Update: MICUK 2020 is going all-digital this November! Learn more.

UK 2020–Now Digital

Morningstar
Investment Conference

Two days of research, analysis, and insights.
Join us 16–17 November, from wherever you are.

See the Future of Investing

The Morningstar Investment Conference is designed to help investing professionals recognise lessons from the past, understand what’s happening right now, and peek around the corner to see what’s next.

2020 Speakers & Agenda

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

2020 Speakers

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

Jenna Barnard

Janus Henderson Investors

Jenna Barnard is Co-Head of Strategic Fixed Income at Janus Henderson Investors, a position she has held since 2015. She manages and co-manages a range of strategic fixed income strategies and funds meeting different client needs globally. Jenna joined Henderson in 2002 as a credit analyst and was promoted to portfolio manager in 2004. Prior to this, she worked as an investment analyst with Orbitex Investments. Jenna graduated with a first-class BA degree (Hons) in politics, philosophy, and economics from Oxford University. She holds the Chartered Financial Analyst designation, is a member of the Society of Technical Analysts, and is an Affiliate Member of the UK Society of Investment Professionals. She has 18 years of financial industry experience.

Devan Kaloo

Aberdeen Standard Investments

Devan started with Martin Currie in 1994, and joined Aberdeen’s Asian equities team in Singapore in 2000, before transferring to London as Head of Global Emerging Markets Equities in 2005. He was made Global Head of Equities in 2015.

David O'Leary

Kind Wealth

David O’Leary is Founder & Principal at Kind Wealth, an advice-only financial planning practice helping next-gen clients reach their financial goals in a way that matches their values. David is also Managing Director of Origin Capital; an impact investment firm directing capital to finance solutions that improve the lives of the world’s most vulnerable people in the hardest to reach places.

Previously David was co-founder of a financial advisory practice called Eden Valley Partners managing discretionary portfolios for High Net Worth Canadians. Prior to that David spent 13 years as Director of Manager Research with Morningstar; a global investment data & research provider. He has lived, worked, and volunteered at various times throughout Africa. And one of his proudest accomplishments is founding and running Grassroots Youth Development while living in South Africa.

David is a frequent speaker at conferences and in the media (The Globe & Mail, The Toronto Star, BNN Bloomberg, CNBC Africa, etc). He holds a BA in English Literature from the University of Toronto, an MBA from the Rotman School of Business and the Chartered Financial Analyst (CFA), Level 1 of the Certified Financial Planner® (CFP), and the Certified Professional Impact Analyst (CPIA) designations.

Ben Whitmore

Jupiter Asset Management

Ben joined Jupiter in 2006 and is currently Head of Strategy, Value Equities. Ben manages the Jupiter UK Special Situations Fund and the Jupiter Income Trust (Unit Trusts), as well as co-managing the Jupiter Global Value Equity Fund (Unit Trust) and Jupiter Global Value fund (SICAV) alongside Dermot Murphy. Before joining Jupiter, Ben worked at Schroders, managing both retail and institutional portfolios and around £2 billion of assets. Ben has a degree in Geography from Cambridge University.

Hortense Bioy

Morningstar

Hortense Bioy, CFA, is Director of Passive Strategies and Sustainability Research within the Morningstar Manager Research team in Europe. Based in London, Hortense leads an award-winning team that provides independent research on ETFs, index funds, and ESG funds. Hortense is also spearheading Morningstar’s ESG thought-leadership agenda in the region, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens. Hortense joined Morningstar as an equity ETF analyst in 2010 from Bloomberg where she was a financial journalist. She began her career as an M&A analyst at Société Générale in Hong Kong. Hortense holds a Master’s Degree in Finance from Paris Sorbonne University and is a CFA charterholder.

