The Morningstar® Investment Conference brings together the nation’s top investment experts to discuss industry trends, investment research, and the market environment. Conference attendees are a highly qualified audience of investment advisors and financial planners looking for solutions to help manage their businesses.

Morningstar Investment Conference

April 25–27, 2023

McCormick Place, Chicago

The Morningstar® Investment Conference brings together the nation’s top investment experts to discuss industry trends, investment research, and the market environment. Conference attendees are a highly qualified audience of investment advisors and financial planners looking for solutions to help manage their businesses.

In 2022, 2,500+ U.S. participants attended the Morningstar Investment Conference either in person, digitally, or virtually. Exhibiting at the Morningstar Investment Conference is one of the most effective ways to reach people who make decisions about buying your products and services.

Morningstar Investment Conference Sponsorship Opportunities

Principal Sponsor (1 Available)
Lead Sponsor (2 Available)
Major Sponsor (6 Available)
Associate Sponsor (Limited)

Morningstar Events—United States

Morningstar Investment Conference Audience Statistics

Asset Management 39; Advisor/Wealth Manager 31; Other 29; Asset Owner 1

Attendee Firm Type (%)

> $1B 42; $501M–$1B 5; $251–$500M 6; $101–$250M 11; $51–$100M 8; $26–$50M 5; $5–$25M 6; <$5M 17

Assets Under Management (%)

*Other includes portfolio managers, research analyst/due diligence, accounting, legal firms, media, retirement plan provider, and compliance.

Morningstar speakers and content 29%; To generate investment ideas based on the latest investment research 27%; Non-Morningstar speakers and content 24%; To learn more about Morningstar’s products for financial professionals 6%; To evaluate prospective investment management firms to outsource to 5%; To meet with Morningstar because I’m a client 4%; To meet peers, known and unknown 3%; Other 2%

Advisor/Wealth Manager Type (%)

To meet peers, known and unknown; To generate investment ideas based on the lates investment research; To meet with Morningstar experts

Top Three Reasons for Attending the 2022 Morningstar Investment Conference

Morningstar Investment Conference Statistics

3,068 US Participants; 58,347 Total MIC website visits; 3,078 Global participants have spent 10 or more hours in the MIC platform; 147 Media Registrations; 85,000+ MIC Emails opened

Perspectives From the 2022 Morningstar Post-Conference Survey

I really enjoyed the speakers, I felt there was enough difference between the speakers in each panel that I wasn't getting the same perspective over and over.

Tremendous Morningstar panels on topics like direct indexing, Mary Childs' keynote, and terrific House of Blues event. Great to meet Morningstar analysts everywhere and hear their insights.*

Source: *2022 Morningstar Investment Conference Attendee Survey.

Photo of the Morningstar Investment Conference

Global Conferences

Morningstar events are a global opportunity to showcase your brand to audiences worldwide. Our conferences and workshops draw thousands of attendees annually from the U.S., Europe, Asia, and Australia. Our global sponsorship team can tell you more about how to bring your message to our international audiences.

Morningstar Investment Conferences

Australia
India
Netherlands
South Africa
UK