Morningstar’s 2026 Conference Spotlights AI, Private Markets and Active Management
Event summary
- Morningstar’s 38th annual Investment Conference will take place June 17-18, 2026, at Chicago’s Navy Pier.
- Key sessions include discussions on AI in investing, private markets evolution, and active management strategies.
- Morningstar CEO Kunal Kapoor will join Blackstone president Jon Gray for a fireside chat on private markets.
- The conference features speakers from Fidelity, Dimensional Fund Advisors, and other major investment firms.
The big picture
Morningstar’s conference agenda reflects the growing complexity of investment challenges, particularly around AI adoption and private markets. With $378 billion in AUMA as of December 2025, Morningstar is positioning itself as a central hub for independent investment insights amid shifting market dynamics. The event underscores the industry’s need for clear, actionable strategies in an era of geopolitical and macroeconomic uncertainty.
What we're watching
- AI Integration
- How Morningstar’s focus on AI thoughtfulness will influence advisor strategies and product development.
- Private Markets Growth
- Whether the convergence of public and private markets will reshape portfolio construction and advisor approaches.
- Active Management Resurgence
- The pace at which active management strategies adapt to market cycles and long-term value identification.
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