Rebuilding Relationships through Effective Communications Keynote Speaker: Tim Armour, Managing Director, Morningstar For the past several years most investors have had a terrible experience with the market, and by extension their financial relationships. The average investor doesn't understand market performance, is biased by recent fund scandals, and is not in a position to keep from reliving the experience down the road. Fundamental research combined with effective information design to communicate key concepts can benefit asset managers, advisors and individual investors. Using design to simplify and clarify the presentation of diversification, risk and overall portfolio composition offers the investor improved confidence and allows the broker to add value. Tim Armour will present key visualization approaches to allow investment professionals and investors to work together to define and manage appropriate portfolios, with common benchmarks for measuring success.