We’ve got big plans for 2021—watch this space for updates!
See the Future of Investing
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.
2020 Digital Agenda
Live Sessions: 1 October
9:00 a.m.–9:15 a.m. Opening Remarks Tal Nieburg, Managing Director, Morningstar South Africa
Victoria Reuvers, Managing Director, Morningstar Investment Management South Africa
9:15 a.m.–10:15 a.m. Sharpening the tools on sustainable investing
Today, investments with a focus on environmental, social or governance (ESG) principles are estimated to total at $30 trillion. This equates to one out of every three investable dollars. This session will address some of the myths associated with ESG investing, global trends and ways to embed ESG into your practice. As part of the conversation, we explore the Morningstar initiatives which aim to make ESG data and solutions accessible to advisers and their investors. Victoria Reuvers, Managing Director, Morningstar Investment Management South Africa
Wing Chan, Director of Manager Research Practice, EMEA & Asia, Morningstar Investment Management Asia Limited
10:30 a.m.–11:30 a.m. Hard Times: Thriving through South Africa's post-Covid politics 2020-2025
South Africa is at a major crossroads. The Covid-19 pandemic has revealed deep fault-lines in the South African society. Major stresses – unemployment, poverty, inequality and others – have been exacerbated by the pandemic. The governing African National Congress (ANC) has come under unprecedented pressure to implement major policy changes aimed at alleviating these problems. In this presentation Justice Malala will touch on the policies driving the political and economic reform agenda, such as national health insurance, income grants, land reform and restitution, wealth tax, prescribed assets, state bank(s), sovereign wealth fund, independence of the Reserve Bank and much more.
There will be change. The question is where and how far-reaching these changes will be. Justice Malala, Political Commentator
Moderator: Tal Nieburg, Managing Director, Morningstar South Africa
12:00 p.m.–13:00 p.m. How does South Africa stack up against its global emerging market peers
The world took a beating during the Covid-19 pandemic, which has impacted both developed and emerging markets. Policymaking has varied widely on a global basis, alongside significant disparities in virus containment, with the performance of many countries – whether emerging or developed – confounding expectations. The focus has now shifted to how economies can recover from the pandemic and the next steps that should be taken - especially when it comes to fiscal stimulus packages and the resulting impact on markets.
Closer to home the governing party has made it clear that decisive steps need to be taken to get the South African economy back on track to a solid growth path. This session will focus on emerging markets globally and the opportunities these markets present, with a detailed discussion on how South Africa stacks up relative to its peers. Alistair J. MacDonald, Senior Vice President, Institutional Portfolio Manager, Franklin Templeton
Moderator: Eugene Visagie, Client Portfolio Manager, Morningstar Investment Management South Africa
13:15 p.m.–14:15 p.m. Panel discussion I Focus on global Tech - bubble territory or new normal?
Technology has caught the attention of many investors globally over the last number of years and even more so in 2020. Record market caps, double - and even triple - digit returns and the rise of smaller tech firms all contributed to the hype. In this panel, Clyde Rossouw and Ben Preston moderated by Debra Slabber will unpack Global Tech in more detail. The panellists will express their views on the Global Technology sector and discuss where to from here.
Are we seeing a repeat of history and will the traditional FAANG stocks finally show a correction, or will they continue to do well in a post-COVID world? In this presidential-style debate, the panellists will be challenged on their opposing views on certain technology stocks and we take a look at what they have in common in their respective portfolios, and why. Ben Preston, Co-Portfolio Manager of Orbis Global Equity Fund, Orbis
Clyde Rossouw, Co-Head of Quality, Ninety One
Moderator: Debra Slabber, Business Development Manager, Morningstar Investment Management South Africa
2020 Digital Sponsors
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.
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 email@example.com.
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.