Agenda Announced for Morningstar Investment Conference UK 2026

Marking its 20th anniversary, the conference centres on the theme "Focus on What Matters," bringing together clear, data-driven insight to help advisers deliver stronger outcomes for their clients

LONDON, 19 February 2026 - Morningstar UK Limited, a subsidiary of Morningstar, Inc.(NASDAQ: MORN) and leading provider of independent investment insights, today announced the agenda for the Morningstar Investment Conference UK, to be held on Thursday, 7 May 2026 at Convene Sancroft near St. Paul's, London.

Amid conflicting information, global uncertainty, and heightened market volatility, the agenda centres on practical insights, disciplined thinking, and rigorous data, helping advisers focus on the decisions that matter most for long-term client outcomes.

"The investment landscape continues to evolve, and advisers are operating in a very different environment than they were even a year ago," said Connor Sloman, managing director of Morningstar UK. "High-quality data remains central to confident decision-making and better outcomes for investors. For 20 years, the Morningstar Investment Conference UK has brought the industry together to examine these shifts, and this year our expert speakers will share evidence-based insights to help advisers manage risk, strengthen their practices, and support long-term client success."

This year's speakers include:

• Christine Benz, director of personal finance and retirement planning, Morningstar

• Mike Coop, chief investment officer, Morningstar Wealth

• Michael Field, chief equity strategist, Morningstar

• Johanna Kyrklund, group chief investment officer and CEO of public markets, Schroders

• Kenneth Lamont, principal of manager research, Morningstar

• Wei Li, global chief investment strategist, BlackRock

• Dr. Pippa Malmgren, tech entrepreneur and former White House Presidential Adviser

• Ursula Marchioni, head of investments and portfolio solutions EMEA, BlackRock

• Ryan Murphy, head of behavioural insights, Morningstar

• John Roe, head of multi-asset funds, Legal & General

• Anna Rosenberg, head of geopolitics, Amundi

Sessions will explore the forces shaping financial advice today, from geopolitical shifts and the convergence of public and private markets to the evolving role of AI and risk management.

Dr. Pippa Malmgren, tech entrepreneur and former White House Presidential Adviser, helps investors navigate today's instability by translating complex geopolitical shifts into clear, actionable signals. By bringing high-level perspective to capital and portfolio risk, she empowers her audience to look past the noise and identify the emerging trends that drive innovation and human prosperity;

Is the AI bubble about to burst? Morningstar's Kenneth Lamont and Michael Field will assess the implications of rapid AI growth for portfolios, exploring fund exposure, ethical considerations, and the risks investors need to consider;

Against a backdrop of ongoing market uncertainty, fund managers from BlackRock, Troy, and Legal & General will discuss portfolio construction and risk positioning for the upcoming year;

As semiliquid funds expand access to private equity and private debt, Evangelia Gkeka, manager research analyst at Morningstar, will assess the current landscape, investor accessibility, and operational challenges at this early stage of market development;

In a post-Brexit world, industry experts will reflect on a decade of headwinds for UK equities and consider the opportunities that lie ahead.

The full agenda, speaker biographies, and further information is available here.

Media Registration Information

Full-time members of the media receive complimentary registration to the Morningstar Investment Conference UK. To register, please click here.

Attendee Registration Information

For UK financial advisers and fund selectors, please click hereto register. All proceedings for early-bird ticket purchases will go to NSPCC, the UK's leading children's charity.

About Morningstar UK Limited and Morningstar, Inc.
Morningstar UK Limited is a subsidiary of Morningstar, Inc. ("the company"), a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and solutions that serve a wide range of market participants, including individual and institutional investors in public and private capital markets, financial advisors and wealth managers, asset managers, retirement plan providers and sponsors, and issuers of fixed-income securities. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $378 billion in AUMA as of Dec. 31, 2025. The Company operates through wholly-owned subsidiaries in 32 countries. For more information, visit www.morningstar.com/company(opens in new window). Follow Morningstar on Twitter @Morningstar Inc.

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