Last updated: 17:12 / Wednesday, 30 July 2014
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Eugene Fama and Russ Koesterich, Keynote Speakers at the Morningstar ETF Conference

From 17-Sep-2014
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Eugene Fama and Russ Koesterich, Keynote Speakers at the Morningstar ETF Conference

Morningstar has announced the speakers and agenda for its fifth annual ETF Conference Sept. 17-19 at the Sheraton Chicago Hotel and Towers. The conference features experts from across the exchange-traded fund (ETF) industry along with Morningstar's analysts to provide in-depth knowledge and perspective for advisors, asset managers, and fund providers.

"We're bringing together some of the sharpest minds in the industry for our fifth annual ETF conference this fall. We shape each year's agenda with investors in mind and focus on the tactics, strategies, and portfolio management tools to help financial professionals successfully incorporate ETFs into their portfolios and achieve better investing outcomes," Ben Johnson, Morningstar's director of manager research for global passive strategies, said. "The ETF industry continues to witness significant asset growth, and at the same time is increasingly more complex. Strategic beta, ETF managed portfolios, and active ETFs are growing in popularity, and our goal is to shine a light on these strategies to help investors understand and apply them effectively."

Russ Koesterich, chief investment strategist for BlackRock and chief global strategist for iShares, will deliver the keynote opening address on Wednesday, Sept. 17. Eugene Fama, Robert R. McCormick Distinguished Service Professor of Finance at The University of Chicago Booth School of Business, will present the keynote luncheon address on Thursday, Sept. 18.

General session speakers include Dr. David Kelly, JP Morgan; Jerome Schneider, PIMCO; and Ronen Israel, AQR; who will speak on Thursday, Sept. 18, and Wesley Gray, Drexel University, who will speak on Friday, Sept. 19.

The ever-popular "Meet the Pundits" panel will close the conference on Friday, Sept. 19. Moderated by Brendan Conway, Barron's, Morningstar's Johnson; Matt Hougan,; and Tom Lydon, ETF Trends, will provide a no-holds-barred discussion of the current and future state of the ETF industry.

The conference includes 15 breakout sessions focusing on three key areas: strategic, tactical, and managed portfolio solutions. Featuring speakers from Blackstone/GSO, Envestnet, Fidelity, Guggenheim, MSCI, Nuveen Investments, State Street Global Advisors, S&P Dow Jones Indices, Vanguard, and WisdomTree, among other firms, the sessions will cover a wealth of timely topics, including:

  • Strategic beta;
  • Best practices in ETF trading;
  • ETF managed portfolio strategies;
  • Opportunities and dangers in reaching for yield;
  • Re-thinking exposure to emerging markets;
  • Equity income strategies among ETFs;
  • Accessing alternative strategies and asset classes through ETFs; and
  • Managing interest-rate risk and the role of fixed income.

More information about the 2014 Morningstar ETF Conference, including the full agenda, hotel accommodations, and complete registration information, is available at this link.