Morningstar
Also listed as 4 other names
Morningstar Investments Inc · Morningstar Sustainalytics · Morningstar, Inc · Morningstar, Inc.
Circuit mix
Where Morningstar shows up, by circuit. Each event counts once: 2 if it sponsored, 1 if it only had speakers. Hover a segment for the conference.
- Alt data & financial information45%6 events
- Enterprise, analyst & AI expos20%4 events
- Cloud providers20%4 events
- Microsoft data platform10%2 events
- Vendor flagships & roadshows5%1 event
The year around now
Conferences where Morningstar sponsored or had speakers in the past 12 months, and the announced events it is already listed for. One row per conference, January to December; hover a mark for the event and the company's role.
Presence by conference and year
Each cell is one conference in one year. Fill shows the company sponsored, shaded by its best tier that year; a dot means it had speakers there. Hover for details; click to open the event.
- Title
- Platinum
- Gold
- Silver
- Bronze
- Other / unlabeled tier
- Had speakers
Activity by year
Three measures on one year axis; each panel has its own scale.
Conferences present at
Distinct conferences each year, split by whether the company sponsored or only had speakers there.
- Sponsored
- Speakers only
Distinct speakers
People from this company on a program that year, each counted once.
Sponsorships by tier
Sponsorship rows per year (one per event and listing), stacked by normalized tier.
- Bronze
- Other / unlabeled
Where they've grown or pulled back
DownNothing recorded in 2026; sponsored 1 conference in 2022.
Counted per conference. 2026 is the latest year whose conferences have mostly happened. Tiers use the best tier each year; swatches show the path, oldest first. A conference counts as pulled out only when a later event published a complete sponsor list, since most events don’t say whether their list is complete.
Pulled out 2
Not sponsored since 2024 or earlier, though a later event published a complete sponsor list without them.
- Alternative Data Conferencelast sponsored 2020; the conference ran again in 2021, 2023 and 2026
- World Financial Information Conference (WFIC)last sponsored 2022; the conference ran again in 2024 and 2026
Lookalikes
Companies with the most similar conference footprint: they sponsor and speak at the same conferences. Bars are cosine similarity, from 0 (nothing shared) to 1 (identical).
- ICE0.79
- Intercontinental Exchange0.78
- Tradeweb0.78
- Exegy0.76
- LSEG0.75
- Business Insider0.69
- CME Group0.67
- AllianceBernstein0.67
7 Cluster: Neudata Data Summits · BattleFin Discovery Day circuit →
Often sponsors alongside
Companies that sponsored the same events, by number of shared events (out of 3 this company sponsored).
| Company | Shared events | Share |
|---|---|---|
| CME Group | 3 | 100% |
| FactSet | 3 | 100% |
| Amazon Web Services | 2 | 67% |
| Bloomberg | 2 | 67% |
| Cboe Global Markets | 2 | 67% |
| Crux | 2 | 67% |
| CUSIP Global Services | 2 | 67% |
| Deutsche Börse | 2 | 67% |
| Fenics Market Data | 2 | 67% |
| Hong Kong Exchanges and Clearing Limited (HKEX) | 2 | 67% |
| ICE | 2 | 67% |
| MarketAxess | 2 | 67% |
| Moody's Analytics | 2 | 67% |
| Nasdaq | 2 | 67% |
| S&P Global Market Intelligence | 2 | 67% |
Neighborhood: companies with nearby conference footprints
Morningstar (ringed) and the 30 companies closest to it on the company map. Close together means they sponsor and speak at many of the same conferences. Distances are only meaningful locally; the axes have no meaning. Dot size: conferences present at. Color: cluster.
Sponsorships 3
| Event | Date | Place | Tier as listed | Normalized tier |
|---|---|---|---|---|
| WFIC 2022 | Oct 16–19, 2022 | Prague, Czechia | Program Sponsors | Other |
| Eagle Alpha Virtual Data Conference, May 2020 | May 19–22, 2020 | — | bronze (logo file name) | Bronze |
| WFIC 2019 | Oct 13–16, 2019 | Vancouver, Canada | Bronze | Bronze |
Speakers 21
| Speaker | Event | Role | Talk | Links |
|---|---|---|---|---|
| Anusha Dwivedula | CDAO Chicago 2026 | chair | Chairperson’s opening remarks | — |
| Josh Charney | CDAO Chicago 2026 | speaker | — | — |
| Santosh Durgam | Data Summit 2026 | speaker | Data Mesh as the Foundation for AI/ML in Financial Services | — |
| Madison Sargis | AWS re:Invent 2025 | lightning talk | Reliable AI at Scale: How Data + AI Observability Powers AI Products with AWS (sponsored by Monte Carlo) | — |
| Anne Homsy | CDAO Chicago 2025 | moderator | Panel Discussion: Preparing Your Data for AI Success: Strategies and Best Practices | — |
| Anusha Dwivedula | CDAO Chicago 2025 | chair | Chairperson's Opening Remarks | — |
| Cynthia Pekron | CDAO Chicago 2025 | panelist | Panel Discussion: Preparing Your Data for AI Success: Strategies and Best Practices | — |
| Lee Davidson | Snowflake Summit 2025 | speaker | Driving AI-Readiness with Trusted Data: Insights from Financial Services Leaders | — |
| Anne Homsy | CDAO Chicago 2024 | speaker | Morningstar: Accelerating Insight Creation Using Data Mesh | — |
| Anusha Dwivedula | CDAO Chicago 2024 | speaker | — | — |
| Margaret Valtierra | AWS re:Invent 2022 | breakout | Automate & manage AWS Outposts capacity across a multi-account AWS setup | Slides · Video |
| Tim Langer | WFIC 2022 | panelist | ESG Data: Complex, Messy, Immature…And Absolutely Essential | — |
| Mira Vasani | BattleFin Discovery Day New York 2022 | panelist | The Next Wave of ESG Opportunities: Sustainability and ESG trends to Track into the 2nd Half of 2022 | — |
| Katelyn Decraene | AWS re:Invent 2021 | breakout | Cost control and governance at scale [REPEAT] | Slides · Video |
| Jinyoung Kim | Global STAC Live, Fall 2021 | speaker | Automating the delivery of insight | — |
| Jeffrey Hirsch | Global STAC Live, Spring 2021 | speaker | Scaling the self-sufficient quant | — |
| Margaret Valtierra | AWS re:Invent 2020 | breakout | How robots can help make your AWS accounts more secure | Slides · Video |
| Preston Caldwell | Eagle Alpha Virtual Data Conference, May 2020 | panelist | Economic Impact: China Recovery | — |
| Scott Burns | WFIC 2019 | speaker | — | — |
| Lynn Ballard | SQLSaturday Indianapolis #886 | — | Beginner's Guide to Text Mining: What We Learn from SQL Saturday Presentation Abstracts | — |
| Lynn Ballard | SQLSaturday Chicago #825 | — | Beginner's Guide to Text Mining: What We Learn from SQL Saturday Presentation Abstracts | — |