Contact Us

Morningstar® Investment Conference


in association with PIMFA


London 2018


1-2 May, 2018 | Royal Lancaster Hotel, London


Registration Is Now Open


Morningstar presents the latest developments on financial advice from the industry’s top minds. Discover new perspectives on the market and ideas to put into practice.




The conference brings together some of the financial industry's top minds.


Keynote Speakers


Hortense Bioy

James Clunie
Jupiter Absolute Return Fund

Mark Costar
JO Hambro Capital Management

Matthew Goodwin
University of Kent

John Gummer, Lord Deben

Aziz Hamzaogullari
Loomis, Sayles & Company

Kelly Haywood

Sebastian Lyon
Troy Asset Management

Jonathan Miller

Emma Morgan
Morningstar Investment Management

Richard Mullender

Mark Roomans

James Sinegal

Martin Skanberg

Eve Tournier

Matthew Vaight
M&G Global Emerging
Markets Fund

Emma Wall

Karen Ward
J.P. Morgan
Asset Management

Stephen Wendel

Mark Zinkula
Legal & General Investment Management


On the Agenda


08:00 - 09:00

Registration & Networking Breakfast

09:00 - 09:10

Welcome Address

Mark Roomans, CEO, Morningstar UK

09:10 - 09:45

The End of Cheap Money - Implications for capital preservation

Sebastian Lyon, Troy Asset Management

Sebastian Lyon will discuss the prospect of the end of Quantitative Easing and its implications for the wider economy.

09:45 - 10:20

A Short-seller Meets with Socrates

James Clunie, Jupiter Absolute Return

Moral philosopher Socrates was famous for his argumentative, but also co-operative, dialogues. These involve asking and answering questions to stimulate critical thinking and to draw our ideas and underlying presumptions. So, what would Socrates make of short-sellers and absolute return funds today? Socrates meets with a short-seller and questions whether these are indeed exceptional times in markets, finds out what is working, and asks if absolute return funds are suited to the market regime. He queries robustness, investment 'edge' and the whole 'raison d'être' for short-sellers.

10:20 - 10:55

Emerging Markets Investing - can the good times continue?

Matthew Vaight, M&G

Manager of the M&G Global Emerging Markets Fund, Matthew will outline his value orientated approach to emerging markets investing. He will discuss the current market environment outlining what has been behind recent market moves and how that has resulted in a very wide range of valuations across the emerging market universe. Matthew will highlight where he is finding the most attractive opportunities currently before explaining why with attractive valuations and improving fundamentals he believes the outlook is positive for emerging market equities.

10:55 - 11:30

Networking Coffee

11:30 - 12:05

Investing in Truly Extraordinary Times

Mark Costar, JO Hambro Capital Management

Mark will cover three dynamic themes; capital misallocation and myopic corporate behaviour, the changing rules of price formation and most profound technological revolution ever. They can frequently be side-lined in favour of macro-economic, market or political procrastination and in our opinion, this is potentially a big mistake.

12:05 - 12:40

The Future of Passive Investing

Mark Zinkula, CEO, Legal & General Investment Management; Interviewed by: Hortense Bioy, Director, Passive Strategies, Europe, Morningstar

In this one-on-one conversation, Mark Zinkula will discuss the evolution of passive funds and their growing prominence in the European asset management industry. He will also address the importance of corporate governance and why passive fund managers like LGIM are increasingly taking an active role in the oversight of companies.

12:40 - 13:55

Networking Lunch

13:55 - 14:30

The Generation Gap

Emma Wall,

The baby-boomers are a gifted generation - and Millennials have never had it so bad. Or so the rhetoric goes. But how true is this assumption? We examine how interest rates, house prices and financial literacy have changed over the past 50 years, and ask what the financial services industry can do to tackle this inequality.

14:30 - 15:05

Quantitative Approaches in Morningstar and the Industry: What, How and Why

Amber Jaycocks, Morningstar

From econometric to statistical learning, machine learning to natural language processing and information retrieval, these analytics are being increasingly applied in the financial services industry. Our team will share what aspects of the artificial intelligence landscape are trending, how Morningstar is embracing them, and where we see implementation and opportunity in the marketplace.

15:05 - 15:40

Political Volatility in the West - Explaining the Change

Matthew Goodwin, University of Kent

In this talk, Matthew Goodwin will examine the key macro political trends in the West, covering Brexit, the rise of populism in Europe and the state of public opinion. Matthew will look back on the key upheavals of recent years, explaining where many observers went wrong, and look ahead to key events on the landscape. He will put forward his thesis for why the status quo is being challenged and what lies ahead for those in business, media and politics.

