Published December 06, 2016

Whiteman Lecture

Kunal Kapoor ’97, CEO of Morningstar, to speak on April 10
Kunal Kapoor, who on Jan. 1 will take over as chief executive officer of Morningstar Inc. (NASDAQ: MORN), will deliver Monmouth College’s annual Wendell Whiteman Memorial Lecture on April 10.

A 1997 Monmouth graduate, Kapoor has steadily moved through the ranks at Morningstar over the past two decades. Among the leadership roles he has held are director of mutual fund analysis, director of business strategy for international operations, president and chief investment officer of Morningstar Investment Services, and head of Morningstar.com and the firm’s data business.

Asked recently what innovations within the company have Kapoor’s personal stamp, he replied: “At Morningstar, nothing happens because of one person. For example, when I first started, Morningstar was Chicago-centric with its employee base, and revenue was almost exclusively from the U.S. Now, we’re a global firm, with approximately 25 percent of revenue coming from outside the U.S. I’ve had a hand in helping the firm grow in that fashion, but by no means is it an individual effort.”

A leading provider of independent investment research in North America, Europe, Australia and Asia, Morningstar offers an extensive line of products and services for individual investors, financial advisers, asset managers and retirement plan providers and sponsors. It also offers investment management services through its investment advisory subsidiaries, with more than $185 billion in assets under advisement and management as of June 30.

A native of India, Kapoor majored in business, economics and environmental policy at Monmouth and then earned an MBA from the University of Chicago Booth School of Business.

As a Monmouth student, Kapoor was named Senior Man of the Year by the Blue Key honor society. He was also involved with the Mortar Board honor society, the International Club, Sigma Omicron Mu and WMCR radio, and he served as a dormitory head resident.

He considers his experiences inside and outside the classroom nearly as important as the relationships he formed at Monmouth.

“Something that is greatly undervalued in the job market – and it’s a difficult skill to measure – is critical thinking,” Kapoor said. “I learned critical thinking skills in spades at Monmouth. When you think about going to business school or learning the trade, everyone does the same case studies. But it’s how you apply those lessons and what you do with the knowledge that’s really important – maybe solving the issue in a different way or coming up with a unique approach.”

The Whiteman Lecture Series annually brings prominent leaders of American business and industry to Monmouth. It is named in memory of Wendell Whiteman, an alumnus of the College and long-time executive of Security Savings Bank in Monmouth.
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