Morningstar
Investment Conference

To be confirmed for 2022

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.

2021 Speakers

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

Speakers

Roland Arnold

BlackRock UK

Roland Arnold, CFA, Director and Portfolio Manager, is a member of the Emerging Companies within the Fundamental Equity Division of BlackRock's Active Equity Group. Mr Arnold has been co-manager of the BlackRock UK Special Situations Fund since August 2012, Blackrock UK Smaller Companies fund since March 2015, and co-manager of the Blackrock Smaller Companies Investment Trust since April 2018. Mr Arnold has been managing Small & Mid Cap UK Equity Portfolios since 2006. Mr Arnold's service with the firm dates back to 2000, including his years with Merrill Lynch Investment Managers (MLIM), which merged with BlackRock in 2006. Prior to joining MLIM in 2000, Mr Arnold worked at a UK retail bank as a performance and credit analyst. Mr Arnold earned a BA(Hons) in Economics and Management from Leeds University in 1998.

Hortense Bioy

Morningstar

Hortense Bioy, CFA, is Global Director of Sustainability Research at Morningstar. Based in London, Hortense leads Morningstar’s ESG research efforts globally, with the objective of educating investors and providing them with the tools they need to evaluate funds through an ESG lens. Prior to assuming this role in February 2021, she was responsible for Morningstar’s sustainability research in EMEA for three years. Before transitioning to a dedicated ESG focus, Hortense was European Director of Passive Strategies Research. She led an award-winning team that provides research on ETFs and index funds. Hortense joined Morningstar as an 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.

Holly Black

Morningstar

Holly Black is Editorial Manager EMEA, responsible for overseeing Morningstar’s editorial strategy across its websites in the region. Holly joined Morningstar in 2019 from the Sunday Times, where she specialised in investment and personal finance. She has previously written for the Daily Mail, Daily Telegraph, Money Observer and various trade publications. Awards include AIC Broadcast Journalist of the Year, Headline Money Investment Journalist of the Year and BIBA Best Personal Financial Journalist.

Andy Burton

CFA UK

Andrew Burton, Professionalism Advisor at CFA UK, is responsible for facilitating the advocacy and policy work for the Society, working with CFA charterholders to ‘build a better investment profession’ through thought leadership, industry and regulatory outreach. Prior to this, he held senior positions in sell-side analyst, debt capital markets and compliance teams at investment banks in London, New York and Frankfurt. He holds a BA (Hons.) in History & German from the University of Bristol.

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.

Gavin Corr

Morningstar

Gavin Corr is the Director of Manager Selection for Morningstar’s Investment Management group for Europe, Middle East and Africa, responsible for managing key client relationships for Morningstar’s Investment Management business in the UK and EMEA region.

Gavin has over 25 years’ financial services experience, managing high-profile and highly rated institutional pension funds, in addition to retail unit trusts and US based mutual funds.

Dylan Cox

Pitchbook

Dylan Cox is the Lead EMEA Analyst at PitchBook. He oversees a team of analysts producing quarterly industry reports and thematic research on PE and VC, and leads the firm’s coverage of private debt. Cox’s expertise has been cited in numerous top tier publications including the New York Times, Fortune, and Institutional Investor. Prior to joining PitchBook, Cox was an analyst at real estate investment fund Core Capital. He received a bachelor’s degree in economics and business administration from Chapman University.

Clare Hart

J.P. Morgan Asset Management

Clare A. Hart, Managing Director, is a portfolio manager in the U.S. Equity Group. An employee since 1999, Clare is the lead portfolio manager of the JPMorgan US Equity Income Strategy and the JPMorgan U.S. Value Strategy. Prior to joining the team, Clare was with Salomon Smith Barney’s equity research division as a research associate covering Real Estate Investment Trusts. She began her career at Arthur Andersen, working as a public accountant. Clare holds a B.A. in political science from the University of Chicago, an M.S.A. from DePaul University and a C.P.A. granted by the State of Illinois.

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.

Gordon Kerr

DBRS Morningstar

Gordon Kerr heads Global Structured Finance Research at DBRS Morningstar. He publishes commentaries and insights on all aspects of secured investing and keeps the market up to date on issues facing securitization and covered bonds. Gordon heads up the DBRS Morningstar ESG Credit Education committee, a global project to expand the credit rating agencies thought leadership with regards to ESG issues. Prior to DBRS, Gordon spent 9 years in research and trading at Citi, covering securitized products, covered bonds and corporate credit. Gordon is a graduate of the Schulich School of Business Toronto where he obtained his MBA. He also holds a science degree from Acadia University.

