Join us for the 2nd Annual Morningstar Investment Conference

Providing insights to help advisors build their business and make better investment recommendations

David O'Leary 29 July, 2014 | 10:27AM

Invitation to the Morningstar Investment Conference
South Africa in Cape Town

We are delighted to invite you to the Morningstar South Africa Investment Conference in Cape Town on September 17th at the Table Bay Hotel. We have devised a strong agenda to deliver valuable insight that will help you build your business and make better investment recommendations.

Register now to listen to keynote presenters, discuss topic themes, share strategies and network with senior industry peers. Attendees will receive six Continuing Professional Development Points (CPD) by the Financial Planning Institute (FPI).

Key highlights include:

  • Keynote: Psychology, Neurology... How Your Biology Impacts Your Decisions
  • Global Industry Trends
  • Strategic Beta Overview and Panel Discussion
  • Global Investment Outlook Panel Discussion
  • Four Emerging Money Managers to Keep on Your Radar
  • Improving the Investor Experience by Partnering with Good Stewards 


Key speakers include:

  • Dave Foord, Director and CIO, Foord Asset Management
  • John Green, Global Head of Client Group, Investec Asset Management
  • Sandy McGregor, Portfolio Manager, Allan Gray Asset Management
  • Delphine Govender, Founder and CIO, Perpetua Investment Managers
  • Michael Falk, Partner, Focus Consulting Group
  • Roland Rousseau, Head Quantitative Investment Strategy and Portfolio Research, ABSA Capital
  • Nazmeera Moola, Economist and Strategist, Investec Asset Management
  • Helena Conradie, CEO, Satrix
  • Simon Ewan, Managing Director, Morningstar Investment Management Europe
  • David O’Leary, Director of Manager Research, Morningstar South Africa
  • Alec Hogg, Founder,


For these and more topics please see our agenda. Please register yourself for this interactive conference.

We look forward to seeing you in Cape Town!

About Author David O'Leary

David O'Leary  is Director of Fund Research for Morningstar South Africa