Morningstar’s annual UK investment conference will be held on Wednesday 1st May 2024 and the agenda will feature Daniel Needham, President of Morningstar Wealth, Emily Maitlis, Award-winning Journalist and Broadcaster, Gillian Hepburn, Commercial Director, Benchmark Capital, and James Rhodes, President of Data, Research and Enterprise Solutions & Chief Technology Officer, Morningstar.
LONDON, February 2024 – Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN) and leading provider of independent investment research, today announced the agenda for its 18th annual Morningstar Investment Conference UK, to be held on Wednesday 1st May 2024 at the Royal Lancaster, London.
This year’s Morningstar Investment Conference will bring together industry
leaders and investing experts to explore cutting-edge research. Sessions
range from intergenerational wealth transfer, articulating your value
proposition, how advisers are succeeding with AI, an open discussion with
the FCA and much more.
“With an uncertain year ahead, facing elections and stagnant
economic growth, advisers must help investors navigate an
increasingly complex market, providing both challenges and opportunities.” said
Connor Sloman, Managing Director of Morningstar UK. “The Morningstar Investment Conference
is a distinctive forum to provide advisers with clarity and insights from leading market participants in the advice and asset management industry.”
This year’s speakers include:
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Daniel Needham, President, Morningstar Wealth
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James Rhodes, President of Data, Research and Enterprise Solutions &
Chief Technology Officer, Morningstar
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Emily Maitlis, Award-winning Journalist and Broadcaster
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Gillian Hepburn, Commercial Director, Benchmark Capital
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Dr. Lewis Liu, CEO, Eigen Technologies
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Xuesong Zhao, Partner, Polar Capital
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Lindsey Stewart, Director of Investment Stewardship Research,
Morningstar
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Mike Coop, Chief Investment Officer EMEA, Morningstar
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Ariel Bazalel, Investment Manager, Fixed Income, Jupiter Asset
Management
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Ryan Murphy, Global Head of Behavioural Insights, Morningstar
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Dylan Cox, Head of Private Markets Research, PitchBook
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Monika Calay, Director of Passive Strategies Research, Morningstar
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Derek Smith, Head of Technology, Morningstar Wealth Platform
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Kenneth Lamont, Senior Research Analyst, Passive Strategies, Morningstar
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Michael Field, European Market Strategist, Morningstar
Discussions include:
Keynote: UK and US Election Chaos – My Bold Perspectives Emily Maitlis, Award-winning Journalist and Broadcaster, will deliver the keynote speech looking ahead to a year of elections
Private Markets: rapid growth and new client interest. Advisers are considering non-traditional asset classes more than ever, with private markets offering new, exciting opportunities for
clients. What sits below this trend and what are the primary access points
to consider?
Geopolitics: simplifying a complex world. Taking
learnings from other demanding endeavours, this session looks at what
advisers can do to manage volatility with clients and excel under pressure.
FCA Update Fireside Chat With
Consumer Duty now implemented, advisers will hear directly from the FCA on
their interpretation, including ESG-related matters.
Intergenerational Wealth Transfer: opportunity or nightmare. Gillian
Hepburn will give an overview of current trends in wealth transfer, before
delving into the opportunities and threats this poses. How can you quantify
this for your business and address the challenge of retaining assets? Why
should you also be considering female clients when developing a strategy?
U.K. Stocks: structural change requires care. U.K.
stocks are now only 5% of the global market, down from 20%. With sector
shifts and thematic ETFs gaining in popularity, we look at the broader
trends with an eye to the future. Mind the gap please.
The Role of Bonds Today and Tomorrow. Ariel
Bazalel, Investment Manager, Fixed Income, Jupiter Asset Management will
cover with interest rates changing trajectory, who stands to win? How can
you communicate the role of bonds in this environment? Do areas of elevated
yield come with unwanted risks?
Investing in the Era of AI: maximising opportunities, minimising risks In
our research, from over 100 advisers, artificial intelligence was the number
one topic you want discovered. We bring some of the industry’s biggest
experts together to bring a practical client-centric approach. How can emerging
innovations enhance services without compromising relationships? What's the
smartest way to leverage automation? Our panellists will discuss practical
applications, provide strategic guidance on working alongside “smart” tools,
and debate how AI and human talent can productively collaborate. By charting
a prudent path forward, one that synthesises the best of technology and
human touch, institutions can build towards a thriving tech-enabled future.
Join our vibrant discussion as panellists debate tough trade- offs,
pragmatic solutions and how to future-proof for what lies ahead.
For the full agenda, speaker biographies, and further information please
click
here
. Conference updates will be available on X (ex-Twitter) through the hashtag
#MICUK.
Media Registration
Information
Full-time members of the news media receive complimentary registration to
the Morningstar Investment Conference. To register, please click
here
.
Attendee Registration Information
For UK financial advisers and wealth managers, please click
here
to register. All revenue from early bird ticket sales will go to the
NSPCC
to help to prevent and support those struggling with child abuse.
About Morningstar,
Inc.
Morningstar, Inc. is a leading provider of independent investment insights
in North America, Europe, Australia, and Asia. The Company offers an
extensive line of products and services for individual investors, financial
advisors, asset managers and owners, retirement plan providers and sponsors,
and institutional investors in the debt and private capital markets.
Morningstar provides data and research insights on a wide range of
investment offerings, including managed investment products, publicly listed
companies, private capital markets, debt securities, and real-time global
market data.
Morningstar also offers investment management services through its
investment advisory subsidiaries, with approximately $264 billion in assets
under advisement and management as of Sept. 30, 2023. The Company operates
through wholly- or majority-owned subsidiaries in 32 countries. For more
information, visit
www.morningstar.com/company.
Follow Morningstar on Twitter @MorningstarInc.
©2023 Morningstar, Inc. All Rights Reserved. MORN-C
Media Contacts:
Mia Simpson, +44 (0) 7949 438090
or
mia.simpson@morningstar.com
Kestell Duxbury, +44 (0) 7508 827288
or
kestell.duxbury@morningstar.com
or contact the team at
ukmedia@morningstar.com