Morningstar
Investment Conference

1–2 June 2022.

Stay tuned for more information.

The Morningstar Investment Conference is designed to help investing professionals recognise lessons from the past, understand what’s happening right now, and peek around the corner to see what’s next.

2021 Speakers

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

Day One Morning Keynote Speaker

Jeremy Grantham

GMO
(Boston)

Jeremy Grantham is a co-founder of GMO, LLC, an investment management firm in Boston, predominately for large institutions. He is chairman of the board, and deals with long-term investment strategy. His past white papers have covered issues beyond investment outlook, including financial ethics, deficiencies in capitalism, resource limitations and problems posed by changing climate. He earned his undergraduate degree from the University of Sheffield (U.K.) and an M.B.A. from Harvard Business School.

Day One Afternoon Keynote Speaker

Hiro Mizuno

UN Special Envoy for Sustainable Investments
(Tokyo)

Mr. Mizuno is a Japanese financial executive, serving as the Special Envoy of U.N. Secretary-General on Innovative Finance and Sustainable Investments since January 2021. He previously served as Executive Management Director and CIO of GPIF (Government Pension Investment Fund of Japan with AUM $1.5 trillion). Prior to joining GPIF, Mr. Mizuno was a partner at Coller Capital, a London-based private equity firm (January 2003 - January 2015). He formerly worked for Sumitomo Trust & Banking Co. Ltd. in Japan, Silicon Valley and New York (April 1988 – January 2003).

Day Two Keynote Speaker

Dan Ivascyn

PIMCO
(Newport Beach)

Mr. Ivascyn is Group Chief Investment Officer and a managing director in the Newport Beach office. He is lead portfolio manager for the firm’s income strategies and credit hedge fund and mortgage opportunistic strategies. He is a member of PIMCO's Executive Committee and of the Investment Committee. Morningstar named him Fixed-Income Fund Manager of the Year (U.S.) for 2013, and he was inducted into the Fixed Income Analysts Society Hall of Fame in 2019.

Speakers

Robert Almeida

MFS
(Boston)

Robert is an investment officer and global investment strategist for MFS Investment Management® (MFS®), offering insight and perspective on cyclical and secular trends impacting investors. He serves as lead portfolio manager on multi‐asset income and alternative strategies and is a member of MFS' Fixed Income Strategy and Fixed Income Risk and Opportunities groups. Rob joined MFS in 1999 and he joined the US Growth Equity team in 2009 and became a portfolio manager in 2014.

Scott Berg

T.Rowe Price
(Baltimore)

Scott Berg has 17 years of investment experience, all of which have been with T. Rowe Price. He joined the firm in 2002 as a research analyst covering the business services sector after serving as a summer intern in 2001. In 2005, he joined the global equity team as an associate portfolio manager and in 2008 launched the Global Growth Equity Strategy. Prior to T. Rowe Price, he was the manager of financial analysis and planning for Mead Consumer and Office Products.

Russel Chesler

VanEck

Russel Chesler is VanEcks Head of Investments and Capital Market. An actuary with over 25 years’ experience in financial services, Russel is responsible for managing VanEck's passive solutions. Prior to joining VanEck, Russel was a partner at Sunstone Partners, specialising in Asset and Wealth Management. Russel has also worked for Perpetual Limited as General Manager of Protected Investments and Lending and has held positions at Grange Securities, Alexander Forbes and Liberty Life.

Tony Cousins

Pyrford
(London)

Tony is currently Pyrford's Chief Executive & Chief Investment Officer. Tony joined Daiwa International Capital Management in London as an Equity Portfolio Manager. He joined Pyrford in 1989. Tony headed Pyrford’s European investment management activities for Pyrford for almost 20 years and was promoted to the position of Joint Chief Investment Officer in November 2009. On 01 January 2011 Tony was further promoted to the roles of Chief Executive and Chief Investment Officer.

David Gait

Stewart Investors Board

David is Head of the Sustainable Funds Group and a Portfolio Manager. He sits on the Stewart Investors Board. David joined the team as a graduate in 1997. He is lead manager of Asia Pacific Leaders Sustainability and Asia Pacific Sustainability strategies, as well as Pacific Assets Investment Trust. David holds an MA with honours in Economics from Cambridge University, and holds a Master of Science in Investment Analysis from Stirling University.

