Morningstar Individual Investor Conference

29 October 2020

International Convention Centre Sydney

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 Asset 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.

Francesco De Ferrari

AMP Limited

Francesco was appointed Chief Executive Officer of AMP Limited in December 2018. As CEO, he is responsible for leading the AMP business. Francesco has more than 20 years’ experience in the wealth management industry including private banking and management consulting. He spent 17 years in executive roles at Credit Suisse in Asia and Europe, leading businesses that grew substantially under his leadership.

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.

Adele Ferguson

The Age, SMH and AFR

Adele Ferguson is a multi-award winning senior business writer and columnist for leading newspapers, The Age, The Sydney Morning Herald and the Australian Financial Review. She is also a regular guest reporter on ABC's Four Corners and 7:30. She is the author of the bestselling unauthorised biography on Gina Rinehart and Banking Bad, Whistleblowers. Corporate cover-ups. One journalist's fight for the truth.

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

PIMCO

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

First Sentier Investors

Minbatiwala is Head of Equity Income at First Sentier Investors. 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

Sharesight

Morris is the CEO of Sharesight. Joining 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.

Dr 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.

2020 Speakers & Agenda

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

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 Oppotunities

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.


See you at the Conference.

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