May 11, 2022

Morningstar Announces Agenda for Morningstar Investment Conference UK 2022

Morningstar Announces Agenda for Morningstar Investment Conference UK 2022

Morningstar’s annual UK investment conference will be held on Tuesday 5th July 2022 and will feature Leo Johnson, Head of Disruption & Innovation at PwC, and Anna Leach, Deputy Chief Economist at the Confederation of British Industry (CBI).

 LONDON, 11 May 2022 – Morningstar UK Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced the agenda for its 16th annual Morningstar Investment Conference UK, to be held on Tuesday 5th July 2022 at the Royal Lancaster Hotel, London. A digital experience will also be held online.

This year’s Morningstar Investment Conference, themed The New Frontier, brings together industry leaders and investing experts to discuss topics that shape the industry including sustainability, geopolitical risk, and secular trends.

“With geopolitical instability, rising energy prices and inflation, investors are facing a period of uncertainty,” said Paul Malone, Head of Morningstar UK. “This year’s conference theme The New Frontier explores potential opportunities and perils with a robust lineup of timely content for investors.”

This year’s speakers include:

  • Leo Johnson, Head of Disruption & Innovation at PwC and Presenter of Radio 4’s “Hacking Capitalism”, will discuss the scope for a radical transformation away from fossil fuel wealth creation, towards a low carbon and inclusive model of growth. What are the colliding mega trends that threaten to destabilise economic and political systems? What are the emerging areas for tech-enabled growth? What, does it mean for us as businesses and leaders?
  • Anna Leach, Deputy Chief Economist, Confederation of British Industry (CBI), on the UK’s economic outlook in light of geopolitical instability, inflation, and rising energy prices
  • Stuart Rhodes, Global Dividend Fund Manager, M&G, on global incomes
  • Jonathan Platt, Head of Fixed Income, Royal London Asset Management, on the evolution of bond markets
  • Dan Kemp, Global CIO, Morningstar Investment Management, on where ESG portfolios fit into capital market assumptions
  • Kirsteen Morrison, Senior Portfolio Manager, Impax Asset Management, on the rapidly evolving ESG landscape
  • Jonathan Miller, Director of Manager Research, Morningstar UK

Panel discussions include:

“Measuring and reporting on impact and SDG outcomes” moderated by Hortense Bioy, Global Director of Sustainability, Morningstar, with Rebecca Kowalski, FPFS, CFA ESG & Company Director, Overstory Finance, and Davina Berttram, Director, Client Relations, Partnerships and Engagement, Morningstar Sustainalytics.

“The future of financial advice” moderated by Ollie Smith, Morningstar UK Editor, with Anastasia Georgiou, Director of Client Solutions, Advisor Segment, EMEA, Morningstar, and Chanelle Pattinson, Co-founder and Financial Planner, Money Means.

Morningstar will also host several virtual “meet the manager” sessions, with Nikko Asset Management, J.P. Morgan Asset Management, Fidelity Investments, and Ballie Gifford.

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

Digital participants will be able to engage with other attendees through Virtual Booths, with on-demand and live content, as well as the ability to connect with attendees on the platform during the conference. Conference sessions will be available on-demand for 14 days following the event.

Media Registration Information

Full-time members of the news media receive complimentary registration to the Morningstar Investment Conference. To register, please click here. Virtual attendees will have access to an online press room, and in-person attendees will have resources available at the press desk.

Attendee Registration Information

The conference is free to attend for UK financial advisers and wealth managers. To register, please click here.


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 $265.0 billion in assets under advisement and management as of March 31, 2022. The Company has operations in 29 countries. For more information, visit Follow Morningstar on Twitter @MorningstarInc.

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