The COVID Project
The record
- Jurisdiction
- Chicago (McCormick Place), IL · Illinois
- Level
- Organizer
- Issued
- 2020-07-28 July 28, 2020
- In force
- July 28, 2020 (the notice's date)
- Quarters
- 2020 Q3
2020 Q22020 Q32020 Q42021 Q12021 Q22021 Q3
- Functions reached
- Collection
- Financial Services SEC-13
Operative words
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
The organizer's notice
Morningstar, Inc. press release (Chicago, July 28, 2020): 'Morningstar Investment Conference Digital Event Details and Agenda Now Available' ('will take place as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17'; 'As uncertainty around the pandemic... persists')
Notes
2020: Held 'as a digital-only event Wednesday, Sept. 16 and Thursday, Sept. 17' with exhibitors in 'Virtual Booths' (release of July 28, 2020) (Ex. SEC-13-GM-116). 2021: Hybrid, Sept. 22-24, 2021: 'in-person attendance at McCormick Place Convention Center in Chicago, digital attendance, and virtual reality attendance'; 'In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place' (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's 2019 release title as 'the Industry's Largest Independent Conference'; 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.