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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

June 26-27, 2024
Navy Pier, 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 2023, 1,500+ U.S. people participated in the Morningstar Investment Conference. 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

Attendee Firm Type (%)
Assets Under Management (%)
*Other includes portfolio managers, research analyst/due diligence, accounting, legal firms, media, retirement plan provider, and compliance.


Advisor/Wealth Manager Type (%)
Top Three Reasons for Attending the 2023 Morningstar Investment Conference

Morningstar Investment Conference Statistics

Perspectives From the 2023 Morningstar Post-Conference Survey

The quality of the speakers and session topics was fantastic. In almost every time slot, I had to choose between at least two options that I really wanted to attend.


Bringing in speakers from a variety of backgrounds (asset management, advisory, and thought leaders) provided a diverse array of viewpoints that I found very valuable in framing my own thoughts.*

Source: *2023 Morningstar Investment Conference Attendee Survey.

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