Morningstar India Announces Agenda and Speakers for Fourth Annual Investment Conference on 11-12 November

MUMBAI, November 7, 2014 /PRNewswire/ --

Morningstar India, a wholly owned subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, is holding its fourth annual Morningstar Investment Conference on 11-12 November at the Grand Hyatt Mumbai, Santacruz East, Mumbai. The conference features top money managers, brokers, institutional investors, financial advisors, and Morningstar leaders and analysts sharing insight and debating topics affecting investors in India.

     (Logo: http://photos.prnewswire.com/prnh/20140218/10089121)

Featured speakers for the event are Prashant Saran, Executive Director, Securities and Exchange Board of India (SEBI), and Deepak Mohanty, Executive Director, Reserve Bank of India. On 11 November, Mr. Saran's speech will inaugurate the conference, and Mr. Mohanty will give the keynote address about his outlook for the Indian economy.

The first day of the conference offers a general look at the current investing landscape. The sessions cover a wide range of topics that include an overview of the global macroeconomic environment; the outlook for India's fixed-income and equity markets; the relevance of value investing in India; gold and international investing as effective portfolio diversifiers; and opportunities among alternate investments. Other presentations will provide insight into the Morningstar® Stewardship Rating for Stocks and its use in assessing management's stewardship of shareholder capital; the Morningstar Analyst Rating™ for funds and its track record; and the utility of mutual funds as a retirement solution in India.

The second day of the conference is a forum specifically designed for financial advisors, featuring Morningstar analysts and experts discussing strategies for risk management, asset allocation, portfolio construction, and the changing landscape for advisors in India.

Other scheduled speakers for the conference include:

• Abhay Aima, Group Head - Equities & Private Banking Group, Third Party Products, NRI and International Consumer Business, HDFC Bank
• Ajay Bagga, Executive Chairman, OPC Asset Solutions
• Amandeep Chopra, Group President, Head - Fixed Income, UTI AMC
• Andrew Holland, CEO, Ambit Holdings 
• Anoop Bhaskar, Head - Equity, UTI AMC
• Ashish Chauhan, MD & CEO, Bombay Stock Exchange
• Ashish Kehair, Executive Vice President, ICICI Securities
• Bharat Banka, Senior President, Aditya Birla Group
• Bharat Shah, Executive Director, ASK Group
• C. Jayaram, Joint MD, Kotak Mahindra Bank Limited
• Chandresh Kumar Nigam, CEO, Axis AMC
• Dean Junkans, CIO, Wells Fargo Private Bank
• Deepak Mohanty, Executive Director, Reserve Bank of India
• Dhruv Mehta, Investment Advisor
• Harsha Viji, CEO, Sundaram AMC
• Karan Bhagat, MD & CEO, IIFL Wealth Management
• Kenneth Andrade, Head - Investments, IDFC AMC
• Lakshmi Iyer, Head - Fixed Income & Products, Kotak AMC
• Madhusudan Kela, Chief Investment Strategist, Reliance Capital
• Mahesh Patil, Co-CIO, Birla Sun Life Asset Management Company
• Maneesh Dangi, Co-CIO, Birla Sunlife Asset Management Company
• Nilesh Shah, MD & CEO, Axis Capital Ltd.
• Nilesh Shah, Director & CEO, Envision Capital
• Parag Parikh, Chairman & CEO, PPFAS AMC
• Prashant Jain, CIO, HDFC AMC
• Prashant Saran, Whole Time Member, SEBI
• Punita Kumar Sinha, Managing Partner, Pacific Paradigm Advisors
• Raghav Iyengar, Executive VP & Head - Retail & Institutional Business, ICICI Prudential AMC
• Rajesh Krishnamoorthy, MD, iFast Financial India
• Rajiv Bajaj, Vice Chairman & MD, Bajaj Capital
• Rohit Sarin, Co-Founder, Client Associates
• Sandip Ghose, Director, NISM
• Sanjoy Bhattacharyya, Managing Partner, Fortuna Capital
• Sankaran Naren, CIO, ICICI Prudential AMC
• Santosh Kamath, CIO - Fixed Income, Franklin Templeton AMC
• Sundeep Sikka, CEO, Reliance AMC
• Sunil Singhania, CIO - Equities, Reliance AMC
• Uma Shashikant, MD, CIEL
• Vikram Kuriyan, Executive Director, Centre of Investment, ISB

Featured speakers from Morningstar include:

• Andrew Lill, Chief Investment Officer, Asia-Pacific, Morningstar Investment Management group
• Dhaval Kapadia, Director Investment Advisory,  Morningstar Investment Adviser India  
• Grant Kennaway, Director of Manager Research, Asia-Pacific
• Haywood Kelly, Head of Global Research
• Michael Coop, Head of Multi-Asset Strategies, Morningstar Investment Management group
• Mona Agrawal, Investment Strategist, Morningstar Investment Adviser India  
• Niranjan Risbood, Director of Manager Research, India

Registration for the full conference including two lunches, one cocktail dinner, and refreshments during both days costs INR 8000 per person, including taxes. For the full agenda, hotel and registration information, please visit http://www.morningstar.in/mic2014. Full-time members of the news media may receive complimentary registration to the Morningstar Investment Conference India. If you are a journalist and wish to attend the conference, please email Nikita More at [email protected]. 

About Morningstar, Inc.

Morningstar, Inc. is 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 479,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 13 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 Sept. 30, 2014. The company has operations in 27 countries.

©2014 Morningstar Inc. All rights reserved.

MORN-P

Media Contact: Nikita More, [email protected], +91-22-61217212, Manager - Marketing, Morningstar India