Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Practice Management > Building Your Business

Morningstar to Reschedule Conference; Pershing Cancels Insite

By Janet Levaux

X
Your article was successfully shared with the contacts you provided.
Chicago skyline Morningstar, and its annual conferences, are based in Chicago. (Photo: Thinkstock)

Two major conferences for financial advisors have been affected by the coronavirus pandemic. 

Morningstar said Wednesday that it decided to postpone its yearly investment conference, which had been set for June 3–5 in Chicago.

The gathering will now take place at some point in the fall “in order to ensure the health and safety of our delegates, volunteers, and staff during the Novel Coronavirus (COVID-19) outbreak.”

Chicago-based Morningstar says it will announce the event’s new date “in the coming weeks.”

Last year’s event included keynote speakers such as Pimco’s Manny Roman, AQR’s Cliff Asness, Franklin Templeton’s Sonal Desai, and Morningstar CEO Kunal Kapoor. 

Earlier plans for Morningstar’s 2020 gathering had BlackRock Chairman and CEO Larry Fink and Dallas Mavericks CEO Cynthia Marshall on the agenda. 

Pershing Plans

Bank of New York Mellon’s Pershing opted to cancel its yearly Insite conference, which had been planned for June 10-12 in Chicago. 

“This decision was reached in light of the extraordinary circumstances created by the rapid spread of COVID-19 and out of our deep concern for the health and well-being of our clients, speakers, sponsors and colleagues,” the firm said in a statement. 

This year’s featured keynote speakers at Insite were set to be Janet Yellen, former chair of the Federal Reserve, and Susan Rice, a former national security advisor. 

The next Insite event will take place June 8-10, 2021, in Orlando, Florida. 

Janet Levaux

@Think_JanetL

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.