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  • Thank you

    Thank you

    Thank you for joining us in London where we discussed the developments and challenges we are collectively facing in a rapidly changing global investment environment. In the midst of a profound shift in the distribution of economic power and investment opportunities, our 2019 Investec GlobalSelect Investment Conference brought together some of the world’s foremost asset managers, business leaders and industry experts to share ideas with you.

    We hope you enjoyed your time with us and that our conference provided you with useful investment insights and solutions for your clients.

    Thank you
    David Stronach

    Watch the highlights



  • Agenda & Speakers


    Andrew Baker

    Partner, UK & EMEA, NMG Consulting

    Andrew has nearly 30 years’ industry experience across major wealth markets, and is a Sloan Fellow of London Business School. He has worked in asset management, platforms, pensions and advice, in roles spanning strategy, marketing, executive and consultant.

    Andrew Headley

    Portfolio Manager, Veritas Asset Management (representing Nedgroup Investments)

    Andrew is a Partner, Portfolio Manager, and Head of Global at Veritas Asset Management LLP. He was previously the Head of Research and Global and was also a Director of the firm. He was an Analyst and Portfolio Manager at WP Stewart from 2001 to 2003.

    Andrew Summers

    Head of Collectives, Investec Wealth & Investments UK

    Andrew is responsible for the team that covers collectives research, incorporating the firm’s UK and international businesses, as well as involved in asset allocation and portfolio management for several Investec Wealth & Investment’s business units.

    Anthony Wreford

    Advisor and Non-Executive Director

    Anthony’s executive career was mainly spent in the advertising and marketing where he built his own agency, was a divisional CEO of Omnicom and later Deputy Chairman for Omnicom Europe.

    Ben Preston

    Head of Global Sector, Orbis Investments

    Ben joined Orbis in 2000 and is based in London. He leads the global sector investment team and is one of the stockpickers who directs client capital in the Orbis Global Equity Strategy.

    Daniel Whitestone

    Portfolio Manager, BlackRock

    Daniel Whitestone, is a Portfolio Manager on the UK Equity team within the Fundamental Equity Division of BlackRock's Active Equity business. He is the lead Portfolio Manager for the BlackRock UK Emerging Companies Hedge Fund, UK Emerging Companies Absolute Return Fund and BlackRock's Throgmorton Investment Trust.

    David Aird

    Managing Director, UK Client Group, Investec Asset Management

    David is managing director of the UK Client Group at Investec Asset Management, responsible for retail and institutional business in the UK and Ireland. David initially joined Investec Asset Management as sales director for UK & Europe in 2000.

    David Stronach

    Managing Director, Investec Investment Management Services

    David was appointed managing director of Investec Investment Management Services in October 2009. Prior to this David was the head of operations at Investec Asset Management with responsibility for operations, vendor management, IT and risk. Before assuming this role in January 2004, David served as the head of product in the Personal Investments area.

    Deirdre Cooper

    Portfolio Manager, Investec Asset Management

    Deirdre is co-portfolio manager for the Global Environment Strategy in the Natural Resources team at Investec Asset Management. She joined the team in 2018, and is a utility, infrastructure and energy transition specialist.

    Doug Abbott

    Country Head – South Africa, Schroders

    Doug Abbott is Country Head – South Africa and is responsible for our business in South Africa. Doug is a key individual of our financial services licence in South Africa and leads the team in the country. Doug joined Schroders in 2008 and has been located in South Africa since December 2015.

    Evan Baars

    Senior Strategy Consultant, NMG Consulting

    Evan has worked with asset managers, platforms and insurers across Australia, the UK and South African wealth management markets. Most of his work revolves around distribution strategy, especially in the independent advice market.

    Hendrik du Toit

    Joint Chief Executive Officer of Investec Group

    Hendrik du Toit is Joint Chief Executive Officer of Investec Group. Hendrik entered the asset management industry in 1988 and joined the Investec Group in 1991 as founding member of Investec Asset Management. Investec manages in excess of US$ 200 billion on behalf of its clients.

    Iain Cunningham

    Portfolio Manager, Investec Asset Management

    Iain is a portfolio manager in the Multi-Asset team at Investec Asset Management. He is the co-portfolio manager of the Investec Global Multi-Asset Total Return, Investec Global Strategic Managed and the Investec Multi-Asset Protector strategies.

