Morningstar Investment Conference 2026

The Morningstar Investment Conference is one of the largest and most respected gatherings in the financial advisory industry. Hosted at Navy Pier in Chicago, the conference brings together thousands of financial advisors, portfolio managers, investment strategists, and firm leaders for two days of research-driven content, industry insights, and networking.

What to expect at the Morningstar Conference 2026

Sessions cover portfolio construction, market outlook, asset allocation, retirement planning, ESG investing, and the evolving role of technology in investment management. Keynote speakers include leading economists, fund managers, and industry thought leaders. The attendee profile spans the advisory industry: independent RIA principals, wirehouse advisors, portfolio managers, and operational and technology leaders.

Why Clean, connected data across custodians, portfolio tools, CRMs, and planning software is both an operational and investment advantage.

The Milemarker team will be discussing:

• How unified data infrastructure makes investment reporting faster and more accurate

• Connecting Morningstar’s tools with the rest of your technology stack for seamless data flow

• Building AI-ready data foundations that enhance investment research and client insights

• Eliminating operational friction that slows down portfolio reviews and client meetings

• Real-time business intelligence through Milemarker Console

Who should connect with us

If you’re a firm leader, CTO, or COO attending and thinking about how your data infrastructure supports investment operations and client experience, Milemarker integrates with 130+ systems to build the unified data layer that makes every tool more valuable.

Attending? Reach out to schedule a meeting — we’ll see you at Navy Pier.