The COVID Project
The record
- Jurisdiction
- Orlando; Austin; Las Vegas; San Diego, FL; TX; NV; CA · California
- Level
- Organizer
- Issued
- 2021-06-30 June 30, 2021
- In force
- June 30, 2021 (the notice's date)
- Quarters
- 2021 Q2
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, June 30, 2021): 'Morningstar Announces Agenda for 2021 Morningstar Investment Conference' (hybrid, Sept. 22-24, 2021, McCormick Place; 'In-person attendees will be required to adhere to the safety protocols as mandated by the city, state, and McCormick Place')
Notes
2020: not applicable. 2021: Held in person under the instruments listed; TBA Austin COVID-19 Notice (Ex. SEC-13-GM-127); Morningstar's hybrid Sept. 22-24, 2021 conference under 'the safety protocols as mandated by the city, state, and McCormick Place' (Ex. SEC-13-GM-117); NAIC's hybrid Summer National Meeting, Columbus, Aug. 13-17, 2021, 'as capacity allows' (Ex. SEC-13-GM-118); NAFCU's Caucus, Washington, Sept. 13-15, 2021 (Ex. SEC-13-GM-111); Money20/20's October 2021 vaccination-or-test requirement under Nevada's 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).