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Investment Conference

Strong Voices. Smart Conversations
Annual investment conference.

29 April 2010, Sheraton on the Park Sydney
 

Agenda

  • 7:45  Registration

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  • 8:20  Introduction
    Tim Murphy, Co-Head of Fund Research, Morningstar Australasia

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  • 8:30  Keynote Address: State of the Industry
    Emilio Gonzalez - CEO, BT Investment Management

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  • 9:15  Global Fixed Income (video conference)
    Paul McCulley - Portfolio Manager, PIMCO

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  • 9:45  Australian Fixed Income
    Richard Quin - Portfolio Manager, Credit Suisse
    Roger Bridges - Head of Fixed Income, Tyndall

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  • 10:15  Morning Tea

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  • 10:45  Direct Equities: Keeping on track
    Morningstar Senior Equity Analysts

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  • 11:30  Indexing – Everything You Need Know
    Robin Bowerman, Head of Retail, Vanguard Investments
    Tom Keenan, Director, iShares
    Andrew Francis, Chief Executive, Realindex Investments

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  • 12:15  Lunch

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  • 1:15  Global Equities Panel
    Hassan Elmasry, Founder & Portfolio Manager, Independent Franchise Partners
    Terry Berkemeier, Portfolio Manager, Capital International

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  • 2:05  Bonds, Equities, Cash: Charting the Course
    Donal Curtin, Economics New Zealand
    Shane Oliver, Chief Economist, AMP Capital Investors
    Simon Doyle, Head of Fixed Income and Multi-Asset, Schroders
    Daniel Needham, CIO, Ibbotson Associates

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  • 2:55  Afternoon Tea

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  • 3:25  Australian Equities Panel
    Martin Littler, Head of Core Australian Equities, Colonial First State
    Anton Tagliaferro, Investment Director, Investors Mutual

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  • 4:10  Navigating client portfolios - Fund Analyst panel
    Simon Kent-Jones, Investment Strategist, Ord Minnett
    Don Phillips, Managing Director and Global Head of Fund Research, Morningstar
    Tim Murphy, Co-Head of Fund Research, Morningstar
    Chris Douglas, Co-Head of Fund Research, Morningstar