Philipp Hofflin

Lazard Asset Management

Philipp Hofflin is a Portfolio Manager/Analyst on the Australian Equity Team with Lazard Asset Management Pacific Co. He began working in the investment field in 1995. Prior to joining Lazard in 1999, Philipp was the Head of Financial Markets Research with Royal & Sun Alliance in Australia, (previously Tyndall Investment Management) and a tutor/lecturer for the School of Mathematics and Statistics at the University of Sydney.

Rajiv Jain

GQG Partners
(Fort Lauderdale)

Rajiv is the Chairman and Chief Investment Officer of GQG Partners and also serves as the lead portfolio manager for all GQG Partners strategies. He commenced investment operations at GQG Partners in June 2016 and has over 25 years of investment experience. Previously, Rajiv served as a Co-Chief Executive Officer and Chief Investment Officer and Head of Equities

Michael Jantzi

Sustainalytics
(Toronto)

Michael Jantzi is the CEO of Sustainalytics, a Morningstar company. He was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Michael is a thought leader on sustainable investment and corporate social responsibility issues and is the co-author of The 50 Best Ethical Stocks for Canadians: High Value Investing, published by MacMillan Canada. In 2012 and 2020, Michael was named one of Canada’s “Clean50” leaders, and in 2020 he was also awarded the prestigious Canada “Clean16” award for his significant contributions to the causes of sustainability and clean capitalism in Canada. Under Michael’s leadership, Sustainalytics recently won several Environmental Finance and Climate Bonds awards for its work with green bonds. For more than a decade, Michael has served as a member of the Finance and Investment Committee of MakeWay. Michael also serves on the Board of Directors of the PRI (Principles for Responsible Investment) and the Sustainability Accounting Standards Board (SASB).

Dawn Kanelleas

First Sentier Investors

Dawn manages a range of Small and MidCap Companies portfolios, as well as researching and analysing a range of Australian listed stocks in the Small Companies and Mid Cap sectors. Dawn holdss more than 20 years of investment industry experience as a Fund Manager and broker, with the last 15 years as a Small Companies Portfolio Manager. Prior to joining First Sentier Investors, Dawn was a Portfolio Manager at Deutsche Asset Management’s Small Companies Team which was subsequently bought by Aberdeen Asset Management.

Matthew Mulcahy

Macquarie

Matthew Mulcahy leads the Macquarie Investment Management Fixed Income (MFI) global Rates and Currency team. He is also a lead portfolio manager of the Macquarie Australian Fixed Interest Fund and Macquarie Dynamic Bond, and co-manages MFI’s Australian fixed interest portfolios. Mulcahy’s experience and expertise has contributed to MFI’s investment strategies across all the cash and fixed income solutions globally. Before his current role he spent nine years as a senior portfolio manager at PIMCO and was also a member of the Macro Strategic Trading Team at UBS.

Kunal Kapoor

Morningstar
(Chicago)

Kunal Kapoor, CFA, is chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing, and driving strategic prioritization across the firm. Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm’s data business as well as its global products and client solutions group.

Christian Obrist

BlackRock

Christian is responsible for the management and development of the iShares exchange-traded fund (ETF) business in Australia and New Zealand. His responsibilities include supporting the distribution of the locally listed and offshore fund range, ensuring the efficiency of the ETF capital markets and iShares product platform, and the development and execution of the iShares business strategy. He is a member of the BlackRock Australia Executive Committee and the BlackRock APAC ETF and Index Investments Executive Committee.

Dan Kemp

Morningstar Investment Management
(London)

Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors and manages our UK ESG Multi Asset portfolios.

Jay Sivapalan

Janus Henderson Investors

Jay Sivapalan is Head of Australian Fixed Interest at Janus Henderson Investors. He is also a Portfolio Manager and manages the Australian fixed interest portfolios. Jay joined Henderson in 2015 as part of the acquisition of Perennial Fixed Interest, where most recently he was partner and senior portfolio manager. He came to Perennial in 2001, initially heading the quantitative area within the Perennial group before transitioning to the Australian fixed interest team in 2004.

