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  • Wealth

27 June 2024 | 11:10 AM - 11:45 AM

Simple, but Not Easy

Investing New Client Money: Morningstar Wealth’s Mid-Year Outlook

Two of Morningstar Wealth’s investment leaders, Matt Wacher and Ricky Williamson, discuss their best investing ideas. Covering the Americas and Asia Pacific, respectively, they offer a global perspective on opportunities, risks, and how they’re managing diversified portfolios. This session will focus on how to help clients invest effectively; with client-friendly messages you can share.

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Speakers

Head of Strategy and Execution, Investment Management

Nicholas VanDerSchie

Head of Strategy and Execution, Investment Management
Morningstar Wealth
Chief Investment Officer, Asia Pacific

Matt Wacher

Chief Investment Officer, Asia Pacific
Morningstar Australasia Pty Limited
Head of Investments, Mutual Funds

Richard (Ricky) Williamson

Head of Investments, Mutual Funds
Morningstar Wealth