June 1, 2021

Agenda Announced for 2021 Morningstar Investment Conference UK

LONDON, 01 June 2021 – Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, announced the agenda for its 15th annual Morningstar Investment Conference UK, to be held on 29 and 30 June 2021 in an all-digital format. The digital Morningstar Investment Conference is an immersive online event that brings together industry leaders and investing experts to discuss the latest developments and share new perspectives on the market.


Headlining presenters include Clare Hart, Managing Director, JP Morgan, on navigating the market challenges of 2020 as well as finding the most compelling investment opportunities today; Roland Arnold, Director and Portfolio Manager, BlackRock UK, on the future of the U.K. equity market beyond Brexit; M&G’s CIO for Public Fixed Income Jim Leaviss, on the key global macro-economic themes to watch halfway into 2021; and Ben Rogoff, Director of Technology Fund, Polar Capital, on the next wave of technology disruption.


Additional highlights of this year’s conference include:

  • Kunal Kapoor, CEO, Morningstar, delivering the opening keynote address;
  • Tim Marshall, Geopolitics Broadcaster, on post-Brexit Britain and the multi-polar world;
  • Hortense Bioy, Global Director, Sustainability Research, Morningstar, on how to spot and guard against greenwashing;
  • Gordon Kerr, Head of Structured Finance Research, DBRS Morningstar, and Dylan Cox, Lead Analyst, Pitchbook, on navigating alternative investments;
  • Sarah Newcomb, Director of Behavioral Science, Morningstar, on how advisers can help clients address the emotional elements of major financial decisions;
  • Panel discussions on the practical implementation of ESG in the adviser business and best practices and industry learnings for value assessments.


Paul Malone, Head of Morningstar UK, comments: “With the ESG space evolving at speed, many advisers are facing a wall of new definitions, new regulations, and new client processes. This year's conference agenda gets to the heart of the issues that matter to advisers, including concerns about greenwashing, the post-Brexit economy, insights on the first two years of the Assessment of Value Regulation, and updates on current trends across the major asset classes.”


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


Exhibitors and 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.


Media Registration Information

Full-time members of the news media receive complimentary registration to the Morningstar Investment Conference. To register, please click here.  Members of the media will have access to an online press room with resources and media briefings.


Attendee Registration Information

The conference is free to attend for UK financial advisers and wealth managers. Morningstar reserves the right to rescind invitations to those individuals who do not meet our registration criteria. To register, please click here.



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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 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 US$244 billion in assets under advisement and management as of 31 March 2021. The Company has operations in 29 countries. For more information, visit www.morningstar.com/company. Follow Morningstar on Twitter @MorningstarInc. 


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