Morningstar® Investment Conference

Madrid 2018

8 May, 2018 | Hotel VP Plaza España Design

Thank you for attending #MICSPAIN. See you next year!

Morningstar brings the latest market insights and investment views 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

Lawrence Johnson

Paolo Sironi
IBM Watson Financial Services

Steven Smit

Timothy Strauts

Main Stage Speakers

Muna Abu-Habsa

Fernando Bernad
azValor Asset

Ashis Dash

Rob Drijkoningen
Neuberger Berman

Fiona Frick

Suzanne Hutchins
Newton Investment

Isabel Levy

Fernando Luque

Francisco García Parames
Cobas AM

Paul Read

Edwin Walczak
Vontobel Asset Management

Andreas Zoellinger

On the Agenda


Agenda is subject to change.


The attendance will be valid for 5 hours of certification training for EFA and EFP.

The attendance will be valid for 5 CE credits for CFA Charterholders and Certified Advisor-CAd.








FinTech Innovation and MiFID II: Value Generation for Investors

Paolo Sironi, IBM Industry Academy, and Author, IBM Watson Financial Services

FinTech innovation is the opportunity to master a global shift in financial services, as business models are due to transform from transactional revenues to the offering of added-value propositions under MiFID II. The capability to create client-centric digital platforms will divide winners from laggards in the digital era, all based on artificial intelligence to augment the added-value role of intermediaries and clients’ capability to make financial decisions. This shift is not easy and success requires to look beyond disruptive innovation toward sustaining innovation, centred on the the digitisation of knowledge, while digital payments are the new entrants’ gateway to the banking relationships centred on personal journeys and experiences. We will provide constructive criticism to the fintech ecosystem and learn which products or solutions will ultimately justify the fees.


Investing With Style

Andreas Zoellinger, Managing Director and Portfolio Manager, Blackrock / Fiona Frick, Chief Executive, Unigestion / Francisco García-Paramé, Founder, Cobas AM / Muna Abu-Habsa, Director, Ratings, Manager Research EMEA & Asia, Morningstar

In the last years selecting the right investment style (growth or value; large or small) has been critical to the returns delivered. Three outstanding stock investors with different strategies and different styles come together to discuss their views on style investing and explain their underlying strategy. They will talk about where they see value in today’s market and how they are positioning their portfolios accordingly.


Coffee Break


Introducing Morningstar MQR and Efficacy

Timothy Strauts, Director of Quantitative Research, Morningstar


Best Investment Ideas in Equities

Edwin Walczak, Portfolio Manager/Senior Research Analyst and Managing Director, Vontobel Asset Management / Isabel Levy, Co-Founder, METROPOLE / Gestion Fernando Bernad, Partner and Portfolio Manager, azValor Asset Management / Fernando Luque, Senior Financial Editor, Morningstar

Renowned fund managers will share their views on where they see opportunities in Europe. They will discuss their strategies on how to select the best companies and what are the most attractive sectors. The panelists will also discuss why European markets have underperformed other markets in the recent past and if this may change in the near future.


Cocktail Lunch


ESG and Carbon: Delivering Better Investor Outcomes

Steven Smit, Head of Sustainability, Morningstar

With the tremendous growth of global sustainable assets and increased importance to incorporate ESG into the investment process, managing a portfolio’s ESG characteristics is becoming more important. Likewise, climate change presents one of the biggest economic and political challenges of the 21st century, according to the United Nations Commission on Sustainable Development. 


Navigating the Fixed Income Space

Suzanne Hutchins, Portfolio Manager and Team Leader, Newton Investment / Paul Read, Fixed Interest Team Co-leader, Invesco / Rob Drijkoningen, Managing Director, Neuberger Berman / Ashis Dash, Associate Director, Fixed Income Strategies, Morningstar

Bond fund managers grapple with a challenging future given an uncertain central banks’ policy going forward. How to invest in today’s fixed income markets where rates have a high possibility to go up? Three fund managers will share their views on how to manage this investment risk and where they find value in the bond markets.


Making Sense of Blockchain and Cryptocurrencies

Lawrence Johnson, SVP & Head of Fintech Engagement, Morningstar

When You Get Here

Welcome to Madrid

¡De Madrid al cielo! It's one of the most famous sayings about the city, as its sky has an intense blue color that makes it characteristic. It’s the Spanish capital since 1561, a cosmopolitan city that combines the most modern infrastructures with its status of economic, financial, and administrative centre.

Hotel VP Plaza España Design

Plaza de España, 5, 28008 


The new VP Plaza España Design hotel is located in a privileged site of the capital, in the Plaza de España of Madrid,
just a few steps away from the Royal Palace, the Almudena Cathedral, and the Temple of Debod.

Aa Hotel Serrano

C/ Marqués de Villamejor. 8 28006 Madrid

Email with the subject "Morningstar
Investment Conference" by April 13 to receive a special offer.

Book Your Room

Hotel NH Collection Madrid Abascal

c/José Abascal 47 28003 Madrid

Email to book your room. Please include
the following reference code: MB0001187236-MORNINGSTAR.


Book Your Room

Hotel NH Collection Madrid Zurbano

Calle Zurbano, 79-81 28003 Madrid

Email to book your room. Please include
the following reference code: MB0001187236-MORNINGSTAR.

Book Your Room

For further information, contact

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. View the sponsorship kit.

Principal Sponsor

Flossbach Storch Logo


La Financiere de l echiquier Logo
Vontobel Logo
Sustainalytics Logo


aseafi Logo
cfa Logo
efpa Logo
caia Logo
mfia Logo

Media Partners

Capital Logo
elEco Logo
fundspeople Logo
fundssociety Logo
inversionfin Logo
intereconomia Logo
rankia Logo

See you at the conference.