CAPE TOWN, 17th August 2015-Morningstar Research (Pty) Limited, a subsidiary of Morningstar, Inc. (NASDAQ: MORN), leading provider of independent investment research, has announced the speaker and programme details for its third Morningstar Investment Conference.
The Morningstar Investment Conference for South Africa will be held in Cape Town on 17th September 2015 and will showcase insights and analysis from investment professionals and industry leaders from South Africa and Europe. The event is expected to attract some 250 financial advisers.
The conference will review the macro-economic landscape, including the impact of quantitative easing, oil price fluctuation, and a weak Rand. The conference will also explore imminent Retail Distribution Review (RDR) changes and how the regulation will affect advisers and their clients. Experts in behavioural economics, asset allocation, equity and risk will present ideas at the forefront of each topic.
Other highlights of this year's conference include:
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Caroline Da Silva, Financial Services Board, Deputy Executive Officer, FAIS Department; John Kinsley, Director, Prudential Portfolio Managers Unit Trust; and David Kop, Head: Advocacy and Consumer Affairs, Financial Planning Institute of Southern Africa, on the impact of RDR.
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Anton Musgrave, Senior Partner, FutureWorld International Ltd., on how rapid social and technological change is impacting financial services.
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Simon Ewan, Managing Director, EMEA, Morningstar Investment Management group, on the benefits of value-driven asset allocation in an inefficient market.
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Greg B. Davies, Head of Behavioural-Quantitative Finance, Barclays Wealth, on the importance of considering investor anxiety when thinking about returns.
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Robin Johnson, Head of Portfolio Management, EMEA, Morningstar Investment Management group, on the behavioural aspects of investment risk.
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Dane Schrauwen, Portfolio Manager, Foord; Kevin Lings, Chief Economist, STANLIB; and Peter Kent, Fixed Income Portfolio Manager, Investec Asset Management on macro trends.
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Nick Kirrage, co-Head of Schroders Global Value team, on how learning the investment lessons of the past help identify the best investments for the future.
"Our conference speakers will cover a range of issues of interest to investment advisers and professionals," Tal Nieburg, managing director for Morningstar in South Africa, said. "The industry faces an uncertain landscape of macro trends and fiscal policy and regulation, each contributing to the work advisers are performing on behalf of investors. We're pleased to be gathering many esteemed experts both from within South Africa and across the EMEA region to add their perspective to the discussions."
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Notes to Editors
The 2015 Morningstar Investment Conference South Africa will be held at the Westin Hotel at Convention Square, Lower Long Street, Cape Town, 8000, South Africa. For the full conference agenda, please click here. For all speaker biographies, please click here. For all further information about the conference, including accommodation, exhibitors and registration, please click here.
The conference is supported by the Financial Planning Institute of South Africa and is an accredited event for Continuing Professional Development (CPD) purposes. Financial advisers attending the conference qualify for four CPD and one Ethics CPD point.
Media Registration Complimentary passes are available to members of the media. To secure your place, please contact the Morningstar EMEA media relations team at +44 (0)20 3107 0023 or email tina.gould@morningstar.com.
About Morningstar Research (Pty) Limited and Morningstar, Inc.
Morningstar Research (Pty) Limited is a subsidiary of Morningstar, Inc., a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement and management as of June 30, 2015. The company has operations in 27 countries.
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