.
http://advisor.morningstar.com/
products/mstr_conference.asp?
track=redirect2007conf
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Senior Voice: What I Wish I Had Known About Retirement
By Stan Hinden
In this issue, guest columnist Stan Hinden contributes his thoughts on retirement to Kathryn Morrison's column, Senior Voice. read more...
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Writing with A Ghost
Featuring Michael Collins
In this issue, Amiee Watts sits down with Michael Collins, Partner and Editor-in-Chief of IAB Custom Media, to learn the advantages and mysteries of ghostwriting. Mr. Collins has nearly two decades of experience covering business, technology and healthcare. He served as London bureau chief and senior correspondent in Europe, the Middle East and Africa for UPI, before moving to Worldwide Television News as a senior producer. He contributed to Exchange Traded Funds: An Insiders Guide to Buying the Market (John Wiley & Sons, spring 2002). read more...
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New Investment Strategies for Our Aging Population
By Dian Vujovich
Our aging population requires new thinking for investment pros. Registered Financial Gerontologist are a small group, ahead of the curve. read more...
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Thinking about Online Advertising?
Featuring Lance Podell
In this issue, Omar Hafez speaks with Lance Podell, CEO of Kanoodle, one of the leading providers of sponsored links. The company works closely with advertisers to drive sales and publishers to generate revenue. Mr. Podell has over 18 years of experience in all facets of consumer and business-to-business marketing and is a recognized expert on trends in online advertising. He shares his knowledge of trends in online advertising and readership of financial publications. read more...
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The Broker/Dealer Interface: Bulldogs at the Gates!
By Ron Ringlien
In the traditional selling model, one of the most critical elements is the broker/dealer who employs the representatives who sell your investment product. There are two levels of interaction with the broker/dealer: The first occurs in attempting to gain the selling agreement that allows you to solicit the broker/dealer representative to sell your product. Ron Ringlien, principal of New Cycle Financial contributes his thoughts. read more...
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How to (Almost) Ensure A Positive Experience with the Media
Featuring Wendell Perkins and Stan Luxenberg
Ensuring a positive media experience depends on a variety of factors. First, never assume anything. Take care of basic details. In other words: prepare for your interview; do not wing it. Wendell Perkins, chief investment officer of Johnson Asset Management, and freelancer Stan Luxenberg speak to SunStar's Bob Tebeleff. read more...
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The Evolution of Ethical Standards in Business
Featuring Bruce Jennett
Ethical standards in business are evolving based on legal precedents, legislation, and the expectations of investors. Bruce Jennett, an attorney with Heller Ehrman shares his thoughts with SunStar's Alexandra Mackler. read more...
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Are You Being Heard? A Radio Program Could Help
By Melissa Murphy
Melissa Murphy gets the rundown on strategic radio interviews as a powerful tool for your messages from Richard Strauss, of Strauss Radio Strategies. read more...
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