MIC U.K. 2021

Investment Conference

We’ve got big plans for 2021—watch this space for updates!

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.

Speakers & Panellists

Karen Andersen


Karen Andersen, CFA, is a healthcare strategist for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. She is responsible for biotechnology research.

Before joining Morningstar in 2005, Andersen received a master’s degree in business administration from Rice University, where she served as senior healthcare analyst for the M.A. Wright Fund and earned the distinction of Jones Scholar. She has scientific research experience in both academia (at Rice University and the University of Queensland in Australia) and industry (at Lexicon Genetics and a subsidiary of Genzyme).

Andersen also holds a bachelor’s degree in biochemistry from Rice University, where she graduated magna cum laude. She is a member of Phi Beta Kappa and holds the Chartered Financial Analyst® designation. She ranked first in the biotechnology industry, and had the highest score overall, in The Wall Street Journal’s annual “Best on the Street” analysts survey in 2013, the last year the survey was conducted.

Katherine Davidson


Katherine Davidson is a Portfolio Manager / Global Sector Specialist at Schroders, which involves covering the consumer discretionary sector and is co-portfolio manager for the team’s Global Sustainable Growth strategy that evolved from the Global Demographic Opportunities strategy, launched in 2010. Katherine was instrumental in the conception, launch and management of both strategies. She joined Schroders in 2008 and is based in London. Katherine was a Research Associate at Schroders from 2008 to 2010, which involves research into demographic trends.

Kunal Kapoor


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.

Robert Starkey


Robert Starkey is an analyst on the Morningstar UK manager research team. He is responsible for coverage on UK, Europe, Japan and global equity investment strategies. Prior to joining the research team in 2019, Robert was Head of Research and Portfolio Manager at Cinnabar Investment Management. He has 9 years’ experience in analysing funds and the fund management industry. Robert gained a bachelor’s degree in Economics and a master’s degree in Investment Management. He also holds the Chartered Financial Analyst®, Certificate in Performance Measurement® (CIPM), and Certified Financial Planner® (CFP) designations.

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.

Michael Jantzi

Sustainalytics, a Morningstar company

Michael Jantzi is the CEO of Sustainalytics. He was the founder of Jantzi Research and has been active in the responsible investment field since 1990. Jantzi is a thought leader on sustainability investment and corporate social responsibility issues and regularly appears in the global media. He is the co-author of The 50 Best Ethical Stocks for Canadians: High Value Investing, published by MacMillan Canada.

Over the years Jantzi and his team have been recognized for their research excellence and for being champions of sustainable and responsible investment globally. In 2006, Jantzi Research won the Capital Markets Award for Sustainable Investment & Banking, awarded by the GLOBE Foundation and The Globe and Mail as part of the prestigious GLOBE Awards for Environmental Excellence program. In June 2010, Jantzi was awarded the Lifetime Achievement Award by the Social Investment Organization (now the Responsible Investment Association) in recognition of his contributions to the Canadian sustainable and responsible investment market through leadership, initiative, collaboration and innovation. He was named one of Canada’s “Clean50” leaders in 2012 and again in 2020, and he was also awarded the prestigious Canada Clean16 award in the Finance and Services category for his significant contributions to the causes of sustainability and clean capitalism in Canada.

Under Jantzi’s leadership, Sustainalytics has been recognized as one of the top two responsible investment research firms in the world by the Independent Research in Responsible Investment (IRRI) survey for the last seven consecutive years and has also won several Environmental Finance and Climate Bonds awards for its work with green bonds. RIA Canada recently recognized Sustainalytics as a Leader in ESG Integration.

For more than a decade, Jantzi has served as a member of the Finance and Investment Committee of Tides Canada. He was appointed to the Board of Directors in 2018. Jantzi was also recently elected to the PRI (Principles for Responsible Investment) Board of Directors. Jantzi holds degrees from the University of Western Ontario and Dalhousie University.

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.

Bhavik Parekh


Bhavik Parekh is an associate manager research analyst for Morningstar UK Ltd, a wholly owned subsidiary of Morningstar, Inc. He covers a wide range of active investments but focuses on equities, and provides support to the wider manager research team. Before joining Morningstar in 2019, Parekh completed a long-term internship working for an up-and-coming European robo-advisor. Parekh holds a bachelor’s degree in financial economics from Bangor University and a master’s degree in investment management from Cass Business School. He also holds the Investment Management Certificate, and is a Level III candidate in the Chartered Financial Analyst® program.

