Episode Summary

Leslie Marshall of Morningstar joins Jeff and Bruce to discuss the company's upcoming conference, which is the final large in-person conference still standing. They talk about the deliberations in going forward with it, Covid policies, what makes this year different, and Leslie's job title. Bruce and Jeff also go through the recent American Century conspiracy theory.

Episode Notes

Interview with Leslie Marshall — 0:30 - 23:45

• The deliberations going into the Morningstar conference.
• How this year's conference is different.
• Attendance numbers this year versus previous years.
• Sponsorship changes.
• Covid-related policies.
• Pricing changes.
• The agenda.
• Expenses and investments for a hybrid conference.

American Century conspiracy — 23:50-34:45

• The DOJ agreement and the conspiracy against wealth managers in Kansas City.
• Ramifications for employees.
• What was left out of the non-prosecution agreement.
• Unanswered questions.

Leslie Marshall, head of experiential marketing at Morningstar, on LinkedIn