Kunal Kapoor

Morningstar

Kunal Kapoor, CFA, is 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. Since joining Morningstar in 1997 as a data analyst, Kapoor has held a variety of roles at the firm, including leadership positions in research and innovation. He served as director of mutual fund research and was part of the team that launched Morningstar Investment Services, Inc., before moving on to other roles including director of business strategy for international operations, and later, president and chief investment officer of Morningstar Investment Services. During his tenure, he has also led Morningstar.com® and the firm’s data business as well as its global products and client solutions group. Kapoor holds a bachelor’s degree in economics and environmental policy from Monmouth College and a master’s degree in business administration from the University of Chicago Booth School of Business. He also holds the Chartered Financial Analyst® designation, is a member of the CFA Society of Chicago, and served on the board of PitchBook, a private firm that provides a comprehensive private equity and venture capital database, prior to its acquisition by Morningstar in late 2016. Kapoor is also a member of the board of trustees of The Nature Conservancy in Illinois. In 2010, Crain’s Chicago Business named him to its annual 40 Under 40 class, a list that includes professionals from a variety of industries who are contributing to Chicago’s business, civic, and philanthropic landscape.

John William Olsen

M&G Investments

John William Olsen, a Danish national who joined M&G in April 2014, was appointed Fund Manager of the M&G Positive Impact Fund on launch, in November 2018. He became Manager of the M&G Global Select Fund and M&G Pan European Select Fund in July 2014, and Deputy Manager of the M&G Pan European Select Smaller Companies Fund in July 2016. John William joined M&G from Danske Capital, where from 2002 he had managed non-domestic equity portfolios, including the Global Stock Picking and Global Select equity funds, and also the European Select strategy. He joined Danske Capital in 1998 as a Fund Manager on the domestic Danish equities team, and in 2000 also became a Global Sector Analyst focusing on technology and telecommunications stocks. John William gained a BA in business economics and then an MSc in finance and accounting from Copenhagen Business School.

Katherine Davidson

Schroders

Coming soon.

Holly Mackay

Boring Money

Holly has worked in finance since 1999. She is the Founder and CEO of independent consumer financial website, Boring Money. She passionately believes that investments shouldn’t just be for “The Old Boys” and is on a personal mission to make investing accessible and engaging to more “normal” people. Holly read Modern Languages at Oxford, specialising in Medieval French which obviously made her immediately highly employable. She went backpacking in Australia, worked in TV for a while and then decided that TV was boring but the stock market was awesomely interesting. She held senior roles at Merrill Lynch, Aviva and Santander before setting up her first business, The Platforum, in 2008. She sold the business to Centaur Media in 2011, moving on in 2014. She launched Boring Money in July 2015. Holly is a regular media commentator and contributes to the BBC, The Times, The Telegraph and The Mail on Sunday amongst others. She is living proof that you can be in Set 4 for Maths when you’re 13 and still get your head around investments. Off her soapbox, she is a Mum to 2 young kids, a fussy cat and a poorly trained puppy. Holly has a thing for red shoes, is a happy and bad surfer and has a passion for India. She cheerfully eats sugar, drinks coffee and likes wine.

Carl Richards

The Behavior Gap

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, “The One-Page Financial Plan: A Simple Way to Be Smart About Your Money” and “The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money” (Portfolio/Penguin). His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the globe. He currently resides in New Zealand with his family and is available for speaking engagements and conferences both nationally and internationally.

Michael Jantzi

Sustainalytics, a Morningstar company

Coming soon.

Jonathan Miller

Morningstar

Jonathan Miller is Director of Manager Research for Morningstar UK, responsible for leading the team of analysts who research approximately 500 open- and closed-end funds managed from the UK, and who determine the Morningstar Analyst Ratings for those funds. Prior to joining Morningstar in 2016, Jonathan was Head of Investment Research at Citywire, where he led a team responsible for analysing and rating individual fund managers from across the globe. He has 15 years’ experience of analysing funds and the fund management industry. Jonathan holds a bachelor’s degree in Management and French from the University of Nottingham. He also holds the Investment Management Certificate (IMC).

