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Speakers
The conference brings together some of the financial industry's top minds.
Keynote Speakers
Featured Speakers
The Agenda
Agenda is subject to change.
8 a.m.–8:30 a.m.
Registration Open
8:30 a.m.–9 a.m.
Welcome & Opening Address
Jamie Wickham, Morningstar / Tim Murphy, Morningstar
9 a.m.–10:30 a.m.
A Look at the Big Picture
Keynote - Plenary (Ballroom 1 & 2)
Michael Hasenstab, Franklin Templeton Investments / Kerr Neilson, Platinum Asset Management / Anthony Serhan, Morningstar
10:30 a.m.–11 a.m.
Morning Tea Break in Exhibit Area
Morningstar Tech Hub Showcase & Meet the Analysts
Ballroom 3
11 a.m.–11:40 a.m.
Asset Allocation – Nowhere to Run, Nowhere to Hide
Fund Investing Stream - Ballroom 1 & 2
Andrew Lill, Morningstar / Simon Doyle, Schroders / Kunal Kotwal, Morningstar
Direct Equities – Finding Value in an Overvalued Market
Direct Investing Stream - Ballroom 3
Adam Fleck, Morningstar / Mathew Hodge, Morningstar / John Likos, Morningstar / Gareth James, Morningstar
11:40 a.m.–11:50 a.m.
Managed Accounts—‘Game Changer’or ‘Frame Changer’?
Fund Investing Stream - Ballroom 1 & 2
James Louw, Morningstar
Forecasting Asset Class Returns Beyond Just Australian Equities
Direct Investing Stream - Ballroom 3
Philip Straehl, Morningstar
11:50 a.m.–12:30 p.m.
Fixed Interest – Seeking Value Without Jeopardising its Role in Portfolios
Fund Investing Stream - Ballroom 1 & 2
Brad Boyd, Payden & Rygel / Brett Lewthwaite, Macquarie / Tim Wong, Morningstar
Current Trends in ETFs
Direct Investing Stream - Ballroom 3
Alex Vynokur, BetaShares / Jonathan Howie, BlackRock / Alex Prineas, Morningstar
12:30 p.m.–1:20 p.m.
Lunch in Exhibit Area
1:20 p.m.–2:10 p.m.
The Future of Financial Advice - A Global Perspective
Ballroom 1 & 2
Kunal Kapoor, Morningstar / William Stromberg, T. Rowe Price / Jamie Wickham, Morningstar
2:10 p.m.–2:20 p.m.
Transparency - The New Currency of Socially-Aware Investors
Ballroom 1 & 2
Anthony Serhan, Morningstar
2:20 p.m.–3 p.m.
Scouring the World for Opportunities in an Aging Bull Market
Global Equities - Ballroom 1 & 2
Joanna Jonsson, Capital Group / Jacob Mitchell, Antipodes / Chris Douglas, Morningstar
3 p.m.–3:30 p.m.
Afternoon Tea in Exhibit Area
Morningstar Tech Hub Showcase & Meet the Analysts
Ballroom 3
3:30 p.m.–4:10 p.m.
The Return of Volatility and the Opportunity for Active Investors
Australian Equities - Ballroom 1 & 2
Kate Howitt, Fidelity International / Vince Pezzullo, Perpetual / Michael Malseed, Morningstar
4:10 p.m.–4:20 p.m.
Helping You Do What You Do Best
Ballroom 1 & 2
Tim Murphy, Morningstar
4:20 p.m.–5 p.m.
Discussing the Right Strategies for Your Client Portfolios
Ballroom 1 & 2
Tim Murphy, Morningstar / Chris Douglas, Morningstar / James Foot, Morningstar / Jamie Wickham, Morningstar
5 p.m.
Networking Drinks in Exhibit Area
7 a.m.–7 p.m.
Registration Open
7 a.m.–8 a.m.
Breakfast in the Exhibit Hall
8 a.m.–9 a.m.
Future of Financial Planning in the Digital Age
General Session
Michael Kitces, Pinnacle Advisory Group
9:10 a.m.–10 a.m.
Straight Talk About Strategic Beta
Track: Passive/Strategic Beta
Moderated by Ben Johnson / Patrick O'Shaughnessy, O'Shaughnessy Asset Management / Wes Gray, Alpha Architect
Liquid Alts: The Square Peg for Your Round Portfolio
Track: Outcome-Oriented Investing
Moderated by Jason Kephart / Bob Boyda, John Hancock / Catherine LeGraw, GMO / Joel Dickson, Vanguard
The Best Investments—Anywhere
Track: Active Management
Moderated by Kevin McDevitt / Noriko Chen, Capital Group / Charles Pohl, Dodge & Cox / Amit Wadhwaney, Moerus Capital Management
Pillars of a Modern Advisor: How to Achieve Scale and Prosper
Track: Practice Management
Sheryl Rowling, Rowling & Associates
10 a.m.-11 a.m.