    Ian Beattie

    Co-Chief Investment Officer, NS Partners, Manager of the Nedgroup Investments Global Emerging Markets Equity Fund

    Ian has been managing money in East Asia and the broader emerging markets for over 26 years. Passionate about emerging market equities, Ian is an enthusiastic advocate of the subjects that define the team’s investment process: true economic profitability of companies driving shareholder returns, liquidity impacts on asset prices, behavioural finance in capital markets, and how these factors interact.

    Jacques Kallis

    Former South African cricketer

    Jacques is regarded as one of the greatest all-rounders in the history of the game. He was the only cricketer to have scored more than 11000 runs and take 250 wickets in both One Day Internationals (ODIs) and test cricket.

    James Rainbow

    Chief Executive Officer, Schroders Personal Wealth, Schroders

    In 2019, James will take up a new role as Chief Executive of the new Wealth Joint Venture between Lloyds and Schroders. Currently, James was Co-Head of UK Intermediary Business at Schroders, Chief Executive of Schroder Unit Trusts and a non-executive Director of Benchmark Capital.

    Javier Rodriguez-Alarcon

    Head of EMEA Client Portfolio Management, Goldman Sachs Asset Management

    Javier is head of EMEA Client Portfolio Management in the Quantitative Investment Strategies (QIS) group within Goldman Sachs Asset Management. He focuses on product development, communications and strategy for the QIS platform in the institutional, private wealth and third-party channels.

    Jeremy Gardiner

    Marketing Director, Communications, Investec Asset Management

    Jeremy is a regular voice in the media, at conferences and to the investment-related world at large, responsible for commenting on current affairs, economics and investment markets.

    Joanna Yang

    Analyst, Investec Asset Management

    Joanna is an analyst within Investec Asset Management’s 4Factor team, focusing on the Asia Pacific region.

    John Stopford

    Head of Multi-Asset Income, Investec Asset Management

    John is Head of Multi-Asset Income at Investec Asset Management, responsible for all multi-strategy income. He is lead portfolio manager on our multi-strategy income portfolios, as well as participating in the wider management of our multi-asset strategies.

    Matthew Dobbs

    Head of Global Small Companies & Specialist Asia, Schroders

    Matthew Dobbs is Head of Global Small Companies/Specialist Asia at Schroders, which involves running a range of specialist equity portfolios and funds. He joined Schroders in 1981 and is based in London.

    Matthew Pearce

    Sports Journalists and Businessman

    Matthew was born, raised and educated in Cape Town. After school, he studied at the University of Cape Town towards a degree in Industrial Psychology and a post-graduate diploma in Marketing.

    Nick Phillips

    Head of International Retail Client Business, Goldman Sachs Asset Management

    Nick is head of the International Retail Client Business for Goldman Sachs Asset Management (GSAM) with responsibility for EMEA, Asia Pacific ex-Japan and offshore Latin America. He manages the distribution of mutual funds, separately managed accounts and sub-advisory services through third party intermediaries such as banks, insurance companies and independent financial advisors.

    Philip Saunders

    Co-Head of Multi-Asset Growth, Investec Asset Management

    Philip is Co-Head of Multi-Asset Growth at Investec Asset Management, he is also a portfolio manager for Multi-Asset total return, global multi-asset and protected strategies.

    Rhynhardt Roodt

    Co-Head of 4Factor, Investec Asset Management

    Rhynhardt is the Co-Head of 4Factor and co-portfolio manager for the Global Core Equity Strategy at Investec Asset Management. He began his career at the firm in 2004 and was previously the Co-Head of SA Equity & Multi-Asset.

    Richard Garland

    Managing Director, Global Advisor, Investec Asset Management

    Richard is based in New York and joined Investec Asset Management in 2006. He is a Managing Director and oversees Investec Asset Management’s Global Advisor business. He is also head of Global Financial Institutions Group and is currently responsible for our business in South America and our North American and European Advisor businesses.

    Richard Romer-Lee

    Managing Director, Square Mile

    Richard is responsible for determining the strategy and focus for the business in conjunction with the Board and the Executive Management Team. Richard works closely with our clients and all members of the team as well as forging strong business relationships within the wider industry.

