Morningstar
Investment Conference

Explore new horizons for investors 7 Oct.

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.

2021 Speakers

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

Robert Adshade

Alchemy Financial Solutions

Robert started his career in financial services in 1992 as a junior analyst for a boutique portfolio management company in Cape Town. From there, he moved to the corporate sector to further his studies and develop his skills and network in investment management and holistic financial planning.
In 1997 he co-founded Alchemy Financial Solutions arising from his philosophy in building a truly Independent Private Wealth Management practice.
Today, the Alchemy practice is known for it’s innovative professional structure, in that all Alchemy advisors work as a close team, sharing knowledge, skills and systems, however each member holds their own Financial Service Provider licence. This has created a unique business structure that optimises the advisors’ independence and embraces their entrepreneurship within a supportive and professional environment. Robert has systematically developed the Alchemy practice over the past 20 years, while concurrently providing investment planning and management for a select number of private clients, locally and offshore.
Robert holds a Bachelor’s Degree in Science from the University of Cape Town and a Postgraduate Diploma in Financial Planning from the University of Free State. Robert is a Certified Financial Planner (CFP®).

Chantelle Baptiste

Fairtree

Chantelle Baptiste joined Fairtree on 1 January 2017 and is the Senior Analyst of the equity team, responsible for the management of the Fairtree Equity Prescient Fund. She achieved her Honours in Management Accounting at Stellenbosch University. After graduating she joined Deloitte in Johannesburg where she completed her articles and during this period she completed her studies through CIMA being awarded a Chartered Global Management Accountant (CGMA) designation. She joined Barclays Africa and worked in finance for four years and then moved internally into the Barclays Africa Equity Research team where she joined the Financials team. She was a sell side analysts for five years covering South African Banks and General Financials and in 2016 was rated #2 by the Financial Mail Ranking The Analyst in General Financials and #6 in SA banks.

Joanne Baynham

Asset TV

Joanne is a Wealth Manager at Sterling Private Wealth and the main presenter on Asset TV (SA). Prior to joining Sterling, she was the founder, investment strategist and portfolio manager at MitonOptimal (A boutique discretionary manager with offices in Guernsey, UK, and SA), where she worked for over 20 years. Joanne is a Chartered Accountant and Chartered Financial Analyst, with her being one of the earliest female CFAs in South Africa. She obtained her BCom and PGDA from the University of Cape Town.

Anne Cabot-Alletzhauser

GIBS Business School

Anne is the Practice Director and Co-Founder of the Responsible Finance Initiative at the Gordon Institute of Business Sciences. It's a role that perfectly combines her professional skills: 40 years in asset management and finance - with her academic training and passion: Developmental Anthropology. The question she has been grappling with for the past 10 years is "How can we rethink finance and the financial services industry to create more meaningful outcomes for developing economies?" The Responsible Finance Initiative is focused on creating the systems-change in the financial services industry that will meet that need.
Before founding the RFI, Anne headed up the Alexander Forbes Research Institute to assess the full spectrum of savings, investment and wellness issues that confront South Africans in particular and Africans in general. Anne also spent 32 years managing pension fund assets in North America, Japan, the UK, Europe and South Africa. In 1992, she moved to South Africa and pioneered the development of the multi-manager management approach of pension fund management that has become the hallmark of that industry today.

Chris Freund

Ninety One

Chris is the co-head of SA Equity & Multi-Asset within the 4Factor team at Ninety One. He is the lead portfolio manager for our SA multi-asset strategies.
He joined the firm in 2005 having left Futuregrowth Asset Management, where he served as head of equities and portfolio manager from 2001. When he first joined RMB Asset Management (RMBAM) in 1993, he spent nine years as an analyst, portfolio manager and ultimately, director. During this time, he managed a number of portfolios including balanced portfolios for many retirement funds, as well as the RMB General Equity Unit Trust. Still with RMBAM, he relocated to Cape Town in 2000 to take responsibility for the Public Investment Corporation equity portfolio outsourced by Futuregrowth, before formally joining Futuregrowth in 2001. Following the completion his articles, he joined JD Anderson stockbrokers as a banks/insurance analyst in 1990.
Chris graduated from the University of Cape Town with a Bachelor of Commerce degree and holds a Bachelor of Computations (Certificate in Theory of Accounting) degree (with Honours) from the University of South Africa. Chris is a Chartered Accountant (SA) and is also a CFA® Charterholder.

