Morningstar Announces Speakers and Agenda for 2013 Individual Investor Conference

    Morningstar Announces Speakers and Agenda for 2013 Individual Investor

PR Newswire

CHICAGO, Feb. 25, 2013

CHICAGO, Feb. 25, 2013 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN), a
leading provider of independent investment research, is holding its second
annual Individual Investor Conference on Saturday, March 23, 2013. This year's
conference is free and open to all investors, and will be held entirely in a
webcast format. The live, online event will gather top personal finance
experts and Morningstar analysts for informative dialogue focused on
retirement savings and setting financial goals.

Conference panelists will provide investors with strategies, tips, and trends
that can be incorporated in their own portfolios on a number of relevant
topics, including stocks, mutual funds, exchange-traded funds, dividends,
macroeconomics, bond investing, Social Security, retirement income, global
investing, and evaluating a portfolio.

"Our first conference was a success, and this year we wanted to continue the
discussion on the most pressing issues facing investors today," Jason Stipp,
editor of, the company's website for investors, said. "We've
made it even easier for investors to attend online, ask questions in real-time
during the panel sessions, and gain insights from leading investment experts
that they can put to use in their own portfolios and household financial

The conference will kick off at 9 a.m. Central time with an overview of the
economy, "Deciphering the Big Picture," with Charles K. Bobrinskoy, vice
chairman and director of research, Ariel Investments; Bob Johnson, director of
economic analysis, Morningstar; and Katherine Nixon, chief investment officer,
personal financial services, Northern Trust. The panelists will break down
their economic and market forecasts for 2013 and what it means for investors.

Other sessions will follow:

  o10 a.m., "Practical Strategies for Today's Bond Market": Eric Jacobson,
    senior fund analyst, Morningstar, and Marta Norton, investment manager,
    Morningstar Investment Services, Inc., will share how an investor can set
    up a game plan for their fixed-income investments in a low-interest rate
  o11 a.m., "Give Your Portfolio a Checkup": Morningstar director of personal
    finance Christine Benz will show investors how to test the balance of
    their portfolios for stocks, bonds, cash, and international investments;
    evaluate a portfolio's strengths and weaknesses; and identify which
    sectors look inviting in 2013.
  o12:30 p.m., "Top Picks from Morningstar's Strategists": In a roundtable
    session, Morningstar's newsletter editors and top strategists will take
    investors' questions about the current market and the best opportunities
    in stocks and funds. Panelists include Matt Coffina, editor of Morningstar
    StockInvestor; Russ Kinnel, director of mutual fund research and editor,
    Morningstar FundInvestor; Samuel Lee, ETF analyst and editor, Morningstar
    ETFInvestor; and Josh Peters, director of equity-income strategy and
    editor, Morningstar DividendInvestor.
  o1:30 p.m., "Smarter International Investing": With a recession in the
    Eurozone and growth concerns in China, Morningstar senior securities
    analyst Daniel Rohr and senior fund analyst Patty Oey will discuss
    opportunities for those looking to add international investments to their
  o2:30 p.m., "Social Security: Your Questions Answered": Mary Beth Franklin,
    contributing editor and retirement columnist, InvestmentNews; and Mark
    Miller, editor and syndicated columnist for AARP The Magazine, Reuters,
    and; will tackle ways investors can maximize their
    Social Security benefits and prepare for potential future changes in
    benefit payouts, as well as address investor questions on this important
    source of retiree income.
  o3:30 p.m., "How to Build Your Income Stream": Benz will close the
    conference by hosting a panel with John Ameriks, principal, investment
    counseling and research, Vanguard, and Harold Evensky, president,
    principal, and wealth manager, Evensky & Katz Wealth Management, who will
    explore ideas for generating income in an era of low yield.

Registration Information
Registration to the Morningstar Individual Investor Conference is free and
available at the following link:

About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in
North America, Europe, Australia, and Asia. The company offers an extensive
line of products and services for individuals, financial advisors, and
institutions. Morningstar provides data on approximately 416,000 investment
offerings, including stocks, mutual funds, and similar vehicles, along with
real-time global market data on more than 9 million equities, indexes,
futures, options, commodities, and precious metals, in addition to foreign
exchange and Treasury markets. Morningstar also offers investment management
services through its registered investment advisor subsidiaries and has
approximately $149 billion in assets under advisement and management as of
Dec. 31, 2012. The company has operations in 27 countries.

©2013 Morningstar, Inc. All rights reserved.

Media Contact:
Shawn Malayter, 312-696-6050,

SOURCE Morningstar, Inc.

Press spacebar to pause and continue. Press esc to stop.