Morningstar Investment Conference

15 May 2014

The Westin Sydney
1 Martin Place,
Sydney NSW 2000

Investing on the Front Foot

Central bankers are increasingly influencing markets, with significant flow-on effects on interest rates, currencies and equity markets. Can 2013’s equity market rally continue? What does it all mean for bonds? Does emerging market turmoil create a buying opportunity? In this current market environment, where should your clients’ portfolios be invested?

Morningstar Investment Conference will tackle these issues and more. You'll leave the Conference with key insights and takeouts to help your clients invest on the front foot.

The Conference will address major macroeconomic issues affecting markets, including in-depth discussions of the impact on each of the major asset classes. We’ll also explore topical issues like incorporating diversified alternatives exposure in portfolios, retirement and income investing using direct securities, objective-based investing, and more.

All sessions will be moderated by Morningstar's experienced investment professionals. You'll have the opportunity to interrogate these speakers about the issues that matter to you. View full agenda

Who's Attending?

Morningstar Investment Conference is essential for anyone building or influencing client portfolios – financial planners, paraplanners, dealer group researchers, consultants, fund-of-fund managers/analysts, stockbrokers, fund managers, and other investment professionals.

We've assembled a top-notch line-up of international and local experts, including:
  • Ian Macfarlane AC, Former Governor, Reserve Bank of Australia
  • Matt Williams, Head of Equities, Perpetual Investments
  • Chris Mackay, Portfolio Manager, Magellan Flagship Fund
  • Nicholas Bratt, Portfolio Manager, Lazard Asset Management, USA
  • John Beck, Co-Director, Global Fixed Income, Franklin Templeton Investments, UK
  • Rob Mead, Head of Portfolio Management, PIMCO
  • Edward Glennie, Head of Asia, Lighthouse Partners
Network with Peers

The Conference provides an ideal platform for financial planners, dealer group researchers, and fund managers to network with fellow financial services professionals, meet and speak with Morningstar's analysts, and connect with Morningstar adviser clients and thought leaders.