Morningstar® Investment Conference

September 17-18, 2019 | Hotel Sahara Star, Mumbai

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

Tap into a dialogue about the most important research on investing this year.
Keynote Speakers

Daniel Needham

Morningstar Investment Management

Daniel Needham, CFA, is president and chief investment officer for Morningstar’s Investment Management group, a unit of Morningstar, Inc. Investment Management provides retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors through investment management entities around the world. Needham also chairs the Global Investment Policy Committee, which oversees the unit’s global investment capabilities, committees, and processes.

John C. Bogle

The Vanguard Group

Kunal Kapoor

CEO, Morningstar Inc.

Kunal Kapoor is the chief executive officer of Morningstar. Before assuming his current role in 2017, he served as president, responsible for product development and innovation, sales and marketing and driving strategic prioritization across the firm

Main Stage Speakers

Ajay Bagga

OPC Asset Solutions Pvt Ltd

Bagga has over 26 years of experience in the financial services segment, working with firms including Deutsche Bank, Citigroup and General Electric. Ajay has also served as chairman of the Financial Planning Standards Board of India.

Hiren Ved

Alchemy Capital

Neelesh Surana

Mirae Asset (India)

In his capacity as CIO - Equities, Neelesh spearheads the equity research and investment function. He is responsible for the managing equity funds of Mirae Asset (India), as well as providing advisory and research support for global mandates.

Ramesh Damani

Bombay Stock Exchange

Ramesh Damani has been a broker at the Bombay Stock Exchange since 1989, where he serves on the index and the ethics committees. He has hosted a number of shows for CNBC-TV18, among them, Wizards of Dalal Street, Oriental & Occidental and RD 360.

Sanjoy Bhattacharya

Fortuna Capital

Sanjoy is the managing partner of Fortuna Capital, the investment adviser to London-based Ocean Dial Asset Management. He wrote a column on investments and behavioural finance for Forbes India from its inception through early 2014.

Shankar Sharma

First Global

Anup Maheshwari

IIFL Asset Management

Morningstar Speakers

Aditya Agarwal

Morningstar

Aditya Agarwal is Managing Director of Morningstar India. He joined Morningstar in 2008, to set up company’s Mumbai office. The following year, he was chosen to lead its offshore development center. Before joining Morningstar, he headed ICRA Online

Daniel Needham

Morningstar

Daniel Needham, CFA, is president and chief investment officer for Morningstar’s Investment Management group, a unit of Morningstar, Inc. Investment Management provides retirement, investment advisory, and portfolio management services for financial institutions, plan sponsors, and advisors through investment management entities around the world. Needham also chairs the Global Investment Policy Committee, which oversees the unit’s global investment capabilities, committees, and processes.

Dhaval Kapadia

Morningstar

Dhaval is the director of investment advisory for Morningstar India. He is responsible for leading Morningstar’s investment consulting business, and has more than 17 years of experience in fixed income, equity markets and investment advisory.

Kaustubh Belapurkar

Morningstar

Kaustubh joined Morningstar in September 2015 as the director of manager research for the company’s Mumbai office. He holds a master’s degree in management studies from the Indian Institute of Management, Calcutta.

Matt Wacher

Morningstar

Sarah Newcomb

Morningstar

Timothy Strauts

Morningstar

Agenda


9:00 - 9:45

Registration


9:45 - 9:55

Welcome


9:55 - 10:20

Opening Remarks: The Elements of Great Investing Advice


10:20 - 11:00

Keynote


11:00 - 11:40

Address by Chief Guest


11:40 - 12:00

BREAK


12:00 - 12:25

Presentation: Navigating the Global Investment Environment


12:25 - 1:10

Panel: Equity Fund Managers


1:10 - 2:10

LUNCH


2:10 - 2:45

Presentation: The Psychology of Retirement Planning


2:45 - 3:30

Panel: Navigating the Alternative Investment Spectrum


3:30 - 3:55

Presentation: A Perspective on Conservation


3:55 - 4:20

Presentation: Bridging Generational Differences


4:20 - 4:40

BREAK


4:40 - 5:10

Presentation: The Road Ahead for Fixed Income Investors


5:10 - 6:10

Equity Stalwarts Speak: Prudent Strategy in a World of Uncertainty


8:00 - 8:30

Registration


8:30 - 9:15

Meditation


9:15 - 9:45

Breakfast


9:45 - 10:10

Keynote


10:10 - 10:55

Panel: Debt Fund Managers


10:55 - 11:20

Presentation: Leading Agile Transformation


11:20 - 11:40

BREAK


11:40 - 12:25

Panel: The Future of Advice


12:25 - 1:00

Presentation: Factor-Based Investing


1:00 - 2:00

BREAK


2:00 - 2:25

Adviser Pitch


2:25 - 3:00

Presentation: The Wisdom of Crowds and the Fallabilty of Markets


3:00 - 4:00

Workshop on Behavioural Finance


4:00 - 4:20

BREAK


4:20 - 4:50

Presentation: The Digital Future


4:50 - 5:35

Equity Panel: The Unknown as a Market Differentiator


5:35 - 5:45

Closing Remarks

When You Get Here

Welcome to Mumbai

Its Morningstar India’s home and hub for business and culture. At Hotel Sahara Star Mumbai, you’ll be steps away from Mumbai airport, dining, shopping and more.

Where you’ll Stay

Unwind at the Hotel Sahara Star Mumbai after a full day at the conference. The hotel is located in the centre of the city. Get a special hotel rate as a conference attendee.

Note: Hotel room fees are not included in the conference price. You must book and pay for your room individually.

Hotel Sahara Star, Sapphire Ballroom

Opposite Domestic Airport, Vile Parle (East),

Mumbai- 400099

Morningstar does not hire or authorize anyone to contact you to book your rooms at the Hotel Sahara Star for the Morningstar Investment Conference.

If you are contacted by a third party to book your room at the Hotel Sahara Star for the Morningstar Investment Conference. Please contact : micindia@morningstar.com

Partnership Opportunities

Be a visible part of the MIC experience by becoming a partner. It’s about more than attendees seeing your company’s logo—it’s an effective way to reach decision makers. Contact us for partnership details.

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See You at the Conference