‘Too Strong for Too Long?’

Speakers: Louis-Vincent Gave and Barry Lambert

Attendees will be able to select from two streams that address major issues in managed fund investing and direct investing. Panel discussions will feature the following portfolio managers and investment industry thought leaders:

Asset Allocation

Michael Karagianis, Head of Private Investment Consulting, MLC Investment Management; Simon Doyle, Head of Fixed Income and Multi-Asset, Schroder Investment Management Australia; and Andrew Lill, Chief Investment Officer, Ibbotson Associates Australia, a Morningstar company, will debate and discuss the big picture outlook for the major asset classes, asset allocation, and portfolio positioning in a session moderated by Morningstar Director of Manager Research Asia-Pacific Grant Kennaway.

Fund Investing Stream

• Australian Equities – Paul Xiradis, Head of Equities and Chief Executive Officer, Ausbil Investment Management, and Paul Skamvougeras, Head of Equities and Portfolio Manager, Perpetual Investments, will discuss the outlook for investing in the Australian sharemarket in a session moderated by Morningstar Australasia Director of Manager Research Ratings Tom Whitelaw.
• Global Equities – Eric Sappenfield, Managing Director, Portfolio Manager, and Senior Analyst, Epoch Investment Partners, and Andrew Clifford, Chief Investment Officer, Platinum Asset Management, will discuss the outlook for world sharemarkets in a session moderated by Morningstar Australasia Senior Page 2 of 4 Manager Research Analyst Kathryn Young.
• Fixed Interest – Vimal Gor, Head of Income and Fixed Interest, BT Investment Management, and Brett Lewthwaite, Head of Fixed Income and Currency, Macquarie Investment Management, will discuss fixed income investing in a session moderated by Morningstar Australasia Senior Manager Research Analyst Tim Wong.
• Alternatives – Craig Stanford, CFA, Head of Alternative Investments, Ibbotson Associates Australia, and Rob Graham-Smith, Investment Strategist, Perpetual Investments, will discuss key issues in alternatives investing in a session moderated by Morningstar Australasia Senior Manager Research Analyst Julian Robertson.

Direct Investing Stream

• Direct Equities – Joel Bloomer, Morningstar Head of Equity Research Asia-Pacific; Mathew Hodge, Sector Lead Basic Materials, Energy and Utilities, Morningstar Australasia; and Peter Warnes, Head of Equity Research, Morningstar Australasia, will discuss key themes in direct equities investing.
• Building Portfolios Using Direct Securities – Michael Coop, Head of Multi-Asset Investments, Ibbotson Associates Australia; Mathew Hodge, Sector Lead Basic Materials, Energy and Utilities, Morningstar Australasia; and Alexander Prineas, Senior Manager Research Analyst, Morningstar Australasia, will discuss ways to build effective portfolios using direct securities in a session moderated by Morningstar Australasia Director of Manager Research Tim Murphy, CFA.

Portfolio Construction

Morningstar Australasia’s Murphy and Whitelaw and Chris Galloway, CFA, Managing Director of Ibbotson Associates Australia, a Morningstar company, will summarise the major themes and issues raised during the day’s discussion. They will also identify the principal takeouts for portfolio construction and management in a session moderated by Morningstar’s Kennaway.

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