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Practice Management > Building Your Business

Morningstar to Reschedule Conference; Pershing Cancels Insite

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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. 


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