Morningstar Ibbotson Conference. Morningstar Ibbotson. Conference. Asset Allocation. Investment Research. Portfolio Construction.

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1 Presorted Standard First-Class Mail US Postage P A I D Morningstar Ibbotson Conference Asset Allocation Investment Research 22 West Washington Street Chicago Illinois Portfolio Construction Orlando, Florida Morningstar Ibbotson Conference Asset Allocation Investment Research Portfolio Construction 5 6 March 2009

Morningstar Ibbotson Conference The annual Ibbotson Asset Allocation Conference has expanded into the Morningstar Ibbotson Conference to present thought-provoking ideas related to all aspects of

2 Morningstar Ibbotson Conference The annual Ibbotson Asset Allocation Conference has expanded into the Morningstar Ibbotson Conference to present thought-provoking ideas related to all aspects of investing. On March 5 6, 2009, this event will continue Ibbotson s tradition of bringing academic theory to industry practice, with thought leadership on asset allocation, investment research, and portfolio building in a must-attend event for professionals involved in selecting or managing investments. Addressing both theory and practice, prominent speakers from academic institutions, global companies, and financial services providers will discuss innovative concepts and leading investment approaches.

Be Prepared for the Future Do you know how your peers and other financial industry experts view the current state of the economy?

Do you have the forwardlooking information and cutting-edge research you need to make strong decisions that will benefit your company? The Morningstar Ibbotson Conference is your source.

Key Benefits Master innovative and traditional investment approaches on asset allocation, investment research, and portfolio construction.

your products and client portfolios Attendees Institutional money managers Investment consultants Plan sponsor trustees Foundation and endowment trustees Private bankers Investment advisors and

Custom Target Date Solutions Panel Featuring representatives from large plan sponsors and hosted by Stacy Schaus of Pimco. Both sessions will allow for questions and answers.

3 Be Prepared for the Future Do you know how your peers and other financial industry experts view the current state of the economy? Are you interested in learning how they are planning for the days, weeks, and years ahead? Do you have the forwardlooking information and cutting-edge research you need to make strong decisions that will benefit your company? The Morningstar Ibbotson Conference is your source. This essential event will increase your knowledge and understanding of how the best minds see our economic future and what it means to you and your firm. Key Benefits Master innovative and traditional investment approaches on asset allocation, investment research, and portfolio construction. Walk away with key information on: The latest forward-looking economic outlook New approaches for assessing and selecting investment products New financial innovations and the ones appropriate for your products and client portfolios Attendees Institutional money managers Investment consultants Plan sponsor trustees Foundation and endowment trustees Private bankers Investment advisors and planners New This Year Manager Selection Process Panel Featuring representatives from Pacific Life, ING, and Nationwide. Custom Target Date Solutions Panel Featuring representatives from large plan sponsors and hosted by Stacy Schaus of Pimco. Both sessions will allow for questions and answers. Financial planners Registered investment advisors Registered representatives Product managers Sales and marketing professionals Joe Mansueto Speakers Featured Speaker Harry Markowitz, Ph.D. Nobel Prize, Economic Sciences, 1990 Roger Ibbotson, Ph.D. Professor, Yale School of Management Founder and Advisor, Ibbotson Associates Harry Markowitz Peng Chen, Ph.D., CFA President, Ibbotson Associates Frederick Dopfel, Ph.D. Managing Director, Head of Client Advisory Group Barclays Global Investors Joe Mansueto Chairman and Chief Executive Officer, Karlheinz Muhr Managing Director of Credit Suisse Roger Ibbotson Frederick Dopfel Gary Gorton, Ph.D. Professor of Finance, Yale School of Management Jan Hatzius, Ph.D. Chief U.S. Economist, Goldman Sachs & Co. Don Phillips Managing Director, Clemens Sialm, Ph.D. Assistant Professor of Finance, University of Texas at Austin Don Phillips

