Morningstar published the agenda for its 34th annual Morningstar Investment Conference this week, revealing the firm's decision to change its long-standing conference venue and revamp its approach to advisor networking and education.
After 17 years at Chicago's McCormick Place, the 2024 conference will be held at the city's Navy Pier on June 26 and 27. The firm will seek to deliver what it is calling a "reinvigorated experience" to attendees that fosters more networking opportunities and platforms for advisors to connect with service providers and Morningstar experts.
In announcing the updates, Kunal Kapoor, chief executive officer at Morningstar, said this year's conference will also feature a "standout agenda of the industry's most thoughtful and contrarian thinkers so advisors can keep pace with today's evolving investor." Various sessions are planned on the potential effects of of artificial intelligence on the work of advisors, while the final day of the conference will feature a keynote on the evolution of asset and wealth management.
Other agenda topics include industry consolidation, regulation, fee pressure, the evolving advisor tech stack, and the rise of exchange-traded funds, model portfolios and direct indexing.
