TORONTO, Feb. 12 /CNW/ - Morningstar Canada, a wholly owned subsidiary of
Morningstar, Inc. (Nasdaq: MORN) today announced that it will be hosting its
sixth annual Morningstar Investment Conference in Toronto on June 11, 2008 at
During the conference, advisors will learn strategies they can use to
minimize the effects of market swings on investors and their portfolios.
Although it's impossible to change the course of the markets, what investors
and their advisors can control is how well they are prepared - strategically
and psychologically - for the inevitable downturns. The one-day seminar-style
conference will feature presentations by seven industry leaders and panel
discussions providing informative and insightful views on managing investor
expectations and selecting market-resilient investments. Attendees will also
hear the results of Morningstar's exclusive 2008 Money Manager Survey, and a
panel of distinguished investment strategists and market watchers will comment
on the results and discuss their own beliefs on where the best opportunities
"The theme of this year's conference is particularly timely, given the
severe losses sustained by stock markets around the world in recent weeks,"
said Scott Mackenzie, president and CEO of Morningstar Canada. "Our goal is to
provide conference attendees with sound, practical advice on how to build
better risk-adjusted portfolios. We'll also address in our sessions and panel
discussions the emotional and behavioural aspects of investing, which can be
as volatile as the financial markets themselves."
Presentations are seeking accreditation for Continuing Education credits
and Professional Development units. Attendees include financial advisors
accredited through the MFDA and the IDA, Certified Financial Planners,
marketing, product management, and research personnel and financial media.
- Terrance Odean, Willis H. Booth professor of banking and finance at
the Haas School of Business, University of California, Berkeley, will
share the findings of academic studies about investor behaviour and
discuss why investors are their own worst enemies.
- Three of Canada's top-producing financial advisors will share their
perspectives on managing clients' expectations and their reactions to
ever-changing market conditions. Sharing their perspectives from the
front lines will be John Horwood, first vice president, investment
advisor, Richardson Partners; Jim Rogers, chair, Rogers Group
Financial; and Carl Spiess, senior investment executive & director,
Financial Services, ScotiaMcLeod.
- While hedge funds strive to produce positive absolute returns
regardless of market conditions, hedge funds with similar mandates
can have completely different results. James McGovern, managing
director and CEO of Arrow Hedge Partners, will discuss what to look
for in a hedge fund and in a manager.
- More and more shops are offering socially responsible investments in
their fund lineups amid widespread environmental concerns.
Michael Jantzi, president of Jantzi Research and one of Canada's
preeminent SRI experts, will share his research and observations on
the relationship between SRI screening and competitive investment
- Morningstar Canada Senior Analyst Brian O'Neill will walk conference
delegates through what makes a winning fund, according to the
rigorous criteria employed by Morningstar's analyst team. In a
presentation that features relevant case studies, O'Neill will
discuss how Morningstar evaluates a manager's track record, why
investors don't need to tolerate excessive fees, and the role of
- Morningstar will release the results of its 2008 Money Manager Survey
and a distinguished panel of investment strategists and market
watchers will discuss where to find the best values in today's
environment. Is the general outlook bearish or bullish? Which regions
and sectors show the most promise? What lies ahead for the Canadian
dollar, crude oil, and gold? Hear the debate featuring: Eric Bushell,
chief investment officer, Signature Funds Group, CI Investments;
John Embry, chief investment strategist, Sprott Asset Management;
Dennis Gartman, editor and publisher, The Gartman Letter; and
Patricia Mohr, vice-president, economics, Scotiabank Group.
Attendee Registration Information
Registration for the Morningstar Investment Conference is $219 plus
applicable taxes until April 23, 2008, and $269 plus applicable taxes
thereafter. Full conference information including the agenda, registration, as
well as sponsorship and exhibiting opportunities is available at:
About Morningstar, Inc and Morningstar Canada
Morningstar, Inc. is a leading provider of independent investment
research in the United States and in major international markets. The company
offers an extensive line of Internet, software, and print-based products and
services for individuals, financial advisors, and institutions. Morningstar
provides data on more than 260,000 investment offerings, including stocks,
mutual funds, and similar vehicles. The company has operations in 18 countries
and minority ownership positions in companies based in three other countries.
Morningstar Canada is a wholly owned subsidiary of Morningstar, Inc.
(C)2008 Morningstar, Inc. All rights reserved.
For further information:
For further information: Media Contact: Isabell Grygianiec,
Communications Manager, (416) 484-7868, email@example.com