Morningstar Announces Speakers and Agenda for 2014 European ETF Conference 6-7 November in London
LONDON, 17 October, 2014-Morningstar Inc., today announced the speakers and programme for its third annual pan-Europe ETF Conference.
The Morningstar ETF Conference, to be held on 6th and 7th November in London, will seek to clarify the complexities, theories, and opportunities surrounding exchange-traded products (ETPs) and will deliver the insights needed for professional investors to make more informed decisions. The conference will also provide the launch platform for the Women in ETFs European Chapter.
Keynote speakers at this year's conference will include:
• Jason Hsu, Ph.D., Vice Chairman and Co-Founder of Research Affiliates, on "Strategic" or "Smart" Beta within the multi-premia investing framework
• Arnab Das, Founder and Principal of Das Capital, on emerging markets versus developed markets
• Luis Garicano, Ph.D., Professor of Economics and Strategy at the London School of Economics, on the sustainability of the recovery in the peripheral Euro countries
• Deborah Fuhr, Managing Partner and Co-Founder of independent research and consultancy firm ETFGI, who will announce the launch of the Women in ETFs European Chapter
• Paul Dolan, Ph.D., Professor of Behavioural Science at the London School of Economics, on influencing behaviour
"As ETPs garner assets from an increasingly diverse range of investors, the need to scrutinise and understand this space has never been greater," Hortense Bioy, Morningstar's Director of Manager Research, Passive Strategies, Europe, said. "Delegates will have access to renewed insights into this evolving landscape from industry experts who will analyse the latest trends in investor demand, the state of innovation and competition across the industry, the growth of strategic beta, the latest regulation affecting ETPs, and what the future holds for ETP investors."
The conference will also feature a number of discussion rounds, including:
• Strategic Beta, Smart Beta or Alternative Beta, chaired by Ben Johnson, Morningstar's Global Director of Manager Research for Passive Strategies.
• A review of ETF managed portfolios, one of the fastest-growing ETF segments, as well as the pitfalls of ETF distribution and trading.
• An industry roundtable featuring senior executives of major ETF firms including Vanguard, Deutsche AWM, UBS, and State Street.
Delegates and interested parties can follow the conference conversation on Twitter using the hashtag #MstarETFEU.
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Notes to Editors
The 2014 Morningstar pan-Europe ETF Conference will be held at the Park Plaza Riverbank London at 18 Albert Embankment, London, SE1 7TJ. The conference is accredited by the CFA Society United Kingdom for Continuing Professional Development (CPD) and qualifies for 7 CPD hours in total.
For the full conference agenda, please click here. For all speaker biographies, please click here.
For all further information about the conference, including accommodation, exhibitors and registration, please click here.
Media Registration
Complimentary conference passes are available to members of the media. To secure your place, please contact the Morningstar UK media relations team at +44 (0)20 3107 0023 or email ukmedia@morningstar.com. Additionally, a media centre will be available at the conference, providing journalists with desk space, laptops, and internet access in the auditorium during the event. The media team will be onsite to arrange interviews with conference speakers and Morningstar experts throughout the day.
Women in ETFs
Women in ETFs is the first women's group for the ETF industry. Founded in January 2014 by Sue Thompson, Joanne Hill, Deborah Fuhr, Michelle Mikos and Linda Zhang, the Women in ETFs organisation seeks to create opportunities for professional advancement by expanding connections among women in the ETF industry, offering guidance for the current and next generation of women in ETFs, and providing forums for education and idea sharing across the industry. For more information, please visit http://ww.womeninetfs.com.
About Morningstar UK Limited and Morningstar, Inc.
Morningstar UK Limited is a subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on approximately 473,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 12 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $169 billion in assets under advisement and management as of June 30, 2014. The company has operations in 27 countries.
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Morningstar, Inc. is a provider of independent investment insights. It operates through five segments: Morningstar Data and Analytics, PitchBook, Morningstar Wealth, Morningstar Credit, and Morningstar Retirement. Morningstar Data and Analytics segment provides investors comprehensive data, research and insights, and investment analysis to empower investment decision-making. PitchBook segment provides investors with access to a collection of data and research covering the private capital markets, including venture capital, private equity, private credit and bank loans, and merger and acquisition activities. Morningstar Wealth segment brings together its model portfolios and wealth platform and practice and portfolio management software for registered investment advisers (RIAs). Morningstar Credit segment provides investors with credit ratings, research, data, and credit analytics solutions. Morningstar Retirement segment include managed retirement accounts and fiduciary services.
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