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Morningstar Announces Agenda for Fifth Annual Morningstar Institutional Conference Europe in Amsterdam, 19-20 March 2015

Morningstar, Inc.(NASDAQ: MORN), a leading provider of independent investment research, today announced the agenda and speakers for its fifth annual Morningstar Institutional Conference Europe, to be held in Amsterdam on 19 and 20 March 2015.

The Morningstar Institutional Conference provides investors and academics from across Europe with a platform to explore investment topics relevant to long-term investors through a diverse programme of presentations and panel discussions. Morningstar expects more than 200 senior delegates from across financial services and academia to attend.

Headlining presenters include Howard Marks, Co-Chairman, Oaktree Capital Management, who will discuss risk and how the probabilities of portfolio loss are best handled through the subjective, qualitative judgement of the investor and not the calculations of the risk manager. Attendees will also hear from Andrey Kozreyv, former Minister of Foreign Affairs of the USSR, who will share his unique perspective on the current Russian geo-political environment and its implications for the world order.

Roger Ibbotson, PhD, Professor in the Practice Emeritus of Finance at Yale School of Management, partner at Zebra Capital Management, and founder of Ibbotson Associates (which Morningstar acquired in 2006), will also address the conference.

Prof Ibbotson will discuss the findings of his new paper “Dimensions of Popularity,” co-authored with Tom Idzorek, Head of Investment Methodology and Economic Research for Morningstar, which presents new research that challenges long-held assumptions about the relationship between risk and return, and that proposes a new paradigm for understanding investment performance—popularity.

Additional highlights of this year’s conference include:

  • Michael Mauboussin, Head of Global Financial Strategies, Managing Director, Credit Suisse, on the lessons from behavioural finance to improve decision making;
  • Paul Woolley, Chairman of the Advisory Board, Paul Woolley Centre for the Study of Capital Market Dysfunctionality, London School of Economics, on the new paradigm of inefficient markets and the implications for investors;
  • Peter Borgdorff, Managing Director of Pensioenfonds Zorg en Welzijn, on pension fund investing and the challenges facing fiduciaries;
  • Michael Ferguson, Partner, Ernst & Young SA, who will lead a roundtable discussion on the latest regulatory issues; and
  • Daniel Needham, President and Chief Investment Officer, Morningstar’s Investment Management group, on valuation-driven asset allocation.

A number of breakout sessions on topics including strategic beta, capital markets, the energy sector, and new asset allocation techniques will also be available for delegates to attend.

“This year’s institutional conference will take a closer look at key investment themes relevant to long-term investors,” Needham said. “The topics for discussion will include agency risk within institutional investment management, the deceptive nature of prospective investment risk, and the challenges posed by zero interest rates and unconventional policies for defensive investors. We will also consider the lessons from behavioural finance to improve decision making, and the practical investment implications of environmental, social, and governance (ESG) investing. It is an agenda that is set to engage, with a line-up of outstanding practitioners and academics. I look forward to welcoming our delegates to Amsterdam for an exciting exchange of ideas.”