Morningstar Individual Investor Conference

Sydney | 2019

17 October 2019 | Wesley Conference Centre

Featured Speakers

Robin Bowerman

Vanguard Australia

Bowerman is a key spokesperson and experienced presenter for Vanguard, with expertise in investor education, funds management, self-managed super funds, product development, industry and regulatory affairs related topics.

Andrew Clifford

Platinum Investment Management

Clifford co-founded Platinum in 1994 as the Deputy Chief Investment Officer, having worked alongside Kerr for several years at Bankers Trust and perfecting the craft of uncovering the overlooked gems in the stock market. Since taking over the role of CIO in 2013, Andrew has spent considerable time and effort on improving the organisational structure of the gradually-expanding investment team to make the execution of our investment process more seamless and efficient.

Hamish Douglass

Magellan Financial Group

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

Dr Don Hamson

Plato Investment Management

Dr Hamson has over 25 years investment management experience and founded Plato Investment Management Limited in 2006. Don has written a number of white papers on after tax investing and has spoken at many conferences and seminars on this subject.

Peter Hogan

SMSF Association

Hogan, SMSF Association's head of technical, is one of Australia’s leading SMSF specialists. He worked for the ATO before joining some of Australia’s largest financial institutions to work in key superannuation, investment and tax roles.

Kate Howitt

Fidelity International

Howitt has sole responsibility for the Fidelity Australian Opportunities Fund, which she has managed since its inception in 2012. The fund is highly rated by Morningstar and in 2016, she was included in CNBC’s list of the world’s top 20 female portfolio managers.

Wade Matterson

Milliman Australia

Matterson is a principal and leader of Milliman's Australian practice. He joined the firm in 2004 and is responsible for the development, delivery and oversight of Milliman's Australian operations across Product Development and Retirement as well as Risk and Capital Management service lines.

Simon Mawhinney

Allan Gray Australia

Simon joined Allan Gray from Alliance Bernstein, where he held a role in Finance from 2004 to 2005. From 2001 to 2003, Simon worked in the Equity Markets group at Macquarie Bank. He also worked at Deloitte and Touche in the Financial Institutions Services team from 1998 to 2001.

Robert Mead


Mead is a managing director in the Sydney office and co-head of Asia-Pacific portfolio management. He co-oversees the portfolio management teams in the region. Previously, he was a portfolio manager in Munich and head of the European investment grade corporate bond team. Prior to joining PIMCO in 2003, he was global head of investment grade credit research and head of non-U.S. high grade fund management at Citigroup Asset Management in London.

Rudi Minbatiwala

Colonial First State Global Asset Management

Minbatiwala is Head of Equity Income at Colonial First State Global Asset Management. Rudi established the Equity Income capability in 2004 and has built a strong track record in the management of objectives-based investment strategies.

Doug Morris


Morris is the CEO of Sharesight. He joined Sharesight in 2013. He holds a Bachelor’s degree in Psychology from Southern Methodist University in Dallas, TX. Prior to Sharesight, Doug worked at Morningstar, where he held various positions including Product Manager for Morningstar Adviser Research Center (a platform serving financial advisers), and Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution.

Shane Oliver

AMP Capital

Oliver joined AMP in 1984, becoming Chief Economist in 1994 and is now Chief Economist and Head of Investment Strategy. He has extensive experience analysing economic and investment cycles and understanding what current positioning means for the return potential for different asset classes such as shares, bonds, property and infrastructure.

Liam Shorte

Verante Financial Planning

Shorte is an SMSF Specialist Advisor™ and Financial Planner and with his firm Verante Financial Planning. He provides strategic advice on superannuation, retirement, estate planning, investment and tax strategies with clients and their families

Peter Warnes

Morningstar Australasia

Warnes is head of equity research at Morningstar. An experienced leader within the Australasian business, Peter regularly contributes thought-provoking research, meets with investors, and represents Morningstar equity research in the media.

Rudi Minbatiwala

Colonial First State Global Asset Management

Rudi is Head of Equity Income at Colonial First State Global Asset Management. Rudi established the Equity Income capability in 2004 and has built a strong track record in the management of objectives-based investment strategies.

Adele Ferguson

The Age, The Sydney Morning Herald and The Australian Financial Review

On the Agenda

8:00 a.m. - 8:30 a.m.

Registration Open

8:30 a.m. - 8:40 a.m.

Welcoming Address

Jamie Wickham, Managing Director, Morningstar Australasia

8:40 a.m. - 9:10 a.m.

Has Australia's economy finally run out of luck?

Shane Oliver, Chief Economist and Head of Investment Strategy, AMP Capital

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

Real adventures don't happen to people who remain at home: global investing insights

Andrew Clifford, Chief Executive Officer & Chief Investment Officer, Platinum Investment Management / Hamish Douglass,Chairman, CIO and Lead Portfolio Manager, Magellan Financial Group / Moderator: Matt Wilkinson, Senior Manager Research Analyst, Morningstar Australasia

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

Coming Soon

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

Morning Tea in Exhibit Area

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

The rise and rise of SMSFs: what does the future hold?

SMSF Stream

Robin Bowerman, Head of Corporate Affairs, Vanguard / Peter Hogan, Head of Technical, SMSF Association / Liam Shorte, Director, Verante Financial Planning / Moderator: Graham Hand, Managing Editor, Cuffelinks

Investing when and where it makes sense to do so

Investing Masterclass

Clint Abraham, Director, Portfolio Specialist, Morningstar Investment Management

11:30 a.m. - 12:00 p.m.

Finding income in a low rate world

SMSF Stream

Dr Don Hamson, Managing Director, Plato Investment Management / Robert Mead, Managing Director and co-head of Asia-Pacific portfolio management, PIMCO / Rudi Minbatiwala Head of Equity Income, Colonial First State Global Asset Management / Moderator: Tim Wong, Director of Manager Research, Morningstar Australasia

Coming Soon

Investing Masterclass

12:00 p.m. - 12:30 p.m.

A glimpse into SMSF portfolios

SMSF Stream

Doug Morris, Chief Executive Officer, Sharesight

Coming Soon

Investing Masterclass

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

Lunch in the Exhibit Area

01:30 p.m. - 01:40 p.m.

5-minute stock pitch

Morningstar Equity Analyst

01:40 p.m. - 02:20 p.m.

Coming Soon

02:20 p.m. - 02:50 p.m.

Uncovering opportunities in Aussie equities

Kate Howitt, Portfolio Manager, Fidelity International / Simon Mawhinney, Managing Director and Chief Investment Officer, Allan Gray Australia / Moderator: Michael Malseed, Associate Director of Manager Research, Morningstar Australasia

02:50 p.m. - 03:30 p.m.

Coming Soon

Peter Warnes, Head of Equity Research, Morningstar Australasia

03:30 p.m. - 04:00 p.m.

Afternoon Tea in the Exhibit Area

04:00 p.m. - 04:10 p.m.

5-minute stock pitch

Morningstar Equity Analyst

04:10 p.m. - 04:40 p.m.

Retailers & recessions

Johannes Faul, Equity & Credit Research, Morningstar Australasia

04:40 p.m. - 05:00 p.m.

Coming Soon

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.

Principal Sponsor

StateStreetGlobalAdvisors Logo

Major Sponsor

Magellan Logo

Technology Sponsor

See you at the Conference.