Phil Huber, CFA, CFP® to Speak at 2018 Morningstar Investment Conference

Phil Huber, CFA, CFP®, chief investment officer of Huber Financial, will participate on a panel discussion at the 2018 Morningstar Investment Conference, at McCormick Place, Chicago.

The breakout session, titled Manager Selection from a Practitioner’s Perspective, will take place on Tuesday, June 12. Anna Snider, head of due diligence, CIO Office, Merrill Lynch and Michelle Ward, CFA, associate portfolio manager for Morningstar Investment Management, LLC also will participate on the panel.

The panelists will discuss how they distinguish manager skill from luck and how their priorities may be changing amid more scrutiny on performance and price.

The Morningstar Investment Conference, is known for presenting the latest developments on financial advice from some of the industry’s top minds.

 

 

Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.