September 1, 2020

Speaker Lineup and Digital Event Details Announced for 2020 Morningstar Investment Conference Australia

SYDNEY, 2 Sept., 2020 -- Morningstar Australasia Pty Limited, an Australian subsidiary of Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced the speaker lineup for its Morningstar Investment Conference in Sydney, which will take place as a digital-only event Thursday, 8 Oct. and Friday, 9 Oct.

“As investors continue to face uncertainty from the fallout around the pandemic, the role of the financial adviser to deliver efficient, timely advice is more important than ever before,” said Jamie Wickham, managing director, Morningstar Australasia. “Whilst our conference will take a different format this year, we look forward to hearing from some of the most highly respected names in the industry discuss relevant investment topics as investors continue to navigate this turbulent period.”

The digital Morningstar Investment Conference comprises both live and on-demand sessions to bring together industry leaders and investing experts as they discuss the latest developments and share new perspectives on the market.

With the conference falling on Thursday, 8 Oct., two days after this year’s federal budget on Tuesday, 6 Oct., there’s no better time to hear from keynote speaker Danielle Wood, CEO and previously the budget policy and institutional reform program director at the Grattan Institute, on her assessment regarding how the government is aiming to fill the fiscal policy needs of our economy in the current environment.

This year’s speakers include:

  • Mark Arnold, chief investment officer and managing director, Hyperion Asset Management, Brisbane
  • Martin Conlon, head of Australian equities, Schroders, Sydney
  • Tony Cousins, chief executive and chief investment officer, Pyrford International, London
  • Charles Jamieson, co-founder and chief investment officer, Jamieson Coote Bonds, Melbourne
  • Michael Kelly, managing director, global head of multi-asset, PineBridge Investments, New York
  • Cory Martin, executive director and chief executive officer, Barrow Hanley, Dallas
  • Tim Murphy, director of manager research, Morningstar Australasia, Sydney
  • Matt Wacher, chief investment officer, Morningstar Investment Management Australia, Sydney
  • Jamie Wickham, managing director, Morningstar Australasia, Sydney
  • Bonnie M. Wongtrakool, global head of ESG investments and portfolio manager, Western Asset, Los Angeles
  • Danielle Wood, CEO and previously the budget policy and institutional reform program director, Grattan Institute, Melbourne

A session featuring asset allocation specialists from around the world will share global perspectives on where the best opportunities for portfolio strategy lie, as Tony Cousins, Michael Kelly, and Matt Wacher discuss and contrast the opportunities and risks that they see in the current market environment.

Equity sessions, covering both Australian and global equities, will explore the increasing divergence between value and growth stocks, while a fixed interest session will explore the challenges of building fixed interest portfolios in the current low-yielding world.

The growing importance of sustainable investing will also be featured in a session discussing current global trends in ESG and how it is increasingly relevant for advisers to consider when building client portfolios.

Sponsors will be able to engage with digital Morningstar Investment Conference attendees through Virtual Booths, which include on-demand and live content, as well as the ability to connect with attendees on the platform during both days of the conference.

Attendee Registration Information  The digital Morningstar Investment Conference Australia is complimentary for all financial advice representatives, which includes access to both days of research, analysis, and insights. Registration and more information about the conference is available at https://www.morningstar.com/en-au/events/mic. Tune in on Twitter with #MICAU or #MICDigital and by following @MstarAus.

Registered attendees receive complimentary access to all of Morningstar’s 2020 digital conferences, including live and on-demand content, from our digital events in Australia, France, India, Italy, South Africa, Spain, U.K., and the U.S. The Morningstar Investment Conference experience kicks off 16-17 Sept. with our digital event in the United States, featuring keynote speakers Rupal Bhansali, chief investment officer and portfolio manager, Ariel Investments; Larry Fink, founder, chairman, and chief executive officer, BlackRock; Anne Mathias, global rates and foreign exchange strategist, Vanguard; Michael Mauboussin, head of consilient research, Counterpoint Global; Morningstar CEO Kunal Kapoor; and more. All conferences are conveniently accessible via the same link where registered attendees can watch live and on-demand content through 1 Dec. 2020.

Media Registration Information  Full-time members of the news media receive complimentary registration to all of Morningstar’s 2020 digital conferences. For media registration, please visit this link. Members of the media will have access to an online press room with resources and media briefings.

About Morningstar Australasia Pty Limited and Morningstar, Inc.

Morningstar Australasia is a subsidiary of Morningstar, Inc., 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 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 USD $205 billion in assets under advisement and management as of June 30, 2020. The company has operations in 27 countries as of June 30, 2020. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc.

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