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INVESTMENT STRATEGIES: AN INVESTOR'S PRIMER AND GUIDE
TO THE INVESTMENT STRATEGIES CONFERENCE MAY 22-23

Morningstar

May 11, 1999

225 W. Wacker Drive

Chicago, IL 60606

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Steve Chung

Moderating "California Muni Bonds"

Steve Chung started at Morningstar in 1994 as a data analyst in the equities department before joining the editorial staff of Morningstar Mutual Funds in 1996.

He specializes in corporate, government and municipal bond funds.

Chung holds a bachelor's in economics from UC Berkeley.

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Peter Di Teresa

Moderating "Indexing: The S&P 500 and Beyond"

Peter Di Teresa is a writer for Morningstar FundInvestor, a monthly publication for individual investors.

Prior to joining the FundInvestor staff, he was an equity fund analyst for Morningstar Mutual Funds, specializing in communications and utilities funds.

Di Teresa received a bachelor's from the University of Chicago and a master's from Harvard University.

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Haywood Kelly

Moderating "Picking Technology Stocks" and "Growth Stocks for the New Decade"

Haywood Kelly is editor of Morningstar StockInvestor, where he writes commentary and oversees stock research. He specializes in U.S.-traded shares of foreign companies.

Kelly joined Morningstar in 1991 as an analyst for Morningstar Japan and was later promoted to editor.

He holds a bachelor's in economics from the University of Chicago.

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Kevin J. McDevitt

Presenting "Evaluating Your Mutual Fund Portfolio" and "Picking Mutual Funds: Fundamentals, Part II"

Kevin McDevitt primarily covers international mutual funds for Morningstar Mutual Funds. He also specializes in real estate and index funds and the Vanguard, Templeton and Putnam fund families.

McDevitt joined Morningstar in 1995 as a data analyst. He holds a bachelor's from the College of William and Mary and is a chartered financial analyst.

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Don Phillips

Moderating "A Talk With Vanguard's John Bogle"

Don Phillips is chief executive of fund tracker Morningstar. He joined the company in 1986 as its first analyst.

In 1997 he was named "Fund Leader of the Year" by Fund Action. He also has been named one of the most influential people in the mutual fund industry by Smart Money magazine and one of the 50 most influential market movers by Worth magazine.

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Tricia Rothschild

Moderating "International Investing: What Now?" and "Investing for Twenty-somethings"

Tricia Roths-child is a senior analyst at Morningstar.

Rothschild has written articles for various Morningstar publications on topics ranging from the effect of asset growth on fund performance to tips on selecting international funds.

She holds a bachelor's from Northwestern University and a master's in Russian and East European economics from Indiana University.

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