Morningstar Unveils Agenda for 2025 Morningstar Investment Conference

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the agenda for its 37th annual Morningstar Investment Conference, taking place June 25-26, 2025, at Chicago’s iconic Navy Pier. The conference addresses today’s pressing topics in investing, framed by Morningstar’s uniquely independent perspective. Bringing together the industry’s leading voices, sessions are designed to equip attendees with actionable strategies and timely insights to better serve their clients.

“Key trends like the convergence of public and private markets are again at the heart of our agenda, helping advisors navigate the shifting needs of their clients,” said Kunal Kapoor, chief executive officer at Morningstar. “We’re thrilled to welcome a stellar lineup of speakers and deliver an event that sparks meaningful conversations about the investing landscape and the shifting tides that are on investors’ minds.”

The Morningstar Investment Conference is dedicated to empowering investors, bringing together top industry leaders and investing experts to share insights and strategies. The agenda will explore central themes such as the merging of public and private markets, new approaches to value creation in asset management, transformative developments in retirement planning, and the ongoing influence of geopolitical dynamics on investment decisions. Through engaging keynote addresses, panels, and discussions, the conference provides a roadmap to help prepare for the evolving investment landscape and the many choices it is creating for investors.

Agenda Highlights

In a session that brings alternative investments to the main stage, Morningstar CEO Kunal Kapoor will sit down with Apollo Global Management CEO Marc Rowan for a fireside chat focusing on the convergence of public and private markets. Their conversation will explore how to navigate the expanding menu of options to diversify clients’ portfolios into previously inaccessible corners of private markets.

Dana Emery, CEO of Dodge & Cox, will join a keynote panel to dissect the ongoing debate between active and passive strategies. The discussion will evaluate how these approaches influence long-term value creation in today’s complex asset management environment.

Christine Benz, director of personal finance and retirement planning at Morningstar, will host a timely discussion on retirement challenges with Jean Chatzky, founder and CEO of HerMoney, and Carolyn McClanahan, founder of Life Planning Partners. The panel will tackle issues such as spending vs. saving money in retirement and the intergenerational wealth transfer, with a focus on strategies tailored to women clients.

Retired U.S. Army General Stanley McChrystal will share his perspective on how today’s evolving geopolitical landscape impacts global markets and how advisors can build resilient teams and lead through complex situations.

Additional speakers at this year’s Morningstar Investment Conference include:

• Michael Batnick and Ben Carlson of Ritholtz Wealth Management will take to the redesigned podcast stage to record a live episode of their podcast, Animal Spirits.
• A panel featuring Andrew Beer (DBi), David Ben-Ur (Blackstone), and Pete Hecht (AQR), will delve into the complexities and future of liquid alternative investments.
• Kristen Griffin (UBS), Sage Lincoln, (Wells Fargo Investment Institute), and Anna Snider (Bank of America) will explore private asset portfolios and answer an important question: how are major gatekeepers approaching these products?
• Erin Garrett (T. Rowe Price), Robert Mitchnick (BlackRock), and Juan Leon (Bitwise) will dive into how to assess risk, balance exposure, and leverage digital currencies for long-term growth.

Morningstar invites all conference attendees to a reception after day one of the conference at Offshore Rooftop for music, food and drinks, and conversation with peers, all with stunning views of Lake Michigan.

More information about the Morningstar Investment Conference, including the full agenda, hotel accommodations, continuing-education credits, and an FAQ is available here. Please note the agenda is subject to change. Join the conversation on LinkedIn or X with #MICUS or by following www.linkedin.com/company/morningstar and @MorningstarInc.

Media Registration

Full-time, credentialed members of the news media may receive complimentary registration to the Morningstar Investment Conference, in addition to speaker access, press-only programming, and a media reception the evening of June 25. For media registration, please visit this link.

Attendee Registration

There are three pass types available for the Morningstar Investment Conference, which is exclusively in-person. The Hosted Advisor pass is free for registered investment advisors holding a valid CRD. This pass type has limited availability and includes an opportunity for advisors to stay on top of industry trends and engage in appointments with service providers of their choice. New this year, Hosted Advisors can input their preferences and generate a suggested list and schedule of service provider appointments using artificial intelligence matching. The Advisor pass costs $399 through Wednesday, May 14 and $499 thereafter. The General Attendee pass costs $999 through Wednesday, May 14, and $1,199 thereafter.

Morningstar is pleased to offer several accessibility measures at the Morningstar Investment Conference. Sensory kits will be available at the registration desk and will include resources to help manage potential situations regarding sensory overload. Additionally, closed captioning will be provided during all keynote sessions, and headphones will be available throughout the exhibit hall to amplify audio from breakout session speakers. For questions regarding accessibility measures for attendees, please contact MorningstarEventsUs@morningstar.com.

About Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $338 billion in assets under management and advisement as of Dec. 31, 2024. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on X @MorningstarInc.

©2025 Morningstar, Inc. All Rights Reserved.

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