Morningstar® Investment Conference

30 May 2019 | International Convention Centre, Sydney

Morningstar brings the latest market insights and investment views from the industry’s top minds. Discover new perspectives on the market and ideas to put into practice.

Speakers

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

Keynote Speakers

Hamish Douglass

Magellan Financial Group

Hamish Douglass is Co-Founder, Chairman and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan’s Global Equity strategies.

Michael Thawley

Capital Group International

Michael Thawley is vice-chairman of Capital Group International. In late 2014 he was secretary of the department of the Prime Minister and Cabinet. Prior, he served as international adviser, a senior vice president and vice-chairman for Capital Group
Featured Speakers

Simon Doyle

Schroders

Simon is the Head of Fixed Income and Multi-Asset and Director of Schroder Investment Management Australia and was previously Head of Strategy. He has portfolio management responsibility for the real return, balanced and fixed income core-plus.

Keith Lloyd

Colchester Global Investors

Keith is CEO & Deputy CIO of Colchester Global Investors. He is a founding director of the firm and oversees all aspects of the investment research, portfolio construction and implementation. Keith’s career began as an international macro-monetary economist at RBNZ and then investment manager at World Bank.

Sean Martin

Solaris Investment Management

Sean was appointed Chief Investment Officer in August 2013, while maintaining his position as Analyst held since Solaris' inception in January 2008.

Jacob Mitchell

Antipodes Partners

After over twenty years of investment management experience, Jacob founded Antipodes Partners in March 2015, a global asset manager offering a pragmatic value approach across long only and long-short strategies.

Brad Potter

Nikko Asset Management

Brad joined the business in 2002. He has 29 years’ experience primarily in the funds management and stockbroking industry, and has overall responsibility for managing the Australian equities team, process and portfolios.

Jay Sivapalan

Janus Henderson Investors

Jay Sivapalan is Co-Head of Australian Fixed Interest at Janus Henderson Investors. Prior to this, he was a portfolio manager with Perennial, where he worked from 2001 in various roles.

Hani Redha

PineBridge Investments

Hani is responsible for leading the Global Multi-Asset Team’s Multi-Asset Strategy meeting and facilitating the debate and development of the team’s intermediate-term views and convictions.

Kera Van Valen, CFA

Epoch Investment Partners

Kera is the lead portfolio manager for Epoch’s Equity Shareholder Yield strategies. Prior to joining the Shareholder Yield team, Kera was an analyst within Epoch’s Quantitative Research and Risk Management team.

Kate Turner

Sustainalytics

Kate is an Associate Director at Sustainalytics. Kate works with a variety of clients across the Australian Pacific region to develop and execute their responsible investment policies and assist them in their use of Sustainalytics’ products and services.

The Agenda


8:00 a.m.– 8:30 a.m.

Registration Open


8:30 a.m.– 9:00 a.m.

Welcome and Opening Address

Jamie Wickham, Managing Director, Morningstar Australasia / Tim Murphy, CFA, CAIA, Director of Manager Research, Morningstar Australasia


9:00 a.m–9:40 a.m.

Keynote Address

Michael Thawley, Vice-Chairman, Capital Group International


9:40 a.m - 9:50 a.m.

Morningstar Update - Bringing Managed Accounts to Life

Tim Murphy, CFA, CAIA, Director of Manager Research, Morningstar Australasia.


9:50 a.m - 10:30 a.m.

Asset Allocation Panel - Attack or Defend?

Hani Redha, Managing Director and Portfolio Manager, Global Multi Asset Team (London), PineBridge Investments / Simon Doyle, Head of Fixed Income and Multi-Asset, Australia, Schroders / Matt Wacher, Chief Investment Officer, Morningstar Investment Management / Moderator: Aman Ramrakha, Director of Manager Research, Morningstar Australasia


10:30 a.m. - 11:00 a.m.

Morning Tea in Exhibit Area

10:35am - 10:55am - Morningstar Tech Hub Showcase (Breakout - Ballroom 3)


11:00 a.m - 11:40 a.m.

Fixed Interest Panel - Playing Defence in a Low Yield World

Fund Investing Stream (Plenary - Ballroom 1 & 2)

Keith Lloyd, M.Sc., CFA Chief Executive Officer & Deputy Chief Investment Officer, Colchester Global Investors / Jay Sivapalan, Co-Head of Australian Fixed Interest, Janus Henderson Investors / Moderator: Tim Wong, Director of Manager Research, Morningstar Australasia

Direct Equities - Top Picks for an Increasingly Uncertain World

Direct Investing Stream (Breakout - Ballroom 3)

Mathew Hodge, Sector Lead- Basic Materials, Energy & Utilities, Morningstar Australasia / David Ellis, Head of Australian Banking Research, Morningstar Australasia / Daniel Ragonese, Equity Analyst, Morningstar Australasia / Moderator: Adam Fleck, Director of Equity Research, ANZ, Morningstar


11:40 a.m - 11:50 a.m.

