ETFdb Logo
ETFdb Logo
  • ETF Database
  • Channels
    • Active ETF
    • Alternatives
    • Beyond Basic Beta
    • China Insights
    • Climate Insights
    • Commodities
    • Core Strategies
    • Crypto
    • Disruptive Technology
    • Dividend
    • Dual Impact
    • Emerging Markets
    • Energy Infrastructure
    • ESG
    • ETF Building Blocks
    • ETF Education
    • ETF Strategist
    • Fixed Income
    • Free Cash Flow
    • Future ETFs
    • Global Diversification
    • Gold & Silver Investing
    • Innovative ETFs
    • Institutional Income Strategies
    • Leveraged & Inverse
    • Managed Futures
    • Market Insights
    • Megatrends
    • Modern Alpha
    • Multi-Asset
    • Night Effect
    • Portfolio Strategies
    • Retirement Income
    • Richard Bernstein Advisors
    • Tax Efficient Income
    • Thematic Investing
    • Volatility Resource
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Sector Tracker Tool
    • ETF Database Categories
    • Head-To-Head ETF Comparison Tool
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
    • Indexes
    • Mutual Fund To ETF Converter
    • ETF Data for Journalists
    • ETF Nerds
  • Research
    • First Bitcoin ETF
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF Trends on Videos
    • ETF Trends on Podcasts
    • ETF Prime Podcast
  • Company
    • About Us
    • Swag Store
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. 2017 Morningstar ETF Conference
  2. Chicago Hosts 2017 Morningstar ETF Conference
2017 Morningstar ETF Conference
Share

Chicago Hosts 2017 Morningstar ETF Conference

Iuri StrutaSep 01, 2017
2017-09-01

Morningstar will hold its annual conference on exchange-traded funds (ETF) over three days September 6-8, 2017.

ETF experts and finance professionals will gather in Chicago for a unique event focused on the latest developments in the ETF world. Among others, ETF providers such as BlackRock and Vanguard will be presenting at the conference, as well as investment banks Goldman Sachs and J.P. Morgan.

Day 1: September 6

The first day of the conference will start at 12 p.m. with a series of research presentations by Morningstar specialists. Broadly, the lectures will aim to showcase how Morningstar makes its due diligence when assigning ratings to passive investment products, including ETFs. The second part of the day will start with a panel consisting of Morningstar experts, who will talk about economic moats in equity analysis. The day will end with a keynote speech by Joe Davis from Vanguard.

At the heart of Davis’ discourse – titled “The Trend That Will Define Our Lifetime” – will be the dramatic transformation of global economies and implications for the markets.


Content continues below advertisement

Day 2: September 7

The busiest day of the conference will start at 8:30 a.m. with a general session by Andrew Ang from BlackRock. Titled “Frontiers of Factor Investing,” the discussion will focus on smart beta and whether its popularity leads to congestion and capacity concerns. Chris Brightman from Research Affiliates will follow suit with a session on pitfalls in smart beta. Brightman will discuss how riding a trend is expensive and may hurt investors, leading to bubbles. He is expected to make the case for investing in securities that are trading below their historical levels.

After a short break, representatives from Dimensional Fund Advisors, Goldman Sachs and BlackRock will talk about multifactor ETFs, an emerging type of funds aiming to combine a series of attributes such as value, size, momentum, low volatility and high yield to provide superior returns. This presentation will be followed by a panel discussion on defensive equity investing and how dividend-paying, dull stocks will perform in a rising interest rate environment.

The first half of the day will end with a panel on strategic beta and fixed income and another discussion about value strategies.

The second half of the day will start in full force with a one-hour conversation with Richard Thaler from the University of Chicago and Barry Ritholtz from Ritholtz Wealth Management. After this highly anticipated talk, experts from Russell Investments and S&P Dow Jones Indices will touch on small-cap indexes and their importance in diversification, and shortly thereafter, Franklin Templeton Investments will discuss ETF trading and potential pitfalls.

Another two panels will follow: the first one will be about the influence of passive investing on corporate governance and the second will touch on international equities. The day will end with a presentation by Barry Ritholtz on human emotions in the investing process.

Day 3: September 8

On the third and last day, Jamil Baz from bond manager PIMCO and Miriam Sjoblom from Morningstar will make an hour-long presentation about how bonds and stocks differ in the debate between active and passive investing. J.P. Morgan, Goldman Sachs and Morningstar will then team up to delve into a discussion on liquid alternatives. The day will end with a panel talk about emerging markets and whether they represent an opportunity in times of crisis.

The Bottom Line

The 2017 Morningstar Conference is a must-attend gathering for every finance professional working in the realm of ETFs. It is a rare chance to get first-hand insight from industry leaders, as well as build a professional network. The bulk of the conference will take place on the second day, with the first day largely intended for accommodation, and the third and final day for making conclusions.
 

» Popular Pages

  • Tickers
  • Articles

Jan 27

ETF Issuer League: JPMorgan ETFs Almost $100 Billion

Jan 27

Main Management Market Note: January 27, 2023

Jan 27

As Recession Signals Grow, Turn to Risk-Managed ETFs

Jan 27

HGER Acts as a Compelling Solution for Inflation

Jan 27

Mutual Fund-to-ETF Conversions: The Future in 4 Charts

Jan 27

American Century ETF Duo Hits Key Buy Signals Friday

Jan 27

ACES and AMLP Aid Investing in the Energy Transition

Jan 27

Target Long Duration, High Quality Fixed Income

Jan 27

The Sharpe-r Way to Invest

Jan 27

Structure Matters: Volatility May Make 60/40 Unclear

QQQ

Invesco QQQ Trust

SPY

SPDR S&P 500 ETF Trust

VOO

Vanguard S&P 500 ETF

VGT

Vanguard Information...

SMH

VanEck Semiconductor ETF

XLK

Technology Select Sector SPDR...

VTI

Vanguard Total Stock Market...

SOXX

iShares Semiconductor ETF

BLOK

Amplify Transformational Data...

META

Roundhill Ball Metaverse ETF

Loading Articles...
Help & Info
  • Contact Us
Tools
  • ETF Screener
  • ETF Analyzer
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Performance Visualizer
  • ETF Database Model Portfolios
  • ETF Database Realtime Ratings
  • ETF Database Pro
More Tools
  • ETF Launch Center
  • Financial Advisor & RIA Center
  • ETF Database RSS Feed
Explore ETFs
  • ETF News
  • ETF Picks of the Month
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Best ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Legal
  • Terms of Use and Privacy Policy
  • © 2023 VettaFi LLC. All rights reserved.
Follow ETF Database
Follow ETF Database

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X