Edwina Matthew

Pendal Group

Edwina is Head of Responsible Investments with Pendal Group, a global funds management company. Her role is focused on the development and implementation of Pendal’s Responsible Investment strategy including business development, product development, stewardship and collaborative initiatives. Edwina also supports the development and implementation of sustainability programs across the broader Pendal Group. Edwina leads Pendal’s implementation of the United Nations supported Principles of Responsible Investment (PRI), is a member of the Financial Services Council (FSC) ESG Working Group and the Responsible Investment Association Australasia (RIAA) Human Rights Working Group.

Craig Wright

Magellan

Craig Wright is Magellans Head of Governance and Advisory. Craig joined Magellan in 2014 and carries day-to-day responsibility for corporate and product development, oversight of Magellan’s IT network and infrastructure and governance engagement and proxy voting in respect of Magellan’s funds-management business. Craig also acts as a director on the board of some Magellan’s offshore funds and in respect of Magellan’s Principal Investment in Guzman Y Gomez (Holdings) Limited.

The 2021 Agenda Is Now Available On Demand

Wednesday 2 June — All Digital Day

This is the digital launch of the Morningstar Investment Conference, join us online.

10:00–10:10 (AEST)
Welcome Address 
Tim Murphy, Morningstar


10:10–10:50 (AEST)
Fireside Chat with Kunal Kapoor & Jeremy Grantham

GMO’s Jeremy Grantham is well known for his views on markets, and recently described the current state of markets as “one of the greatest bubbles of financial history”. Join Morningstar CEO Kunal Kapoor as he holds a one-on-one conversation with GMO’s Long-Term Investment Strategist and Co-Founder, Jeremy Grantham to discuss asset valuations, inflation, geopolitics, climate change and more. 
Kunal Kapoor, Morningstar / Jeremy Grantham, GMO 



10:50–11:20 (AEST)
Meet the Manager Session: PIMCO

Save the Barbells for the Gym
Hugh Holden, PIMCO


11:20–11:50 (AEST)
Meet the Manager Session: Metrics Credit Partners

How to Deliver Attractive Income and Capital Stability Through Private Debt
Andrew Lockhart, Metrics Credit Partners

 

Meet the Manger Session: Tyndall AM
Rethinking Income: Dividends Set to Drive Growth
Michael Maughan, Tyndall AM 


11:50–12:20 (AEST)
Meet the Manager Session: MFS Investment Management

Growth, But Not at any Price - Contextualising Global Equities Through a GARP Lens
Ryan McAllister MFS Investment Management / Daniel Bristow, MFS Investment Management

Meet the Manager Session: Munro Partners
The S-Curve Outruns the Macro
Nick Griffin, Munro Partners


12:20–12:50 (AEST)
Meet the Manager Session: Capital Group

Emerging Markets: A Better Way
Winnie Kwan, Capital Group / Matt Reynolds, Capital Group

Meet the Manager Session: GQG Partners
The Case for Global Equities
Brian Kersmanc, GQG Partners


12:50–13:30 (AEST)
Navigating the Transition: Avoiding Risks and Leveraging Opportunities Amidst Uncertainty

Hiro Mizuno, former chief investment officer of the Japan Government Pension Investment Fund (GPIF), Tesla Board Member and Special Envoy of U.N. Secretary General on Innovative Finance and Sustainable Investments.  Hiro will be joined by Michael Jantzi, CEO of Sustainalytics as they discuss the risks and opportunities for investors associated with the transition to a more sustainable world.
Hiro Mizuno, UN Special Envoy for Sustainable Investments / Michael Jantzi, Sustainalytics


13:30–14:00 (AEST)
Crash and the Boom, What’s Next for Australian Equities?

