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2014 Preconference Workshop: Alternatives

Wednesday, June 18, 2014 from 11:00 AM to 2:00 PM (CDT)

Chicago, IL

Registration Information

Type End Quantity
Alternatives Ended Free  

Event Details

You are invited to a complimentary preconference workshop, Alternatives. In this workshop the Morningstar alternatives research team will guide you through an in-depth look at alternative strategies and vehicles, and how they make sense from a portfolio perspective. Continuing Education (CE) credits pending approval. Lunch is provided.

Must be registered for the 2014 Morningstar Investment Conference to attend the workshop. To register for the conference, please go to: www.global.morningstar.com/MICUS

 

 Agenda

 Alternatives 101: What, Why, and How

 What is an alternative investment?

  • Why does one need them?
  • How can one access them?


 Alternatives 201: Classification and Analysis

 Morningstar's alternative classification system

  • The 5 P's of alternative investments
  • Sample analysis

 
Alternatives 301: Implementation

 Structure selection

  • Strategy selection
  • Allocation

 

Have questions about 2014 Preconference Workshop: Alternatives? Contact the organizer

When & Where


McCormick Place, South Building
2301 S Lake Shore Dr
Chicago, IL 60616

Wednesday, June 18, 2014 from 11:00 AM to 2:00 PM (CDT)


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Organizer

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 437,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 10 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its registered investment advisor subsidiaries and has approximately $176 billion in assets under advisement or management as of Sept. 30, 2013. The company has operations in 27 countries.

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