As industry commentators, we are called upon to speak at or host industry events and conferences. If you would like to find out more or discuss the possibility of OBSR being involved in your event, please contact us.

Events

WEBINARS

WEBINARS	Webinars are hosed by our fund analysts and include our quarterly Global Investment Strategy update and various sector reviews.

Upcoming

10 January 2012, 2 pm	Absolute Return OBSR Sector Review Peter Toogood and Anthony McDonald present OBSR's latest sector review. They will focus on the Absolute Return sector, commenting on the market environment, the role of the sector and how they analyse absolute return funds.
24 January 2012, 11 am	The Global Investment Report Peter Toogood, Director of investment Services, presents his quarterly update on the Global Investment Report. He will be discussing: - Economic indicators - Interest rates fixed income and currencies - Commodities - Property

Previous webinars	Click here to learn about our New Global Analyst Fund Ratings. Please use this widget to search all of OBSR's webcasts including our quarterly sector reviews. A BrightTALK Channel

Morningstar webinars	Morningstar investment analysts hold regular webinars to provide a forum for discussion and education on investment trusts, ETFs and pertinent investment topics. Webinars will take place twice per month so check here regularly for updates.

CONFERENCES

Dates	OBSR are asked to host and chair many events, upcoming events are listed below.

30 Jan - 10 Feb 2012	Alpha Generators 2012 Alpha Generators is a compelling series of conferences brought to you by a collection of leading investment houses, all united by the belief that an active investment management approach is essential for generating alpha. Hosted by OBSR the conferences are structured to explore the investment potential of different world markets, for you to have ample opportunity to ask questions throughout the morning as well as informally over lunch with the fund managers. Click here for more information.

15-16 May 2012	Morningstar Investment conference 2012 We are busy planning the 2012 The 6th annual Morningstar Investment Conference for financial advisers and institutional professionals will take place in May of 2012, in London. The event aims to deliver education and practical knowledge from those at the forefront of money management; open discussions with high-profile speakers on their ideas, concepts and presentations; and new information with actionable takeaways. For further information, please click here for more information.

HONOURS AND AWARDS

6 September 2012

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

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

For more details on the OBSR Honours Dinner, including dates and sponsorship opportunities please contact us.

MORNINGSTAR ADVISER FORUMS

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
23 February 2012, 09:15 - 11:00	Morningstar Adviser Breakfast Briefing, Barceló Angel Hotel, Cardiff Agenda • Adviser Workstation Seminar, including presentation from Glyn Chetwynd, StrategicIM • Morningstar’s New Global Fund Report Click here to view full agenda Reasons you should attend Collect 3.5 CPD points
7 March 2012, 09:15 - 12:30	Morningstar Adviser Forum - Business Practice Management Focus, Morningstar offices, London Agenda • Adviser Workstation Seminar • Morningstar’s New Global Fund Report • Guest Speaker: Philip Calvert, IFA Life – Social Media for IFAs • Guest Speaker: Gillian Cardy, IFA Centre – How to ensure you are fully Independent Click here to view full agenda Reasons you should attend Collect 5 CPD points
15 March 2012, 09:15 - 11:00	Morningstar Adviser Breakfast Briefing, Grand Central Hotel, Glasgow Agenda • Adviser Workstation Seminar • Benefits and Opportunities: Investment Trusts (Gap Fill session) Click here to view full agenda Reasons you should attend Collect 3.5 CPD points and collect gap fill credits: IFP# 129
15 March 2012, 14:30 - 17:30	Morningstar Adviser Forum and Investment Trust Asset Management Briefing, The Scotsman Hotel, Edinburgh Agenda • Adviser Workstation Seminar • Improve your Online Communications with your Clients • Executive Briefing: Analyst Ratings for Investment Trusts Jackie Beard, Head of Closed-end Fund Research, Morningstar Ian Sayers, Director General, the AIC Click here to view full agenda Reasons you should attend Collect 5 CPD points
21 March 2012, 09:15 - 12:30	Morningstar Adviser Forum, Thistle Rougemont, Exeter Agenda • Adviser Workstation Seminar • Morningstar’s New Global Fund Report • OBSR Analyst Insight • Asset Allocation (Gap Fill Session) Click here to view full agenda Reasons you should attend Collect 5 CPD points and collect gap fill credits: IFP# 95-98, 156, 157 PFS/CII# 18-21, 57-65
28 March 2012, 09:15 - 12:00	Morningstar Adviser Breakfast Briefing, Thistle Hotel, Cheltenham Agenda • Adviser Workstation Seminar • Benefits and Opportunities: Investment Trusts (Gap Fill session) • Guest Speaker: Gillian Cardy, IFA Centre – How to ensure you are fully Independent Click here to view full agenda Reasons you should attend Collect 3.5 CPD points and collect gap fill credits: IFP# 129
19 April 2012, 09:15 - 11:00	Morningstar Adviser Breakfast Briefing, The Fitzwilliam Hotel, Belfast Agenda • Adviser Workstation Seminar • Asset Allocation (Gap Fill Session) Click here to view full agenda Reasons you should attend Collect 3.5 CPD points and collect gap fill credits: IFP# 95-98, 156, 157 PFS/CII# 18-21, 57-65