As many of you will recall I was privileged to be invited to the Morningstar Conference last year and was very, very impressed with both the organisation and content.
The conference was extremely well organised and also extremely well attended. It was also beneficial from the point that it was not attended solely by IFAs. There were many professionals there from many different branches of Financial Services. There were IFAs (and Paraplanners) present but in addition there were Fund Managers, Investment Researchers, Product Providers, Discretionary Fund Managers and many more. The great thing about this conference was that it gave me a fantastic insight into numerous different people’s thoughts about the future for different asset classes and types of investments and also a good feeling for how the Morningstar research teams work and how best to research funds and construct portfolios.
The agenda and dates (12 – 13 May 2009 in London) of this years Morningstar Conference have now been released and looking at the list of speakers they have managed to put together I think this promises to be at least as good as last year.
The annual Morningstar Investment Conference is a focused event which offers individuals specific investment knowledge and skills to use when serving their clients. Delegates can gauge the views of experts on underlying investment strategies as well as economic, market and sector issues that play such an important role in the process of helping clients to build a strategy to meet their all important life goals.
You can find the agenda here
http://media.morningstar.com/uk/CONFERENCE/AGENDA/2009_Agenda.pdf
Morningstar only invite speakers who they believe are among the top experts in their field. None of the guests are here to sell to you: they are here to provide objective and clear insight on the key issues you are faced with today – enabling you to provide the right investment advice.
Speakers include:
*Alistair Mundy – Investec Asset Management
*Dr Sandy Nairn – Edinburgh Partners Ltd
*Dan Hanbury – River & Mercantile
*Darius McDermott – Chelsea Financial Services
*Habib Subjally – First State Investments
*John Rekenthaler – Morningstar
*Marcus Brookes – Cazenove Capital
*Mark Niznik – Artemis Investment Management Ltd
*Nick Cann – Institute of Financial Planning
*Paul Spencer – Rensburg Fund Management
*Peng Chen – Ibbotson Associates
*Richard Buxton – Schroders
*Richard Titherington – JPMorgan Asset Management
*Sanjeev Shah – Fidelity
*Stephen Snowden – Old Mutual Asset Managers (UK)
Each year, the event has grown, but the focus remains the same: creating a valuable experience for professionals looking to enhance their business, advance their industry, and improve services delivered to investors.
In addition to this Morningstar have kindly offered readers of The Paraplanner a discount on the regular price.
The Full Price for both days is £200 and Morningstar are offering you the chance to attend for £180 by using the code PP1.
Alternatively if you just want to attend for one of the days, the full price of which is £125 you can do so for £105 by using the code PP2.
This promises to be a fantastic couple of days and is highly recommended for anyone (not just Paraplanners) who has any involvement with the research and selection of funds and the construction of investment portfolios.