Jim Leaviss

M&G Investments

Jim Leaviss was appointed CIO of M&G Public Fixed Income in February 2020, heading a team that invests across investment grade and high yield credit, government debt and emerging markets debt. He joined M&G in 1997 after five years at the Bank of England, where he worked as a gilt market analyst and dealer. As well as heading up the team, Jim is manager and co-manager of a range of fixed income funds domiciled in London and Luxembourg.

Andy Maher

Maher Brownsword

Andy has over 25 years’ experience in Financial Services, following a successful career, first as a professional basketball player, then as a teacher-a skill he uses to ensure that the families he represents are educated to understand and achieve their financial needs and goals.

Through innovation and commitment to providing an excellent service, he has maintained a loyal client base, seeing his company continue to grow into the hugely successful firm it is today.

Andy has been a big advocate of Morningstar for 10 years and has found it invaluable in providing insight and fundamental research to his clients. Using DFM’s has enabled him to offer a range of managed portfolios across multiple platforms, recently taking advantage of the increasingly popular ESG funds to meet their ever-changing needs.

He is always open to new challenges, seeking ways to enhance his client’s financial futures. He has had the privilege of speaking on the MDRT main stage in 2019 and continues to make regular appearances worldwide.

Paul Malone

Morningstar

Paul Malone is UK CEO & West EMEA Regional Leader, responsible for leading the company’s go-to-market strategy for the United Kingdom, South Africa, and the Middle East.

Paul joined Morningstar in 2009 as Vice President of Sales and Business Development for institutional software. In this role, he led a team of people in the rapid growth of Morningstar Direct in the UK. Before assuming his current role in 2019, he was Head of UK Sales & Business Development, responsible for maintaining and developing the commercial relationships for all Morningstar products and services in the UK.

He formerly worked as Sales Director for FundWorks, where he was responsible for developing business in the delivery of client communication solutions to asset managers across Europe. He also held numerous roles at Standard & Poor’s, including Business Development Manager.

Paul has more than 20 years’ experience of delivering data, software, and technology solutions to asset managers throughout the UK and Europe.

Tim Marshall

Journalist

The former Diplomatic Editor and foreign correspondent for Sky News, Tim Marshall brings thirty years’ experience in reporting, presenting and writing about current affairs and international news to the corporate circuit as a keynote speaker and conference facilitator. Through his speech, blogs and books, including New York Times bestseller ‘Prisoners of Geography’, Tim translates his political analyses of world affairs into terms that appeal to all audiences.

Sarah Newcomb

Morningstar

Sarah Newcomb, Ph.D., is a behavioral economist for Morningstar. In this role, she works to integrate the findings of her research into Morningstar financial management applications and tools.

An interdisciplinary scholar, Newcomb has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology. Before joining Morningstar in 2015, she earned her doctorate in behavioral economics from the University of Maine, where her work focused on the psychological barriers to sound personal money management. She is the author of LOADED: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind (Wiley, 2016).

Newcomb also holds a bachelor’s degree in mathematics from Salem State University, a master’s degree in financial economics from University of Maine, and a master’s certification in personal financial planning from Bentley University.

Ben Rogoff

Polar Capital

Ben joined Polar Capital in May 2003. He is lead manager of Polar Capital Technology Trust plc and is a Fund Manager of the Polar Capital Global Technology Fund and Polar Capital Automation and Artificial Intelligence Fund. Prior to joining Polar Capital, Ben began his career in fund management at CMI, as a global technology analyst. He moved to Aberdeen Asset Managers in 1998 where he spent four years as a senior technology manager.

Keith Speck

Morningstar Investment Management

Keith Speck is a Portfolio Specialist for Morningstar’s Investment Management group for the Europe, Middle East and Africa region. Having joined the company in April 2019, Keith will be helping the team communicate our multi-asset investment process and the benefits of long-term investing. He has over 20 years’ experience in investment management and private banking having started his career at UBS Private Banking in the mid 1990’s as an investment adviser.

Keith’s experience includes managing private client portfolios at Berry Asset Management (now Bordier UK), managed portfolio services at Prudential Bache International Bank and RSM Tenon, fund of funds management at AXA Framlington and Santander Asset Management where he headed the multimanager team. More latterly he has worked in fund sales for Argonaut Capital Partners and Fiera Capital (previously Charlemagne Capital). Keith holds a B.Sc. in American Management Science from Swansea University.

