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Morningstar: Foundations of Investing Webinar
Join our bi-weekly webinars to learn about our investing philosophy – long-term, valuation driven and focused on the investor, not the investment – and get your questions answered.

Replays of previous webinars are available at https://youtube.com/playlist?list=PL1HEMvbVi4VR1RIykmZUU8ODNoIkT7OXJ

Tuesday, 15 June: Emerging markets
We explore the opportunity and risk of emerging markets, and whether they have a place in your portfolio.

Thursday, 17 June: What are top fund managers holding?
We stack up the holdings of top fund managers against our Morningstar analysts.

Tuesday, 22 June: Active Passive (Barometer report)
We explore the latest Active Passive Barometer report. The purpose of this research is to give investors a useful measuring stick that helps them calibrate the odds of succeeding with active funds in different categories.

Thursday, 29 June: My journey through Bubbleville
Mark LaMonica walks through his three part series that explores his view of the market

Tuesday, 29 June: My journey through Bubbleville
Mark LaMonica walks through his three part series that explores his view of the market

Thursday, 1 July: Portfolio construction
Learn how to take a goals based approach to portfolio construction

Tuesday, 6 July: PEXA and Endeavour IPO
Join our analysts to discuss the two new IPOs

Thursday, 8 July: Inflation
What are the ramifications if inflation returns

Any advice in this webinar is general advice only and does not take into account your financial objectives, situation or needs. You should consider the advice in light of these matters and any relevant product disclosure statement before making any decision to invest. To obtain advice for your own situation, contact a financial adviser. For further information please read Morningstar Australasia's Financial Services Guide (AU)
(www.morningstar.com.au/s/fsg.pdf) and Financial Advice Provider Disclosure Statement (NZ) (www.morningstar.com.au/s/fapds.pdf)
You can choose to attend one or more of the following webinars.







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Speakers

Mark LaMonica
Senior Product Manager @Individual Investor, Morningstar Australia
Mark LaMonica is the Senior Product Manager for Morningstar’s individual investors business in Australia. He is responsible for Morningstar Premium, a subscription investment data and research product, Morningstar.com.au, one of Australia’s leading providers of investing insights and Firstlinks, an independent publisher providing content written by financial market professionals. Prior to Morningstar, Mark was a management consultant at EY working with leading asset managers, hedge funds and fund administration companies on strategy, operational effectiveness and operating model design and implementation. Mark is a CFA charterholder and has an MBA with a concentration in Finance.

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