Morningstar
Investment Conference

New Date! 16 November 2020
Royal Lancaster London

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.

Holly Black

Morningstar

Holly Black is Senior Editor for Morningstar UK, responsible for leading the company’s UK retail investor editorial strategy and creating bespoke articles and videos for Morningstar.co.uk. An award-winning financial journalist, she collaborates closely with Morningstar’s team of analysts as well as external experts to shine a light on complex investing topics.

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.

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.

Jon Page

Neon Financial Planning

Jon is the co-founder and Director of Neon, a business designed to be a fresh take on financial planning that's aimed at the younger end of the market. We design financial plans that focus on clients goals and financial wellbeing. Our fees are fixed price and we deliver our advice digitally, using online forms, video calls and secure mail.

Max Rofagha

Finimize

Founder of Finimize, the world's largest and most engaged finance community. Previously co-founded one of the largest ecommerce players in Switzerland, sold with 200 employees to the largest Swiss media house. Voted Forbes 30 under 30 in 2016.

Willem van der Post

xTech.Capital

Willem van der Post is the CEO and founder of xTech.Capital – an exponential technology venture capital investment firm. He is an alumnus of the University of Stellenbosch, University of South Africa, University of Cape Town business school and Singularity University in California, and was one of the first EXO-Works accredited facilitators in the world. As a seasoned international speaker, he illuminates the age of technology and capital megatrends that are reshaping the business landscape, and uncovers disruption opportunities in partnership with global corporate clients. Willem exposes audiences to the latest advancements in, inter alia, nanotech, robotics, automation, big data, crypto currencies, blockchain, digital biology, space, 3D printing and energy, and connects the dots between changing business models and customers of the future. Before founding xTech.Capital, Willem was the managing partner for Deloitte Africa - Center for the Edge; a disruption innovation business with a focus on exponential technology. He serves as strategic advisor to the boards of various international businesses and is also the founder and chairman of the xTech Institute - a digital school that focusses on utilizing exponential technology as tools in addressing the biggest social challenges that we as a society face. When Willem is not on his mountain bike, he can be found kite surfing or enjoying the spoils of the Stellenbosch wine region with Charka, his German shepherd, never far from his side.

Christine Benz

Morningstar

Christine Benz is director of personal finance for Morningstar and senior columnist for Morningstar.com, the firm’s website for individual investors. Benz is author of 30-Minute Money Solutions: A Step-by-Step Guide to Managing Your Finances, originally published in 2010 by John Wiley & Sons and published in paperback in 2011. In addition, she co-authored Morningstar® Guide to Mutual Funds: 5-Star Strategies for Success, a national bestseller published in 2003, and also authored the book’s second edition, which was published in 2005. Before assuming her current role in 2010, Benz served as editor of Morningstar® Practical Finance™, a monthly personal finance newsletter. She also served as Morningstar's director of mutual fund analysis. She previously edited Morningstar® Mutual FundsTM and Morningstar® FundInvestorSM, a monthly newsletter for individual investors. She has worked as an analyst and editor for Morningstar since 1993. Benz holds a bachelor’s degree in political science and Russian/East European studies from the University of Illinois at Urbana-Champaign.

Douglas Broadie

Baillie Gifford

Douglas joined Baillie Gifford in 2001 and is Head of the Global Discovery Team. Douglas became a Partner in 2015 and is a CFA Charterholder. He graduated BSc in Molecular Biology & Biochemistry from the University of Durham in 1997 and attained a DPhil in Molecular Immunology from the University of Oxford in 2001.

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.

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).

Jeff Ptak

Morningstar

Jeffrey Ptak, CFA, is head of global manager research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2015, Ptak was president and chief investment officer of Morningstar Investment Services, Inc., an investment unit that provides managed portfolio services through fee-based, independent financial advisors, for six years. Ptak joined Morningstar in 2002 as a senior mutual fund analyst and has also served as director of ETF analysis, editor of Morningstar® ETFInvestorSM, and an equity analyst. He briefly left Morningstar to become an investment products analyst for William Blair & Company, and earlier in his career, he was a manager for Arthur Andersen. Ptak holds a bachelor’s degree in accounting from the University of Wisconsin and the Chartered Financial Analyst® designation.