The market powered back to life in a way few imagined post the covid crash. The investment smorgasbord is gone now shares are generally overvalued. We discuss the market and some of the undervalued opportunities we still see. 
Brian Han, Morningstar / Gareth James, Morningstar / Mathew Hodge, Morningstar 


14:00–14:30 (AEST)
Meet the Manager Session: Fidelity International

Navigating Asia Through Active Management
Anthony Srom, Fidelity International

Meet the Manager Session: Schroders
Solving the Income Challenge
Mik Kase, Schroders


14:30–15:00 (AEST)
Meet the Manager Session: Colchester Global

Getting the Income Out of Fixed Income
Martyn Simpson, Colchester Global

Meet the Manager Session: Milford Asset Management
Australian Equities: Handbrake on or Turbo Lag?
William Curtayne, Milford Asset Management 


15:00–15:30 (AEST)
Meet the Manager Session: AXA Investment Managers

Managing a Defensive Equity Strategy Through a Pandemic
Gideon Smith, AXA Investment Managers
 

Meet the Manager Session: BMO Global Asset Management
Managing Global Assets in a Volatile Environment
Tony Cousins, Pyrford International

Thursday 3 June — Live From Sydney

This is the main feature day, join us in-person or online.


08:30–09:00 (AEST)
Welcome and Opening Address 
Jamie Wickham, Morningstar / Tim Murphy, Morningstar


09:00–09:40 (AEST)
Keynote Address

Markets have been on a tear since the lows of March 2020, aided by fiscal stimulus and record low interest rates around the world. But how long can this continue? Will inflation actually come to bear sooner than expected?
Dan Ivascyn, PIMCO


09:40–09:50 (AEST)
Morningstar Update—Our Vision for Financial Planning Software

Supporting the advice process end to end: an update on Morningstar's financial planning solutions.
Matthew Froggatt, Morningstar


09:50–10:30 (AEST)
Asset Class Diversification for a Range of Inflation Scenarios

Stimulus and vaccine rollouts have provided a shot in the arm to equity markets. But with bond yields rising in early 2021 on growing inflation concerns, and a rotation from value to growth stocks in equity markets over the same period, how long do we expect these trends to continue? Where do the best opportunities lie today? How should portfolios be positioned to deal with a range of possible outcomes?
Robert Almeida, MFS Investment Management / Jody Fitzgerald, Morningstar Investment Management / Tony Cousins, Pyrford International / Moderator: Simon Scott, Morningstar


10:30–11:00 (AEST)
Morning Tea


10:35–10:55 (AEST)
Optional In-Person Session: Morningstar Tech Hub - Adviser Research Centre Live Demo

Hear about all the exciting new features added over the last 12 months and what’s planned for Adviser Research Centre. Learn how the analytical tools available on Adviser Research Centre can help you streamline common workflows that clients are asking, including ESG related queries and comparing inhouse and client models.
Mark McPhee, Morningstar / Tony Gangemi, Morningstar

 


11:00–11:40 (AEST)
Global Equities—Where to From Here?

In a speculative market full of SPACs, cryptocurrencies, and Reddit stocks, how should global equity investors remain focused on the long-term? In this panel we speak with two highly-decorated industry veterans about the opportunities and headwinds facing the sector.
Rajiv Jain, GQG Partners / Scott Berg, T.Rowe Price / Moderator: Chris Franz, Morningstar 


11:40–11:50 (AEST)
Morningstar Update—Supporting you for Customer Success

An introduction to our Customer Success Team; how we support adviser and client success.
Hanne Gravas, Morningstar


11:50–12:30 (AEST)
All About Inflation? Charting the Way Forward for Fixed Interest Allocations

The prospect of inflation has occupied the thoughts of bond investors, as they look ahead to the path and pace of the recovery from the pandemic. Was the rapid steepening in yield curves earlier this year a sign of things to come or simply a reflection of the depths to which economies had halted a year earlier? How sustainable are the stimulus measures that have been enacted? What is the longer-term economic outlook, and how should investors position their fixed income portfolios in turn?
Jay Sivapalan, Janus Henderson Investors / Matthew Mulcahy, Macquarie  / Moderator: Tim Wong, Morningstar


12:30–13:30 (AEST)
Lunch


12:45–13:05 (AEST)
Optional In-Person Session: Morningstar Tech Hub - AdviserLogic Live Demo

Take a look at the key features of our award winning AdviserLogic. Learn how you can streamline your advice process, engage with your clients and deliver quality, efficient and compliant advice
Paayal Sharma, Morningstar / Lanie Worlsey, Morningstar


13:30–14:10 (AEST)
Bentley or Beetle—How Good are ASX-Listed ETFs as an Investment Vehicle?

