March 13, 2019

Morningstar Investment Conference UK Agenda Highlights the Latest Developments in Financial Advice

LONDON, 13 March 2019 Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the speaker and programme details for its 13th annual investment conference, to be held on 30 April–1 May 2019 at the Royal Lancaster Hotel in London. The event attracts more than 400 professional financial advisers, paraplanners and wealth managers annually and will bring together leading fund managers, academics and industry experts to discuss and debate key challenges and opportunities investors must navigate in a climate of uncertainty.

Headlining presenters include Karen Ward, Chief Market Strategist, EMEA, J.P. Morgan Asset Management, offering her views on the key trends and themes currently shaping the global markets. Delegates will also hear from Richard Woolnough, Fund Manager, M&G Investments, on the challenges and the opportunities the macro-economic environment presents to fixed interest investors. In addition, Ed Gillespie, Co-founder and Owner, FUTERRA, will present on whether the climate crisis will lead to an economic crisis and Simon Hix, Pro-Director for Research and the Harold Laski Professor of Political Science, London School of Economics, will discuss where the future relationship between the UK and the EU27 is likely to be heading after the ‘transition period’.

Additional highlights of this year’s conference include:

  • Catherine Morgan, Financial Coach, The Money Panel, presenting on how one can plan for intergenerational wealth, with a particular focus on women.
  • David Dudding, Senior Portfolio, Manager, Columbia Threadneedle, providing insight into the search for companies with competitive advantage and how to harness this power.
  • Holly Mackay, Founder and CEO, Boring, Money, on how to measure value from the perceptive of the investor and the value of integrity, trust and service for clients.
  • Jonathan Ruffer, Chairman, Ruffer on how best to help investors navigate the challenging market conditions.

Paul Malone, Head of UK, West EMEA Regional Leader, comments: “The business of financial advice is going through a time of immense change. This year’s conference features speakers who have built strong reputations on addressing topics of paramount importance to investors. Timely themes we will explore include the essential perspectives on the meteoric rise of environmental, social and governance (ESG) criteria, how to navigate shifts in the changing geopolitical landscape and a deep dive into what constitutes great advice as advisers look to strengthen existing client relationships and reach new audiences.”

Attendees will also hear from Morningstar thought leaders, including Dan Kemp, Chief Investment Officer EMEA, Morningstar Investment Management Europe Limited, and Jonathan Miller, Director, Manager Research Ratings UK, Morningstar UK Ltd.

New this year, conference attendees can participate in a virtual reality experience allowing the user to create an ESG portfolio based on the Morningstar Sustainability Rating™ methodology and research. The experience uses a tool Morningstar developed to assess a client’s preferences towards ESG investing, an area with growing investor interest, as an input. Attendees can then assess how investment decisions affect the planet.

For the full conference agenda, speaker biographies, further information about the conference venue and hotel accommodations, please click here. Conference updates will be available on Twitter through the hashtag #MICUK.

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About Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and institutional investors in the 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, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than US$193 billion in assets under advisement and management as of Dec. 31, 2018. The company has operations in 27 countries. For more information, visit Follow Morningstar on Twitter @MorningstarInc.


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