Loading Events
  • This event has passed.

Overview

Registration is now open for the Morningstar Investment Conference, 1-2 May, London. PIMFA members qualify for a discount rate of just £35 +VAT for the two-day conference. The agenda will cover a wide range of investment vehicles, plus sessions from academics, industry practitioners, experts from the fund management industry and Morningstar’s very own thought-leaders.

Please note: The full price to attend is £225 +VAT, but Morningstar are offering PIMFA adviser and wealth manager members tickets for £35 +VAT.  Click here to register and quote the discount code: MICUK18PIMFA 

To register, please click here

 

 

 

Sponsors

Gallery

Agenda

Tuesday 1st May 

08:00 – 09:00        Registration & Networking Breakfast

09:00 – 09:10        Welcome Address

Mark Roomans, CEO, Morningstar UK

09:10 – 09:45        The End of Cheap Money – Implications for capital preservation

Sebastian Lyon, Troy Asset Management

09:45 – 10:20        A Short-seller Meets with Socrates

James Clunie, Jupiter Absolute Return

10:20 – 10:55        Emerging Markets Investing – can the good times continue?

Matthew Vaight, M&G

10:55 – 11:30        Networking Coffee

11:30 – 12:05        Investing in Truly Extraordinary Times

Mark Costar, JO Hambro Capital Management

12:05 – 12:40        The Future of Passive Investing

Mark Zinkula, CEO, Legal & General Investment Management; Interviewed by: Hortense Bioy, Director, Passive Strategies, Europe, Morningstar

12:40 – 13:55        Networking Lunch

13:55 – 14:30        The Generation Gap

Emma Wall, Morningstar.co.uk

14:30 – 15:05        Session to be announced

15:05 – 15:40        Political Volatility in the West – Explaining the Change

Matthew Goodwin, University of Kent

15:40 – 16:05        Networking Coffee Break

16:05 – 16:40        Session to be announced

16:40 – 17:15        The Impact of Climate Change on Investing

The Rt Hon. John Gummer, Lord Deben, Personal Investment Management & Financial Advice Association

17:15 – 17:20        Closing Remarks

Jonathan Miller, Director, Manager Research Ratings, UK, Morningstar

17:20 – 19:00        Drinks Reception

Wednesday 2nd May 

08:00 – 08:55        Registration & Networking Breakfast

08:15 – 08:45        Pre-Conference Session: Helping Clients in Retirement – Building a Draw-down Portfolio

Emma Morgan, Morningstar

08:55 – 09:00        Welcome Address

Jonathan Miller, Morningstar

09:00- 09:35        Sources of Sustainable Alpha

Aziz Hamzaogullari, CFA, Loomis, Sayles & Company, L.P.

09:35 – 10:10        The Benefits of Diversified Income

Eve Tournier, PIMCO

10:10 – 10:45        European Equities

Martin Skanberg, Schroders

10:45 – 11:15        Networking Coffee Break

11:15 – 11:50        Your Guide to the Markets

Karen Ward, J.P. Morgan Asset Management

11:50 – 12:25        Session to be announced

12:25 – 13:00        Session to be announced

13:00 – 14:00        Networking Lunch

14:00 – 14:35        Blockchain: Evolution or Revolution?

James Sinegal, Morningstar

14:35 – 15:20        Life and Death Listening

Richard Mullender, Mullender’s

15:20 – 15:30        Closing Remarks and End of Conference

Jonathan Miller, Morningstar

Details

Start:
May 1
End:
May 2
Event Categories:
,
Website:
http://global.morningstar.com/ukconference

Other

CPD Hours
10

Venue

Royal Lancaster, London
Lancaster Terrace
London, W2 2TY United Kingdom
+ Google Map