Morningstar UK Limited has today announced the agenda for its 18th annual Morningstar Investment Conference UK, to be held on Wednesday 1st May 2024 at the Royal Lancaster, London.
According to Morningstar, this year’s Investment Conference will bring together industry leaders and investing experts to explore cutting-edge research. Sessions range from intergenerational wealth transfer, articulating your value proposition, how advisers are succeeding with AI, an open discussion with the FCA and much more.
“With an uncertain year ahead, facing elections and stagnant economic growth, advisers must help investors navigate an increasingly complex market, providing both challenges and opportunities.” said Connor Sloman, Managing Director of Morningstar UK. “The Morningstar Investment Conference is a distinctive forum to provide advisers with clarity and insights from leading market participants in the advice and asset management industry.”
This year’s speakers include:
- Daniel Needham, President, Morningstar Wealth
- James Rhodes, President of Data, Research and Enterprise Solutions & Chief Technology Officer, Morningstar
- Emily Maitlis, Award-winning Journalist and Broadcaster
- Gillian Hepburn, Commercial Director, Benchmark Capital
- Dr. Lewis Liu, CEO, Eigen Technologies
- Xuesong Zhao, Partner, Polar Capital
- Lindsey Stewart, Director of Investment Stewardship Research, Morningstar
- Mike Coop, Chief Investment Officer EMEA, Morningstar
- Ariel Bazalel, Investment Manager, Fixed Income, Jupiter Asset Management
- Ryan Murphy, Global Head of Behavioural Insights, Morningstar
- Dylan Cox, Head of Private Markets Research, PitchBook
- Monika Calay, Director of Passive Strategies Research, Morningstar
- Derek Smith, Head of Technology, Morningstar Wealth Platform
- Kenneth Lamont, Senior Research Analyst, Passive Strategies, Morningstar
- Michael Field, European Market Strategist, Morningstar
Discussions include:
Keynote: UK and US Election Chaos – My Bold Perspectives Emily Maitlis, award-winning journalist and broadcaster, will deliver the keynote speech looking ahead to a year of elections
Private Markets: rapid growth and new client interest Advisers are considering non-traditional asset classes more than ever, with private markets offering new, exciting opportunities for clients. What sits below this trend and what are the primary access points to consider?
Geopolitics: simplifying a complex world Taking learnings from other demanding endeavours, this session looks at what advisers can do to manage volatility with clients and excel under pressure.
FCA Update Fireside Chat With Consumer Duty now implemented, advisers will hear directly from the FCA on their interpretation, including ESG-related matters.
Intergenerational Wealth Transfer: opportunity or nightmare Gillian Hepburn will give an overview of current trends in wealth transfer, before delving into the opportunities and threats this poses. How can you quantify this for your business and address the challenge of retaining assets? Why should you also be considering female clients when developing a strategy?
U.K. Stocks: structural change requires care U.K. stocks are now only 5% of the global market, down from 20%. With sector shifts and thematic ETFs gaining in popularity, we look at the broader trends with an eye to the future. Mind the gap please.
The Role of Bonds Today and Tomorrow Ariel Bazalel, Investment Manager, Fixed Income, Jupiter Asset Management will cover with interest rates changing trajectory, who stands to win? How can you communicate the role of bonds in this environment? Do areas of elevated yield come with unwanted risks?
Investing in the Era of AI: maximising opportunities, minimising risks In our research, from over 100 advisers, artificial intelligence was the number one topic you want discovered. We bring some of the industry’s biggest experts together to bring a practical client-centric approach. How can emerging innovations enhance services without compromising relationships? What’s the smartest way to leverage automation? Our panellists will discuss practical applications, provide strategic guidance on working alongside “smart” tools, and debate how AI and human talent can productively collaborate. By charting a prudent path forward, one that synthesises the best of technology and human touch, institutions can build towards a thriving tech-enabled future. Join our vibrant discussion as panellists debate tough trade-offs, pragmatic solutions and how to future-proof for what lies ahead.
For the full agenda, speaker biographies, and further information please click here. Conference updates will be available on X (ex-Twitter) through the hashtag #MICUK.
