Morningstar® Investment Conference

Lawrence is SVP and the Head of Fintech Engagement at Morningstar, leading global financial technology outreach initiatives. He was the CEO of RightPond, a Fintech company. He began his career at IBM.

Paolo is C-level advisor for banking innovation at IBM, mentoring financial institutions and entrepreneurs globally on digital business models and investment analytics. He is a bestselling author on finance, technology and regulation.

Founder and CEO of Morningstar in Benelux, Steven also oversees Morningstar’s Global ESG Program. Furthermore he established the Masarang International Foundation that engages in reforestation and biodiversity preservation in Indonesia.

Tim is Director of Quantitative Research, head of a team dedicated to data and to the development of innovative statistical models for mutual funds and ETFs, with a focus on risk analysis and management, stress tests and quantitative analysis.

Muna Abu-Habsa is the director of manager research ratings for EMEA and Asia and has overall leadership of cross-border ratings outcomes. She joined Morningstar’s manager research team as an analyst in 2007 and specialised in equity strategies.

Fernando is founding Partner and Portfolio Manager at azValor, joined in 2015. He has more than 20 years of experience in value style management of portfolios among Spain and Germany. 

Ashis Dash is an Associate Director within Morningstar’s manager research team and leads UK-based fund research on fixed-income strategies. He joined the firm as an analyst in May 2015 after a five-year stint at a UK-based family office.

Managing Director, he joined Neuberger Berman in 2013. Rob is Co-Head of the Emerging Markets Debt team. Since 1990, with a Macro-Economics degree and sell side experience at Nomura and Goldman, Sachs he has authored numerous EMD articles.

Fiona Frick is the Chief Executive of European boutique asset manager Unigestion. She serves on the Board of Sustainable Finance Geneva and is listed as one of the 100 Most Influential Women in Finance by Financial News.

Portfolio manager and team leader for Newton’s Real Return strategy, Suzanne initially joined Newton in 1991 as a research analyst. After 14 years at Newton, she joined Capital International, before re-joining Newton in 2010 as a portfolio manager.

Isabel Levy co-founded METROPOLE Gestion in 2002, one of the first independent French asset management company specializing in Value investing. She is Member of the Board, Managing Director and Chief Investment Officer.

After about 7 years analyzing funds for the Spanish Consumer Organization, he joined Morningstar in May 2001 with the arrival of the company in Spain. Since then, he has held the position of Senior Financial Editor for Morningstar in Spain.

Degree in Economics by Universidad Complutense and Master’s by IESE. In 1989 he joined Bestinver AM as an analyst; two years later he began managing equity funds. He left Bestinver AM in 2014 and after a two year non-compete founded Cobas AM in 2016.

Paul co-leads Invesco Perpetual´s Fixed Interest team. He started in UBS in 1986 and then moved to Merrill Lynch, managing bond sales, debt trading, and finally fixed-interest trading before Invesco.

Edwing joined Vontobel in July 1988 and has held a management position on the U.S. Equity Strategy since its inception. He received an M.B.A. in finance and an M.A. in international politics and economics from Columbia University.

Managing Director, portfolio manager, and member of the European Equity team within the Fundamental Equity division of BlackRock’s Active Equity Group. He is co-portfolio manager for the BGF Euro-Markets Fund and BGF European Equity Income Fund.