Sacha Sadan

Legal & General Investment Management

Sacha Sadan is Director of Corporate Governance and on the board at LGIM (Legal & General Investment Management), one of the largest asset managers in Europe. In September 2016 he was recognised in the Financial Times as one of ‘the 30 most influential people in the City of London’, crediting him as one the leading architects of 2012’s “shareholder spring”. At LGIM Sacha has overall responsibility for corporate governance including areas including environment social governance (ESG). Sacha regularly collaborates with other investors as well as governments and regulators. He was a senior UK equity manager at Gartmore (2002-2011) where he co-managed a range of UK equity hedge, retail and institutional funds. He was voted the top-rated Pan European fund manager in the Thomson Reuters Extel awards (known as the “City Oscars”) in 2010 and rated third in 2009. He started his career in the city in 1994 at Universities Superannuation Scheme (USS). Sacha holds a BA in accounting and finance from Manchester University and is a Fellow of ICSA. Sacha is on the board of the Investor Forum.

2020 Digital Agenda

Live Sessions: 16 November


9:15 a.m.–9:30 a.m. (GMT)
Opening Remarks 
Kunal Kapoor, Morningstar


9:35 a.m.–10:10 a.m. (GMT)
Bonds; The Point of Realisation

Orthodox economic models are getting it wrong. Jenna Barnard will discuss why the current narrative in bond markets should be challenged and why bonds are still an essential part of your portfolio.
Jenna Barnard, Janus Henderson 


10:15 a.m.–10:50 a.m. (GMT)
To be announced.

To be announced.
To be announced. 


10:50 a.m.–11:05 a.m. (GMT)
Break


11:05 a.m.–11:40 a.m. (GMT)
Consumer Demand for ESG – not just Millennials! 

Holly will share the findings from qualitative and quantitative research with UK savers and investors. What do people want, what are their concerns and how can advisers make the link between customer needs and confusing industry labelling?
Holly Mackay, Boring Money 


11:45 a.m.–12:20 p.m. (GMT)
Covid-19: Lessons Learned and the Winners and Losers 

To be announced.
To be announced. 


12:25 p.m.–13:05 p.m. (GMT)
Change is Coming: is your practice ready?

The landscape for financial advisers/planners is changing more rapidly than at any point in history. Fundamental shifts in regulations, technology, demography, and the zeitgeist mean that advisers will need to evolve both the service they deliver and how they deliver it. Client demand for convenience, transparency, and objectivity is rapidly escalating. Fintech is continuing to replace some of the services performed by advisers. Andregulatory demands are rising while adviser margins are compressing. This sea change could represent the end of your practice or a new beginning. While change can be hard, it also presents opportunities for those who are able to capitalise on it. In this session, we’ll discuss how advisers can evolve their practice by adopting new attitudes, behaviours,services, and technologies to thrive in a new world order.
David O'Leary, Kind Wealth 

Live Sessions: 17 November


9:15 a.m.–9:50 a.m. (GMT)
Can China continue to be the powerhouse of growth over the next decade?

With China transitioning to a domestically orientated consumer economy, Devan will be reflecting on China’s greater significance in indices and the global economy, and what the implied changes are for emerging markets as a whole. What will the growth drivers be for the asset class outside of China?
Devan Kaloo, Aberdeen Standard Investments


9:55 a.m.–10:30 a.m. (GMT)
Value Investing – could this be the greatest opportunity in a generation or are we deluding ourselves?

