AU 2020

Morningstar
Investment Conference

8 October 2020
International Convention Centre Sydney

See the Future of Investing

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.

2020 Speakers

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

Keynote Speakers

Danielle Wood

Grattan Institiute

Danielle is the Budget Policy and Institutional Reform Program Director at the Grattan Institute. Her research and advocacy efforts focus on tax and budget policy, inequality and integrity reforms. She is a regular media commentator and speaker on economic policy issues. Danielle previously worked as Principal Economist at the ACCC, Senior Consultant at NERA Economic Consulting, and as a Senior Research Economist at the Productivity Commission.

Speakers

Mark Arnold

Hyperion Asset Management

Mark is the Chief Investment Officer and Managing Director of Hyperion. Mark is the most Senior Portfolio Manager in the investment team and has the most influence over Hyperion’s investment decision making. He has portfolio management responsibilities across all of Hyperion’s equity strategies. He is also the Chair of Hyperion’s Investment Committee.

Tony Cousins

Pyrford International

Tony joined Pyrford in 1989 and headed Pyrford’s European and UK investment management activities for 20 years and was promoted to the position of Joint Chief Investment Officer in November 2009. On 1 January 2011 Tony was further promoted to the roles of Chief Executive and Chief Investment Officer.

Andrew Fleming

Schroders

Andrew Fleming is Deputy Head of Australian Equities and involved in the portfolio construction process for Australian Equity portfolios, in addition to analytical responsibilities for the Banks, Building Materials, Chemicals and Steel sectors. Andrew Joined Schroders in July 2007. Prior to joining Schroders, Andrew held multiple roles at Credit Suisse Asset Management including Head of Equities, Portfolio Manager for the Australian Shares Fund and Portfolio Manager for the Australian Small Companies Fund Andrew holds a Bachelor of Commerce and Bachelor of Arts from University of Queensland and a Master of Economics from Macquarie University.

Charles Jamieson

Jamieson Coote Bonds

Charles is a JCB co-founder and Chief Investment Officer overseeing JCB’s suite of Australian and Global High Grade Bond strategies. Charles has forged a career as a seasoned bond investor since 2001 across New York, Tokyo, London and Sydney, all with (prior to JCB) Merrill Lynch/Bank of America Merrill Lynch.

Michael Kelly

PineBridge Investments

Michael joined PineBridge Investments in 1999 and is responsible for the global multi-asset business. The Global Multi-Asset Team manages lifestyle and asset allocation strategies, and has developed and manages principal protected strategies and global tactical asset allocation.

Roy Leckie

Walter Scott & Partners

Roy Leckie is an investment director of Edinburgh based asset management firm Walter Scott & Partners. He joined the firm in 1995 after graduating with a BSc (Honours) degree in Statistics from the University of Glasgow. Roy was appointed to the board in 2008. Walter Scott is a fundamental, long term, benchmark unaware, long-only global equity investment manager. The firm manages concentrated portfolios for institutional clients around the world.

Cory Martin

Barrow Hanley

Cory joined Barrow Hanley in 1999. During his 21-year tenure at Barrow Hanley, he has been instrumental in the creation, development, and implementation of their Non-U.S. Value, Global Value, and Emerging Markets Equity strategies. In 2017, Mr. Martin was named Barrow Hanley’s Executive Director/CEO, and is responsible for the day-to-day management of the firm.

Bonnie M. Wongtrakool

Western Asset Management

Bonnie is the Global Head of ESG Investments and Portfolio Manager in Western Asset’s Pasadena office, which she joined in 2003. Bonnie leads the Firm’s ESG research, engagement, strategies and portfolios, which express Western Asset’s ESG capabilities across a wide range of fixed-income mandates. Bonnie is a member of the Firm’s US Broad Strategy Committee, which formulates domestic investment themes and strategies, and chairs the Global ESG Advisory Committee, which establishes standards for ESG analysis across the Firm. She also represents the Investment Management Team on the Global Product Development Committee.

Matt Christensen

AXA IM

Matt joined AXA IM in 2011 and as Global Head of Responsible Investment is responsible for directing, implementing and overseeing the development of an impact investment programme and the integration of ESG criteria across asset classes and multi-asset solutions. Matt has been a leading voice in the field of responsible investment and was a member of the European commission's coordination committee to explore the future of sustainability policy and legislation in the EU, a position he held until joining AXA IM. Prior to AXA IM, Matt was a Founding Director at Eurosif, the leading European responsible investment think tank, where he worked for nine years. Before that, he was a Business Development Director at Motley Fool. Prior to that, Matt was a Strategy Consultant at both Braxton Associates and Deloitte Consulting.

2020 Agenda

Stay tuned—we’ll update this page when details are finalised.

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Welcome to Sydney

It’s Morningstar Australasia’s home and one of the world’s most desirable meeting and event destinations.

Located in the heart of Darling Harbour, ICC Sydney is easily accessible by public transport, including light rail, ferry, and train and is only a 10 minute walk from Central and Town Hall train stations. Secure car parking is also available and conveniently located within the Darling Harbour precinct.

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.

Principal Sponsor

See you at the conference

8 October 2020
International Convention Centre Sydney