Industry leaders will discuss how to navigate the future of investments amidst a dynamic political landscape

The annual Morningstar Investment Conference is set to take place on 17 September 2024 at the Cape Town International Convention Centre this year. The much anticipated in-person event brings together some of the financial industry’s top minds to provide delegates with cutting-edge research, expert insights, and thorough analysis.

Given the complexities of the current political climate, the conference will examine the importance of strategic investment considerations in a rapidly evolving marketplace. The line-up of global investment experts and thought leaders will come together to discuss the challenges and opportunities of the current market, and the need to adapt as the investment environment evolves.

“Now in its 12^th year, the Morningstar Investment Conference provides the ideal learning and networking platform that is a gathering of leading industry professionals,” says Tal Nieburg, Managing Director of Morningstar South Africa. “Taking place in the beautiful city of Cape Town, we have designed this year’s event to enable delegates to stay on top of industry trends while connecting with peers to unlock insights on how to move forward in today’s dynamic market and political environment.”

Bronwyn Williams, a Trend Translator and Future Finance Specialist from Flux Trends, will deliver the keynote that will examine the six trend pillars that will shape how people live, work, and connect in the coming year.

“The evolving nature of finance and investment given all that has happened during the past year will be a central theme of the conference. To this end, delegates will leave the conference armed with insights to help them and their clients navigate challenges and harness opportunities to deliver investor success,” says Victoria Reuvers, Managing Director of Morningstar Investment Management South Africa. “These speakers have been carefully selected to explore the most pressing challenges advisers face today.”

Highlights of this year’s conference include:

• A panel set to discuss ‘The State of Active, Passive, and Quantitative Investing’.  joined by Tamryn Lamb, Head of Retail at Allan Gray, Jannie Leach, Head of Core Investments at Nedgroup Investments, Bastian Techgreeber, Chief Investment Officer at Prescient, and moderated by Francis Marais, Head of Product Development at Morningstar Investment Management.
• Sebastian Mullins, Head of Multi-asset, Australia at Schroder Investment Management will look at the big disrupters facing investors. These include geopolitics and AI and their role in shaping the macro-economic landscape.
• Advocate Billy Downer, a Semi-retired Prosecutor of the National Prosecuting Authority of South Africa and Steven Powell, Head of Forensics at ENSafrica will be part of a panel facilitated by Pauli van Wyk, Investigative Journalist at The Daily Maverick, that explores the role of private companies play in the fight against corruption.

Other notable speakers include Bronson Friedman, Wealth Manager at Legacy Family Wealth, Delphine Govender, Owner and Chief Investment Officer of Perpetua Investment Managers and Siya Xuza, Founder and CEO of Galactic Holdings – whose story is rarely heard, and one not to be missed!

• Click here for more information and to view the full agenda and line-up of speakers.
• Click here to book your seat.
• For any enquiries, please contact us at Conference.SouthAfrica@morningstar.com.

The 2024 Morningstar Investment Conference has been awarded 5.5 hours of CPD points from the Financial Planning Institute of South Africa (FPI).