Morningstar® Investment Strategy Day

Date to be announced soon
Grand Hyatt Melbourne

 

Morningstar presents the latest developments on financial advice 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

Michael Kelly

PineBridge Investments

Michael joined PineBridge Investments in 1999 and is responsible for the global multi-asset business. The Global Multi-Asset Team manages lifestyle and asset allocation strategies, and has developed and manages principal protected strategies and global tactical asset allocation.

Cameron Schwab

Sports Identity and Leadership Mentor

After cutting his teeth as a recruiter at the Melbourne Football Club when the Demons made the finals for the first time in 23 years, Cameron Schwab was appointed CEO of the famous Richmond Football Club at age 24, the youngest in the history of the game. For most of the next 25 years, he was CEO of Richmond, Melbourne and Fremantle, when those clubs were at their lowest ebb, both on and off the field. He is the second longest serving CEO in the modern game.

Featured Speakers

Russel Chesler

VanEck

Russel is an actuary with over 25 years’ experience in financial services, Russel is responsible for managing VanEck's Australian ETFs. Prior to joining VanEck, Russel was a partner at boutique consulting firm Sunstone Partners, specialising in Asset and Wealth Management. Previously Russel worked for Perpetual Limited, Grange Securities, Alexander Forbes and Liberty Life.

Roy Maslen

AllianceBernstein

Roy was appointed Chief Investment Officer of Australian Equities in 2012, and has been managing Australian equity portfolios at AB since 2005. Previously, he served as co-CIO and director of Research. Prior to joining the firm in June 2003, Maslen was an associate principal with McKinsey & Company.

Roger Morley

MFS Investment Management

Roger is an investment officer and equity portfolio manager at MFS Investment Management. He is a co‐portfolio manager of the firm’s Global Equity, Global Concentrated and European Core Equity strategies. Roger joined MFS as a research analyst in 2002 and was named portfolio manager in 2009.

Vihari Ross

Magellan Asset Management

Vihari Ross joined Magellan in 2007 and is Head of Research. She was most recently Head of Franchises and retains responsibility for research coverage of franchises stocks. Before joining the Franchises team in 2009, Vihari was a Senior Analyst on the Financials team.. Prior to Magellan, Vihari spent four years as an equity analyst at Ausbil Dexia, covering the financials and consumer sectors, and worked as a quantitative analyst at Commonwealth Investment Management (now Colonial First State).

Kristian Fok

Cbus

Kristian is the CIO at Cbus. His team is responsible for designing, setting and implementing the investment strategy for the Fund. The investment strategy is implemented with a mix of internally managed investments and outsourced asset managers

Tim van Klaveren

UBS

Tim van Klaveren is a Senior Portfolio Manager and a member of the Australian Strategy Team. He develops sector allocation and security selection strategy across all Australian portfolios. Tim is a member of the Fixed Income Investment Forum (FIIF) and also chairs the Investment Grade sub-committee of the FIIF.

Louisa Lo

Schroders

Louisa Lo is Deputy Head of Asia ex Japan Equities, Head of Greater China Equities at Schroders, which involves fund management for the Greater China and Emerging Asia strategies and is responsible for the overall aspects of the Greater China Equities business. She joined Schroders in 1997 and is based in Hong Kong.

Andrew Stadelmann

BT Financial Group

Andrew is a Senior Analyst in the BT Investment Research & Governance team, conducting research of investment managers engaged with BT’s business, with a specific focus on the due diligence and monitoring of asset managers within managed accounts. Andrew has over 18 years’ experience in the financial services industry, joining BT in May 2016.

Miriam Sjoblom

Morningstar

Sjoblom oversees the global ratings process for fixed-income strategies in Morningstar’s manager research group. Sjoblom returned to Morningstar in 2016 after three years as a senior hedge fund and private debt strategies researcher for Aon Hewitt Investment Consulting.

Alex Donald

Ironbark Asset Management

Charles Jamieson

Jamieson Coote Bonds

Charles is a JCB co-founder and Chief Investment Officer overseeing JCB’s suite of Australian and Global High Grade Bond strategies. Charles has forged a career as a seasoned bond investor since 2001 across New York, Tokyo, London and Sydney, all with (prior to JCB) Merrill Lynch/Bank of America Merrill Lynch.

2020 Speakers & Agenda

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

When You Get Here

Welcome to Melbourne

A spectacular Melbourne landmark, Grand Hyatt Melbourne is perfectly poised in the heart of the city's world-class business, fashion, dining and theatre scene on prestigious Collins Street, and is only walking distance from Melbourne's main tourist attractions.

 

Grand Hyatt Melbourne

123 Collins St.

Melbourne VIC 3000.

Thank You to Our Sponsors

Be a visible part of the MISD 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

Van Eck Logo

Lead Sponsors


See You in the Exhibit Hall

Network with over 400 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

#MISDAU