Welcome to the Morningstar Investment Conference UK 2024

Every investor evolves. Markets change, life stages progress, and guidance can’t afford to stand still. The Morningstar Investment Conference provides advisers and financial experts with cutting-edge research, expert insights, and thorough analysis. Register today to develop your practice for today’s evolving investor.

1 May 2024

Royal Lancaster London, London, GLN

Countdown till the conference

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Captivating keynote speakers

Stay tuned as our list of speakers continues to be revealed.

View speaker bios

Ariel Bezalel

Investment Manager, Fixed Income

Michael Born

Research Analyst

Monika Calay

Director of Research, UK

Mike Coop

Chief Investment Officer, EMEA

Dylan Cox

CFA - Head of Private Markets Research

Michael Field

European Market Strategist

Evangelia Gkeka

Senior Manager Research Analyst

Gillian Hepburn

Commercial Director

Kenneth Lamont

Senior Research Analyst, Passive Strategies

Jonathan Lipkin

Director, Policy, Strategy & Innovation

Emily Maitlis

Journalist and Broadcaster

Daniel Needham

President

Ryan O. Murphy

Global Head of Behavioral Insights

Jonathan Pines

CFA, Lead Portfolio Manager

James Rhodes

President of Morningstar Data, Research and Enterprise Solutions & Chief Technology Officer

Rohan Sivajoti

Director & Head of Partnerships

Derek Smith

Head of Technology - EMEA

Ollie Smith

UK Editor

Lindsey Stewart

Director of Investment Stewardship Research

James Thomson

Executive Director & Fund Manager, Rathbones Global Opportunities Fund

Xuesong Zhao

Partner

Agenda at a Glance

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A look into Morningstar Direct's new portfolio experience: Direct Lens (Afternoon)

Lens provides a modern, intuitive interface that allows users to create, edit, and analyse portfolios all in one place.

A look into Morningstar Direct's new portfolio experience: Direct Lens