ETFs have been seriously tested in 2020 via an extreme tail event and have largely come out the other side in good shape. But for those wanting to make portfolio changes in the depths of the COVID market volatility, the investor experience was challenging. So what does market liquidity look like now and what's next in ETF product development? They’re topics we'll put to our panel of asset manager leaders in a rapidly growing area of the market.
Craig Wright, Magellan Financial Group / Russel Chesler, VanEck / Christian Obrist, BlackRock / Moderator: Matt Wilkinson, Morningstar


14:10–14:20 (AEST)
Morningstar Update—Risk Profiling and Goal-Based Suitability

Connecting personal risk profile to a suitable portfolio – how we can help you differentiate your advice
Nicki Potts, Morningstar


14:20–15:00 (AEST)
Capitalising on the COVID Recovery in Australian Equities

With the worst of the pandemic hopefully behind us, investors have turned their focus to the recovery trade, the speed of which has surprised on the upside. Now the market is treading a fine balance between the optimism of accelerating in earnings growth and the valuation implications of a potential normalisation of long-term bond yields. As always there will be winners and losers, and it is an environment where stock picking should come to the fore. To discuss the major issues facing Australian equities investors we are joined by Dawn Kanelleas , Head of Australian Small and Mid-Cap Companies at First Sentier Investors  and Dr Philip Hofflin, portfolio manager of Lazard Select Australian Equity.
Dawn Kanelleas, First Sentier Investors / Philipp Hofflin, Lazard Asset Management / Moderator: Michael Malseed, Morningstar


15:00–15:30 (AEST)
Afternoon Tea

15:05–15:25 (AEST)
Optional In-Person Session: Morningstar Tech Hub - Morningstar Direct Live Presentation
Are you ready to take your analysis and client reporting to the next level? Come see how Morningstar Direct can increase efficiencies in your workflow and create a new level of client engagement. 

Lorenzo Galasso, Morningstar


15:30–16:10 (AEST)
Sustainable Investing is Now Mainstream

Financial Advisers have an opportunity to actively engage investors of all kinds, as more Australian’s bring non-financial considerations to their investment decision making. In this panel, we will speak with global ESG experts about sustainability risks and opportunities. We will also explore implications for portfolio strategies and how Advisers can improve their communications with clients around sustainability considerations and identify investment solutions that fit your client’s needs.
Dan Kemp, Morningstar Investment Management / David Gait, Stewart Investors Board / Edwina Matthew, Pendal Group / Moderator: Chris Franz, Morningstar


16:10–16:20 (AEST)
Morningstar Update—Introducing ESG Model Portfolios

Combining funds from the growing number ESG investment options is an increasing challenge. Tim will give an overview of a new service we've developed to meet this challenge.
Tim Murphy, Morningstar


16:20–17:00 (AEST)
Discussing Implications for Client Portfolios

Morningstar's investment specialists will interpret the key takeaways and learnings from each session at the conference, sharing our insights into investment selection and portfolio construction, while answering any questions that are top of mind in your client portfolio considerations.
Tim Murphy, Morningstar / Aman Ramrakha, Morningstar / Jody Fitzgerald, Morningstar Investment Management / Moderator: Jamie Wickham, Morningstar

Sponsorship Opportunities

Conference sponsorships let your company join our lively conversation. Past sponsors know that the Morningstar Investment Conference is more than just a way to show off your logo—it’s a chance to connect with an engaged audience of decision-makers.

Frequently Asked Questions

What is happening on 2 and 3 June?
June 2 will be an online only day.
June 3 will be a hybrid event (in-person and digital audiences).

What does “hybrid” mean?
We will host both in-person delegates at the ICC Sydney on June 3, as well as digital delegates via our online platform. This means MICAU invitees can choose how they wish to hear from industry leaders and investing specialists on day 2.
On day 1: June 2 all delegates will digitally access content via the online virtual platform.  

What software will you require to join via the digital platform?
All you will need is a computer and internet connection to access MICAU online.  

How do I access the digital conference?
Once registered, you will receive an email from Morningstar Events the week of May. 31, 2021 with credentials needed for access.

Where can I find the agenda?
The agenda is finalised, just scroll up!

Are continuing professional development points being offered?
Yes, the agenda will be submitted for CPD points.