Ben Whitmore will talk about the dilemma facing investors: value shares on many measures are at their lowest valuation relative to growth shares in a generation. In fact, the portfolio he is managing is cheaper than the one he was managing at the height of the TMT boom in the late 1990s. However, a combination of significant change within the structure of economies (for example, in retail, energy, automotive and financialservices) and very low interest rates are causing people to question whether it really is an opportunity for value investing. Once in a lifetime opportunity or are we deluding ourselves?
Ben Whitmore, Jupiter Asset Management 


10:35 a.m.–11:20 a.m. (GMT)
Navigating the ESG and Impact Investing Landscape

With regulation soon requiring that financial advisers assess their clients’ sustainability preferences, being able to navigate the expanding sustainable and impact investing fund landscape is no longer optional. But it is not easy. We delve behind the scenes with three investment managers to better understand their approach, the various options available to retail investors and why they think some will deliver better outcomes and higher impact than others. This session will be implementation-focused and offer you actionable take-aways for use with your clients.
Katherine Davidson, Schroders / John William Olsen, M&G Investments / Sacha Sadan, Legal & General Investment Management / Moderated by: Hortense Bioy, Morningstar 



11:20 a.m.–11:35 a.m. (GMT)
Break



11:35 a.m.–12:10 p.m. (GMT)
An Inflection Point for Sustainable Investing. The Time Is Now. 

Never has there been a timelier litmus test for sustainable investing. As environmental, social and governance (ESG) issues have become part of the mainstream investment narrative, the industry is at an inflection point. Financial professionals have an opportunity to help investors of all kinds and in every region of the world begin to consider not only how ESG risks might affect their portfolios but also how their investments in companies, funds, and various sustainable finance instruments might result in positive societal and/or environmental outcomes. The time is now to turn fear into opportunity through proactive and impactful financial decision-making.
Michael Jantzi, Sustainalytics, a Morningstar company


12:15 a.m.–12:55 p.m. (GMT)
The Value of Real Financial Advice 

Never before has Real Financial Advice been more valuable, and never before has it been more important for you to understand, believe, and communicate that value. In this engaging session, Carl will make sure that is clear!
Carl Richards, The Behavior Gapmpany

 

2020 Digital Sponsorship Opportunities

Conference sponsorships let your firm join our lively conversation. Past sponsors know that the Morningstar Investment Conference is more than just a way to show off your logo—it’s a chance to connect with an engaged audience of decision-makers.


Conference Supporter


Lead Sponsors


Associate Sponsors

Frequently Asked Questions

New date for the MICUK digital conference
The MICUK 2020 digital conference will take place on the 16 and 17 November 2020. The exact times will be communicated and confirmed in due course. You will be able to watch all of the content from the conference on-demand until 1 December 2020. 

What does “digital event” mean?
The digital Morningstar Investment Conference is an immersive online event that features all the key benefits you love about our flagship industry conference, bringing together industry leaders and investing experts to discuss the latest developments and share new perspectives on the market. The Morningstar Investment Conference UK (MICUK) forms part of our global MIC Digital event, taking place throughout the Autumn.

Will my registration for the live conference roll over to the digital event?
No, unfortunately, your registration for the live conference will not roll over to the digital event registration. You’ll need to register for the digital event taking place later this year; please simply complete the registration form by clicking the registration button at the top of this page to register your place. Note: this is only open to financial advisers and wealth managers, and Morningstar reserves the right to rescind invites to those individuals who do not meet our registration criteria.

When will I receive my refund?
The refund should be back on your credit or debit card by the end of September 2020. Please contact us if you have not received your refund by this date by emailing gokcen.tekbiyik@morningstar.com.

What software will be required to view the keynote speakers, panel discussions and interact with people?
The digital Morningstar Investment Conference will be web-based, so all you'll need is a computer and an internet connection.

What will the digital Morningstar Investment Conference cost to register?
We have taken the decision to open up access to this year's #MICUK by making it free for financial advisers and wealth managers to attend. Please simply complete the registration form by clicking the registration button at the top of this page to register your place. Note: this is only open to financial advisers and wealth managers, and Morningstar reserves the right to rescind invites to those individuals who do not meet our registration criteria.

Where can I find the agenda for the digital Morningstar Investment Conference?
Agenda details and our speaker line-up details are available at the top of this page!