Kasey Vosburg

Sustainalytics, a Morningstar Company

Kasey Vosburg leads Sustainalytics’ Ratings Oversight Domain, which is responsible for overseeing ESG Risk Rating outcomes for companies researched by Sustainalytics. Before this, Kasey held analyst and manager roles within Sustainalytics’ ESG research team since 2015, including sector research for Healthcare and Chemicals. Prior to joining Sustainalytics, Kasey supported policy research at the OECD on topics like Corporate Governance and Responsible Business Conduct. Kasey holds Bachelor’s and Master’s degrees in International Studies and Economics from the University of California, San Diego (UCSD) and a Master’s degree in Development Economics from Dauphine University in Paris, France. She currently resides in Amsterdam.

Morningstar Moderators

Marta Zurita Bermejo

DBRS Morningstar

Marta Zurita Bermejo is responsible for the European business development team at DBRS Morningstar. She is responsible for business origination and client relationships across sovereign, financial institutions, insurance, corporates, covered bond and securitisation. Marta is also part of Morningstar Diversity Equity and Inclusion Steering Committee. Previously, she worked in JPMorgan for 12 years. Marta was responsible for the securitisation business in Spain, as part of the European Structured Products Group, where she gained very extensive execution experience including origination, structuring and placement, mostly in ABS and across asset classes for a value over EUR60bn. She was previously a member of JPMorgan's mergers and acquisitions team, as part of the Telecommunication, Media and Technology team. She holds a degree in Business Administration (E-2) with Honours (Matrícula de Honor) by the Universidad Pontificia Comillas – ICADE where she received the Excellence Award Diploma (Premio Extraordinario de Carrera) in her degree.

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.

Anastasia Georgiou

Morningstar

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.

Evangelia Gkeka

Morningstar

Evangelia Gkeka is a Senior Manager Research Analyst within the Morningstar UK Manager Research team. She is responsible for UK-based fund research on fixed-income strategies.
Prior to joining Morningstar in 2019, Evangelia was an Associate Director with Fitch Ratings from 2016 until 2018. Before that she was with Moody’s Investors Service for eleven years, having joined in 2004 as a Statistical Analyst in New York and moved in 2005 to London holding various roles including Senior Associate, Associate Analyst and Analyst within the Global Managed Investments team rating Asset Managers and Fixed Income Funds.
Evangelia holds a Bachelor’s of Business Administration degree in Finance and Investments from Baruch College, City University of New York and a Masters in Investment Management from Cass Business School, City University London.

Samuel Meakin

Morningstar

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.

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 over 15 years’ experience of analysing funds and the fund management field.
Jonathan holds a bachelor’s degree in Management and French from the University of Nottingham. He also holds the Investment Management Certificate (IMC).

Andy Pettit

Morningstar

Andy works on policy activities that support investors’ interests, develops policy thought leadership, and monitors changes in legislation and regulation that will have an impact on Morningstar and its clients.
Previously he led Morningstar’s Data Research and Methodology teams, driving content strategy and developing new methodologies.
Andy has more than 30 years of experience in the financial information industry, accumulated in data management, technology, and performance measurement standards. He has held seats on many industry standards-setting and statistics committees and was formerly vice president of global data operations at Standard & Poor’s Investment Services.

Lena Tsymbaluk

Morningstar

Lena Tsymbaluk is a manager research analyst for Morningstar UK Ltd, a wholly owned subsidiary of Morningstar, Inc. She covers emerging-markets funds, funds that invest in Asia and Japan, and US equity funds.
Before joining Morningstar in 2011, Tsymbaluk worked for Fung Capital, a private equity arm of Li & Fung Group, and for Horizon Capital, a private equity fund manager.
Tsymbaluk holds a master’s degree in international studies from the School of Oriental and African Studies (SOAS), University of London.

2021 Agenda

Tuesday 29 June


9:00 a.m.–9:15 a.m. (BST)
Day One Opening Remarks 
Kunal Kapoor, CEO Morningstar


9:15 a.m.–9:50 a.m. (BST)
The Importance of a Flexible Approach to Fixed Income Investing in a Changing World

M&G’s CIO for Public Fixed Income Jim Leaviss, discusses the key global macro-economic themes he is following halfway into 2021, and explains the importance of having a fully-flexible and active approach to fixed income investing. He explores the global outlook, the longer-term effects that may arise from the Covid-19 pandemic and where he currently finds value in fixed income markets..
Jim Leaviss, Head of Public Fixed Income and Fund Manager of the M&G Global Macro Bond Fund 


10:05 a.m.–10:40 a.m. (BST)
The Practicalities of Implementing ESG Into the Adviser Practice 