I’m registered. What can I do now to prepare for the conference?
Your confirmation email will contain an 'Add to Calendar' link. Also, bookmark our social media hash tags to get the latest updates and live insights from the conference: #MICAU.

2021 Agenda

Wednesday 2 June

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10:00–10:10 (AEST)
Welcome Address 
Tim Murphy, Morningstar


10:10–10:50 (AEST)
Fireside Chat with Kunal Kapoor & Jeremy Grantham

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Kunal Kapoor, Morningstar / Jeremy Grantham, GMO 


10:50–11:20 (AEST)
Meet the Manager Session: PIMCO

Save the barbells for the gym
Hugh Holden, PIMCO


11:20–11:50 (AEST)
Meet the Manager Session: Metrics Credit Partners

How to Deliver Attractive Fixed Income Returns and Capital Stability in a Low Rate World
Andrew Lockhart, Metrics Credit Partners
 

Meet the Manger Session: Yarra Capital Management
Rethinking Income: Dividends set to drive growth
Michael Maughan, Tyndall AM 


11:50–12:20 (AEST)
Meet the Manger Session: MFS Investment Management

A Spotlight on MFS Global Equity
Ryan McAllister, MFS Investment Management / Daniel Bristow, MFS Investment Management

Meet the Manager Session: GSFM
The S-Curve Outruns the Macro
Nick Griffin, GSFM


12:20–12:50 (AEST)
Meet the Manger Session: Capital Group

Emerging Markets: A Better Way
Winnie Kwan, Capital Group / Matt Reynolds, Capital Group

Meet the Manager Session: GQG Partners
The Case for Global Equities
Brian Kersmanc, GQG Partners


12:50–13:30 (AEST)
Crash and the Boom, What’s Next for Australian Equities?

The market powered back to life in a way few imagined post the covid crash. The investment smorgasbord is gone now shares are generally overvalued. We discuss the market and some of the undervalued opportunities we still see. 
Brian Han, Morningstar / Gareth James, Morningstar / Moderator: Mathew Hodge, Morningstar 


14:00–14:30 (AEST)
Meet the Manager Session: Fidelity International

Navigating Asia through active management
Anthony Sorm, Fidelity International

Meet the Manager Session: Schroders
Solving the Income Challenge
Mik Kase, Schroders


14:30–15:00 (AEST)
Meet the Manager Session: Colchester Global

Getting the Income Out of Fixed Income
Martyn Simpson, Colchester Global

Meet the Manager Session: Milford Asset Management
Australian equities: Handbrake on or turbo lag?
William Curtayne, Milford Asset Management 


15:00–15:30 (AEST)
Meet the Manager Session: AXA Investment Managers

AXA IM Meet the Manager: Gideon Smith, CIO Rosenberg Equities
Gideon Smith, AXA Investment Managers
 

Meet the Manager Session: BMO Global Asset Management
Managing Global Assets in a Volatile Environment
Tony Cousins, Pyrford International


Thursday 3 June - Live from Sydney

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08:30–09:00 (AEST)
Welcome and Opening Address 
Jamie Wickham & Tim Murphy, Morningstar


09:00–09:40 (AEST)
Keynote Address

Markets have been on a tear since the lows of March 2020, aided by fiscal stimulus and record low interest rates around the world. But how long can this continue? Will inflation actually come to bear sooner than expected?
Dan Ivascyn, PIMCO


09:40–09:50 (AEST)
Morningstar Update - Our vision for Financial Planning software

Supporting the advice process end to end: an update on Morningstar's financial planning solutions.
Graham Dixon, Morningstar


09:50–10:30 (AEST)
Asset Class Diversification for a Range of Inflation Scenario

Stimulus and vaccine rollouts have provided a shot in the arm to equity markets. But with bond yields rising in early 2021 on growing inflation concerns, and a rotation from value to growth stocks in equity markets over the same period, how long do we expect these trends to continue? Where do the best opportunities lie today? How should portfolios be positioned to deal with a range of possible outcomes?
Rob Almeida, MFS Investment Management / Matt Wacher, Morningstar Investment Management / Tony Cousins, Pyrford International / Moderator: Simon Scott, Morningstar


10:30–11:00 (AEST)
Morning Tea


11:00–11:40 (AEST)
Global Equities—Where to From Here?

