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Mimi Celeste TaylorMimiCeleste.Taylor@morningstar.com
Morningstar Announces Agenda for 2017 Investment Conference in London, 9-10 May
LONDON, 27 March 2017—Morningstar UK Limited, a subsidiary of independent investment research firm Morningstar, Inc. (NASDAQ: MORN), today announced the speaker and programme details for its annual Morningstar Investment Conference UK.

The Morningstar Investment Conference UK, to be held in London on 9 and 10 May 2017, expects to attract more than 400 professional financial advisers, paraplanners and wealth managers. The event will bring together economists, leading fund managers, academics and industry experts to examine the key concerns and opportunities for investors in today’s environment of continuing low-growth, geo-political risk, and technological change.

Headlining presenters include Henry Dixon, CFA, Portfolio Manager, Man GLG, offering an in-depth analysis on the potential of inflation returning in the context of Brexit. Delegates will also hear from Ariel Bezalel, Head of Strategy, Fixed Income, Jupiter Asset Management, on how bond fund managers can find special situations across sectors and geographic regions whilst maintaining the management of downside risk. In addition, Iain Stewart, Investment Leader of the Real Return team at Newton Investment Management, will present on why he believes no one can promise absolute returns, and Ezra Sun, Fund Manager and Head of Asia Veritas Asset Management LLP, will discuss the economic outlook for Asia Pacific ex Japan and structural growth investment opportunities for equities across the region.

“Following the tumultuous events of 2016, our agenda aims to address the uncertainties of the political and economic landscape to deliver insights of immediate value for delegates in their client relationships,” Mark Roomans, Chief Executive Officer of Morningstar UK, said. “We’ve selected conference speakers for their ability to address themes of paramount importance to investors, including essential perspectives on technological innovation and its impact on the economy and the social contract, the UK’s pensions freedoms, and an in-depth look at the primary asset classes across geographies. We look forward to welcoming delegates for two days of discussion and debate."

Additional highlights of this year’s conference include:
  • Anna Stupnytska, Global Economist, Fidelity Multi Asset, with insight into the key themes shaping the global macroeconomic landscape and her outlook for growth, inflation, and policy across major economies.
  • Jean M. Hynes, CFA, Senior Managing Director, Managing Partner, and Global Industry Analyst, Wellington Management, with her positive outlook for the global health care sector, based on favourable industry trends and secular tailwinds.
  • Joe Twyman, Head of Political and Social Research for Europe, Middle East and Africa, YouGov, on the 2017 political landscape following the past year’s developments.
  • Oliver Kelton, Partner and Portfolio Manager, Odey Asset Management LLP, on finding value in European equities.
For the full conference agenda, click here. For all speaker biographies, please click here. For further information about the conference, including accommodations, exhibitors, and registration, please click here. Conference updates will be available on Twitter through the hashtag #MICUK.

- Ends -

Notes to Editors
The 2017 Morningstar UK Investment Conference will be held at the Park Plaza Riverbank London at 18 Albert Embankment, London, SE1 7TJ. The conference is an accredited event for Continuing Professional Development (CPD).

Media Registration
Complimentary passes are available to members of the media. To secure your place, please click here to register or email mimeceleste.taylor@morningstar.com.

Dedicated media space is available to attending media, providing desk space and complimentary wi-fi in the conference auditorium. The Morningstar media team will be onsite and can help arrange interviews with conference speakers and Morningstar experts throughout the day. For speaker interview requests, please email mimiceleste.taylor@morningstar.com.

About Morningstar UK Limited and Morningstar, Inc.
Morningstar UK Limited is a subsidiary of Morningstar, Inc., 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 retirement plan providers and sponsors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than USD$200 billion in assets under advisement and management as of 31 December 2016. The company has operations in 27 countries.

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