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Investment Conference
for Individual Investors

Explore new horizons for investors 3 Feb.

The Morningstar Investment Conference for Individual Investors will be an all-digital event. Join us from wherever you are for research, insights, and analysis that can help you position your portfolio for the future.

Can't make it live? Register to access recordings of the conference (available to registrants until 28 February 2022)

Our mission is to empower investor success in everything we do, and the Morningstar Investment Conference for Individual Investors is an opportunity for us to live that mission. The conference gives everyday investors the opportunity to hear from and connect with industry professionals, as we all try to recognise lessons from the past and find a path toward long-term success.


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

Morningstar Moderators


Thursday, 3 February

8:00 a.m. – 4:00 p.m. AEDT

9:00 a.m. – 9:05 a.m. AEDT
Welcome and Introduction

Mark LaMonica, Morningstar Australasia

9:05 a.m. – 9:35 a.m. AEDT
What Exactly is the New Normal? Economist Update
Annette Beacher, ausbiz

9:35 a.m. – 9:45 a.m. AEDT
Opening Address: The State of Investing in Australia
Jamie Wickham, Morningstar Australasia

9:45 a.m. – 10:25 a.m. AEDT
A Hostile Environment is on the Horizon - Are Investors Ready?
Peter Warnes, Morningstar Australasia

10:25 a.m. – 10:50 a.m. AEDT

10:50 a.m. – 11:20 a.m. AEDT
Time to Pivot - The Future of Energy
Stephane Andre, Alphinity Investment Management / Pablo Berruttic, Stewart Investors / Moderator: Erica Hall, Morningstar Australasia

11:20 a.m. – 12:00 p.m. AEDT
Investing in Strange Times: Hamish Douglass in Conversation with Graham Hand
Hamish Douglass, Magellan Financial Group / Moderator: Graham Hand, Morningstar Australasia

12:00 p.m. – 12:30 p.m. AEDT
A Bubble About to Burst or a Bull Market with Further to Run?
Kate Howitt, Fidelity International / Julian McCormack, Platinum Asset Management / Katie Hudson, Yarra Capital Management / Moderator: Annika Bradley, Morningstar Australasia

12:30 p.m. – 1:30 p.m. AEDT

12:45 p.m. – 1:30 p.m. AEDT

Optional Session - Ask Me Anything with Mark LaMonica and Doug Morris
Doug Morris, Sharesight / Mark LaMonica, Morningstar Australasia

1:30 p.m. – 3:00 p.m. AEDT


As part of our expanded agenda, we are running two specific theme-driven concurrent streams
Engaged Investor Stream and Seasoned Investor Stream

1:30 p.m. – 2:00 p.m. AEDT
Back to Basics: How This Top Investor Finds New Stock Ideas
Engaged Investor Stream

Jelena Stevanovic, Platypus Asset Manager

Buybacks, WAR and ETFs: How Discounts are Driving LIC Market Transformation
Seasoned Investor Stream

Geoff Wilson, Wilson Asset Management / Chris Myer, Pinnacle Investment Management / Ian Irvine, LICs & Trusts Association / Moderator: Michael Malseed, Morningstar Australasia

2:00 p.m. – 2:30 p.m. AEDT
Is the Next Afterpay Out There? Evaluating the Opportunities in Australia's Growing Technology Sector
Engaged Investor Stream

James Eyers, Australian Financial Review / Jonathan Shapiro, Australian Financial Review / Paul Wilson, Bailador / Moderator: Mathew Hodge, Morningstar Australasia

An Investor's Guide to Building Retirement Portfolios with Listed Investments
Seasoned Investor Stream

Tim Murphy, Morningstar Australasia

2:30 p.m. – 3:00 p.m. AEDT
Rise of the Retail Investor: Implications for Markets, Financial Products and Regulators
Engaged Investor Stream

Gemma Dale, nabtrade / David Bassanese, BetaShares / Glen James, MyMillennialMoney / Moderator: Emma Rapaport, Morningstar Australasia

Approaching Retirement Planning in a High-Risk, Low Return World
Seasoned Investor Stream

Ashley Owen, Stanford Brown

3:00 p.m. – 3:30 p.m. AEDT

3:30 p.m. – 4:00 p.m. AEDT
Investing in China: Understanding the Risks and Rewards
Dr Joseph Lai, Ox Capital

4:00 p.m. – 4:30 p.m. AEDT
Finding Opportunities in an Overvalued Market: Equities Best Ideas Panel
Nathan Zaia, Morningstar Australasia / Alexander Prineas, Morningstar Australasia / Moderator: Mathew Hodge, Morningstar Australasia

4:30 p.m. – 4:40 p.m. AEDT
Closing Remarks
Mark LaMonica, Mornignstar Australasia

Agenda is subject to change

Can't make it live or want to review the conference sessions? Recordings will be made available to registrants until 28 February 2022.

Sponsorship Opportunities

Conference sponsorships let your company join our lively conversation. Past sponsors know that the Morningstar Investment Conference for Individual Investors is more than just a way to show off your logo—it’s a chance to connect with an engaged audience of decision-makers.

Meet our Sponsors

Principal Sponsor

Lead Sponsors

Technology Sponsor


Frequently Asked Questions

What software will you require to join via the digital platform?
All you will need is a computer and internet connection.

How do I access the digital conference?
Once registered, you will receive an email from Morningstar Events the week of the conference with credentials needed for access.

Can I watch the sessions at a later time?
You will have access to the digital platform until Friday 4 March 2022 where you can watch all sessions on-demand

I need help with my registration or something else, who do I contact?
You can contact the events team at

I’m registered. What can I do now to prepare for the conference?
Bookmark our social media hashtag to get the latest updates and live insights from the conference: #MIICAU and #MICAU