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 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


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


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.

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.

The macro investment outlook – has Australia run out of luck?

Dr Shane Oliver, chief economist and head of investment strategy, AMP Capital

Shane Oliver, chief economist and head of investment strategy at AMP Capital, will provide an overview of the key issues impacting investment markets particularly around trade, low interest rates and the risk of recession in Australia and what it all means for the investment outlook.

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 Asset Management / Hamish Douglass, chairman, chief investment officer and lead portfolio manager, Magellan Financial Group / Moderator: Michael Malseed, associate director of manager research, Morningstar Australasia

Hamish Douglass, founder and chief investment officer of Magellan Asset Management and Andrew Clifford, chief investment officer of Platinum Asset Management discuss the merits of looking beyond Australian shores for investment opportunities, address the major risks currently facing the market, and provide some their most compelling investment ideas right now.

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

The future of wealth in Australia

Francesco De Ferrari, chief executive officer, AMP Limited / Moderator: Jamie Wickham, managing director, Morningstar Australasia

Join AMP's chief executive Francesco De Ferrari as he provides insights on Australia’s evolving wealth management industry, the unique opportunity this presents for AMP and how the company can address unmet societal needs.

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

Morning Tea in Exhibit Area

Optional (Pacific Room)

10:35am - 10:55am - Why environmental, social and governance (ESG) risks are financially material and matter now

Donna Lopata, analyst, manager research, Morningstar Australasia / Enrico Colombo, senior associate, asia pacific research, Sustainalytics

In this informal Q & A session with morning tea, Morningstar research analyst Donna Lopata, introduces our enhanced globe ratings, due to launch next month. She is joined by Enrico Colombo, senior associate at Sustainalytics who will reveal the company level evaluations underpinning the globe ratings.

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

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

SMSF Stream (The Lyceum)

Robin Bowerman, head of corporate affairs, Vanguard Australia / Peter Hogan, head of technical, SMSF Association / Liam Shorte, director, Verante Financial Planning / Moderator: Graham Hand, managing editor, Cuffelinks

What's the argument for an SMSF instead of a large retail or industry fund, and how do the asset allocations differ? What will the coming Retirement Income Review deliver? Robin Bowerman, head of corporate affairs, Vanguard Australia, Peter Hogan, head of technical, SMSF Association and Liam Shorte, director, Verante Financial Planning share their views.

Sometimes we are our own worst enemy

Investing Masterclass Stream (Main Theatre)

Erica Hall, senior manager adviser solutions, Morningstar Investment Management

Erica Hall, senior manager adviser solutions with Morningstar Investment Management will discuss common decision-making shortcuts that investors utilise, often subconsciously, that can negatively impact on investment outcomes. The session will provide practical tips and case study examples to improve future investment decision making.

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

Finding income in a low rate world

SMSF Stream (The Lyceum)

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, First Sentier Investors / Moderator: Tim Wong, director of manager research, Morningstar Australasia

As interest rates descend towards historical lows, Dr Don Hamson, managing director at Plato Investment Management, Rob Mead, managing director at PIMCO and Rudi Minbatiwala, head of equity income at First Sentier Investors will provide their views on how best to meet your income needs, in a panel moderated by Tim Wong, director of manager research with Morningstar Australasia.

How Moats can protect your portfolio in a downturn

Investing Masterclass Stream (Main Theatre)

Mathew Hodge, director of equity research, Australia and New Zealand, Morningstar Australasia

Mathew Hodge, director of equity research with Morningstar Australasia will discuss the types of economic moats, why they’re important and how they impact our valuations. He’ll also share some wide moat examples and a list of undervalued moat-rated firms.

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

A glimpse into SMSF portfolios

SMSF Stream (The Lyceum)

Doug Morris, chief executive officer, Sharesight

Doug Morris, chief executive officer of Sharesight, takes you on a tour of real SMSF portfolios and demonstrates how the facts compare with financial headlines

Building better portfolio with listed products

Investing Masterclass Stream (Main Theatre)

Matt Wilkinson, senior manager research analyst, Morningstar Australasia

Matthew Wilkinson, senior analyst manager research with Morningstar Australasia will discuss how the ever-expanding options of managed investment products on the ASX provides a great opportunity to build highly robust multi-asset portfolios.

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

Lunch in the Exhibit Area

Optional (Pacific Room)

12:35pm - 1:25pm - Morningstar Premium Demonstration

Mark LaMonica, product manager, Morningstar Australasia

We're building a new Premium experience. Join Mark from Morningstar to learn about how you can make the most out of the newest tools and features.

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

5-minute stock pitch

Mark Taylor, senior equity analyst, Morningstar Australasia

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

Whistleblowers, corporate greed and coverups: an interview with the journalist who triggered a royal commission

Adele Ferguson, business writer; columnist & author, The Age; SMH and AFR / Moderator: Lex Hall, content editor, Morningstar Australasia

Few people were more instrumental in bringing about the royal commission into Australia's largest financial institutions than Adele Ferguson. Following the release of Banking Bad, her damning expose of misconduct in the financial services industry, the Gold Walkley Award-winning investigative journalist will sit down with Morningstar's Lex Hall to discuss the culture of cover-ups that put profits before people, the fallout from the ensuing Hayne royal commission, and whether the industry has really changed.

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: Adam Fleck, regional director of equity research, Australia & New Zealand, Morningstar Australasia

Lofty valuations, record low interest rates and a rampant run for the Australian stock market in 2019 present investors with a conundrum. Fortunately, we’ve enlisted two highly-regarded portfolio managers to help us make sense of it all. Kate Howitt from Fidelity International and Simon Mawhinney from Allan Gray Australia will join Morningstar’s regional direct or equity research Adam Fleck to give their perspectives on the market, where they are finding opportunities, and what to avoid.

02:50 p.m. - 03:20 p.m.

Afternoon Tea in the Exhibit Area

03:20 p.m. - 04:00 p.m.

The next decade won’t be a repeat of the last. A paradigm shift is coming

Peter Warnes, head of equity research, Morningstar Australasia

Peter Warnes, head of equity research with Morningstar Australasia discusses what the possibility of a decade cycle paradigm shift, driven by adverse demographics, means for investment returns in the 2020’s.

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

5-minute stock pitch

Brian Han, senior equity analyst, Morningstar Australasia

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

Retailers & recessions

Johannes Faul, director of equity research, Australia and New Zealand, Morningstar Australasia

Comments by the International Monetary Fund and the Reserve Bank of Australia on the economic outlook are increasingly cautious. Johannes Faul, director of equity research, Australia & New Zealand with Morningstar Australasia, explores which consumer stocks to own heading into, and coming out of, an economic slowdown.

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

Using data to solve the retirement riddle

Wade Matterson, practice leader, Milliman Australia

Wade Matterson, chief executive officer of Milliman will explore the reality of retirement and share some of the insight that has been developed through the analysis of retirement spending.

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.