Break in Exhibit Hall
11 a.m.–11:50 a.m.
Fixed Income: The Achilles Heel of Indexing
Track: Passive/Strategic Beta
Moderated by Ben Johnson / Natalie Zahradnik, PIMCO / Karen Schenone, BlackRock / Gemma Wright-Casparius, Vanguard
Income-Focused Strategies for Retirees
Track: Outcome-Oriented Investing
Moderated by Leo Acheson / Brett Sumsion, Fidelity Investments / Andrew Suzman, Capital Group / Ed Perks, Franklin Templeton Investments
The Active Equity Challenge
Track: Active Management
Moderated by Katie Reichart / Clare Hart, JP Morgan / Matt Fruhan, Fidelity Investments / Mark Finn, T. Rowe Price
The Augmented Advisor: How Technology Amplifies the Significance of Financial Advice
Track: Practice Management
Bill Winterberg, FPPad.com
Incorporating Sustainable Investing Into Your Practice
Breakout
Paul Ellis, Paul Ellis Consulting / Jeffrey Gitterman, Gitterman Wealth Management / Moderated by Jon Hale, Morningstar
12 p.m.–1:30 p.m.
Michael Lewis, author of The Undoing Project
Lunch Keynote Presentation
1:40 p.m.–2:40 p.m.
Value (Index) Investors Club
Track: Passive/Strategic Beta
Moderated by Alex Bryan / Ronen Israel, AQR / John West, Research Affiliates / Jared Watts, Morningstar
Preparing for Inflation and Protecting Purchasing Power
Track: Outcome-Oriented Investing
Moderated by Jeff Holt / Jessica Bush, Principal Financial Group / Michael Aked, Research Affiliates / Ken Baumgartner, Wellington Management
A Flexible Approach to Fixed Income
Track: Active Management
Moderated by Miriam Sjoblom / Bryan Whalen, TCW/Metwest / Brian Kennedy, Loomis Sayles & Co.
Goals-Based Risk: A Better Way to Understand Clients’ Risk Preferences in the Context of Investing Well
Track: Practice Management
Ryan Murphy, Morningstar
2:30 p.m.–3:30 p.m.
Break in Exhibit Hall
3:30 p.m.–4:30 p.m.
Best Business Partners for the Next Decade
General Session
Laura Lutton, Morningstar / Gregg Warren, Morningstar
4:40 p.m.–5:30 p.m.
"I took the road less travelled by..." Comments by John C. Bogle
General Session
John C. Bogle, Vanguard
5:30 p.m.–7 p.m.
Reception in Exhibit Hall
When You Get Here
International Convention Centre
Level 5, Grand Ballroom
14 Darling Drive, Sydney NSW 2000
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.
Unwind at one of the following Darling Harbour properties, located close to the MICAU venue and offering our guests discounted rates.
Sofitel Sydney Darling Harbour
12 Darling Drive, Darling Harbour NSW 2000
61 2 8388 8888 / H9729@SOFITEL.com
Quote block ID 89950 or Morningstar upon calling or emailing reservations to receive 10% discount.
Novotel Sydney Darling Harbour
100 Murray Street, Pyrmont NSW 2009
61 2 9288 7180 / H1181@accor.com
Quote MOR240518 upon calling or email reservations to receive 10% discount.
Ibis Sydney Darling Harbour
70 Murray Street, Pyrmont NSW 2009
61 2 9288 7180 / H1757@accor.com
Quote MOR240518 upon calling or emailing reservations to receive 10% discount.
Novotel Sydney Darling Square
17 Little Pier Street, Darling Harbour NSW 2000
61 2 8217 4081 / H3021-RE@accor.com
Quote Mstar2018 upon calling or emailing reservations to receive 10% discount.
Note: Morningstar does not hire or authorise anyone to contact you to book your hotel rooms at any of the Accor properties for the Morningstar Investment Conference. If you are contacted by a third party to book your room at an Accor property for the Morningstar Investment Conference, please contact au.events@morningstar.com.
Thank You to Our Sponsors
Be a visible part of the MICAU 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. View the sponsorship kit.
See You in the Exhibit Hall
Network with over 700 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.
FAM Funds
Fidelity Investments
First Affirmative Financial Network
First Eagle Investment Management
Firsthand Technology Value Fund, Inc.
First Trust Portfolios L.P.
FMI Funds
FolioDynamix
Forester Value Fund
FPA Funds
Franklin Templeton Investments
Frost Investment Advisors, LLC
Gabelli Funds
Harbor Funds
Heartland Funds
Harding Loevner
Havener Capital Partners
Hotchkis & Wiley
HSBC Global Asset Management
IMCA
InvestEdge
Investment News
IVA Funds
Ivy Investments
Janus Capital Group
KEELEY Funds
Legg Mason Global Asset Management
Leuthold Funds
Litman Gregory
Longleaf Partners
Loomis, Sayles & Company, L.P.
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