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Greggory WarrenSector Strategist
Greggory Warren, CFA, is a financial-services sector strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers the traditional U.S.- based asset managers, as well as Berkshire Hathaway.Before assuming his current role in 2017, Warren covered the financial-services sector as a senior analyst since late 2008. Before that time, he covered non-alcoholic beverage manufacturers and distributors, packaged food firms, food service distributors, and tobacco companies. Prior to joining Morningstar in 2005, Warren worked as a buy-side equity analyst for more than seven years, covering consumer staples and consumer cyclicals.Warren holds a bachelor s degree in accounting and English from Augustana College. He also holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Chicago. Since 2014, Warren has been selected to participate on the analyst panel at Berkshire Hathaway s annual
The 2021 Aspen Leadership Forum on Retirement Savings: Making Retirement Savings Part of an Equitable Recovery
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On April 15, 2021, the
Aspen Leadership Forum on Retirement Savings is kicking off its fifth convening with a free, public dialogue on how retirement savings must be part of an equitable recovery from COVID-19. We invite policymakers, the private sector (record keepers, asset managers, plan sponsors, consultants, fintech), academia, nonprofits, and advocates to join us in a dialogue designed to accelerate the development of a truly inclusive savings system.
Attendees will receive:
New insights from a nationally representative survey by the Aspen Institute Financial Security Program, DCIIA Retirement Research Center, Morningstar, and NORC at the University of Chicago on how Americans relied on retirement savings, emergency savings, and debt strategies to cope with income loss during 2020