Tamryn Lamb

Allan Gray

Tamryn is head of Retail Distribution. She joined Orbis in London in 2006 as an investment analyst, covering European equities. After spending several years in both investment and client-facing roles, she joined Allan Gray in the Institutional Client Services team in 2013. Tamryn completed her Bachelor of Business Science degree at the University of Cape Town and is a qualified Chartered Accountant and a CFA® charterholder.

Shaun Le Roux

PSG Asset Management

Shaun started in the investment industry in 1996 and joined PSG in 1999. He is a Fund Manager on the PSG Equity Fund and the PSG Flexible Fund.

Kevin Lings

STANLIB

Kevin Lings is the chief economist at STANLIB and as a core member of the Stanlib investment team, Kevin’s economic research and assessments directly feed into and inform the company’s asset allocation strategy. Kevin’s career as an economist began with the Nedcor Group where he remained for ten years. He then spent two years at JP Morgan as an economist. Kevin holds a B.Com Hons in Economics from the University of the Witwatersrand. Kevin is author of The Missing Pieces: Solving South Africa’s Economic Puzzle.

Moeletsi Mbeki

The South African Institute of International Affairs

Moeletsi Mbeki is a political analyst, author and an entrepreneur. He is a director of several companies, is Chairman of KMM Review Publishing (Pty) Limited, MGM Optimum Investments (Pty) Limited and Executive Chairman of Pomegranate Media (Pty) Ltd. He is Deputy Chairman of the South African Institute for International Affairs (SAIIA); an independent think tank based at the University of the Witwatersrand and is a member of the council of the International Institute for Strategic Studies (IISS) which is based in London.

Refilwe Moloto

Host: "Breakfast with Refilwe Moloto" on CapeTalk

Refilwe Moloto is an independent economic and strategic advisor with 17 years' experience in Emerging & Frontier Markets economics and fixed income research, institutional equities broking and global asset management in Johannesburg, New York and Cape Town.
An Africa specialist, focused on developmental investment solutions, Ms. Moloto currently Chairs the Investment Committee of Maia Capital Partners and is an Expert Member of Eskom Pension & Provident Fund’s Strategic Investment Committee. She is also a commentator on strategic economic & financial market development in Africa, is invited to speak at global technical conferences and in the media.
Ms. Moloto is the first black woman host of a commercial talk radio breakfast show in Africa, Breakfast with Refilwe Moloto, on Western Cape’s leading talk station, CapeTalk.
Ms. Moloto is an Aspen Institute Fellow of the 11th Class of the regional chapter, the Africa Leadership Initiative.

Guy Monson

Sarasin & Partners

Guy has over 30 years’ investment experience and joined Sarasin in 1984. In 1988 he became manager of Sarasin’s flagship GlobalSar (now Multi-Asset) family of balanced investment funds, winning awards for investment performance and risk profile. He has pioneered the use of thematic investment in the management of global equity portfolios and leads the firm’s investment strategy. Guy writes regularly in the international financial press and appears on Bloomberg and other financial channels. Among other responsibilities, he is a Trustee of the Invictus Games Foundation, and Chatsworth House, and is a member of the London School of Economics Ideas Board. Guy holds a BA from Oxford University followed by and MA in 1990 in Politics, Philosophy and Economics.

