Future Gen Solutions hosted our annual End of Year Appreciation event at the Queensland Cricketer’s Club last week. (QCC). It was very well received with many clients attending to hear the words of wisdom imparted by our guest speaker – Jody Fitzgerald from Morningstar Investment Management.

 Jody Fitzgerald – Head of Institutional Portfolio Management and Solutions – Morningstar

Future Gen has been a long-term user of Morningstar Investments, which is a core holding in our suite of investment managers.We specifically use them in our “core satellite” portfolios, given Morningstar are renowned as a “safe set of hands” when markets are trending down in uncertain times.

Click and Review the highlight of the End of Year Client Appreciation Event 

Jody spoke with very few powerpoint slides (we encourage that) and from her long experience in investment management and remained afterward to meet and speak with clients. Thank you Jody!

If you didn’t have the opportunity to attend, we would welcome your attendance at future “meet the manager/ client appreciation” events. Hope to see you at another Future Gen Solutions Event!