|
Time
|
Agenda Item
|
Representatives
|
Resources
|
|
|---|---|---|---|---|
| Session One | U.S. managed portfolios landscape: Trends in managed portfolio adoption, collaboration and partnering | Jonathan Linstra, Managing Director, Wealth Americas, Morningstar Wealth |
Presentation Recording and transcript coming soon |
|
| Session Two | Maximising business success: Insights on U.S. advice and platform technology | Cindy Galiano, Managing Director, U.S. Wealth Platform, Morningstar Wealth |
Presentation Recording and transcript coming soon |
|
| Session Three | Empowering investor success: U.S. managed portfolios and platform integration | Marta Norton, CFA, Chief Investment Officer – Americas, Morningstar Wealth |
Presentation Recording and transcript coming soon |
|
| Session Four | Independent Advisors in the U.S. – Trends, Risks, and Technology |
Patrick Ashby, Head of Sales, Office and Wealth - U.S. Distribution, Morningstar Wealth Jonathan Goetz, Director of U.S. Wealth Platform Success, Morningstar Wealth |
Presentation Recording and transcript coming soon |
|
| Session Five | U.S. TAMPs industry overview: Efficiencies, scale and technology insights | John Harris, Head of Platform Distribution, U.S., Morningstar Wealth |
Presentation Recording and transcript coming soon |
|
Time
|
Agenda Item
|
Representatives
|
Resources
|
|---|---|---|---|
| Session One | Global Wealth group insights: What we're seeing around the globe in the rise of the modern adviser | Daniel Needham, President, Morningstar Wealth |
Presentation Recording and transcript coming soon |
| Session Two | Direct indexation in the advice practice: Using personalisation to align to client values | Andy Kunzweiler, Portfolio Manager, Direct Indexing, Morningstar Wealth |
Presentation Recording and transcript coming soon |
| Session Three | Revving up the data and research engine: Systematic strategies to empower investor success |
Philip Straehl, Global Head of Research, Morningstar Wealth Vito Gala, Global Head of Systematic Equity Strategies, Morningstar Wealth |
Presentation Recording and transcript coming soon |
| Session Four | Applying behavioural science to your practice |
Ryan Murphy, Global Head of Behavioural Insights, Morningstar Wealth Samantha Lamas, Senior Behavioural Researcher, Morningstar Wealth |
Presentation Recording and transcript coming soon |
|
Time
|
Agenda Item
|
Representatives
|
Resources
|
|---|---|---|---|
| Session One | Investment strategy and behavioural coaching: Maintaining client confidence in their goals | Dan Kemp, Global Chief Investment Officer, Morningstar Wealth | Presentation, recording and transcript coming soon |
| Session Two | U.S. advice practice and principal engagement: Session 1 |
Mike Bleke, Equitable Advisors Kyle Zake, Life Loyal Advisor | Recording and transcript coming soon |
| Session Three | U.S. Advice practice and principal engagement: Session 2 | Tony Bacarella, Bacarella Wealth Consultants | Recording and transcript coming soon |
|
Time
|
Agenda Item
|
Representatives
|
Resources
|
|---|---|---|---|
| Session One | U.S. advice practice and principal engagement: Session 3 | Jim Stork, Pinnacle Financial Group | Recording and transcript coming soon |
| MICUS Session | The X factor: Hear from some of the fastest-growing advisors in the business |
Mac O'Brien, Head of Investment Distribution, Morningstar Wealth Tony Bacarella, Owner Bacarella Wealth Consultants, LLC Christopher A. Fisher , Co-Founder, ISTO Advisors Derek Notman, Founder & CEO. Couplr | Recording coming soon |
|
Time
|
Agenda Item
|
Representatives
|
Resources
|
|---|---|---|---|
| MICUS Session | A dynamic dialogue on key client questions |
Marta Norton, Chief Investment Officer, Americas Morningstar Wealth Tyler Dann, Head of Research, Americas Morningstar Wealth John Owens, Senior Portfolio Manager, Morningstar Wealth Alfonzo Bruno, Associate Portfolio Manager, Morningstar Wealth | Recording coming soon |
| MICUS Session | Portfolio strategy panel: Help deliver top quartile “Alpha” with direct indexing |
Marta Norton, Chief Investment Officer, Americas Morningstar Wealth Michael Laughlin, Head of Portfolio Specialist Team, Morningstar Wealth Andy Kunzweiler, Portfolio Manager, Direct Indexing Morningstar Wealth | Recording coming soon |
|
Time
|
Agenda Item
|
Representatives
|
Resources
|
|---|---|---|---|
| MICUS Session | Pairing portfolios: Actionable ideas for Investors in today’s environment | Michael Laughlin, Head of Portfolio Specialist Team, Morningstar Wealth | Recording coming soon |
| MICUS Session | Data is your most valuable asset: Adapt to new regulations and drive better client conversations |
Brian Costello, Head of Data Aggregation Strategy and Governance, Morningstar Wealth Craig Iskowitz, CEO and Founder, Ezra Group Tara Unverzagt, Founder and Chief Advisor, South Bay Financial Partners | Recording coming soon |
| MICUS Session | Building trust to build your business |
Ryan Murphy, Global Head of Behavioral Insights, Morningstar Wealth Samantha Lamas, Senior Behavioral Researcher, Behavioral Sciences, Morningstar Wealth | Recording coming soon |
