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Morningstar Announces Agenda for Morningstar Institutional Conference in Hong Kong on 6 June

HONG KONG, 10 May 2017—Morningstar Asia Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), today announced the agenda and speakers for its fourth Pan-Asian Morningstar Institutional Conference, which will be held at the Four Seasons Hotel Hong Kong on 6 June 2017.

The 2017 Morningstar Institutional Conference Asia will explore the opportunities that arise from the intersection of technology and consumerism and what this means for the provision of advice in Asia. Morningstar expects more than 150 investment professionals from across Asia to attend.

There will be two morning keynote speakers: Ashley Alder, chief executive officer of the Securities and Futures Commission of Hong Kong, will provide insights into financial innovation in wealth management from the regulator’s perspective; and Kunal Kapoor, chief executive officer of Morningstar, will share his views on putting investors first in the latest wealth management landscape. Attendees will also hear from afternoon keynote speaker Cheah Cheng Hye, chairman and co-chief investment officer of Value Partners, in a conversation with Jeffrey Ptak, Morningstar’s global director of manager research, about how he built his investment career and founded Value Partners, the first publicly listed manager in Hong Kong with ambitions to grow.

Additional highlights of this year’s conference include:

  • Neil Dwane, global strategist, Allianz Global Investors; Russ Koesterich, managing director and head of asset allocation, BlackRock; and Andrew Lill, chief investment officer, Asia Pacific, Morningstar Investment Management Australia, on their macro outlook given the ever-changing geopolitical landscape.
  • Neeraj Seth, managing director, head of Asian credit, BlackRock; and Stephen Chang, managing director, head of Asian fixed income, JPMorgan, on their insights on the Asian fixed income market.
  • Jon Everill, head of personal investing, Asia Pacific, Fidelity International, on digital disruption and the future of financial advice.
  • Arnout van Rijn, chief investment officer, Robeco Asia Pacific; Bin Shi, managing director, china equities, UBS Global Asset Management; and Vinay Agarwal, director, portfolio manager, First State Stewart Asia, on surviving the next wave of creative disruptions in Asian equities.
  • Charles Wong, co-founder and chief executive officer, Privé Financial; Michael Haupt, chief operating officer, Vontobel Wealth Management; and Stewart Aldcroft, chief executive officer of CitiTrust, on the intersection between fintech and the provision of advice in Asia.
  • Mandy Chan, head of China and Hong Kong equities, HSBC Global Asset Management; Lorraine Tan, director of equity research, Asia, Morningstar Investment Adviser Singapore; and Chok Wai Lee, senior equity analyst, Morningstar Investment Adviser Singapore, on how China’s changing demographics is reshaping the investment landscape.
  • Dan Lefkovitz, content strategist, Morningstar Indexes, on the role of indexing in a changing world.
  • Arthur Wu, senior manager research analyst, Morningstar Investment Adviser Singapore, on Morningstar’s proprietary Mind the Gap research.

“The growing importance of technology means that the financial services industry in Asia is entering this exciting phase benefiting from the emergence of fintech, which has the potential to reinvent the industry, including ways in which advice can be provided to the end consumer,” Nick Cheung, chief executive officer for Morningstar Asia, said. “The conference is designed to help investors focus on what’s most important in this exciting yet challenging environment. The agenda explores timely topics and examines the market from a macro perspective, detailing its effect on each major asset class. We look forward to welcoming delegates from across the financial services industry to Hong Kong for an exciting exchange of ideas.”

Registration Information
The Morningstar Institutional Conference Pan-Asian Event costs HKD 20,000 per pass, which includes a full-day conference, breakfast, lunch, and two tea breaks. To register, please complete the form at

More information about the conference, including the full agenda, hotel accommodations, registration, and continuing-education credits, is available at http://corporate1.morningstar.com/AS/Conferences/Morningstar-Institutional-Conference/

News Media Registration Information
Full-time editorial members of the news media may receive complimentary registration to the Pan-Asian Morningstar Institutional Conference. If you are a journalist and would like to register for the conference, please contact Nelly Poon at nelly.poon@morningstar.com or +852 2973-4646.

About Morningstar Asia Limited and Morningstar, Inc.
Morningstar Asia 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, retirement plan providers and sponsors, and institutional investors in the private capital markets. 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 March, 2017. The company has operations in 27 countries.

Morningstar expanded to Asia in April 2000 and has grown its businesses into Japan, Korea, India, mainland China, Taiwan, Singapore, and Hong Kong. The Asia operations not only offer timely information on mutual funds, but also insightful and independent analyses, unbiased fund ratings, and sophisticated analytical tools to help both individual and professional investors make better investment decisions.

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