Morningstar Investment Conference 2012

Session Outlines PDF

08:15	Registration
08:45	Welcome and Introduction	Anthony Serhan, CEO Morningstar Australasia Tim Murphy, Co-Head of Fund Research, Morningstar Australasia
09:00	Keynote Address – The Politics of Investing	Michael Thawley, Senior Vice President and International Adviser, Capital Group
09:45	Asset Allocation – Balancing Growth and Capital Preservation	Simon Doyle, Head of Fixed Income and Multi-Asset, Schroders Michael Karagiannis, Investment Strategist, MLC Investment Management Daniel Needham, Managing Director and CIO, Ibbotson Asia Moderator: Grant Kennaway, Head of Fund Research Asia Pacific, Morningstar Australasia
10:30	Morning Break in Exhibit Area
11:00	Concurrent Sessions
11:00	Fund Investing Stream Fixed Income – Life Beyond Term Deposits Brett Lewthwaite, Head of Fixed Income & Currency, Macquarie Investment Management Rob Mead, Head of Portfolio Management, PIMCO; Moderator: Chris Douglas, Co-Head of Fund Research, Morningstar Australasia	Direct Investing Stream Direct Equities – Picking Stocks for the Long Haul Andrew Doherty, Head of Equities, Morningstar Australasia Ian Huntley, Editor, Huntleys' Your Money Weekly Mathew Hodge, Senior Resources Analyst, Morningstar Australasia Moderator: Kathryn Young, Research Analyst, Morningstar Australasia
11:45	Alternatives – Making Sense of All the Options Gregor Andrade, Principal, AQR Capital Management Michael Coop, Head of Alternative Investments, Ibbotson Associates Australia Moderator: Julian Robertson, Senior Research Analyst, Morningstar Australasia	ETFs – What's Next? Drew Corbett, Head of Investment Strategy, BetaShares Tom Keenan, Director Intermediary, iShares Australia Paul Chin, Senior Investment Analyst, Vanguard Investments Australia Moderator: Alex Prineas, Research Analyst, Morningstar Australasia
12:30	Lunch in Exhibit Area
13:30	Afternoon Keynote Address – A Fireside Chat with a Renowned Investor	Peter Morgan, Professional Investor Moderator: Anthony Serhan, CEO Morningstar Australasia
14:00	International Equities – The World According to Platinum	Kerr Neilson, Managing Director, Platinum Asset Management Moderator: Tim Murphy, Co-Head of Fund Research, Morningstar Australasia
15:00	Afternoon Break in Exhibit Area
15:30	Australian Equities – How to Run a Two-Speed Race	Martin Conlon, Head of Australian Equities, Schroders John Grace, Director, Equity, Ausbil Dexia Moderator: Tom Whitelaw, Research Manager, Morningstar Australasia
16:15	Portfolio Construction – Putting it All to Work	Grant Kennaway, Head of Fund Research Asia Pacific, Morningstar Australasia Tim Murphy, Co-Head of Fund Research, Morningstar Australasia Chris Douglas, Co-Head of Fund Research, Morningstar Australasia Moderator: Aman Ramrakha, Executive Manager, Research, CFS Institute of Advice Colonial First State
17:00	Concluding Remarks	Anthony Serhan, CEO, Morningstar Australasia
17:05	Networking Drinks in Exhibit Area

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