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The changing role of the modern financial advisor: Tools & Tips
Hosted by Michelle Noth (CoreShares) and Guest Host Debra Slabber (Morningstar Investment Management)
Featuring an IFA Panel discussion

Learning outcomes:

1.) Learn how IFAs can improve their client’s bottom line and bring more certainty to retirement planning by including passive allocations
2.) Unpack the changing role of the modern financial advisor
3.) Hear from peers during a panel debate and then join us for a live Q&A discussion afterwards

Apr 14, 2021 10:00 AM in Johannesburg

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Speakers

Debra Slabber, CFA
Portfolio Specialist @Morningstar Investment Management South Africa
Debra Slabber, portfolio specialist at Morningstar Investment Management South Africa, is responsible for the institutional business relationships and portfolio management within the South African business. Debra works closely with the global investment team to bring best practice investment ideas to the South African business and its clients. Prior to joining Morningstar, she spent four years at PSG Asset Management as a senior fund specialist, predominantly responsible for growing the business in the greater Gauteng region. She started her career at Standard Bank, fulfilling various roles including a financial analyst within personal markets and financial manager of unsecured lending products. She later moved across the business to Corporate and Investment Banking and spent three and a half years as a product controller for the interest rate trading and structured derivatives desks.
Michelle Noth, CFA
Client Coverage Executive @CoreShares Asset Management
Michelle joined CoreShares in May 2019 as the Client Coverage Executive. Prior to this, she spent 13 years working in the Financial Services sector in London, where she specialised in ETFs and passive investment solutions (working at iShares and BNP Paribas among others). Michelle graduated with Honours in Business Science from the University of Cape Town in 2004, majoring in Finance and Financial Accounting. Later, she was admitted as a CFA Charterholder in 2010. Michelle is passionate about serving clients and creating cost-effective investment solutions that consistently achieve the best possible returns.