Helena Wardle

Smith & Wardle

Helena is a Chartered Financial planner and a partner at Smith and Wardle Financial Planning. As a self-confessed geek continuous learning is a hobby that she obsessively pursues in her spare time and this has led to her completing her MSc in Financial Planning. A key focus of her studies were the concept of “clients best interest” and adviser charging. Smith and Wardle are a business that focuses on clients and this had a big influence how they built their proposition. COVID 19 has resulted in a big shift in focus for many people and keeping in touch with clients has been essential. The team members are equally important and ensuring that they had a say and influence in any adaptions has helped in how we handled the implications of the environment we are all working in.

Hortense Bioy


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.

Dr. Paul Jourdan

Amati Global Investors

Dr Paul Jourdan co-founded Amati Global Investors following the management buyout of Noble Fund Managers from Noble Group in January 2010, having joined Noble in 2007 as Head of Equities. His fund management career began in 1998 with Stewart Ivory, where he gained experience in UK, emerging market, and global equities. In 2000, Stewart Ivory was taken over by First State and Paul became manager of what is now TB Amati UK Smaller Companies Fund. In 2004, he was appointed Head of UK Equities at First State. In early 2005, he launched Amati VCT plc and he also manages Amati VCT 2 after the investment management contract moved to Amati Global Investors in 2010 (In 2018 Amati VCT merged into Amati VCT 2 which was then renamed Amati AIM VCT). Prior to 1998, Paul worked as a professional violinist, including a four-year period with the City of Birmingham Symphony Orchestra. He currently serves as a Director of Sistema Scotland and Clean Trade, both of which are UK registered charities.

Samuel Meakin


Samuel Meakin, CFA, is an associate director of manager research for Morningstar UK Ltd, a wholly owned subsidiary of Morningstar, Inc. He covers UK, European, and specialist sector equity strategies and leads the team of equity manager research analysts based in London.

Prior to joining Morningstar in 2013, Samuel worked for Preqin, a private equity and hedge fund data company, where he managed the company’s private equity fund performance data and research output.

Samuel holds a bachelor’s degree in economics, with honours, from the University of Warwick. He also holds the Chartered Financial Analyst® designation.

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.

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.

Mike Coop

Morningstar Investment Management

Mike Coop is Head of Multi-Asset Portfolio Management for Morningstar Investment Management in Europe, the Middle East and Africa (EMEA). He is primarily responsible for Morningstar’s managed portfolios offering in the region and chairs Morningstar Investment Management’s Portfolio Committee. He also serves as lead manager of the Morningstar Real Return Managed Portfolios range. Mike has over 25 years’ financial services experience and joins from Prudential Portfolio Management where he was Head of Multi Asset Portfolio Management. Before joining Prudential, Mike served as Head of Multi-Asset Strategies at Ibbotson Associates Australia, a business previously acquired by Morningstar. At Ibbotson, Mike managed globally invested multi-asset portfolios and additionally also served as a member of the Global Dynamic Asset Allocation Committee. Earlier in his career he was an equity strategist at BT Investment Management, a global asset allocation strategist at AXA Investment Managers, and a manager research consultant at Bacon & Woodrow. Mike holds a Bachelor of Commerce from the University of Auckland and a MSc. Finance from Birkbeck College, University of London. He is an Associate of the Institute of Investment Management & Research (IMMR).

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.

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.

Rajesh Yadav


Rajesh Yadav is a Senior Manager Research Analyst, Multi Asset within the Morningstar UK Manager Research team. He is responsible for UK-based fund research on multi-asset funds and also covers absolute return funds.
Prior to joining Morningstar in 2019, Rajesh was with PAM Global Investments for twelve years, first as an Investment Equity Analyst then as the Portfolio Manager & Head of Investment Analysis. He managed discretionary portfolios for private clients and institutions under equity, fixed income and multi-asset class mandates.
Rajesh holds a Bachelor’s of Computer Engineering degree from the University of Huddersfield and a Master of Business Administration in Finance from Lancaster University.

Morningstar Moderators

Louise Babin


Louise Babin is a Senior Manager Research Analyst for Fixed Income on the Morningstar UK manager research team. She is responsible for UK-based fund research on fixed-income strategies.

Prior to joining Morningstar in 2018, Louise was a Senior Multi- Manager Analyst with Aviva Investors and was with Charles Stanley & Co. Limited as a Portfolio Manager for four years. In this role, Louise served a function dual role as both a Portfolio Manager and a Fund Research Analyst.

Louise holds a bachelor’s degree in XXX. She also holds the Chartered Financial Analyst® designation, Investment Management Certificate (IMC) and a Diploma from the Chartered Institute for Securities & Investment.

Jonathan Miller


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).

