Morningstar® Investment Strategy Day

Thursday 29th August 2019 | Grand Hyatt Melbourne, 123 Collins Street, Melbourne VIC 3000

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.


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

Featured 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.

Roy Maslen


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).


Coming Soon.

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

Major Sponsor

Sustainalytics Logo

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
  • Neuberger Berman
  • NextShares Solutions, LLC
  • Nuveen

See You at the Conference