Achim Schlitter

McKinsey & Company

Achim Schlitter is a Senior Knowledge Expert in McKinsey’s Frankfurt Office and joined McKinsey in 2005. As a member of McKinsey’s Panorama Financial Institutions Insights and Consulting Group (PFIC), Achim is focusing on Asset Management and is co-leading the global Asset Management Research Team. Achim holds an MBA-equivalent degree ("Diplom-Kaufmann") from the University of Marburg (Germany).

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.

Libby Bernick

Morningstar

Libby Bernick is Head of Sustainability at Morningstar Inc, a leader in the financial services industry helping to empower investor success. Libby leads the global sustainability initiatives across the Morningstar enterprise and works to integrate ESG data and research into Morningstar products in a way that helps investors meet their goals. For over 25 years she has worked to integrate sustainability data into business decision-making, and has been a strategic advisor to investors, asset managers, development banks, and large corporations on the financial implications of ESG issues. Global initiatives she has led have spanned a range of topics, in particular climate risk, water risk, the sustainable development goals, and sustainable plastic use. Prior to Morningstar, Libby was managing director at Trucost, part of S&P Global. Libby is a regular speaker at international industry events and frequent commentator in the media on sustainable finance and ESG.

Des Fitzgerald

PIMFA

Des joined PIMFA (then known as the Wealth Management Association) in November 2017 as a Senior Policy Adviser with a focus on the financial planning and wealth management policy area and is our policy lead on Sustainable Finance, SMCR, Transaction Reporting and CSDR issues. He was previously a senior adjudicator at the Financial Ombudsman Service with wide ranging experience of all products but most recently across the pension product area. Des holds a MSc in European Union policy from Birkbeck.

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.

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.

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.

André Schnurrenberger

Cerulli Associates

André is the Managing Director for EMEA for Cerulli Associates and leads all research, consulting and business activities in the region. Prior to joining Cerulli, André spent 7 years at Columbia Threadneedle Investments, most recently as head of Business Management and Market Intelligence & Research for EMEA Distribution, and before that as Head of Performance. Prior to that, he worked for UBS Wealth Management in Zurich and London in various roles, including as Head of Investment Analytics and Performance. André holds a Master’s degree in business and economics from the University of St. Gallen (HSG) and is a CFA charter holder.

Georgina Wright

Institute for Government

Georgina is a senior researcher on the Brexit team where she focuses on UK engagement and influence in the EU after Brexit. Her research interests include the EU27’s views of Brexit, Franco-British relations and the future of the EU. Prior to joining the Institute, she was a research associate at Chatham House, a foreign-policy think tank, and has worked for the European Commission and NATO in Brussels. She frequently gives evidence to select committees in the House of Commons and House of Lords.

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.

Jessica Ground

Schroders

Jessica Ground is responsible for the Sustainability strategy and global corporate governance at Schroders. She oversees the integration of ESG factors into investment processes across geographies and asset classes and leads a team of 17 dedicated ESG specialists. Jessica is also Chair of Schroder's Corporate Governance Committee. Prior to this she was a fund manager for 10 years on the Prime UK Equity team managing institutional portfolios for a range of clients. Jessica was a Research Analyst at Schroders from 1997 to 2006 covering pan-European financials and utilities. She commenced her investment career when she joined Schroders in 1997 on the Graduate Program.

Lucy MacDonald

Allianz Global Investors

Lucy Macdonald is the Chief Investment Officer of Global Equities at AllianzGI. The Global Equity team is responsible for international mandates from clients around the world. Lucy is a member of the European Management Committee.

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.

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.

Rohan Sivajoti

NextGen Planners

Rohan Sivajoti is the co-founder of NextGen Planners, a 300+ strong community of the finest across financial services, and co-creator of the award winning NextGen Planners Training Contract. He also owns financial planning practice Postcard Planning and when not working, can be found playing cricket or eating too much caramel shortbread.

On the Agenda

This year's agenda covers a wide range of topics, including ESG, investor preferences, business practice management, and the value of 'Real Financial Advice', as well as updates on current trends across the major asset classes.


08:00–09:00

Registration & Networking Breakfast


09:00–09:35

Welcome Address

Kunal Kapoor, Chief Executive Officer, Morningstar Inc.

To be announced.


