Morningstar Events

Morningstar Investment Conference 2017

Opening Remarks  PDF

  • Anthony Serhan, CFA, Managing Director, Research Strategy, Asia-Pacific, Morningstar, Inc.

Valuation-Driven Asset Allocation  PDF

  • Tanguy de Lauzon, Head of Capital Markets & Asset Allocation, Morningstar Investment Management, EMEA.

Power of Predictive Ratings  PDF

  • Chirs Douglas - Director, Manager Research Ratings, APAC, Morningstar, Inc
  • Kaustubh Belapurkar, CFA - Director, Manager Research, India, Morningstar, Inc

The Dawn of the Digital Age  PDF

  • Anthony Serhan, CFA, Managing Director, Research Strategy, Asia-Pacific, Morningstar, Inc.

Global Perspectives on Financial Advice  PDF

  • Dermot O'Mahony, Head of Software, Morningstar.

The Bull Market in Perspective  PDF

  • Ridham Desai, Equity Strategist, Morgan Stanley Research, Asia/Pacific.
  • Sheela Rathi, Equity Strategist, Morgan Stanley Research, Asia/Pacific.

Competitiveness in Family Businesses  PDF

  • Professor Kavil Kavil Ramachandran, Executive Director, Thomas Schmidheiny Centre for Family Enterprise, Indian School of Business.

Resilient Investment Strategies  PDF

  • Sankaran Naren, Executive Director & Chief Investment Officer (CIO)

The Role of Creativity in Investments  PDF

  • Jason A. Voss, CFA, Content Director, CFA Institute.

Harnessing the Power of Social Media  PDF

  • Mihir Karkare, Cofounder and EVP - Mirum India.

The Search for Alpha  PDF

  • Saurabh Mukerjea, CFA, Ambit Capital Private Limited.
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