This year’s annual Morningstar Investment Conference will be a free digital event offering research, insights, and analysis for investing professionals. Join us from wherever you are, as we explore long-term investing solutions for today’s new normal and the challenges of tomorrow.
The Morningstar Investment Conference is designed to help investing professionals recognise lessons from the past, understand what’s happening right now, and peek around the corner to see what’s next.
The conference brings together some of the financial industry’s top minds.
Alchemy Financial Solutions
GIBS Business School
Shaun Le Roux
PSG Asset Management
The South African Institute of International Affairs
Host: "Breakfast with Refilwe Moloto" on CapeTalk
Sarasin & Partners
Morningstar Investment Management South Africa
Morningstar South Africa
Resolute Wealth Management
Morningstar Investment Management South Africa
The Digital Law Company
Morningstar Investment Management South Africa
Thursday 7 October 2021
09:00–09:05 (SAST) Welcome Address Tal Nieburg, Morningstar South Africa
09:05–09:35 (SAST) A Macro Overview of the Global Economy and Investment Universe
In this session, Guy Monson, CIO and Senior Partner of Sarasin & Partners LLP, will share a macro overview of the state of the global economy and investment landscape. He will also be discussing the impact of current events globally, prominent global focus areas and trends that are emerging as well as popular investor concerns. This session will consider the current global economic outlook, highlighting monetary and fiscal policy implications and reflect on potential risks, including inflation and geopolitical risks, in Guy Monson’s assessment of the current macro situation. Guy Monson, Sarasin & Partners
09:35–10:15 (SAST) The Evolution of the South African and Global Investment Landscape
We look at the evolution of the local and global investment landscape – how the industry has evolved to include an array of different investment options, structures, vehicles and providers. Asset managers, platforms and financial advisers are having to adapt their approach, offering, capabilities and knowledge constantly, as the industry keeps innovating and adapting to changing customer needs, regulations and product offerings. In this panel, we tackle topics such as the evolution of fee structures, diverse products, management companies, adviser practice setup and much more. Tamryn Lamb, Allan Gray / Victoria Reuvers, Morningstar Investment Management, South Africa / Interviewed by: Joanne Baynham, AssetTV
10:15–10:30 (SAST) Break
10:30–11:10 (SAST) ESG, Corporate Governance and Responsible Finance
There is much to be done in the way of education around ESG, corporate governance and responsible finance. ‘Sustainable’ finance suggests we are only considering environmental, social and governance issues in our assessments of risk and value. ‘Responsible’ finance takes us one step further – it looks for answers as to how best to lever finance for that ‘better world’ and interrogate how the value chain works together effectively. Will investing in ESG change anything? Here’s what will matter if you want to make an impact. Anne Cabot-Alletzhauser, Gordon Institute of Business Science
11:10–11:50 (SAST) Panel: The Changing Nature of Financial Advice in South Africa and How to Best Adapt your Practice
The past 18 months has radically changed the way advisers connect, communicate and acquire clients. It has accelerated conversations around the integration of technology, succession planning, strategic partnerships and long-term opportunities and challenges for independent advisers. Advisers constantly need to keep their finger on the pulse, stay informed, on-trend and in the know of what could impact their clients and their client’s investments. Client demand for convenience, transparency, and objectivity is also increasing. Regulation, technology, product construct and the availability thereof are changing rapidly. This panel aims to address the challenges of today’s modern financial adviser. Robert Adshade, Alchemy Financial Solutions / Quinton Ralph, Resolute Wealth Management / Moderated by: Debra Slabber, Morningstar Investment Management, South Africa
11:50–12:20 (SAST) Lunch
12:20–13:00 (SAST) The Political Landscape in South Africa
Whether it be internal party politics, inter-party politics or simply social politics, we’ve seen it all over the past year. The social instability that goes with an underperforming economy, high unemployment, extreme poverty, corruption, and inequality has gripped the nation. The governing African National Congress (ANC) has come under unprecedented pressure to implement major policy changes – alongside internal changes within the party itself. Everyone wants to pitch in, to #ReBuildSA – so how do we do it, what reforms are most necessary, what is hindering growth and where to from here? Moeletsi Mbeki, Political Economist / Interviewed by: Refilwe Moloto, Ambassador Advisory
13:00–13:40 (SAST) The Current State of Affairs – Taking a Look at South Africa and Where we Sit at the Global Table
Despite all its problems, South Africa has a lot to be optimistic about. Government has set out to allow more public participation in state-owned resources, the counterattack against corruption has been reinforced by the successes of the Zondo commission, and the Presidency’s reaction to the Covid-19 pandemic garnered strengthened support for President Ramaphosa. In this session, Kevin Lings shares his insight regarding South Africa’s current economic opportunity set, along with the factors that threaten our growth. Can South Africa still hold its own globally? Kevin Lings, STANLIB
13:40–13:55 (SAST) Break
13:55–14:35 (SAST) S.A. Versus Global Equities: where are the pockets of opportunity?