09:35–10:10

Navigating Global Markets

Lucy MacDonald, CIO, Global Equities, Allianz Global Investors

Where should investors in global equities be looking to find meaningful capital returns and yield? Economic growth has the potential to surprise positively and monetary policy should remain supportive. Equity valuations are also being supported by an historically high risk premium. At the same time, digitalisation is disrupting entire industries and fundamentally altering how investors value assets. Within this context, Lucy Macdonald examines those areas of the market capable of delivering long-term performance across sectors and regions.


10:10–10:45

Can China Continue to be the Powerhouse of Growth over the Next Decade

Devan Kaloo, Head of Global Emerging Markets, Equities, Aberdeen Standard Investments

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?


10:45–11:10

Networking Coffee Break


11:10–11:45

The Dynamism of UK Smaller Companies & AIM

Paul Jourdan, CEO and Co-founder, Amati Global Investors

We believe that UK Smaller Companies represent an outstanding asset class for long term investors. The UK has a long history of invention, innovation & entrepreneurialism coupled with appropriate regulation and management skill which provides the right ingredients for the creation of well-managed, well financed exciting growth companies. We will cover the latest developments in AIM & Smaller Companies, the business environment and confidence post the general election and how companies are positioning for a post-Brexit world. UK Smaller companies should rise to the challenge.


11:45–12:30

Navigating the ESG and Impact Investing Landscape

Jessica Ground, Global Head of Stewardship, Schroders; John William Olsen, Fund Manger, M&G Investments; Sacha Sadan, Director of Investment Stewardship, Legal & General Investment Management Moderated by: Hortense Bioy, Director, Passive Strategies and Sustainability Research, Europe, Morningstar

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 takeaways for use with your clients.


12:30–13:35

Networking Lunch


13:35–14:10

What do Different Generations Want from Advisers, and How Can You Help?

Jon Page, Financial Planner, Neon Financial Planning; Max Rofagha, Founder & CEO, Finimize; plus other panellists to be announced. Moderated by: Holly Black, Senior Editor, Morningstar

With a mountain of student debt, rapidly rising house prices and the demise of defined benefit pension schemes, Millennials face a number of huge challenges when it comes to their finances. For this next generation, investing will be vital. But what does this group think of the investment industry? How can asset managers and financial advisers engage with these younger investors? We speak to a range of students to get their views, and our panellists discuss how finance education starts at an early age and what millennials want from their investments.


14:10–14:45

Consumer Demand for ESG – not just Millennials!

Holly Mackay, CEO and Founder, Boring Money

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?


14:45–15:20

Will Brexit be done by 30 December 2020?

Georgina Wright, Senior Researcher, Brexit, Institute for Government

The UK may have left the EU but the most complicated negotiations are only just starting. Georgina Wright will discuss what is in store for UK-EU future partnership talks. She will consider the economic, political and security interests of the two sides and what stumbling blocks lie ahead. Georgina will also consider what the government and business must do to plan for life outside of the EU’s single market and customs union – including preparing border infrastructure, setting up new public bodies and agencies and increasing the UK’s presence on the global stage.


15:20–15:45

Networking Coffee Break


15:45–16:20

The Long View

Christine Benz, Director of Personal Finance, Morningstar and Jeff Ptak, Head of Manager Research, Morningstar. Interviewee to be announced

The Long View is a popular investing and personal finance podcast from Morningstar. Each week, co-hosts Christine Benz and Jeff Ptak interview leading figures in the worlds of investing, advice, and finance, with guests including leading financial planners, successful entrepreneurs, well-known portfolio managers, and other subject-matter experts. In this session, Christine and Jeff will conduct a live recording of the podcast, interviewing a luminary of the UK and global investing business for future airing.


16:20–17:05

Exponential Organisations, Customers of the Future and technology trends – Business Landscape 2.0

Willem van der Post, CEO & Founder, xTech.Capital

Exponential technologies have long been couched as disruptive forces to traditional business landscapes. But, another lens may well hold lucrative potential – what if we viewed these forces through the paradigm of opportunity? Exponential organisations are a new breed of purpose driven businesses that are taking advantage of exponential technology disruption – redefining customer service benchmarks, and solving global societal issues – possibly the biggest markets in the world. But, what are these forces? Where are they incubated? How are ExOs responding? What type of people are steering these companies? How does this impact us personally, professionally and societally? As a venture capitalist seeking out exponential growth opportunities, Willem shares some observations, learnings and predictions in this volatile world of DNA editing, augmented intelligence, automated passenger drones and limitless energy.