4 Conference Agenda Wednesday, March 4, 2009 Additional Information Registration Open 5:00p 8:0p For more information about the conference and breakout sessions please visit our Web Site at: ibbotson.com/morningstaribbotsonconference Thursday, March 5, 2009 Registration Open 7:0a 4:00p Continental Breakfast 7:00a 8:0a Welcome Address 8:00a 8:15a Joe Mansueto Chairman and Chief Executive Officer Peng Chen, Ph.D., CFA President, Ibbotson Associates General Session 8:15a 9:05a Liquidity as an Investment Style Roger Ibbotson, Ph.D. Professor, Yale School of Management Founder and Advisor, Ibbotson Associates 9:15a 10:00a Gate Keeper s Manager Selection Process Ibbotson s Economic Outlook Retirement Income Planning: A New Efficient Frontier and Outcome Based Strategies The Importance of Asset Allocation Refreshment Break 10:00a 10:15a The North-South Divide: Perspectives on Global Diversification 10:15a 11:05a Frederick Dopfel, Ph.D. Managing Director, Head of Client Advisory Group Barclays Global Investors General Session 11:05a 12:05p U.S. Economic and Financial Outlook Jan Hatzius, Ph.D. Chief U.S. Economist, Goldman Sachs & Co. Lunch 12:05p Keynote Address 12:5p 1:0p 1:45p 2:0p Volatility Management Benchmarking and Scoring Target Date Funds The Impact of Liability-Relative Optimization The Debate on Fundamental Indexing: Where Things Stand 2:40p :25p The Return Gap A New Performance Measure for Mutual Funds The Case for a Pensions, Foundations, and Endowments Database: Concepts and Practice Infrastructure and Strategic Asset Allocation The Science of Depletion Funds Refreshment Break :25p :40p Commodity Futures :40p 4:40p Gary Gorton, Ph.D. Professor of Finance, Yale School of Management Cocktail Reception 6:00p 8:00pm Friday, March 6, 2009 Networking Breakfast 7:00a 8:00a General Session 8:00a 8:50a Global Stewardship Grades Don Phillips Managing Director, *Repeat from Thursday 9:00a 9:50a Custom Target Date Panel Discussion Ibbotson s Economic Outlook* Retirement Income Planning: A New Efficient Frontier and Outcome Based Strategies* The Importance of Asset Allocation* Refreshment Break 9:50a 10:10a 10:10a 10:50a The Future of Hedge Funds Benchmarking and Scoring Target Date Funds* The Impact of Liability-Relative Optimization* The Debate on Fundamental Indexing: Where Things Stand* General Session (Live via video broadcast) 11:00a 11:50a Portfolio Theory vs. Financial Engineering and Their Roles in the Financial Crises Harry Markowitz, Ph.D. Nobel Prize, Economic Sciences, 1990 Closing Remarks 11:50a 12:00p Peng Chen, Ph.D., CFA

Destination Orlando, Florida Make the Most of It Central Florida offers an incredible mix of activities from perennial family favorites such as Walt Disney World, Universal Studios, and SeaWorld

5 Destination Orlando, Florida Make the Most of It Central Florida offers an incredible mix of activities from perennial family favorites such as Walt Disney World, Universal Studios, and SeaWorld Orlando to the plentiful shopping, dining, golf, and nightlife. Additionally, some unknown treasures are just a short drive from the center of Orlando. Hundreds of lakes dot the central Florida countryside, providing some of the best bass fishing in the country as well as plenty of opportunity for boating and other water sports. JW Marriott Grande Lakes 4040 Central Florida Parkway, Orlando, Florida Orlando Executive Airport Attraction Miles from JW Marriott 10 Orlando Int l Airport Universal Studios Florida 5 SeaWorld Orlando 2 Walt Disney World 10 Wet n Wild 6 2 JW Marriott 5 Gatorland Titanic, Ship of Dreams Exhibit 12 7 Orange Tree Golf Club SkyScapes Balloon Tours 7 Old Town WonderWorks

6 Details Registration Form Hotel Information The JW Marriott Orlando, Grande Lakes provides all of the comfort and variety you could imagine. From the moment you are welcomed by their signature Spanish fountain, you ll know that you have found one of the most prestigious hotels in Orlando, Florida. Conveniently located near Universal Orlando, SeaWorld, and Walt Disney World and other exciting local attractions, the hotel transports guests to a place of unsurpassed serenity and beauty. Conference Pricing Early Bird Discount Rate: $950 (Valid until February 4, 2009) Regular Conference Rate: $1,095 Exclusive Offer for Morningstar Direct SM and EnCorr subscribers, attend the pre-conference Client Symposium on March 4 and receive a 0% discount from the regular conference rate. Call for details. Ways to Register Mail Registration Form Morningstar Ibbotson Conference 51 Innovation Way Chicago, Illinois Register by Fax or Phone fax phone Registration Information Name Job Title Company Name Address Special room rate for conference guests, $299 at the JW Marriott JW Marriott Grande Lakes 4040 Central Florida Parkway, Orlando, Florida Cancellation Policy If cancelled before February 8, 2009, a full refund is available. After this date, cancellations are subject to the entire conference fee. Substitutions from the same firm can be made if requests are received in writing prior to the end of the business day March, Register Online ibbotson.com/ MorningstarIbbotsonConference Phone Fax Address Payment Information Early Bird Discount Rate: $950 (Valid until February 4, 2009) Regular Conference Rate: $1,095 Morningstar Direct SM and EnCorr Subscribers: $750 Sponsorship Information Don t miss this opportunity to receive prime exposure to an elite group of top executives and decision makers in the industry. For sponsorship or advertising information, please contact: Susan Carroll Marketing Manager, Ibbotson Associates scarroll@ibbotson.com Check (Payable to ) Credit Card Card Number Mastercard Visa American Express Exp. Date Name on Card Signature 2008 Ibbotson Associates, Inc. All rights reserved. Ibbotson Associates, Inc., is a registered investment advisor and wholly owned subsidiary of

Learn from Morningstar Experts. Morningstar Advisor User Forum in conjunction with the Morningstar Investment Conference May 27, 2009

Learn from Morningstar Experts Morningstar Advisor User Forum in conjunction with the Morningstar Investment Conference May 27, 2009 Exclusively for Morningstar Advisor Clients Morningstar s fourth annual