Morningstar® Investment Conference

15 October, 2019 | Cape Town International Convention Centre

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.

Nic Andrew
Nedgroup Investments

Hortense Bioy

Anne Cabot-Alletzhauser
Alexander Forbes Group

Alida De Swardt
RMI Investment Managers

Stephen Grootes
SAfm Sunrise

Dan Kemp
Investment Management group, Morningstar

Tamryn Lamb
Allan Gray

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

2019 Agenda Coming Soon


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:

Eugene Visagie, Portfolio Specialist, Investment Management group, Morningstar ; Victoria Reuvers, Senior Portfolio Manager, Investment Management group, Morningstar

Stream 1: Retirement Income Challenge
Over the past decade, living annuities have become increasingly popular in the South African market with the bulk of this money being allocated to traditional Regulation 28 balanced funds. This worked well for both advisors and living annuity clients up until recently when the current low return environment has resulted in living annuity portfolios drawing income that exceeds the capital growth. In this session we take a fresh approach to the thinking around the construction of these portfolios focusing on the balance between growth and income assets, the weighting towards offshore assets as well as the impact on volatility on the overall portfolio.
Eugene Visagie, Portfolio Specialist, Investment Management group, Morningstar

Stream 2: Morningstar Global Managed Portfolios
Over the past few years there has been a relaxation of exchange controls and an explosion of global investment options. Victoria Reuvers will be exploring the evolution of global investment options for South African investors and focusing on key areas that are prevalent to investment advice for global fund selection and portfolio construction.
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: The future of the South African asset management industry

Nic Andrew, Managing Director, Nedgroup Investments; Alida de Swardt, CEO, RMI Investment Managers; Tamryn Lamb, Head: Retail Distribution & Orbis, Allan Gray; Sangeeth Swenath, Deputy Managing Director, Investec Asset Management; Moderated by Victoria Reuvers, Senior Portfolio Manager, Investment Management group, Morningstar

It's been four very tough years for South African investors and advisors. During this period there have been many changes in the investment landscape. This panel will address how the independent asset managers are evolving their businesses to adapt to these changes and ensure longevity and sustainability in an industry under increasing scrutiny. Discussions will include fees of SA managers vs global managers, transformation, the rise and impact of DFMs and the unintended consequences of legislation of independent advice will be addressed with industry leaders representing large and emerging asset managers

14:15 - 14:50

Exponential technology, Innovation and WTF!

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

Cape Town

Welcome to Cape Town

Filled with natural wonders, art and a variety of cultures, Cape Town really is a unique city. Explore beyond the Table Mountain National Park and experience landscapes you’ve never seen before.

Where You’ll Stay

Based at the Century City Conference Centre, you'll be located close to the Century City Square, which hosts a variety of restaurants for you to enjoy. 


Cape Town International Convention Centre

Convention Square

1 Lower Long Street

Cape Town 8001

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. 

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. 

FAM Funds

Fidelity Investments

Financial Advisor Magazine

Financial Planning

First Affirmative Financial Network

First Eagle Investment Management

Firsthand Technology Value Fund, Inc.

First Trust Portfolios L.P.

FMI Funds


Forester Value Fund

FPA Funds

Franklin Templeton Investments

Frost Investment Advisors, LLC

Gabelli Funds

Guggenheim Investments

GuideStone Funds

Harbor Funds

Heartland Funds

Harding Loevner

Hartford Funds

Havener Capital Partners

Hotchkis & Wiley

HSBC Global Asset Management


Impact Communications



Investment News

Investor’s Business Daily

IVA Funds

Ivy Investments

Janus Capital Group

Jensen Investment Management

John Hancock Investments

J.P. Morgan Asset Management


Legg Mason Global Asset Management

Leuthold Funds

Litman Gregory

Longleaf Partners

Loomis, Sayles & Company, L.P.

Mainstay Investments

Mairs & Power

Matthews Asia

MFS Investment Management

Miller / Howard Investments


Moerus Capital Management, LLC

Morgan Stanley Investment Management


Neuberger Berman

NextShares Solutions, LLC


Contact Us

See you at the conference