Morningstar Investment Conference 2013

The inaugural Morningstar® South Africa Investment Conference for Financial Advisors will take place on Tuesday, 5 November at the Table Bay Hotel in Cape Town. 

Morningstar 04 October, 2013 | 7:00AM

What is the state of the market? Where should you invest your clients' money? How will the changing regulatory landscape affect your business? We'll help answer those questions and more as we bring together a first-rate lineup of portfolio managers, executives, and strategists who are leaders in their respective fields. As an adviser, you will get ideas on how to maximise income, minimise risk, invest globally, and help you better serve your clients.

Key highlights include:
  • A brief presentation entitled Reviewing the UK’s RDR Journey followed by a panel discussion on the Implications of RDR for South Africa
  • An Executive Roundtable with four leading fund company executives discussing the future of the industry
  • A panel discussion among some of South Africa’s leading portfolio managers entitled State of the Global Economy: The Risks and Opportunities That Lay Ahead
  • Our Keynote presentation, Africa: The Rescramble, where we will discuss the opportunities in Africa and how to avoid the risks that could trip you up


 Key speakers include:

  • Hugo Nelson, former CEO, Coronation Fund Managers
  • Rob Dower, COO, Allan Gray
  • Nic Andrew, Head, Nedgroup Investments
  • Sibusiso Mabuza, CEO, Momentum Asset Management
  • Clyde Rossouw, PM, Investec Asset Management
  • Daniel Malan, PM & CIO, RE:CM
  • Omri Thomas, PM & Director, Abax Investments
  • Charles de Kock, PM, Coronation Fund Managers
  • Guy Lundy, Principal, Odgers Berndtson


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