Friday, January 20, 2012

Morningstar Individual Investor Conference Jan 21



January 21, 2012 - All Sessions Are Scheduled for Central Standard Time

9:00–9:50 a.m. Keynote

Where Is the Market Now?


As a value investor, Joel Greenblatt developed the "Magic Formula Investing" strategy, which focuses on stocks with a high earnings yield and a high return on invested capital. Following his philosophy, he's achieved solid returns at Gotham Asset Management and has rolled out a suite of mutual funds. In this session, Joel will put current market valuation levels into historical perspective and discuss the edge that a systematic value-weighted investing strategy can offer over traditional indexing and active fund management.


10:00-10:50 a.m. Breakout Session A

Boost Your Benefits in Retirement


Do paperwork and policies have you confused about your long-term benefits? In this session, experts Mary Beth Franklin and Mark Miller detail practical Social Security strategies, the ins and outs of long-term care insurance, Medicare/Medigap policies, and more.

Breakout Session B

Maximize Finances in Your Peak Earnings Years


If you're juggling a demanding career, saving for your children's education, investing for retirement, and assisting your parents with their own financial affairs, it's difficult to find time to uncover the right investment opportunities. In this session, you'll see how to keep all your investments on track without heavy, hands-on involvement; you'll also learn tips for balancing competing financial priorities. Speakers include Mark Balasa, Leisa Brown Aiken, and Laura Pavlenko Lutton.


11:00-11:50 a.m. General Session

Tune Up Your Portfolio for the New Year


Is your portfolio balanced? Morningstar's Christine Benz helps you explore asset allocation strategies (stock, bond, cash, international), sector exposure, and other data using Morningstar Premium research and tools to uncover your portfolio's strengths and weaknesses. She'll also share what market sectors look cheap and which look dear based on Morningstar's bottom-up research.


12:00-1:00 p.m. Lunch

Provided On-Site

Morningstar Premium Tour

Learn how to leverage your Morningstar Premium membership.

Conference One-on-One

Meet the speakers and learn more about other conference attendees.


1:00-1:50 p.m. Breakout Session A

Secure Your Retirement "Paycheck"


Morningstar's Christine Benz helps you establish a sane, sustainable withdrawal plan using a total return approach. She'll show how using retirement "buckets" can help you craft your stock/bond/cash mix.

Breakout Session B

Smart Diversification Strategies


Beyond stocks and bonds, which asset classes are top picks for diversification, and how can you best employ them? In this session, you'll learn about alternative investment strategies, how to pick an alternative fund, and how to incorporate these investments in your portfolio. Speakers include William Harding, Nadia Papagiannis, and Tim Strauts.


2:00-2:50 p.m. Strategy Session

Top Picks for Income and Growth


Morningstar strategists discuss promising securities and portfolio builders for today's market. If you're looking off the beaten track, our experts also uncover "unloved" funds in out-of-favor areas that have proven successful. Panelists include W. Scott Burns, Russ Kinnel, Paul Larson, and Josh Peters.