{"id":"SEC-13-GM-117","kind":"meeting","level":"organizer","jurisdiction":"Orlando; Austin; Las Vegas; San Diego, FL; TX; NV; CA","state":"CA","metro":"","industry":"13","agency":"","eco":"","issuer":"as listed","authority":"","instrument":"Morningstar, Inc. press release (Chicago, June 30, 2021): \u0027Morningstar Announces Agenda for 2021 Morningstar Investment Conference\u0027 (hybrid, Sept. 22-24, 2021, McCormick Place; \u0027In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place\u0027)","title":"The autumn 2021 return of in-person conferences under mask, vaccination-proof and conveyance orders (class: CBA LIVE, Aug. 16-18, 2021, Orlando; TBA Annual Convention, Aug. 25-27, 2021, Austin; Money20/20 and InsureTech Connect, October 2021, Las Vegas; ABA Annual Convention, Oct. 17-19, 2021; MBA Annual, Oct. 17-20, 2021, San Diego)","dateIssued":"2021-06-30","effective":"","end":"","startDate":"2021-06-30","endDate":"","quarters":["2021Q2"],"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":["MK","HR","OP","WF","CB","WM"],"notes":"2020: not applicable. 2021: Held in person under the instruments listed; TBA Austin COVID-19 Notice (Ex. SEC-13-GM-127); Morningstar\u0027s hybrid Sept. 22-24, 2021 conference under \u0027the safety protocols as mandated by the city, state, and McCormick Place\u0027 (Ex. SEC-13-GM-117); NAIC\u0027s hybrid Summer National Meeting, Columbus, Aug. 13-17, 2021, \u0027as capacity allows\u0027 (Ex. SEC-13-GM-118); NAFCU\u0027s Caucus, Washington, Sept. 13-15, 2021 (Ex. SEC-13-GM-111); Money20/20\u0027s October 2021 vaccination-or-test requirement under Nevada\u0027s mask directive (Ex. SEC-13-GM-124). Usual dates: August-October 2021. Scale: see R07, R38. Venue orders 2021: FED-021, FED-051, FED-052, FL-030, FL-063, MET-ORL-013, MET-ORL-014, TX-036, TX-037, MET-AUS-024, NV-041, NV-043, NV-044, MET-LAS-006, MET-SAN-013, FED-080, IL-042, MET-CHI-031, DC-057, OH-050, NV-039, NV-Directive-047. Also cancelled by this notice: Morningstar Investment Conference (financial advisors and asset managers; Chicago) (Chicago (McCormick Place), IL; usual dates Spring in prior years; Sept. 16-17, 2020 (digital only); Sept. 22-24, 2021 (hybrid); 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/2021/Morningstar-Announces-Agenda-for-2021-Morningstar-Investment-Conference/default.aspx","snapshot":"http://web.archive.org/web/20210630134613/","fileExists":true,"fileBytes":115655,"grade":"primary","character":"","description":"Morningstar, Inc. press release (Chicago, June 30, 2021): \u0027Morningstar Announces Agenda for 2021 Morningstar Investment Conference\u0027 (hybrid, Sept. 22-24, 2021, McCormick Place; \u0027In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place\u0027)","collection":"SEC-13","url":"/library/SEC-13-GM-117","exhibitUrl":"/exhibit/SEC-13-GM-117","citation":"as listed, Morningstar, Inc. press release (Chicago, June 30, 2021): \u0027Morningstar Announces Agenda for 2021 Morningstar Investment Conference\u0027 (hybrid, Sept. 22-24, 2021, McCormick Place; \u0027In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place\u0027) (Ex. SEC-13-GM-117)","stateName":"California","related":["SEC-13-GM-127","SEC-13-GM-118","SEC-13-GM-111","SEC-13-GM-124","FED-051","FED-052","FL-030","FL-063","MET-ORL-013","MET-ORL-014","TX-036","TX-037"]}