June

7-8 | Financial Planning Forum

FPA of Central Virginia

Richmond, Va.

(804) 749-8149

fpaforum.org

11-14 | Women Business

Leaders Forum

American Society of Pension Professionals & Actuaries

Charlotte, N.C.

(703) 516-9300

asppa.org

12 | Women Advisors Forum

SourceMedia Chicago (800) 803-3424, financial-planning .com/conferences/wafch

12-14 | REITWeek

National Assoc. of REITs

New York

(800) 3NAREIT

reit.com

21-22 | Great Lakes Benefits

American Society of Pension Professionals & Actuaries

Chicago

(703) 516-9300

asppa.org

28 | Best of IMCA

Investment Management Consultants Association

Dallas

(303) 770-3377

imca.org

July

8-12 | Investment Management Workshop

CFA Institute/Harvard Business School

Boston

(800) 247-8132

cfainstitute.org

25-26 | Opportunities in the DCIO

Financial Research Associates

New York

(800) 280-8440

frallc.com

August

22 | Best of IMCA

Investment Management Consultants Association

Atlanta

(303) 770-3377

imca.org

 

 

WHAT: Morningstar Investment Conference

WHEN: June 20-22, 2012

WHERE: Chicago

HOW MUCH: Conference: $795; Hotels: $264 per night

WHY: To hear from featured speakers: Michael Hasenstab, Ph.D., senior vice president, Franklin Advisers; George Hatch, CEO, Investment Management Americas, J.P. Morgan Asset Management; Jeremy Grantham, co-founder, chief investment strategist, GMO; Jim Adams, Arthur F. Thurnau Professor,director ofundergraduate studies of economics, University of Michigan

To learn from sessions such as: Investing Across the Capital Structure, A Global Perspective of Bonds; The Quarter Century Club, Modern Portfolio Theory in a Non-Normal World, The Three Faces of Emerging Markets

For coverage of hot topics: Spotlight on alternative investments, what investors should do with cash, ETF-managed portfolios, why trading costs matter, tackling the retirement income challenge

To network: More than 1,000 financial services professionals are expected to attend.

CONTACT: morningstaradvisor.com/MIC2012