As a leading provider of independent investment research, Morningstar OBSR offers a unique perspective on developments in the financial industry. We are happy to make our experts available to speak at industry events. For more information about the conferences we host or to discuss the possibility of involving Morningstar OBSR in your event, please contact us at 020 3107 0000 or obsr@morningstar.com.



  

Events

WEBINARS Webinars are hosted by our fund analysts, who share our quarterly Global Investment Strategy update and provide sector reviews.
   
Previous Webinars

Watch a video about the new Morningstar OBSR Analyst Ratings.

Please use this widget to search all of our webcasts including our quarterly sector reviews.

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Morningstar Webinars Morningstar investment analysts hold regular webinars to provide a forum for discussion and education on investment trusts, exchange-traded funds and pertinent investment topics. Webinars typically take place twice per month and are announced here.

Dates Morningstar OBSR hosts and attends a variety of industry conferences.
   
15 - 16 May 2012 Morningstar® Investment Conference 2012
Morningstar UK's 6th annual Investment Conference played host to a wide range of the country’s top asset managers, plus a few well-known visitors from Continental Europe and the US. With investment ideas flowing left, right and centre, we've taken the opportunity to pick out some of the key themes for you. We also talked directly to the presenting managers to dig deeper into their views on the investing environment, regions and sector to avoid or look closer at, and favourite stock and bond picks.

Click here for more information.
   

6 September 2012 Morningstar OBSR Honours Dinner
A firm fixture on the industry calendar, the Morningstar OBSR Honours Dinner celebrates the very best investment talent.

With categories including Outstanding Investor, Rising Talent, Outstanding Investment House and Outstanding Contributor to the Industry, our awards have become coveted badges of excellence.

View details about the upcoming and past awards

Learn about sponsorship opportunities

Morningstar Adviser
Forums 2012

No-cost, Pure Educational Value, up to 5 CPD Points and Gap Fill Credit

Morningstar Adviser Forums bring together local financial advisers and industry leaders to exchange ideas and discuss important industry trends. At our events, you will gain valuable market insight and practical instruction on ways to improve your business.

For more information or to register your place, please contact Natalie Shattock at eventsmanager@morningstar.com or on +44 (0)20 3107 2901

 
7 November 2012,
09:15-12:30
 Morningstar Breakfast Briefing, Engineers House, Bristol

 

Agenda
• Adviser Workstation Seminar with Glyn Chetwynd from Capital & Risk

Click here to book your place

Reasons you should attend
Collect 2 CPD points
 
21 November 2012,
09:15-12:30
 Morningstar Adviser Forum, Marriott Manchester Hotel

 

Agenda
• Adviser Workstation Seminar
• Client communications session
• Morningstar OBSR Analyst Insight
• Guest Speaker: Annabel Brodie-Smith, Director of Communication at the AIC presenting on Investment Trusts (Gap Fill Session)

Click here to book your place

View the full agenda

Reasons you should attend
Collect 5 CPD points and collect gap fill credits: IFP# 129
 
5 December 2012,
09:15-12:30
 Morningstar Adviser Forum, Copthorne Hotel, Birmingham

 

Agenda
• Adviser Workstation Seminar, with guest advisers sharing their experiences
• ETF Gap Fill session
• Guest Speaker: Emma Napier, The Platforum presents and overview on the current platform market (Gap Fill Session)

Click here to book your place

View the full agenda

Reasons you should attend
Collect 5 CPD points and collect gap fill credits: IFP# 129, PFS/CII# 25