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Morningstar Individual Investor Conference


Sydney | 2018


25 October 2018 | Wesley Conference Centre


Morningstar’s sixth annual event for Australian investors offers a rare opportunity to gain expert insights and practical knowledge to help you rise above the uncertainty in today’s short-term world.


Past Speakers


Ian Narev
Commonwealth Bank of Australia

Hamish Douglass
Magellan Financial Group

Peter Warnes

Pauline Vamos
Regnan – Governance Research & Engagement

Geoff Wilson
Wilson Asset Management

Anthony Serhan


On the Agenda


Full agenda will be announced soon.


Our sixth Individual Investor Conference will bring together Morningstar's own experts with senior industry figures from funds management and corporate Australia to address the issues impacting investor portfolios including equity market valuations, geopolitical tensions as well as tightening interest rates.


We will have technical experts looking at recent changes to SMSF rules and resulting strategies. For those getting started or looking for a refresher we also have our analysts outlining the ins and outs of how to analyse stocks and managed investments.



8:30am - 8:45am 

Welcome and introduction

Jamie Wickham, Managing Director, Morningstar Australasia

Anthony Serhan, CFA, Managing Director of Research Strategy - Asia Pacific, Morningstar

8:45am - 9:30am 

Australia's economy through the eyes of the Commonwealth Bank

Ian Narev, Chief Executive Officer, Commonwealth Bank of Australia, will provide insights on the state of the Australian economy, and the bank's outlook for earnings and dividend growth within this context.

9:30am - 10:15am

The road ahead – navigating the turns

Hamish Douglass, CEO, CIO and Lead Portfolio Manager, Magellan Asset Management, looks at the next 10 years and gives his opinion on where the best investment opportunities might lie.

10:15am - 10:45am 

Morning Tea

10:45am - 11:30am

The shifting super landscape and what it means for you

Concurrent stream: SMSF

Peter Hogan, Head of Technical, SMSF Association, discusses new super concession caps, tax rules and practical steps for trustees.

10:45am - 11:30am 

How ETFs fit into long-term investment strategies

Concurrent stream: Portfolio Construction

With some ETFs better suited to long-term portfolios than others, Alex Vynokur, Managing Director, BetaShares and Jonathan Shead, Head of Portfolio Strategists - Asia Pacific, State Street Global Advisors, discuss where their listed products fit, with moderator Tim Murphy, Director of Manager Research Services - Asia Pacific, Morningstar.

11:30am - 12:15pm

Investing for income with LICs

Concurrent stream: SMSF

Geoff Wilson, Chairman, Wilson Asset Management will join Michael Malseed, Senior Analyst, Manager Research - Australia and New Zealand, Morningstar Australasia in discussing the merits of LICs versus other investment structures, and what issues you need to be aware of.

11:30am - 12:15pm

Which benchmark is relevant to investors?

Concurrent stream: Portfolio Construction

Anton Tagliaferro, Investment Director, Investors Mutual Limited, will discuss the alignment of industry benchmarks with investors' needs, where they may diverge, and how to apply this knowledge in adapting your portfolio for current and future conditions.



1:00pm - 1:45pm

What is driving domestic markets, and where are they headed?

Drawing on decades of experience and his Your Money Weekly column, Peter Warnes, Head of Equities Research, Morningstar Australasia, gives his forthright views on company performance, earnings trends and what lies ahead, with moderator Anthony Serhan, CFA, Managing Director of Research Strategy - Asia Pacific, Morningstar.

1:45pm - 2:30pm

Where to find credit opportunities in a rising rate environment

Hear actionable insights on where to find yield within traditional fixed income and hybrid securities, in this panel session with John Likos, Director of Equity and Credit Research, Morningstar Australasia, Robert Mead, Managing Director, Head of Portfolio Management, PIMCO Australia, and moderator Kunal Kotwal, Senior Analyst, Manager Research - Australia and New Zealand, Morningstar.

2:30pm - 3:00pm

Superannuation: now and then

Pauline Vamos, CEO, Regnan Governance Research and former head of ASFA, discusses the key milestones and future of Australia's super landscape, and explores whether retirees are now better off in preparing for and managing their retirement savings.

3:00pm - 3:15pm 

Afternoon tea

3:15pm - 4:00pm 

Lessons of great unknown investors

Visiting from Chicago, John Rekenthaler, Vice President of Research, Morningstar Inc, discusses some of the most successful investors you've never heard of, including case studies and lessons you can learn from their experiences.

4:00pm - 4:30pm 

Australian equities update

Morningstar equities analysts give you their expert views on some of Australia's most successful companies across banking and finance, infrastructure and healthcare, along with insights into the team's rigorous research methodology.

- Adam Fleck, CFA, Regional Director of Equity Research - Australia and New Zealand, Morningstar

- Chris Kallos, CFA, Equity Analyst, Health Care, Morningstar Australasia

- David Ellis, Senior Equity Analyst, Banks, Insurance and Diversified Financials, Morningstar Australasia

4:30pm - 5:00pm 

The role of managed funds, SMAs and multi-asset in your portfolio

Clint Abraham, Associate Director, Morningstar Investment Management, explains how Morningstar Investment Management's valuation-driven asset allocation approach and unique focus on portfolio risk underpin its multi-asset portfolio approach in both managed funds and separately managed accounts.


When You Get Here


Welcome to the Wesley Conference Centre


The Wesley Conference Centre is conveniently located in the heart of Sydney’s CBD and easily accessible by public transport.






Wesley Conference Centre

220 Pitt Street, Sydney NSW 2000



Thank You to Our Sponsors


Be a visible part of the conference 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.

Sponsorship Enquiries

Principal Sponsor


Lead Sponsors



See you at the conference.