Morningstar Investment Conference 2023 - Sydney | Morningstar | 23 May 2023 | ICC Sydney Grand Ballroom, 14 Darling Dr, Sydney NSW 2000, Australia

This Event is the Deep-dive You Need to Build Financial Success in 2023 and Beyond.

2023 Speakers

Anthony Aboud
Portfolio Manager, Perpetual Limited

Rob Adams
CEO & Managing Director, Perpetual Limited

Roger Aliaga-Diaz
Global Head of Portfolio Construction, Vanguard

Gregory Davis
Managing Director and Chief Investment Officer, Vanguard

Mark Delaney
Chief investment Officer, AustralianSuper

Simon Doyle
CIO and Head of Multi-Asset, Australia, Schroders

Andrew Fisher
Investment Strategy, Australian Retirement Trust

Katie Hudson
Director/Portfolio Manager, Yarra Capital Management

Daniel Hyman
Managing DirectorManaging Director, PIMCO

Rajiv Jain
Chairman, CIO & Portfolio Manager, GQG Partners

Jenny Johnson
President and CEO, Franklin Resources, Inc. also known as Franklin Templeton

Brett Lewthwaite
Executive Director, Macquarie Group

Andrew Lockhart
Managing Partner, Metrics Credit Partners

Jacob Mitchell
Founder, Chief Investment Officer and Lead Portfolio Manager, Antipodes Partners

Ian Macoun, CFA
Managing Director, Pinnacle Investment Management Group Limited

Rob Mead
MD, PIMCO

Francyne Mu
Franklin Templeton

Deanne Stewart
Chief Executive Officer, Aware Super

Annika Bradley
Director, Manager Research Ratings, Asia-Pacific, Morningstar

Jody Fitzgerald
Head of Institutional Portfolio Management and Solutions, Morningstar Investment Management

Grant Kennaway
Global Head of Manager Selection, Morningstar

Michael Malseed
Director - Manager Research, Morningstar

Jeffrey Ptak
Chief Ratings Officer, Morningstar

Aman Ramrakha
Director, Manager Selection, Morningstar

Anya Solovieva
Director, Global Commercial Lead, Climate Solutions, Sustainalytics

Matt Wacher
Chief Investment Officer, Morningstar

Justin Walsh
Associate Director - Manager Research, Morningstar

Jamie Wickham
Managing Director, Morningstar

Tim Wong, CFA
Director, Fixed Income Strategies, Manager Research, Morningstar

2023 Sponsors

PRINCIPAL SPONSOR:
• Franklin Templeton

LEAD SPONSORS:
• Antipodes
• Blackrock
• Capital Group
• Charter Hall
• Colchester
• Copia
• Fidante
• Fidelity
• Firetrail
• First Sentinel
• Global X
• CGQ Partners
• IML
• Lazard Asset Management
• Macquire
• Metrics
• Milford
• Pendal
• Perpetual 8
• Pinnacle
• Qualitas
• Resolution Capital
• Schroders
• Solaris Investment Management
• State Street SPDR
• VanEck
• Vanguard
• YARRA

MAJOR SPONSORS:
• Betashares
• Magellan
• MFS
• PIMCO
• T.Rowe Price