2014 Preconference Workshop: Alternatives
Wednesday, June 18, 2014 from 11:00 AM to 2:00 PM (CDT)
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
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
Alternatives 301: Implementation
When & Where
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.