15:40 - 16:05

Networking Coffee Break

16:05 - 16:40

Session to be announced

16:40 - 17:15

The Impact of Climate Change on Investing

The Rt Hon. John Gummer, Lord Deben, Personal Investment Management & Financial Advice Association

What are the impacts of Climate Change that investors should take into account both in the U.K. and elsewhere? How will they be likely to be reflected in legislation and regulation and what are the reputational and public issues that may affect the value of investment.

17:15 - 17:20

Closing Remarks

Jonathan Miller, Director, Manager Research Ratings, UK, Morningstar

17:20 - 19:00

Drinks Reception

08:00 - 08:55

Registration & Networking Breakfast

08:15 - 08:45

Pre-Conference Session: Helping Clients in Retirement - Building a Draw-down Portfolio

Emma Morgan, Morningstar

08:55 - 09:00

Welcome Address

Jonathan Miller, Morningstar

09:00- 09:35

Sources of Sustainable Alpha

Aziz Hamzaogullari, CFA, Loomis, Sayles & Company, L.P.

A discussion focused on the importance of investment philosophy and process. Mr. Hamzaogullari will discuss the role of investment team, culture, time horizon, approach to risk and behavioural finance in equity investing and alpha generation.

09:35 - 10:10

The Benefits of Diversified Income

Eve Tournier, PIMCO

As the growth of the global economy continues to strengthen, global monetary support is fading and volatility is likely to increase, requiring fixed income investors to be more flexible in their search for attractive income without overreaching for yield.

10:10 - 10:45

European Equities

Martin Skanberg, Schroders

Is European equities a sound long-term investment? This is a question frequently asked by investors and well known to Martin Skanberg, Fund Manager of the Schroder European Fund. Martin will aim to cover the short-term challenges faced by European investors but also the long-term opportunities. 

10:45 - 11:15

Networking Coffee Break

11:15 - 11:50

Your Guide to the Markets

Karen Ward, J.P. Morgan Asset Management

Join Karen Ward, J.P. Morgan Asset Management's Chief Market Strategist for the UK and Europe, as she explores the key trends and themes that are likely to shape global markets. She will also share her unique perspective on the key issues that you and your clients should be aware of.

11:50 - 12:25

Session to be announced

12:25 - 13:00

Session to be announced

13:00 - 14:00

Networking Lunch

14:00 - 14:35

Blockchain: Evolution or Revolution?

James Sinegal, Morningstar

Bitcoin and blockchain are among the hottest topics in the financial services industry. Does this technology have the potential to disrupt existing business models, or will companies use it to cut costs, improve services and widen economic moats?

14:35 - 15:20

Life and Death Listening

Richard Mullender, Mullender's

How can you achieve more by doing less? Richard Mullender, a former hostage negotiator, will cut through the noise so that you leave this session knowing exactly how to understand and influence your clients quickly. With modern technology changing how we interact, Richard will reignite your passion for fundamental communication skills. 

Richard will show you how to get the most out of the time you have with your clients, so that you genuinely understand what makes them tick. Expect an interactive and enlightening session!

15:20 - 15:30

Closing Remarks and End of Conference

Jonathan Miller, Morningstar




Welcome to London


London is home to Morningstar's European Headquarters. At the Royal Lancaster London, you'll be based centrally and a walk away from the likes of Oxford Street, Park Lane, and Paddington.


Where You’ll Stay


Relax at the Royal Lancaster Hotel, a stone throw away from Hyde Park, the largest of the Royal Parks. Enjoy the best views of London and explore the city with Lancaster Gate tube station situated adjacent to the hotel and Knightsbridge and Oxford Street within a 15-minute walk.




Royal Lancaster Hotel

Lancaster Terrace

London, W2 2TY

Book Your Room

Henry VIII

23 Leinster Gardens

London, W2 3AN

Code: Morningstar

Book Your Room

The Caesar

26-33 Queen's Garden

London, W2 3BE

Username: Mornstar

Password: ECCA0082

Book Your Room

Park Grand (London Hyde Park)

78-82 Westbourne Terrace

Paddington, London, W2 6QA

Code: MORN300418

Book Your Room

The Shaftsbury Premier London

55 Westbourne Terrace


W2 3UY

Code: MORR300418


Book Your Room

Thank You to Our Sponsors


Be a visible part of the MIC experience by becoming a sponsor. It’s about more than attendees seeing your company’s logo—it’s an effective way to reach decision makers. 

Become a Sponsor

In Association with

Lead Sponsor


Exhibit Hall: Westbourne Suite


Network with people from more than 15 asset management firms. Morningstar experts will be on hand, too—ready to answer questions. 

Contact Us

See you at the conference.