In a speculative market full of SPACs, cryptocurrencies, and Reddit stocks, how should global equity investors remain focused on the long-term? In this panel we speak with two highly-decorated industry veterans about the opportunities and headwinds facing the sector.
Rajiv Jain, GQG Partners / Scott Berg, T.Rowe Price / Moderator: Chris Franz, Morningstar 


11:40–11:50 (AEST)
Morningstar Update - Supporting you for Customer Success

An introduction to our Customer Success Team; how we support adviser and client success.
Hanne Gravas, Morningstar


11:50–12:30 (AEST)
All About Inflation? Charting the Way Forward for Fixed Interest Allocations

The prospect of inflation has occupied the thoughts of bond investors, as they look ahead to the path and pace of the recovery from the pandemic. Was the rapid steepening in yield curves earlier this year a sign of things to come or simply a reflection of the depths to which economies had halted a year earlier? How sustainable are the stimulus measures that have been enacted? What is the longer-term economic outlook, and how should investors position their fixed income portfolios in turn?
Jay Sivapalan, Janus Henderson Investors / Matt Mulcahy, Macquarie  / Moderator: Tim Wong, Morningstar


12:30–13:30 (AEST)
Lunch


13:30–14:10 (AEST)
Bentley or Beetle—How Good Are ASX-Listed ETFs as an Investment Vehicle?

ETFs have been seriously tested in 2020 via an extreme tail event and have largely come out the other side in good shape. But for those wanting to make portfolio changes in the depths of the COVID market volatility, the investor experience was challenging. So what does market liquidity look like now and what's next in ETF product development? They’re topics we'll put to our panel of asset manager leaders in a rapidly growing area of the market.
Craig Wright, Magellan Financial Group / Russel Chesler, VanEck / Christian Obrist, BlackRock / Moderator: Matt Wilkinson, Morningstar


14:10–14:20 (AEST)
Morningstar Update: Risk Profiling and the Importance in the Advice Process

Connecting personal risk profile to a suitable portfolio - how we can help you differentiate your advice
Nicki Potts, Morningstar


14:20–15:00 (AEDT)
Capitalising on the COVID Recovery in Australian Equities

With the worst of the pandemic hopefully behind us, investors have turned their focus to the recovery trade, the speed of which has surprised on the upside. Now the market is treading a fine balance between the optimism of accelerating in earnings growth and the valuation implications of a potential normalisation of long-term bond yields. As always there will be winners and losers, and it is an environment where stock picking should come to the fore. To discuss the major issues facing Australian equities investors we are joined by Dawn Kanelleas , Head of Australian Small and Mid-Cap Companies at First Sentier Investors  and Dr Philip Hofflin, portfolio manager of Lazard Select Australian Equity.
Dawn Kanelleas, First Sentier Investors / Philip Hofflin, Lazard Asset Management / Moderator: Michael Malseed, Morningstar


15:00–15:30 (AEST)
Afternoon Tea


15:30–16:10 (AEST)
Sustainable Investing is Now Mainstream

Financial Advisers have an opportunity to actively engage investors of all kinds, as more Australian’s bring non-financial considerations to their investment decision making. In this panel, we will speak with global ESG experts about sustainability risks and opportunities. We will also explore implications for portfolio strategies and how Advisers can improve their communications with clients around sustainability considerations and identify investment solutions that fit your client’s needs.
Dan Kemp, Morningstar Inc / David Gait / Moderator: Grant Kennaway, Morningstar


16:10–16:20 (AEST)
Morningstar Update: Introducing ESG Model Portfolios

Combining funds from the growing number ESG investment options is an increasing challenge. Tim will give an overview of a new service we've developed to meet this challenge.
Tim Murphy, Morningstar


16:20–17:00 (AEST)
Discussing Implications for Client Portfolios

Morningstar's investment specialists will interpret the key takeaways and learnings from each session at the conference, sharing our insights into investemnt selection and portfolio construction, while answering any questions that are top of mind in your client portfolio considerations.
Tim Murphy, Morningstar / Aman Ramrakha, Morningstar / Jody Fitzgerald, Morningstar Investment Management / Moderator: Jamie Wickham, Morningstar