Martin Coyle

Morningstar Investment Management

Martin Coyle is Head of UK Business Development for Morningstar Investment Management Europe covering the UK and the Channel Islands. He is responsible for leading the sales effort implementing Morningstar’s UK and International portfolios across the region. Martin has over 25 years international financial services. Experience previously working for MLC one of Australia’s largest Multi-Asset managers beginning his career in Melbourne, Australia. Martin subsequently headed to the UK in 2005 where he worked for organisations including Prudential and AXA before joining Aegon as Head of Platform Sales and joined Morningstar in 2019.

Lena Tsymbaluk


Lena Tsymbaluk is an analyst on the Morningstar manager research team. She covers emerging-markets funds, funds that invest in Asia and Japan and US equity funds.

Prior to joining the company in 2011, Lena worked for Fung Capital, a private equity arm of Li & Fung Group, and before that, for Horizon Capital, a collective investment scheme (CIS) private equity fund manager.

Lena holds a master’s degree in international studies from the School of Oriental and African Studies (SOAS), University of London.

Anastasia Georgiou


Anastasia Georgiou is Head of Adviser Solutions in EMEA. She is responsible for working with both clients and internal stakeholders to identify new industry trends and challenges in order to develop the right solutions to meet those needs.

Dan Kemp

Morningstar Investment Management

Dan Kemp is Chief Investment Officer for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Dan leads Morningstar’s 20-strong investment management team for the EMEA region, working with advisers and institutions to help them deliver world-class investment solutions to investors.

Dan joined Morningstar in 2014 as co-Head of Investment Consulting and Portfolio Management in the EMEA region. He previously served with Albemarle Street Partners, an investment consultancy partnership that he co-founded. Prior to Albemarle, he worked for Saltus Partners, managing the firm’s flagship Saltus Multi Asset Class Fund. He has also worked as fund manager and head of fund research for Williams de Broë (formerly Christows).

Dan has 19 years’ experience in research, investment management and investment consulting. He has managed a wide variety of portfolios, specialising in multi-asset risk graded products. He is also a well-known commentator on investment issues.

Dan holds a bachelor’s degree in theology from King’s College London. He also holds the Investment Management Certificate, the Securities Institute Diploma and the Advanced Financial Planning Certificate.

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)
Light in the Income Darkness: credit markets in the sweet spot

A sensible income approach married with a flexible mandate is key to navigating the political and economic uncertainty of markets. Never more so than now, fixed income will continue to play a key role for investors going forward as a resilient cornerstone and a source of income. Jenna Barnard discusses her team's approach and views on the challenges of fixed income investing.
Jenna Barnard, Janus Henderson 

10:15 a.m.–10:50 a.m. (GMT)
The dynamism of UK Smaller Companies & AIM

What does it mean for a company to be described as Dynamic and what ingredients are required for companies to become hugely successful? What has driven the huge success and ability for UK Smaller companies to thrive particularly over the past decade? We will look at the work of Professor Carlota Perez and her theories on industrial revolutions to explore where we are now and what the future may hold. Despite the current challenges in the world, opportunities still exist to invest in exciting, compelling and dynamic growth companies.
Dr. Paul Jourdan, Amati Global Investors

10:50 a.m.–11:05 a.m. (GMT)

11:05 a.m.–11:40 a.m. (GMT)
The Great British Sustainable Savers Census 2020 

Holly will share the findings from qualitative and quantitative research with UK savers, investors and advisers. What do consumers want, what are their concerns and what trade-offs will they accept? How has Covid-19 changed things? And how has adviser sentiment shifted over the last 12 months? Holly will identify the 6 main types of investor when it comes to attitudes to ESG and sustainable saving—and help you identify key drivers, interest and even funds which map to these different cohorts’ priorities. 
Holly Mackay, Boring Money

11:45 a.m.–12:20 p.m. (GMT)
The Speed of Change

This session harnesses the latest trends and developments, bringing you bite-sized insights across a number of areas. Encompassing Morningstar’s own research, the evolution of data when analysing funds and an adviser’s working practices today, there will be plenty of key takeaways.
Karen Andersen, Morningstar / Samuel Meakin, Morningstar / Bhavik Parekh, Morningstar / Robert Starkey, Morningstar / Helena Wardle, Smith & Wardle / Rajesh Yadav, Morningstar

12:25 p.m.–13:05 p.m. (GMT)
Change is Coming: is Your Advisory 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 financial services) 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 / Moderator: Hortense Bioy, Morningstar

11:20 a.m.–11:35 a.m. (GMT)

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 p.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 Gap

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.

Principal Sponsor

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!