Morningstar Update - Morningstar Direct

Fund Investing Stream (Plenary - Ballroom 1 & 2)

Morningstar Update - TBC

Direct Investing Stream (Breakout - Ballroom 3)

Matt Wilkinson, Senior Manager Research Analyst, Morningstar Australasia


11:50 a.m - 12:30 p.m.

ESG - Bringing it to Life From an Adviser Perspective

Fund Investing Stream (Plenary - Ballroom 1 & 2)

Kate Turner, Associate Director, Sustainalytics / Dan Lefkovitz, Strategist, Morningstar Inc / Moderator: Aman Ramrakha, Director of Manager Research, Morningstar Australasia

Listed Funds Panel

Direct Investing Stream (Breakout - Ballroom 3)

Moderator: Alex Prineas, Associate Director, Passive Strategies, Manager Research, Morningstar Australasia


12:30 p.m. - 1:30 p.m.

Lunch in Exhibit Area


1:30 p.m - 2:10 p.m.

A Fireside Chat with Hamish Douglass

Hamish Douglass, Chairman, CIO and Lead Portfolio Manager , Magellan Financial Group / Moderator: Tim Murphy, CFA, CAIA, Director of Manager Research, Morningstar Australasia


2:10 p.m - 2:20 p.m.

Morningstar Update - Customer Experience (CX) – the challenges and opportunities with Technology

Matthew Froggatt, Head of Operations, Morningstar Australasia.


2:20 p.m - 3:00 p.m.

Global Equities - Structural Shifts Challenging the Paradigm of Global Investing

Kera Van Valen, CFA, Managing Director, Lead Portfolio Manager, Epoch Investment Partners / Jacob Mitchell, Chief Investment Officer/Lead Portfolio Manager, Antipodes Partners / Moderator: Matt Wilkinson, Senior Manager Research Analyst, Morningstar Australasia


3:00 p.m - 3:30 p.m.

Afternoon Tea in Exhibition Area

3:05pm - 3:25pm - Morningstar Tech Hub Showcase (Breakout - Ballroom 3)


3:30 p.m - 4:10 p.m.

Australian Equities - Growth at What Price? Value at What Risk? Navigating a Bifurcated Market.

Sean Martin, Chief Investment Officer/Analyst, Solaris Investment Management / Brad Potter, Head of Australian Equities, Nikko Asset Management Australia / Moderator: Michael Malseed, Associate Director of Manager Research, Morningstar Australasia


4:10 p.m - 4:20 p.m.

Morningstar Update - Indexes

Dan Lefkovitz, Strategist, Morningstar Inc


4:20 p.m - 5:00 p.m.

Discussing the Right Strategies for Your Client Portfolios

Tim Murphy, CFA, CAIA, Director of Manager Research, Morningstar Australasia / Aman Ramrakha, Director, Manager Research Ratings, Asia-Pacific, Morningstar Australasia / James Foot, Director of Capital Markets & Asset Allocation, Morningstar Investment Management / Moderator: Jamie Wickham, Managing Director, Morningstar Australasia


5:00 p.m. - 6:00 p.m

Networking Drinks in Exhibition Area

When You Get Here

International Convention Centre
Level 5, Grand Ballroom
14 Darling Drive, Sydney NSW 2000

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. 

Thank You to Our Sponsors

Be a visible part of the MICAU 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.


Principal Sponsor

Capital Group Logo

Major Sponsor

AMP Capital Logo
Bentham logo

Coffee Cart Sponsor


Mobile App Sponsor


Lanyard Sponsor

See You in the Exhibit Hall

Network with over 700 of your fellow financial professionals and leading asset management, fintech and financial advice firms. Morningstar experts will be on hand too – ready to answer your burning questions.

  • KEELEY Funds
  • Legg Mason Global Asset Management
  • Leuthold Funds
  • Litman Gregory
  • Longleaf Partners
  • Loomis, Sayles & Company, L.P.
  • Mainstay Investments
  • Mairs & Power
  • Matthews Asia
  • MFS Investment Management
  • Miller / Howard Investments
  • Modestspark
  • Moerus Capital Management, LLC
  • Morgan Stanley Investment Management
  • NAREIT
  • Neuberger Berman
  • NextShares Solutions, LLC
  • Nuveen

See You at the Conference