{"id":"SEC-13-GM-116","kind":"meeting","level":"organizer","jurisdiction":"Chicago (McCormick Place), IL","state":"IL","metro":"","industry":"13","agency":"","eco":"","issuer":"Morningstar, Inc.","authority":"","instrument":"Morningstar, Inc. press release (Chicago, July 28, 2020): \u0027Morningstar Investment Conference Digital Event Details and Agenda Now Available\u0027 (\u0027will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17\u0027; \u0027As uncertainty around the pandemic... persists\u0027)","title":"Morningstar Investment Conference (financial advisors and asset managers; Chicago)","dateIssued":"2020-07-28","effective":"","end":"","startDate":"2020-07-28","endDate":"","quarters":["2020Q3"],"types":[],"addressees":[],"clause":"As uncertainty around the pandemic and its financial implications persists for investors, the role of financial advisors continues to expand... While our conference will look different this year","enforcement":"","functions":["WM","MK","HR"],"notes":"2020: Held \u0027as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17\u0027 with exhibitors in \u0027Virtual Booths\u0027 (release of July 28, 2020) (Ex. SEC-13-GM-116). 2021: Hybrid, Sept. 22-24, 2021: \u0027in-person attendance at McCormick Place Convention Center in Chicago, digital attendance, and virtual reality attendance\u0027; \u0027In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place\u0027 (release of June 30, 2021) (Ex. SEC-13-GM-117). Usual dates: Spring in prior years; Sept. 16-17, 2020 (digital only); Sept. 22-24, 2021 (hybrid). Scale: Described in Morningstar\u0027s 2019 release title as \u0027the Industry\u0027s Largest Independent Conference\u0027; 2021 in-person registration $749-$899, digital $349-$499 (Ex. SEC-13-GM-117). Venue orders 2020: IL-019, MET-CHI-014, MET-CHI-015. Venue orders 2021: IL-042, MET-CHI-031, AGY-LOCAL-DISTRICTS-AUTHORITIES-027, FED-020, FED-052.","sourceUrl":"https://newsroom.morningstar.com/newsroom/news-archive/press-release-details/2020/Morningstar-Investment-Conference-Digital-Event-Details-and-Agenda-Now-Available/default.aspx","snapshot":"http://web.archive.org/web/20200804174441/","fileExists":true,"fileBytes":93546,"grade":"primary","character":"","description":"Morningstar, Inc. press release (Chicago, July 28, 2020): \u0027Morningstar Investment Conference Digital Event Details and Agenda Now Available\u0027 (\u0027will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17\u0027; \u0027As uncertainty around the pandemic... persists\u0027)","collection":"SEC-13","url":"/library/SEC-13-GM-116","exhibitUrl":"/exhibit/SEC-13-GM-116","citation":"Morningstar, Inc, Morningstar, Inc. press release (Chicago, July 28, 2020): \u0027Morningstar Investment Conference Digital Event Details and Agenda Now Available\u0027 (\u0027will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17\u0027; \u0027As uncertainty around the pandemic... persists\u0027) (Ex. SEC-13-GM-116)","stateName":"Illinois","related":["SEC-13-GM-117","IL-019","MET-CHI-014","MET-CHI-015","IL-042","MET-CHI-031","AGY-LOCAL-DISTRICTS-AUTHORITIES-027","FED-020","FED-052"]}