    Sangeeth Sewnath

    Deputy Managing Director, Investec Asset Management

    Sangeeth is the deputy managing director of the Africa Client Group and has been with Investec Asset Management since 2000. He is responsible for the strategic direction of the business and several of our key client relationships.

    Professor Sarah Harper CBE

    MA Cantab, DPhil Oxon, Clore Professor of Gerontology

    Sarah is Clore Professor of Gerontology at the University of Oxford, a Fellow at University College, and the Founding Director of the Oxford Institute of Population Ageing.

    Simon Brazier

    Co-Head of Quality, Investec Asset Management

    Simon is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on UK equities, and manager of the Investec UK Alpha Fund and the Luxembourg domiciled Investec GSF UK Alpha Fund. He is also responsible for the co-management of the specialist Quality investment team. Simon is based in the firm’s London office.

    Tamryn Lamb

    Head of Retail Distribution and Orbis, Allan Gray

    Tamryn is head of retail distribution and Orbis, Allan Gray. She joined Orbis in London in 2006 as an investment analyst, moving on to the Orbis Investment Counsellor Group in 2010. She relocated to Cape Town in 2012 and joined Allan Gray’s institutional client servicing team.

    Tom Nelson

    Head of Natural Resources, Investec Asset Management

    Tom is Head of Natural Resources at Investec Asset Management. He is co-portfolio manager of the Energy and Natural Resources strategies, which invest directly in equities in these sectors. Tom is part of the Sustainability leadership team and was instrumental in the launch of the Global Environment strategy.

    Vian Sharif

    Marketing Manager, Media & PR, Investec Asset Management

    Vian Sharif is part of Investec Asset Management’s global communications team in London and is responsible for all cross-border media relations ex Africa. She joined Investec Asset Management in 2007.

    Wei Li

    Head of EMEA Investment Strategy, BlackRock

    Wei Li, CFA, is head of EMEA investment strategy for BlackRock ETF and Index Investments. Her team's responsibilities include delivering ETF investment ideas and market insights to institutional clients and financial advisors. Wei’s service with the firm dates back to August 2010.

  • Presentations & Viewpoints


    Day 1 | Monday, 17 June 2019
    Welcome - Sangeeth Sewnath Download PDF
    Remaining relevant in a changing world - Hendrik du Toit interviewed by Jeremy Gardiner View recording
    10 years that changed the future - Philip Saunders, Simon Brazier, Iain Cunningham & Joanna Yang Download PDF
    Key trends in the UK advisory market that could impact independent financial advisors in SA - Evan Baars Download PDF
    Income: the engine that drives returns - John Stopford Download PDF
    Embracing new realities - Rhynhardt Roodt, Tom Nelson & Deidre Cooper Download PDF

    Day 2 | Tuesday, 18 June 2019
    Welcome - David Stronach Download PDF
    The science of big data, the art of judgement - Javier Rodriguez-Alarcon Download PDF
    Emerging markets: preparing for the next upswing? - Ian Beattie Download PDF
    The power of industry change - Daniel Whitestone Download PDF
    The opportunities and challenges facing long-term global investors - Ben Preston Download PDF
    The case for small caps - Doug Abbott & Matthew Dobbs Download PDF



    Sustainable Development Goals

    As allocators of capital, our industry is in a unique position to achieve development goals whilst providing a long-term future for both clients and the world we live in.

    Energy 3.0

    Energy 3.0 investigates the third energy transition as the world moves to a decarbonised growth model, proposing a framework to help asset owners assess the impact on portfolios.

    Read more


    The Investment Instutute looks at how a global currency shift may surprise investors.

    Read more

    Understanding China – 5 investment themes for the Year of the pig

    Leaving behind the Year of the Dog (and dog it was, in Western terms!), and ushering in the Year of the Pig. What should you be looking out for in the coming swine-related year?

    Read more

  • Venues

    Conference and dinner venues

    Conference: Investec Bank

    30 Gresham Street, London EC2V 7QP

    Dinner: The Long Room - Lord’s Cricket Ground

    St John's Wood Road, London NW8 8QN

    External manager offices


    12 Throgmorton Ave, EC2N 2DL

    Goldman Sachs

    Peterborough Court, 133 Fleet Street London, EC4A 2BE

    Orbis Investments

    28 Dorset Square, Marylebone, London NW1 6QG


    1 London Wall Place, EC2Y 5AU