Morningstar® Investment Conference

Johannesburg 2019

17 October, 2019 | Hilton Sandton


Morningstar presents the latest developments on financial advice from the industry’s top minds. Discover new perspectives on the market and ideas to put into practice.

2018 Speakers

The conference brings together some of the financial industry's top minds. 2019 speakers will be announced soon.

Hortense Bioy

Stephen Grootes
SAfm Sunrise

Dan Kemp
Investment Management group, Morningstar

Guy Monson
Sarasin & Partners

Tal Nieburg
Morningstar South Africa

Victoria Reuvers
Investment Management group, Morningstar

Sangeeth Sewnath
Investec Asset Management

Willem van der Post

Eugene Visagie
Investment Management group, Morningstar

On the Agenda


2018 PDF Agenda

08:00 - 08:30

Registration & Networking Breakfast

08:30 - 08:35

Welcome Address

Tal Nieburg, Managing Director, Morningstar South Africa

08:35 - 09:10

As the tide of global liquidity goes out, what are the prospects for global markets?

Research Showcase

Guy Monson, CIO and Managing Partner, Sarasin & Partners

Guy Monson, senior partner and CIO of Sarasin & Partners, will examine the geopolitical and macroeconomic forces that are shaping world markets as the central banks gradually dial back liquidity. In his presentation he will outline the key political and economic risks and how investors can move to mitigate them, alongside his thoughts on global portfolio positioning and asset allocation.

09:10 - 09:45

Beyond the Noise - SA Politics

Stephen Grootes, Journalist and Political Writer

Stephen will provide and understanding of where South Africa is politically, and what political decisions going forward could have an impact on the economy. He will also provide an analysis of the main dynamics underpinning next year's elections. Key to this will be an illumination of what is happening inside the ANC, and how this will translate into the broader political scene.

09:45 - 10:20

Using behavioural science when managing portfolios

Dan Kemp, Chief Investment Officer, EMEA, Investment Management group, Morningstar

For over 40 years, behavioural science has shone a light on the biases and psychological challenges we all face as we seek to make decisions. However, few investment management groups appear to have incorporated this research into their investment process and hence remain vulnerable to these biases. In this session, Dan will explain the key biases that affect investment managers and how these can be overcome through organisational design and a thoughtful investment process. In doing so, he will help portfolio managers ensure their investment process is behaviourally robust and help advisers better assess the ability of discretionary portfolio managers to overcome their own biases.

10:20 - 10:50

Networking Coffee Break

10:50 - 11:25

The future of retirement in an ageing society

Anne Cabot-Alletzhauser, Head of the Alexander Forbes Research Institute, Alexander Forbes Group

11:30 - 12:05

Breakout Sessions:

Stream 1: Retirement Income Challenge
Eugene Visagie, Portfolio Specialist, Investment Management group, Morningstar

Stream 2: Morningstar Global Managed Portfolios
Victoria Reuvers, Senior Portfolio Manager, Investment Management group, Morningstar

12:05 - 13:05

Networking Lunch

13:05 - 13:40

Current ESG Landscape

Hortense Bioy, Director, Passive Strategies and Sustainability Research, EMEA, Morningstar

Over one-quarter of assets under management globally are being invested according to environmental, social and governance (ESG) factors, as stated by the Global Sustainable Investment Review. In this session, Hortense will look at global and regional ESG trends, portfolio transparency and understanding Morningstar's Sustainability Ratings and Carbon Metrics for Funds.

13:40 - 14:15

Panel: Future of Fund Industry

Tamryn Lamb, Allan Gray ; Nic Andrew, Nedgroup Investments ; Sangeeth Swenath, Investec Asset Management ; Moderated by Victoria Reuvers, Investment Management group, Morningstar

14:15 - 14:50

Preparing for the Tech of the Future

Willem van der Post, CEO & Founder, xTech.Capital

Exponential technologies are deceptively advancing in capabilities, creeping up on unsuspecting industry incumbents. Never before have so many quantum advances impacted the business landscape simultaneously. What are these forces, how do they manifest and how can we spot them early enough to future proof our businesses? What does this changing landscape mean in the context of how we define who our clients are, what they want and through which channel? What does this chaotic future business landscape mean for us as individuals? Willem offers a glimpse of international trends, where they are impacting, and how to prepare for the future.

14:50 - 14:55

Closing Remarks

Dan Kemp, Chief Investment Officer, EMEA, Investment Management group, Morningstar

14:55 - 16:00

Drinks Reception


Welcome to Johannesburg

Johannesburg is the vibrant heart of South Africa with a rich histrory. Explore the city, with views from the Planetarium, the stunning Botanical Gardens and visit Joburg zoo to see over 320 species of animals.

Where You’ll Stay

Based at the Hilton Sandton, you'll be located in the heart of the city. Close by to the city's top attractions and restaurant.

Hilton Sandton

138 Rivonia Road


2196 South Africa

Thank You to Our Sponsors

Be a visible part of the MIC experience by becoming a sponsor. It’s about more than attendees seeing your company’s logo—it’s an effective way to reach decision makers. 

[Sponsor Row Title Goes Here]

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Exhibit Hall: Hall D

Network with people from more than 15 asset management firms. Morningstar experts will be on hand, too—ready to answer questions. 

Contact Us

See you at the conference.