It comes as no surprise that local investors are questioning whether they should remain invested in local equities or jump on the offshore bandwagon. Which equity markets are offering investors the most attractive returns? What are the key risks of allocating capital to those markets and how can equity portfolios be positioned to balance the trade-offs off between risk and return? In this session, our panellists share their views regarding the local and global equity market, where they believe the opportunities lie and which areas of the market should rather be avoided. Chantelle Baptiste, Fairtree / Chris Freund, Ninety One / Shaun Le Roux, PSG Asset Management / Moderated by: Sean Neethling, Morningstar Investment Management South Africa
14:35–15:15 (SAST) The Evolution of Social Media and Fake News: how social media has started to influence the markets
Never underestimate the power of social media. It has the power to mobilise numbers, spread news and opinions like wildfire, and bring about rapid change – be it good or bad. In this session, Emma will look at what it means to live in a digital, locked-down world – where everything is documented, and everything is online. She will tackle the issue of fake news (how to spot it and stop it), its potency and how it can truly influence opinion, bring about action and elicit change. Emma Sadleir, The Digital Law Company
15:15–15:25 (SAST) Closing Remarks
Victoria Reuvers, Morningstar Investment Management South Africa
15:25–16:30 (SAST) Exhibition Hall Remains Open
Please take some time to visit our sponsors in the Exhibition Hall.
2021 Sponsorship Opportunities
Conference sponsorships let your firm join our lively conversation. Past sponsors know that the Morningstar Investment Conference is more than just a way to show off your logo—it’s a chance to connect with an engaged audience of decision-makers.
Meet our 2021 MICSA Sponsors
Frequently Asked Questions
New date for the MICSA 2020 digital conference The MICSA 2020 digital conference will take place on 1 October 2020. The exact times will be communicated and confirmed in due course. On-demand content from the conference will be available until 1 December 2020. The live events, scheduled for 1 and 3 September respectfully, will no longer take place.
What about my registration for the September dates?
We will automatically cancel your place for the September event, and if you have already paid your conference fee, you will be issued a full refund.
Will my registration for the live conference roll over to the digital event?
No, unfortunately, your registration for the live conference will not roll over to the digital event registration. You’ll need to register for the digital event taking place later this year; we look forward to sharing registration details with you soon.
When will I receive my refund?
The refund should be back on your credit or debit card by end August 2020. Please contact us if you have not received your refund by this date by emailing firstname.lastname@example.org.
What is the digital Morningstar Investment Conference experience?
The digital Morningstar Investment Conference is an immersive online event that features all the key benefits you love about our flagship industry conference, bringing together industry leaders and investing experts to discuss the latest developments and share new perspectives on the market.
What software will be required to view the keynote speakers, panel discussions and interact with people?
The digital Morningstar Investment Conference will be web-based, so all you'll need is a computer and an internet connection.
What will the digital Morningstar Investment Conference cost to register?
Morningstar South Africa remains committed to the goal of the annual #MIC – to provide advisers with the knowledge, resources and insight to better serve their clients. To this end, we have invested considerably in a digital event platform for #MICSA for 2020. Given the current extraordinary circumstances and in keeping with our company mission of “Empowering Investor Success”, Morningstar South Africa will not be charging a fee and will extend complimentary passes to all South African financial advisers that attend the #MICSA Digital Conference in 2020. We’ve got you covered – this one is on us.
Will any form of live event take place for the Morningstar Investment Conference?
There will not be any live event taking place in association with the Morningstar Investment Conference in 2020.