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Top speakers headline all-digital Morningstar Investment Conference on 7 October 2021

31 August 2021 Morningstar

Global Investment researcher Morningstar has unveiled the agenda for its all-digital Morningstar Investment Conference South Africa in October, with political economist Moeletsi Mbeki and Stanlib economist Kevin Lings heading a strong speaker line-up.

The digital conference, taking place on 7 October, brings together industry leaders and investing experts to share research, discuss the latest developments in the market and provide new perspectives for investors. The conference is free for financial advisers, paraplanners and wealth managers.

“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,” said Tal Nieburg, Managing Director of Morningstar South Africa.

“As we embark on our journey into a post-pandemic world, we’ll be looking to explore the changing nature of financial advice in South Africa and how to best adapt your practice as we discuss solutions for today’s ‘new normal’ and review the challenges of tomorrow.”

The conference will tackle pressing topics like South Africa versus global equities, and where the pockets of opportunity are, with a particularly keen focus on sustainable investing as the new face of long-term investing and how to use finance to achieve well-being for individuals, the economy and corporates.

Highlights of this year’s conference include:
• Moeletsi Mbeki discussing the political landscape in South Africa with independent economic and strategic advisor and radio talk show host Refilwe Moloto;
• Kevin Lings sharing his insights regarding South Africa’s current economic opportunity set, along with the factors that threaten our growth;
• Guy Monson, CIO and Senior Partner of Sarasin & Partners LLP, providing a macro overview of the global economy and investment universe, the impact of current events globally, prominent global focus areas and trends that are emerging as well as popular investor concerns;
• Anne Cabot-Alletzhauser, practice director of the Responsible Finance Initiative at the Gordon Institute of Business Science, on ESG, corporate governance and responsible finance;
• Social media lawyer Emma Sadleir, talking about the effects of social media on the world of investing, and how it can influence opinion, bring about action and elicit change;
• A panel discussion on the changing nature of financial advice in South Africa, and how to best adapt your practice, with Resolute Wealth Management MD Quinton Ralph and Alchemy Financial Solutions founder Robert Adshade, moderated by Morningstar’s Debra Slabber;
• A panel discussion on the evolution of the South African and global investment landscape with Tamryn Lamb, head of retail distribution at Allan Gray and Morningstar Investment Management MD Victoria Reuvers, moderated by Asset TV’s Joanne Baynham; and
• A panel discussion on ‘SA versus global equities: where are the pockets of opportunity?’, with Fairtree equity analyst Chantelle Baptiste, Ninety One fund manager Chris Freund, and PSG Asset Management portfolio manager Shaun Le Roux, moderated by Morningstar Investment Management’s Sean Neethling.

For the full conference agenda, speaker biographies, and further information about the digital conference, please click here. Conference updates will be available on Twitter through the hashtag #MICSA.

Click here for the Agenda....

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