Investment Conference

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.

2020 Speakers

The conference brings together some of the financial industry’s top minds.

Wing Chan


Wing Chan is the director of the EMEA and Asia manager research practices at Morningstar Investment Management Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He is responsible for leading Morningstar’s global cross-border manager research teams based across Europe, the Middle East, Africa, and Asia, as well as overseeing the delivery of manager research services to financial institutions and intermediaries.

Chan was previously director of manager research for Asia. Prior to joining Morningstar in 2013, Chan was an investment counsellor and vice president for EFG Bank, where he advised on investment solutions for the bank’s clients and relationship managers and contributed to the bank’s mutual fund research and due-diligence effort in Asia. He also worked as an investment associate for Macquarie Private Bank and as an investment consultant for Lonsec Limited. Chan holds a bachelor’s degree in economics and finance, with merit, from the University of New South Wales.

Alistair MacDonald

Franklin Templeton

Alistair MacDonald is a senior vice president and institutional portfolio manager for the Franklin Templeton Emerging Markets Equity, based in the Singapore office. As an integrated member of the emerging markets team, Alistair is the principal conduit to provide perspective and understanding regarding the team's investment strategies to a broad range of clients globally.

Prior to joining Templeton in 2012, Alistair worked for Man Investments, where he covered long only and alternative equity funds, based initially in London and then later in the Cayman Islands. He started his career in London at Goldman Sachs Asset Management, where he was an analyst in the quantitative strategies hedge fund team. He entered the financial services industry in 2004.

Alistair holds a B.Sc. in economics with honors from the University of Warwick. He is a Chartered Financial Analyst (CFA) charterholder.

Justice Malala

Political Commentator

Justice is a renowned political commentator and newspaper columnist. He writes weekly columns for the Financial Mail and TimesLive (S.A.) and contributes regular articles to international publications such as the Washington Post (USA), Financial Times (UK) and The Guardian. He is the author of the Number One South African bestseller “We Have Now Begun Our Descent”. His new book about the South African transition to democracy will be published in 2021 in the USA, Canada, the UK and South Africa by Simon&Schuster. Since 2018 Malala has split his time between Los Angeles (USA) and Cape Town (SA), giving him a unique global perspective on local issues.

Until August 2018 Malala was resident political analyst for eNews Channel Africa (eNCA). He also presented a weekly political talk show (The Justice Factor) on eNCA. He was a political analyst at Lefika Securities in Johannesburg and was rated among the top five political analysts in SA between 2016 and 2018.

Malala has given talks and rendered political advisory to JP Morgan, Bank of America Merrill Lynch, Liberty, Old Mutual, Investec, Nedbank and many others.

Malala was awarded the Foreign Correspondents Association Award for Courageous Journalism in 1997. He was named by the New Yorker magazine as one of the eight most fascinating Africans of 2012 along with Rwandan President Paul Kagame and Malawian president Joyce Banda.

Tal Nieburg


Tal Nieburg is the Managing Director for Morningstar in South Africa and responsible for strategy, operations and delivery for all of Morningstar’s business lines in the South African market. Tal joined Morningstar in 2010 and previously held business development roles within the asset management and hedge fund industries.

Tal holds an MBA from Milpark Business School in South Africa.

Benjamin Preston


Ben holds a Master of Arts (Honours) in Mathematical Sciences (University of Oxford) and is a Chartered Financial Analyst (CFA) charterholder. Ben joined Orbis in 2000. Based in London, he leads the global sector investment team and is one of the stockpickers who directs client capital in the Orbis Global Equity Strategy. He previously worked at Barclays Private Investors.

Victoria Reuvers


Victoria Reuvers is the managing director for the Morningstar South African investment management group. She is responsible for leading the business and leveraging Morningstar’s global investment capabilities to provide best-practice investment management for clients.

Her career at Morningstar began with the formation of the South African Investment Management business in February 2015 where she was a senior portfolio manager. She was responsible for leading the South African investment team and building portfolios to deliver better investment outcomes to Morningstar clients.

Before joining Morningstar, Victoria was the founder and CEO of Trivium Capital (Pty) Ltd, an investment consulting and research firm in Cape Town. As well as driving strategy for the business, Victoria was a senior portfolio manager at Trivium Capital. Her role included investment research, portfolio construction and ongoing portfolio management.

Before founding Trivium, Victoria gained extensive experience in fund analysis and quantitative research experience at Investec Asset Management where she worked in the retail fund management team. Prior to that, she worked for Investec Private Bank as part of their growth and acquisition finance team.

Victoria began her career at Standard Corporate and Merchant Bank and has 18 years’ experience in the financial services industry. She holds a bachelor’s degree in finance from the University of Cape Town.

Clyde Rossouw

Ninety One

Clyde is Co-Head of Quality at Ninety One. He is a portfolio manager with a focus on multi-asset absolute return and low volatility real return equity investing. His portfolio manager duties include our flagship Opportunity Strategy that he has run since 2003 and our equity oriented Global Franchise and Global Quality Equity Income strategies. Clyde joined the firm in 1999, initially as an asset allocation and sector allocation strategist. Prior to Ninety One, Clyde was awarded a study bursary by Sanlam where he worked for eight years, including five years in asset management. His experience in investments there included fixed income analysis and portfolio management. Clyde graduated from the University of Cape Town with a Bachelor of Science degree in Statistics and Actuarial Science. He was awarded the Certificates in Actuarial Techniques in 1995, and Finance and Investments in 1997 by the Institute of Actuaries in London. Clyde is a CFA Charterholder.

Debra Slabber


Debra Slabber joined Morningstar Investment Management South Africa in January 2020 as a business development manager. She is responsible for the implementation and maintenance of a business development strategy across the investment management business in South Africa.

Prior to joining Morningstar, she spent four years at PSG Asset Management as a senior fund specialist, predominantly responsible for growing the business in the greater Gauteng region. She started her career at Standard Bank, fulfilling various roles including a financial analyst within personal markets and financial manager of unsecured lending products. She later moved across the business to Corporate and Investment Banking and spent three and a half years as a product controller for the interest rate trading and structured derivatives desks.

Debra has been involved as a lecturer for MBA students at Milpark Business School. She holds a BCom, with a major in investment management, and a BCom (Hons) in financial management from the University of Pretoria. She is a Chartered Financial Analyst (CFA®) and has 11 years’ experience in the financial services industry.

Eugene Visagie


Eugene Visagie, client portfolio manager, is responsible for the institutional business relationships and portfolio management within the South African business. He is part of the South African investment committee and works closely with the global investment team to bring best practice investment ideas to the South African business and its clients.

Eugene has extensive experience in financial markets and is a qualified Chartered Financial Analyst (CFA®) and a Certified Financial Risk Manager (FRM®). He has 13 years’ experience in the financial services industry.

Eugene Visagie’s career started as a lecturer in the Department of Statistics at the University of Stellenbosch. During this period, he completed his Master of Commerce degree with a focus on financial risk management. He then joined Novare originally as risk manager and finally fulfilled the role of head of investments for Novare’s South African focused investment products. During his time at Novare, he was also actively involved with ASISA serving as both the hedge fund standing committee chairperson and ASISA CIS standing committee member.

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.

Associate 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 anika.theron@morningstar.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.