Morningstar Announces Agenda for Morningstar Investment Conference SA

By Janice Roberts

Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has announced its programme for the Morningstar Investment Conference to take place on 12th October 2016 at the Cape Town International Convention Centre. Mmusi Maimane, Federal and Parliamentary Leader of the Democratic Alliance, will deliver the conference keynote speech.

Every year, in 13 countries around the world, the Morningstar Investment Conference brings together local and international leaders, professional investors, academics, and financial regulators to share knowledge and ideas with the aim to ultimately benefit the individual investors they serve. For the fourth year running, the Morningstar Investment Conference South Africa has gathered esteemed contributors from South Africa and further afield, and is expected to attract more than 250 professional advisers and wealth managers to the event.

Keynote speaker Maimane’s presentation, “Politics and the Impact on the South African Economy”, will address the economic climate beyond the 2016 municipal elections and discuss the high and low road economic scenarios facing the country. Maimane will also look ahead to what South Africa needs to ensure an investor-friendly climate.

Other headlining presenters include:

Martyn Davies, Managing Director,Emerging Markets and Africa, Deloitte & Touche, on the outlook for the African continent and emerging risks and opportunities against an altered economic and fiscal environment and inflated commodity prices;
Ursula Marchioni, Chief Strategist, EMEA, iShares, on the growth of passive investing and its surge and insight into the future of the passives market;
Peter Kent,Portfolio Manager, Investec Asset Management, and Marie Atelme, Economist, Coronation Fund Managers, on the long-term implication of Brexit for South African fixed income, interest rates, and currency, as well as the latest steps towards structural reform and the economic outlook in a potential ratings downgrade environment;
Dan Kemp, Chief Investment Officer, Morningstar’s Investment Management group, EMEA, on how Morningstar applies its investment principles across its investment processes, insuring against common behavioural biases that can detract from the achievement of long-term financial goals;
Dr. Sarah Newcomb, Behavioural Economist, Morningstar, on what psychology can teach us about our habits with money, and the behavioural science tools advisers can use to help clients improve savings rates; and
Victoria Reuvers, Senior Portfolio Manager, Morningstar’s Investment Management group, on the importance of manager research together with a review of Morningstar’s five-pillar model to identify funds with the best odds of outperforming.

Tal Nieburg, Managing Director for Morningstar in South Africa, comments:

“Advisers in South Africa are navigating a tough economic landscape alongside the additional challenges of adjusting business practices to accommodate the requirements of the Retail Distribution Review. We are pleased to have assembled such a notable line-up of speakers for our annual event dedicated to advisers in South Africa, ensuring delegates can once again look forward to another day of informative, engaging, and insightful debate.”

For full details of the Morningstar Investment Conference South Africa, please visit this site.

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