William H. Gross of PIMCO and Jason Zweig of Money to Present Keynote Addresses at 13th Annual Morningstar Investment Conference

Apr 23, 2001, 01:00 ET from Morningstar, Inc.

    CHICAGO, April 23 /PRNewswire Interactive News Release/ -- Morningstar,
 Inc., a leading provider of investment information and analytical tools, today
 announced that William H. Gross, founder and managing director for Pacific
 Investment Management Company (PIMCO), and Jason Zweig, senior writer for
 Money magazine, will deliver luncheon keynote addresses on June 26 and 27,
 respectively, at the Morningstar Investment Conference in Chicago.  The
 keynote speakers are expected to address a full-capacity audience of more than
 1,000 investment advisors.
     William H. Gross founded PIMCO in 1971 and currently oversees the
 management of more than $220 billion in fixed-income securities.  Gross and
 his investment team received Morningstar's Fixed-Income Manager of the Year
 Award for 1998 and for 2000 and is the only team to receive the award twice.
 In 1997, Gross authored Everything You've Heard About Investing is Wrong,
 published by Times Books / Random House.  In December 1996, he was the first
 portfolio manager inducted into the Fixed-Income Analyst Society Incorporated
 (FIASI) Hall of Fame for his major contributions to the advancement of
 fixed-income analysis and portfolio management.  He has 32 years of investment
 experience and holds a bachelor's degree from Duke University and a master's
 degree in business administration from UCLA Graduate School of Business.
     Jason Zweig's "The Fundamentalist," column reaches nearly 8 million Money
 readers each month.  Before joining Money in 1995, he was a senior editor at
 Forbes, directing the magazine's extensive coverage of mutual funds.  He is a
 trustee of the Museum of American Financial History in New York and a member
 of the International Institute of Forecasters and the Society for Judgement
 and Decision Making.  Zweig holds a bachelor's degree from Columbia
 University.
     The three-day Morningstar Investment Conference will take place June 25
 through June 27 at the Hyatt Regency Chicago on the River Walk and will
 feature candid commentary and insight by panels of renowned investment
 managers and Morningstar analysts.  The conference will include general and
 breakout sessions, exhibits, breakfasts, and luncheons.  Morningstar's
 Investment Conference kicks off at 6 p.m. Monday, June 25, with "Morningstar
 Night," which includes a roundtable of Morningstar editors and analysts, led
 by Don Phillips, managing director of Morningstar, Russ Kinnel, director of
 Morningstar's mutual fund analysis, and Pat Dorsey, director of Morningstar's
 stock analysis.  The exhibit floor is expected to feature representatives from
 more than 100 companies from mutual fund institutions and investment managers
 to financial publishers and software firms.
     The cost to attend the event is $545 and includes Morningstar Night and
 all conference sessions, keynote addresses, breakfasts, and luncheons.
     Last year's event sold out quickly, so those interested in registering
 should call 800-735-0700, or visit www.morningstaradvisor.com .  Some
 discounted airfares and hotel accommodations are available.
 
     About Morningstar
     Chicago-based Morningstar, Inc. is a leading, independent provider of
 investment information and analytical tools.  Morningstar supplies a variety
 of products and services to professional investment advisors, including
 Morningstar(R) Principia(R)Pro investment management software, Morningstar
 Mutual Funds(TM), the annual Morningstar Investment Conference, and the
 Morningstar Professional Education Series.
     Morningstar's Web site for advisors, www.MorningstarAdvisor.com (SM),
 offers Morningstar Reports on more than 24,000 stocks, mutual funds,
 exchange-traded funds, and variable/annuity subaccounts.
 MorningstarAdvisor.com's Due Diligence Center helps advisors streamline the
 process of comparing due diligence information from different mutual fund
 families by establishing an industry-standard format and a database of Due
 Diligence Questionnaires (DDQs) on individual investments from a growing list
 of institutions.
 
