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.