With the ESG space evolving at speed, many advisers are facing a wall of new definitions, new regulations and new client processes. In this session, Morningstar Investment Management’s Keith Speck and Sustainalytics’ Kasey Vosburg highlight the latest ESG trends and regulations whilst asking if having the ESG conversation can actually strengthen the adviser/client relationship. They are also joined by Andy Maher, adviser at Maher Brownsword, who will share experiences about the practical implementation of ESG in the adviser business.  
Andy Maher, Adviser, Maher Brownsword / Keith Speck, Portfolio Specialist, Morningstar Investment Management / Kasey Vosburg, Associate Director of ESG Research, Sustainalytics


10:55 a.m.–11:30 a.m. (BST)
Value Assessments—Best Practice in 2021  

Join us for an educational session where you will hear the views from Gavin Corr, Morningstar’s Head of Manager Selection and Holly Black, Editorial Manager at Morningstar who will provide insights on the first two years of the Assessment of Value Regulation, how they think the process has gone, what the impact has been, what the industry can learn and how the industry should adapt from here. 
Holly Black, Editorial Manager, Morningstar / Andy Burton, Professionalism Advisor, CFA UK / Gavin Corr, Head of Due Diligence and Manager Selection, Morningstar 
 


11:45 a.m.–12:20 p.m. (BST)
Taking a Quality Approach to US Equities Pays Dividends Over the Long-term 

Clare Hart, Gold-rated lead portfolio manager of the JPM US Equity Income Fund, will discuss how she navigated the market challenges of 2020 and the lessons learned. She will also provide some insights on what value means to her and where she is finding the most compelling investment opportunities today. 
Clare Hart, Managing Director, JP Morgan 
 


12:35 p.m.–1:10 p.m. (BST)
Emotions are Information: Balancing the Head and the Heart in Financial Decisions 

Advisers who ignore the emotional elements of major financial decisions leave valuable information on the table in an attempt to be perfectly rational. The problem with perfect rationality when giving financial advice is that it treats the problem as if money itself were the full measure of well-being, when in fact the goal of financial planning is not to maximise dollars, but to maximise well-being. By understanding the full range of costs and benefits (both financial and emotional) that a client faces, an adviser can help clients properly weigh their emotional trade-offs rather than ignoring them completely. This talk draws on research from economics and psychology to explain how advisers can help nudge clients toward a more balanced perspective when weighing the imagined costs and benefits of a major financial decision.
Sarah Newcomb, Director of Behavioral Science, Morningstar

Exhibition Hall Agenda


13:20 p.m.–13:50 p.m. (BST)
Will inflation take off, and what should you do about it?
Mike Coop, Head of Multi Asset Portfolio Management, Morningstar Investment Management 


13:50 p.m.–14:10 p.m. (BST)
Unlocking Japan's value
Shigeru Aoyagi, Nikko Asset Management 


14:10 p.m.–14:40 p.m. (BST)
Sustainable Investing in Emerging Markets 
Amit Mehta, Portfolio Manager, Emerging Markets and Asia, J.P. Morgan Asset Management


14:40 p.m.–15:10 p.m. (BST)
Back to the Future: multi-asset investing for the post pandemic world
Geraldine Sundstrom, PIMCO


15:10 p.m.–15:40 p.m. (BST)
The A B C of Climate Investing
Randeep Somal, Fund Manager, M&G Investments


15:40 p.m.–16:10 p.m. (BST)
The Baillie Gifford Global Income Growth Fund
James Dow, Co-Head of Global Income Growth, Baillie Gifford


16:10 p.m.–16:30 p.m. (BST)
The JPM Europe Dynamic Ex. UK Fund
Tom Bradley Flannagan, Vice President, J.P. Morgan Asset Management


Wednesday 30 June


9:00 a.m.–9:10 a.m. (BST)
Day Two Opening Remarks 
Paul Malone, Global Head of Sales, Morningstar Direct/Head of Morningstar UK 


9:10 a.m.–9:45 a.m. (BST)
The Next Wave of Disruption

The technology sector has been one of the greatest beneficiaries of the pandemic, with the adoption of technology solutions accelerated to meet real-world problems. In our view, as the world normalises, we believe new markets opened up by the pandemic, such as hybrid work, will presage the next wave of technology disruption. Akin to what technology has done to advertising and retail, we expect the new hybrid world to drive multi-decade disruption within existing markets and transform new ones. In his presentation, Ben Rogoff, co-head of Polar Capital’s 10-strong Technology team, will explain what this means for investors.
Ben Rogoff, Director of Technology Fund, Polar Capital


