The Financial Planning Association's (
FPA's) June 2018 
FPA Residency Program at the Hilton Denver Iverness in Englewood, Colorado, which 
started on Friday, will continue through Wednesday.
Today 
Kunal Kapoor and his team will 
kick off the 2018 
Morningstar Investment Conference. Held at the McCormick Place convention center in Chicago, this is the 30th annual MIC, and more than 2,100 attendees are registered. Pre-conference sessions begin this morning and early afternoon. Speakers scheduled to take the main stage include: 
Walt Bettinger, CEO of 
Charles Schwab; 
Jeremy Grantham, co-founder of 
GMO; 
Mellody Hobson, president of 
Ariel; 
Daniel Kahneman, psychologist and Noble-Prize-winning behavioral economist; and 
Kevin Kelly, founding executive editor of 
Wired. Sponsors of the three-day event include: 
AB; 
Aberdeen Standard; 
Capital Group's American Funds; 
Baird; 
BlackRock; 
BNY Mellon; 
Charles Schwab Investment Management; 
Columbia Threadneedle; 
Davis; 
DWS; 
Federated; 
First Trust; 
Glenmede; 
Guggenheim; 
Hartford Funds; 
Invesco; 
J.P. Morgan Asset Management; 
Jensen; 
John Hancock Investments; 
Legg Mason; 
MFS; 
Nationwide; 
Nuveen; 
NYLIM; 
PGIM Investments; 
Pimco; 
Principal; 
ProShares; 
SSgA; 
Stoxx; 
TCW; 
Thompson IM; 
Touchstone; 
Vanguard; and 
William Blair.
Financial Research Associates' (
FRA's) fourth annual 
Responsible Investing Summit, initially scheduled for tomorrow and Wednesday at the Harvard Club in Boston, has been 
postponed.
Tomorrow and Wednesday investment bankers at 
Morgan Stanley are hosting their 
Morgan Stanley Financial Services Conference at the InterContinental New York Barclay Hotel in New York City. Among other speakers, 
Victory Capital's David Brown (chairman and CEO) and 
Terence Sullivan (chief financial officer and head of strategy) will 
speak at the event tomorrow morning.
On Wednesday the 
Osney Media team will 
host The Summit for Asset Management (
TSAM) New York at the New York Marriott at the Brooklyn Bridge. Speakers scheduled to appear include: 
Radiance Chapman, senior vice president of marketing and communication at 
Fiera Capital; 
Kevin Erdman, vice president and head of sales analytics at 
First Eagle; 
Brian Firstman, director and senior RM at 
DWS; 
Marcia Glass, vice president of marketing at 
CenterSquare; 
Sylvia Jablonski, managing director at 
Direxion; 
Farnaz Maters, chief marketing officer at Principal Global Investors; 
Daniel McGrath, executive director of marketing at 
UBS; 
Colleen Nichols, head of client engagement at Fiera; 
Cheryl Pipia, head of USI client engagement at 
T. Rowe Price; 
Steve Radis, head of investment management marketing at William Blair; 
William Shaw, managing director of marketing and communications at 
Windhaven; and many more. Sponsors include: 
ACA Technology; 
Accenture; 
Adeptyx; 
Appatura; 
Archer; 
Arria; 
ClearWater; 
Factbook; 
Fractal Analytics' Customer Genomics; 
Dassault; 
Factset; 
Fidelity Corporate Actions Solutions; 
Hidden Levers; 
Idio; 
Indus Valley Partners; 
Nasdaq; 
On24; 
OTCFin; 
Pramata; 
Quark; 
Quartal; 
ReformIS; 
RiskFirst; 
SEI; 
Seismic; 
SS&C; 
State Street; 
StatPro; and 
STP.
On Thursday Victory Capital's Brown will 
present at 
William Blair's 38th annual 
Growth Stock Conference at the Four Seasons Hotel in Chicago.
Also on Thursday, 
Frank Heavey and the 
Expect Miracles Foundation team are 
hosting the cancer-fighting charity's 24th annual 
East Coast Classic golf tournament. The sold out event is being held at Pinehills Golf Club in Plymouth, Massachusetts and will also feature a helicopter ball drop, a post-golf reception, and a live auction.
Also on Thursday, 
Susan Wyderko and the Mutual Fund Directors Forum (
MFDF) team will 
continue their "director discussion series" with an open forum in Greenwich, Connecticut at the Indian Harbor Yacht Club.
Also on Thursday, the Fixed Income Analysts Society, Inc. (
FIASI) team will host their 23rd annual 
Hall of Fame Induction Ceremony & Dinner. The event will be held at the Roosevelt Hotel in New York City and will honor three inductees: 
John "Mac" McQuown, co-founder of 
Diversified Credit Investments; 
Mary Miller, former T. Rowe Price fixed income director and former Under Secretary for Domestic Finance at the U.S. Treasury; and 
Mark Shenkman, founder and president of 
Shenkman Capital Management.
Exchangetradedfunds.com's 14th annual 
Global ETF Awards Conference & Dinner, initially scheduled for Thursday, has been postponed to July 19. The event will again be held in New York City.
Eid Mubarak, and 
happy father's day!
This week on the defined contribution side of the industry, the teams at 
BPAS, 
PlanSponsor, and 
Spark are all hosting events. Our sister publication, 
401kWire, has more details. 
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