                     MAKE YOUR OPINION COUNT -  Click Here
                http://tbutton.prnewswire.com/prn/11690X15141415
 
 

SOURCE Morningstar, Inc.
    CHICAGO, April 23 /PRNewswire Interactive News Release/ -- Morningstar,
 Inc., a leading provider of investment information and analytical tools, today
 announced that William H. Gross, founder and managing director for Pacific
 Investment Management Company (PIMCO), and Jason Zweig, senior writer for
 Money magazine, will deliver luncheon keynote addresses on June 26 and 27,
 respectively, at the Morningstar Investment Conference in Chicago.  The
 keynote speakers are expected to address a full-capacity audience of more than
 1,000 investment advisors.
     William H. Gross founded PIMCO in 1971 and currently oversees the
 management of more than $220 billion in fixed-income securities.  Gross and
 his investment team received Morningstar's Fixed-Income Manager of the Year
 Award for 1998 and for 2000 and is the only team to receive the award twice.
 In 1997, Gross authored Everything You've Heard About Investing is Wrong,
 published by Times Books / Random House.  In December 1996, he was the first
 portfolio manager inducted into the Fixed-Income Analyst Society Incorporated
 (FIASI) Hall of Fame for his major contributions to the advancement of
 fixed-income analysis and portfolio management.  He has 32 years of investment
 experience and holds a bachelor's degree from Duke University and a master's
 degree in business administration from UCLA Graduate School of Business.
     Jason Zweig's "The Fundamentalist," column reaches nearly 8 million Money
 readers each month.  Before joining Money in 1995, he was a senior editor at
 Forbes, directing the magazine's extensive coverage of mutual funds.  He is a
 trustee of the Museum of American Financial History in New York and a member
 of the International Institute of Forecasters and the Society for Judgement
 and Decision Making.  Zweig holds a bachelor's degree from Columbia
 University.
     The three-day Morningstar Investment Conference will take place June 25
 through June 27 at the Hyatt Regency Chicago on the River Walk and will
 feature candid commentary and insight by panels of renowned investment
 managers and Morningstar analysts.  The conference will include general and
 breakout sessions, exhibits, breakfasts, and luncheons.  Morningstar's
 Investment Conference kicks off at 6 p.m. Monday, June 25, with "Morningstar
 Night," which includes a roundtable of Morningstar editors and analysts, led
 by Don Phillips, managing director of Morningstar, Russ Kinnel, director of
 Morningstar's mutual fund analysis, and Pat Dorsey, director of Morningstar's
 stock analysis.  The exhibit floor is expected to feature representatives from
 more than 100 companies from mutual fund institutions and investment managers
 to financial publishers and software firms.
     The cost to attend the event is $545 and includes Morningstar Night and
 all conference sessions, keynote addresses, breakfasts, and luncheons.
     Last year's event sold out quickly, so those interested in registering
 should call 800-735-0700, or visit www.morningstaradvisor.com .  Some
 discounted airfares and hotel accommodations are available.
 
     About Morningstar
     Chicago-based Morningstar, Inc. is a leading, independent provider of
 investment information and analytical tools.  Morningstar supplies a variety
 of products and services to professional investment advisors, including
 Morningstar(R) Principia(R)Pro investment management software, Morningstar
 Mutual Funds(TM), the annual Morningstar Investment Conference, and the
 Morningstar Professional Education Series.
     Morningstar's Web site for advisors, www.MorningstarAdvisor.com (SM),
 offers Morningstar Reports on more than 24,000 stocks, mutual funds,
 exchange-traded funds, and variable/annuity subaccounts.
 MorningstarAdvisor.com's Due Diligence Center helps advisors streamline the
 process of comparing due diligence information from different mutual fund
 families by establishing an industry-standard format and a database of Due
 Diligence Questionnaires (DDQs) on individual investments from a growing list
 of institutions.
 
                     MAKE YOUR OPINION COUNT -  Click Here
                http://tbutton.prnewswire.com/prn/11690X15141415
 
 SOURCE  Morningstar, Inc.

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