10:00 a.m.–10:35 a.m. (BST)
U.K. Equities Beyond Brexit 

For over 4 years since the EU referendum in 2016 the U.K. equity market has been unloved, under-owned and according to many U.K. equity managers, undervalued. However, with the announcement of a Brexit trade deal and the COVID-19 vaccine rollout gathering pace, investors are now looking to the U.K. market as a source of value to take advantage of the current discount relative to other markets. But the U.K. is much more than a short-term value trade. We believe the opportunity in the U.K. lies with the active manager that can take advantage of change. Whether it is changes in the way that international businesses operate because of Brexit, or structural shifts that have accelerated due to COVID-19, one thing is for sure, change is happening. We believe that differentiated growth companies with compelling offerings, that are well financed and have the ability to adapt to ongoing change, have a huge opportunity in the current environment, and for managers that can identify these businesses the opportunity is vast.
Roland Arnold, Director and Portfolio Manager, Blackrock UK, Special Sits
 


10:50 a.m.–11:25 a.m. (BST)
Greenwashing: How to Spot it and How to Guard Against it 

As vast amounts of money continue flowing into ESG and sustainable investment products, concerns about greenwashing are intensifying. Regulators are stepping in to tackle the issue but it may be a while before investors see the benefits of new rules such as the Sustainable Finance Disclosure Regulation (SFDR). In this session, we will discuss how investors can spot greenwashing and how they can guard against it.
Hortense Bioy, Director, Sustainability Research, Global Manager Research, Morningstar
 


11:40 a.m.–12:15 p.m. (BST)
Navigating Alternative Investments: Green, Private or Credit?

Consisting of a session focusing on alternative type investments, we will hear views from Gordon Kerr, DBRS on Green Bonds as well as from an analyst’s point of view from Dylan Cox of Pitchbook.
Gordon Kerr, Head of Structured Finance Research, DBRS Morningstar / Dylan Cox, Lead Analyst, Pitchbook 
 


12:30 p.m.–13:05 p.m. (BST)
Post Brexit Britain and a Multi-Polar World  

We are back in a multi polar world in which a distracted America has retired from being the 'World Policeman'. This encourages some countries to try and rewrite the laws and enforce them. It's a time in which the nation states are jostling for position ahead of the coming bi-polar world of China/USA, in which many will be have to choose sides. The kaleidoscope has been shaken leading to an unsettling time.
Tim Marshall, Geopolitics Broadcaster
 

Exhibition Hall Agenda


13:15 p.m.–13:45 p.m. (BST)
How to Harvest Growth in Asian Equities
Peter Monson, Senior Portfolio Manager, Nikko Asset Management


13:45 p.m.–14:15 p.m. (BST)
Top Issues on Clients Minds
Jeremy Podger,Portfolio Manager, Fidelity International / Radhika Surie, Investment Director, Fidelity International


14:35 p.m.–14:55 p.m. (BST)
Generating Income in a Low-yield Environment: PIMCO GIS Income Fund
Dan Ivascyn, CIO, PIMCO


14:55 p.m.–15:15 p.m. (BST)
Monks: the importance of looking forward
Jon Henry, Baillie Gifford / Spencer Adair, Baillie Gifford / Malcolm MacColl, Baillie Gifford


15:15 p.m.–15:35 p.m. (BST)
Thematic Opportunities for the Modern Age
Alex Araujo, M&G Investments


15:35 p.m.–15:55 p.m. (BST)
UK Equities – The Journey from Unloved to Recovery 
Alex Wright, Portfolio Manager, Fidelity International


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.

Frequently Asked Questions

What is the format of the event?
The conference is a fully virtual event run over two days—29 and 30 June.

What software will I require for the event?
All the sessions and the virtual exhibition will be accessible online via the Morningstar digital event platform (powered by Intrado).

How do I access the virtual platform?
You will be sent an email from ‘Morningstar Events’ the week of the 21 June with access credentials for the Morningstar digital event platform. If you do not receive an email, please contact investmentconference@morningstar.com for assistance.

Will there be technical support available during the event?
A technician will be available for live chat on 29 and 30 June from 08.00 a.m. to 05:00 p.m. (BST) to assist with any technical difficulties you may have.

What are the minimum requirements from my computer that I will need to participate?
The technical requirements can be found here.

Will I be able to participate if my company has a corporate firewall in place?
In most cases firewalls will not pose a problem. You should be able to participate in the entire event even if your company has a firewall in place. There is a port checker in the system check. This will allow you tosee any potential issues. Run the system check here.

Will I be able to participate from my computer and mobile device?
You can attend via PC/Mac browser or mobile device. A user cannot do both simultaneously.