Speakers
The conference brings together some of the financial industry's top minds.
Keynote Speakers
Main Stage Speakers
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.
9:00–9:15
Registration
9:15–9:30
Welcome
9:30–10:00
FinTech Innovation and MiFID II: Value Generation for Investors
Paolo Sironi, IBM Industry Academy, and Author, IBM Watson Financial Services
10:00–10:45
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
10:45–11:30
Coffee Break
11:30–12:00
Introducing Morningstar MQR and Efficacy
Timothy Strauts, Director of Quantitative Research, Morningstar
12:00–12:45
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
12:45–14:30
Cocktail Lunch
14:30–15:00
ESG and Carbon: Delivering Better Investor Outcomes
Steven Smit, Head of Sustainability, Morningstar
15:00–15:45
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
15:45–16:15
Making Sense of Blockchain and Cryptocurrencies
Lawrence Johnson, SVP & Head of Fintech Engagement, Morningstar
7 a.m.–7 p.m.
Registration Open
7 a.m.–8 a.m.
Breakfast in the Exhibit Hall
8 a.m.–9 a.m.
Future of Financial Planning in the Digital Age
General Session
Michael Kitces, Pinnacle Advisory Group
9:10 a.m.–10 a.m.
Straight Talk About Strategic Beta
Track: Passive/Strategic Beta
Moderated by Ben Johnson / Patrick O'Shaughnessy, O'Shaughnessy Asset Management / Wes Gray, Alpha Architect
Liquid Alts: The Square Peg for Your Round Portfolio
Track: Outcome-Oriented Investing
Moderated by Jason Kephart / Bob Boyda, John Hancock / Catherine LeGraw, GMO / Joel Dickson, Vanguard
The Best Investments—Anywhere
Track: Active Management
Moderated by Kevin McDevitt / Noriko Chen, Capital Group / Charles Pohl, Dodge & Cox / Amit Wadhwaney, Moerus Capital Management
Pillars of a Modern Advisor: How to Achieve Scale and Prosper
Track: Practice Management
Sheryl Rowling, Rowling & Associates
10 a.m.-11 a.m.
Break in Exhibit Hall
11 a.m.–11:50 a.m.
Fixed Income: The Achilles Heel of Indexing
Track: Passive/Strategic Beta
Moderated by Ben Johnson / Natalie Zahradnik, PIMCO / Karen Schenone, BlackRock / Gemma Wright-Casparius, Vanguard
Income-Focused Strategies for Retirees
Track: Outcome-Oriented Investing
Moderated by Leo Acheson / Brett Sumsion, Fidelity Investments / Andrew Suzman, Capital Group / Ed Perks, Franklin Templeton Investments
The Active Equity Challenge
Track: Active Management
Moderated by Katie Reichart / Clare Hart, JP Morgan / Matt Fruhan, Fidelity Investments / Mark Finn, T. Rowe Price
The Augmented Advisor: How Technology Amplifies the Significance of Financial Advice
Track: Practice Management
Bill Winterberg, FPPad.com
Incorporating Sustainable Investing Into Your Practice
Breakout
Paul Ellis, Paul Ellis Consulting / Jeffrey Gitterman, Gitterman Wealth Management / Moderated by Jon Hale, Morningstar
12 p.m.–1:30 p.m.
Michael Lewis, author of The Undoing Project
Lunch Keynote Presentation
1:40 p.m.–2:40 p.m.
Value (Index) Investors Club
Track: Passive/Strategic Beta
Moderated by Alex Bryan / Ronen Israel, AQR / John West, Research Affiliates / Jared Watts, Morningstar
Preparing for Inflation and Protecting Purchasing Power
Track: Outcome-Oriented Investing
Moderated by Jeff Holt / Jessica Bush, Principal Financial Group / Michael Aked, Research Affiliates / Ken Baumgartner, Wellington Management
A Flexible Approach to Fixed Income
Track: Active Management
Moderated by Miriam Sjoblom / Bryan Whalen, TCW/Metwest / Brian Kennedy, Loomis Sayles & Co.
Goals-Based Risk: A Better Way to Understand Clients’ Risk Preferences in the Context of Investing Well
Track: Practice Management
Ryan Murphy, Morningstar
2:30 p.m.–3:30 p.m.
Break in Exhibit Hall
3:30 p.m.–4:30 p.m.
Best Business Partners for the Next Decade
General Session
Laura Lutton, Morningstar / Gregg Warren, Morningstar
4:40 p.m.–5:30 p.m.
"I took the road less travelled by..." Comments by John C. Bogle
General Session
John C. Bogle, Vanguard
5:30 p.m.–7 p.m.
Reception in Exhibit Hall
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
Madrid
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 reception@serrano@aahoteles.com with the subject "Morningstar
Investment Conference" by April 13 to receive a special offer.
Hotel NH Collection Madrid Abascal
c/José Abascal 47 28003 Madrid
Email gso.es.madrid@nh-hotels.com to book your room. Please include
the following reference code: MB0001187236-MORNINGSTAR.
Hotel NH Collection Madrid Zurbano
Calle Zurbano, 79-81 28003 Madrid
Email gso.es.madrid@nh-hotels.com to book your room. Please include
the following reference code: MB0001187236-MORNINGSTAR.
For further information, contact eventos@morningstar.com.