Morningstar Announces Speakers and Agenda for 2013 Individual Investor Conference

Mon Feb 25, 2013 11:39am EST

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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 plans."

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:

* 10 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 environment.
* 11 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.  
* 12:30 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.  
* 1:30 p.m., "Smarter International Investing": With a recession in the Eurozone
and growth concerns in  China, Morningstar senior securities analystDaniel Rohr 
and senior fund analystPatty Oey  will discuss opportunities for those looking
to add international investments to their portfolios.  
* 2:30 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
* 3:30 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.

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