TORONTO, March 25 /CNW/ - Morningstar Research Inc., a Canadian subsidiary of Morningstar, Inc. (Nasdaq: MORN), today announced the agenda and speaker lineup for its eighth annual Morningstar Investment Conference in Toronto on June 9, 2010 at The Carlu. Driven by Morningstar's commitment to provide advisors with the knowledge, resources, and insight to better serve their clients, this year's Morningstar Investment Conference features a mix of timely investing topics that will help advisors and their clients take advantage of market opportunities.
During a series of keynote presentations and panel discussions, delegates will hear engaging discussions on a range of investing topics including behavioral finance, the outlook for emerging markets, fixed-income investing strategies, stock-picking strategies from the perspective of portfolio managers, the strengths and weaknesses of competing fund structures, tips and tools for analyzing exchange-traded funds, and the outlook for domestic and international markets.
"The Morningstar Investment Conference is designed to help educate advisors about the extraordinary market developments we have witnessed over the past several years, and how best to position their clients' portfolios in today's post-crash, low-yield environment," said Scott Mackenzie, president and CEO of Morningstar Canada. "We have convened an accomplished group of leading experts in their respective fields to discuss the economic and market outlook, present specific opportunities and strategies, and debate the merits of different investment structures."
All of the presentations will be seeking accreditation for Continuing Education credits and Professional Development units. Attendees will include financial advisors and brokers accredited through the Mutual Fund Dealers Association of Canada and the Investment Industry Regulatory Organization of Canada; certified financial planners; marketing, product management, and research personnel; and the financial media.
Sessions at the 2010 Morningstar Investment Conference in Toronto include:
- Think Twice: Why Our Minds Are Prone to Investment Mistakes
Michael J. Mauboussin, Chief Investment Strategist, Legg Mason
Our minds did not evolve to make decisions that are common in
investing. For example, investors routinely buy assets following a
period of price appreciation and sell after a drop. This behavior was
pronounced in the recent financial crisis, and shows how recent asset
price changes lead to poor decisions. This talk will touch on some
ways that investors' minds tend to go astray, and will offer some
concrete methods to mitigate potential mistakes.
- The Search for Yield
Terry Carr, Vice President and Managing Director of Fixed Income, MFC
Global Investment Management (Canada)
As waves of baby boomers approach or reach retirement, more investors
than ever want their portfolios to generate regular income. Yet with
interest rates at historic lows globally, the search for yield has
never been more challenging. MFC Global's fixed-income strategist
Terry Carr will explain why it's essential to look beyond top-rated
government bonds to riskier and potentially much more rewarding
securities such as high-yielding corporate bonds and sovereign
emerging-market debt. Tactical fixed-income shifts and currency
hedging will also be discussed.
- Emerging Markets: Charting a Course
Gavin Ivory, Vice President of Global Equities, Beutel Goodman & Co.
Patricia Perez-Coutts, CFA, Senior Vice President and Portfolio
Manager, AGF Investments Inc.
Chuk Wong, CFA, Vice President and Portfolio Manager, Goodman & Co.,
Investment Counsel Ltd.
Moderated by: Sonita Horvitch, columnist, Morningstar.ca
Booming economies and booming markets have gone hand-in-hand for
high-growth nations such as China, India, and Brazil. Home to more
than half of the world's population, they are not only leading
exporters, but huge domestic markets in their own right. What's next
for these and other developing markets in Asia, Europe, and Latin
America? Join two portfolio managers who will discuss how they are
taking advantage of the opportunities, and another who will provide a
critical perspective on these volatile markets.
- The Great Debate: Mutual Funds vs. ETFs
Tom Bradley, President and Co-Founder, Steadyhand Investment
David Feather, President, Mackenzie Financial Services Inc.
Peter Intraligi, President and Chief Operating Officer, Invesco
Som Seif, Chief Executive Officer and Director, Claymore Investments,
Moderated by: Rob Carrick, columnist, The Globe and Mail
Traditional open-end funds still make up the great bulk of fund
assets in Canada, but exchange-traded funds are narrowing the gap.
ETF assets, and the number of offerings, are growing by leaps and
bounds. In addition, ETFs have expanded far beyond their passive-
index origins into enhanced indexing, specialty mandates and--most
recently--fully active investing. Are ETFs, which are still in their
relative infancy, destined to challenge mutual funds for overall
dominance? Join our panel of industry executives as they debate the
strengths and weaknesses of competing fund structures.
- Tactical ETF Investing: From Idea to Execution
Scott Burns, Director of ETF Analysis, Morningstar, Inc.
Scott Burns, Morningstar's director of ETF analysis, will walk
through the investment decision process his team utilizes in their
"Hands-On" Tactical ETF portfolio. Most investors start and finish
their ETF research with the name of the fund and its expense ratio,
but analysts know that investors need to look much deeper to ensure
the right ETF matches their investment thesis. Join Burns as he peels
back the layers of ETFs and shares tips and tools for analyzing
portfolio construction, holdings, correlations, and liquidity.
- Focus on Stocks: Weighing in on the Winners
Daniel Bubis, President and Chief Investment Officer, Tetrem Capital
Ted Macklin, Managing Director, Guardian Capital LP
Suzann Pennington, Chief Investment Officer, Howson Tattersall
Investment Counsel Ltd.
Moderated by: Sonita Horvitch, columnist, Morningstar.ca
Viewed in isolation, lists of stocks that portfolio managers are
buying or selling aren't very meaningful. Instead, they should be
viewed in the context of the manager's investment discipline.
Representing contrasting investment styles and strategies, three
veteran managers of Canadian equities will discuss specific picks
that exemplify their approaches to managing money, along with names
that fail to meet their criteria. Find out the assumptions behind the
managers' picks and why someone's favoured pick may be another
- Economic Outlook Panel: The Big Picture
Craig Alexander, Senior Vice President and Deputy Chief Economist, TD
Bank Financial Group
Scott Colbourne, Senior Portfolio Manager, Sprott Asset Management LP
Patricia Croft, Vice President and Chief Economist, Phillips, Hager &
North Investment Management Inc.
Moderated by: Scott Mackenzie, President and CEO, Morningstar
A panel of economists and fund managers will discuss their outlook
for the global economy and share their thoughts on the latest
developments in equity and fixed-income markets. What are the biggest
risks to global growth? How quickly and significantly are interest
rates likely to rise? What's in store for the Canadian dollar? Which
market sectors look promising? These and many more questions are up
Registration for the Morningstar Investment Conference is $219 plus applicable taxes until April 23, 2010, and $269 plus applicable taxes thereafter. Full conference information including the agenda, registration, as well as sponsorship and exhibiting opportunities is available at http://corporate.morningstar.com/ca/mic.
Complimentary media passes are available. To secure your place, please contact us by e-mail at firstname.lastname@example.org.
Morningstar Research Inc. is a Canadian subsidiary of Chicago-based Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. 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 approximately 350,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 4 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. The company has operations in 20 countries and minority ownership positions in companies based in two other countries.
SOURCE Morningstar Research Inc.
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