Morningstar
Investment Conference

Explore new horizons for investors 29–30 June.

This year’s 15th annual Morningstar Investment Conference will be a free digital event offering research, insights, and analysis for investing professionals. Join us from wherever you are as we explore long-term investing solutions for today’s new normal and the challenges of tomorrow.

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.

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.

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

JP Morgan

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

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 Global

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 Brownswood

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

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.

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)
ESG—Title to be Announced 

Consisting of condensed sessions focusing on ESG, we will hear from Andy Maher, an Adviser, on what he perceives are the benefits of ESG and how this has led to Andy getting ahead. We will also hear from Keith Speck who will provide his advice on preparing your business and clients.
Andy Maher, Adviser, Maher Brownswood / Keith Speck, Portfolio Specialist, Morningstar Investment Management 


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 / 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 Star 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

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 / 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
 

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.

Meet our 2021 MICUK Sponsors


Conference Supporter


Lead Sponsors


Associate Sponsors


Media 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!