17:05–17:10

Closing Remarks

Jonathan Miller, Director, Manager Research, UK, Morningstar


17:10–18:30

Drinks Reception


08:00–08:55

Registration & Networking Breakfast


08:55–09:00

Opening Comments

Jonathan Miller, Director, Manager Research, UK, Morningstar


09:00–09:35

Bonds: The Point of Realisation

Jenna Barnard, Co-Head of Strategic Fixed Income & Portfolio Manager, Janus Henderson Investors

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.


09:35–10:10

Value Investing – could this be the greatest opportunity in a generation or are we deluding ourselves?

Ben Whitmore, Head of Strategy, Value Equities, Jupiter Asset Management

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?


10:10–10:45

Growth Companies Shaping Our Tomorrow

Douglas Brodie, Head of Global Discovery, Baillie Gifford

As the world changes and evolves at an ever-increasing pace, the investment landscape continues to be reset by disruptors and innovators. It’s the newest and youngest companies that frequently drive this change, adopting new technologies and pushing innovation in the marketplace. It takes skill, curiosity and a particular investment culture to identify these high potential companies at an early stage – and to keep investing in them through periods of volatility over the long term.


10:45–11:10

Networking Coffee Break


11:10–11:45

Diversity in UK Financial Services –Better than you Might Think

Rohan Sivajoti, Founder, Postcard Planning and Co-founder, NextGen Planners

This session will give an honest assessment of how the landscape of diversity has changed across the past 40 years in Financial Services. The speaker will draw upon his father's experience as a Sri Lankan immigrant in UK Financial Services and enlighten us as to how far we've come as a society and profession, and leave you with some hints and tips to keep the momentum going for the benefit of everyone.


11:45–12:20

A Series of Presentations around ESG

Libby Bernick, Head of Sustainability, Morningstar; Achim Schlitter, Senior Knowledge Expert, McKinsey & Company and André Schnurrenberger, Managing Director, Europe, Cerulli Associates

Over a series of presentations considering various aspects of the ESG landscape, our speakers will cover: from why to why not; the business case for ESG and sustainable investing; investor interest and moving from awareness to action, highlighting the tools and data available to help advisers to understand investor preferences and sustainable investment options.


12:20–12:55

ESG Panel Discussion

Libby Bernick, Head of Sustainability, Morningstar; Des Fitzgerald, Senior Policy Adviser, PIMFA; Achim Schlitter, Senior Knowledge Expert, McKinsey & Company and André Schnurrenberger, Managing Director, Europe, Cerulli Associates
Moderated by: Holly Black, Senior Editor, Morningstar

New regulations, high levels of investor interest, and record flows to funds are creating a perfect storm of confusion on ESG and sustainable investing. How can advisers start making sense of these trends?


12:55–14:10

Networking Lunch


13:10–13:55

Breakout Session: FinTech Showcase – Dragon's Den-Style

Come and hear from some of the most innovative start-ups in the FinTech space, who are looking to help you increase your operating efficiency and offer you greater regulatory compliance within your businesses.


14:10–14:45

Change is Coming: is your practice ready?

David O'Leary, Founder and Principal, Kind Wealth

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. And regulatory 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.


14:45–15:20

The Value of Real Financial Advice

Carl Richards, Creator, The Behavior Gap

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, our speaker will make sure that is clear!


15:20–15:30

Closing Remarks

Jonathan Miller, Director, Manager Research, UK, Morningstar

Welcome to London

London is home to Morningstar’s European Headquarters. At the Royal Lancaster London, you’ll be based centrally and a walk away from the likes of Oxford Street, Park Lane, and Paddington. The hotels are located near Hyde Park, the largest of the Royal Parks. Enjoy and explore the city with Lancaster Gate tube station situated nearby.

Royal Lancaster London

The Caesar Hotel

Mornington Hotel, Hyde Park

Park Grand Lancaster Gate

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 Partners


Lead Sponsors

See you at the conference

New Date! 16 November 2020
Royal Lancaster London