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Morningstar Institutional Conference


Morningstar Institutional Conference

17 March 2016 - 18 March 2016 Event
Hotel Okura, Amsterdam
Event website
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We invite you to join us at the Morningstar Institutional Conference on 17th and 18th March at the Hotel Okura in Amsterdam. The conference will explore key themes relevant to long-term investors and provide a holistic view of the current investing environment through a diverse programme of presentations from leading investors, academics and industry experts.


Headlining speakers include John C. Bogle, Founder and former Chief Executive of Vanguard and creator of the first index mutual fund. In a conversation with Morningstar’s Scott Cooley, transmitted live from Pennsylvania, Mr. Bogle will share his views on building effective portfolios for long-term investors and will challenge assumptions about active management. 


Attendees will also hear from James Montier, member of GMO’s asset allocation team, renowned author and expert on behavioural finance and value investing, who will explore the features of an independent-minded approach to investing and the challenges of implementing such a strategy in a multi-asset environment. 


Haywood Kelly, Head of Global Research at Morningstar, will examine the landscape for sustainable investing and explain what Morningstar is doing to help individuals, advisors and asset managers invest in ways that are meaningful to them. In addition, Thomas Idzorek, Head of Investment Methodology and Economic Research, Morningstar Investment Management group, will update and expand upon his ground-breaking research on the use of popularity as an investment tool.


Additional highlights of this year’s conference include:

·         Jason Hsu, Vice Chairman, Research Affiliates, on the cyclical nature of the value premium and investors’ performance-chasing nature

·         Michael Krautzberger, Head of European Fixed Income, BlackRock, and Morningstar European Bond Manager of the Year 2014, on creating a diversified fixed income portfolio in today’s increasingly complex European markets 

·         Dr. Amlan Roy, Managing Director, Head of Demographics and Pensions, Credit Suisse, on global demographic change and its impact on growth, debt and inflation

·         Ian Sims, Chairman and Chief Investment Officer, Colchester Global Investors Limited, on applying a valuation-driven approach to global fixed income investment


For the full agenda, please click here

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