Sean Neethling

Morningstar Investment Management South Africa

Sean Neethling, Portfolio Manager at Morningstar Investment Management South Africa, joined the business in July 2021. Sean is responsible for Morningstar South Africa’s domestic portfolios. While based in the Cape Town office, he is part of the Global Investment team and is responsible for bringing best practice investment ideas to the South African business and its clients.
Sean began his career at the FirstRand Group in 2003 where he was responsible for credit research on unlisted companies. In 2008, he moved to a specialised lending and leveraged finance division within the group. In 2011 he was contracted to the investment management business of ABSA Wealth where he was responsible for the structuring of private debt transactions.
Sean joined Regarding Capital Management in 2012 as a credit analyst and portfolio manager with a focus on researching global fixed income. In 2016 he worked as an investment analyst at Sanlam Investment Management before co-founding Perspective Investment Management in 2017 where he served as an executive director and fund manager. Before joining Morningstar, Sean worked with the University of Cape Town for a year, managing Impact and Private Equity investments across the Health Sciences, Biotechnology and Education sectors.
Sean holds undergraduate degrees in Economics and Information Systems as well as postgraduate Finance Honours and Masters’ degrees from UCT. He is currently a PhD candidate at UCT researching fundamental investment strategies across global bond and equity markets. Sean has over 15 years’ experience in the financial services industry.

Tal Nieburg

Morningstar South Africa

Tal Nieburg is Managing Director for Morningstar South Africa and leads Commercial Strategy, Business Development and Product Implementation for all of Morningstar South Africa’s business units
He joined Morningstar in 2010 and has three decades of Financial Market experience, spanning a variety of Business Development and Management roles within the Wealth Management, Asset Management and Market Data sectors in South Africa and internationally.

Quinton Ralph

Resolute Wealth Management

Quinton started his career in 1997 during which he joined a leading Financial Planning Company as a Para-Planner. He completed his qualifications in International Markets through the Securities Institute of London in November 1998. In 1999 he was promoted to the position of Financial Advisor. Quinton obtained his Postgraduate Diploma in Financial Planning through the University of the Free State & completed his (CFP) Financial Planning qualification through the Financial Planning Institute in 2001. Quinton formed RWM in 2004. He has completed his Representatives, Key Individual & RE3 Regulatory examinations. Quinton’s wealth of knowledge, leadership skills and experience has made RWM one of the leading financial planning practices. Quinton specializes in financial & retirement planning for high-net-worth individuals.

Victoria Reuvers

Morningstar Investment Management South Africa

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 20 years’ experience in the financial services industry. She holds a bachelor’s degree in finance from the University of Cape Town.

Emma Sadleir

The Digital Law Company

Emma Sadleir is South Africa’s leading expert on social media law. The company she founded in 2014, the Digital Law Company, specialises in educating and advising corporates, employees, schools, parents, teachers, and universities on the legal, disciplinary and reputational risks of social media.
Emma’s areas of expertise include managing the legal consequences of using social media including defamation, privacy, hate speech and intellectual property; cyberbullying and harassment; sexting and pornography offences; the disciplinary consequences of using social media; personal and brand reputation management on social media; health and social media and online safety.
Much of Emma’s work involves creating social media strategies and policies for corporates and schools, drafting social media agency agreements and providing training and workshops on social media law. Emma and her team have collectively addressed hundreds of blue-chip corporate clients and over 200,000 learners across Africa and the United Kingdom through educational talks and presentations. She also teaches media law to journalists and lawyers and lectures personal reputation management on various MBA programmes.
Emma is the co-author of two bestselling books – “Don't Film Yourself Having Sex... And Other Legal Advice For The Age of Social Media” and “Selfies, Sexts and Smartphones: A Teenager’s Online Survival Guide”. Emma is also the co-author of the social media section of the legal textbook, “Communications Law”.

Debra Slabber

Morningstar Investment Management South Africa

Debra Slabber, portfolio specialist at Morningstar Investment Management South Africa, is responsible for the institutional business relationships and portfolio management within the South African business. Debra works closely with the global investment team to bring best practice investment ideas to the South African business and its clients.
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 12 years’ experience in the financial services industry.

2021 Agenda

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


Media Sponsor


Principal Sponsor


Lead Sponsors


Media Sponsor

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.