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  • Thank you

    Thank you for joining us

    The 10th annual IMS Advisor Forum brought together over 120 independent financial advisors and 12 asset management firms – our largest to date. Over the course of the two days, the various speakers shared their ideas on how best to protect capital and deliver real returns for investors. We do hope that their insights provided investment guidance and helped make sense of the continuous political and social change we are experiencing both here in SA and around the world.

    IMS is celebrating 25 years of helping you manage clients’ money, many of you had journeyed much of that path with us – some have been with us from the start. We thank you for your loyal support and look forward to the next quarter-century as business partners.


    David Stronach

    Sponsors

  • Agenda

    Agenda

    Day 1 — Tuesday, 31 October 2017


    10:00 Arrival and registration
    10:30 Opening by MCs

    Albert Coetzee, Co-head of Sales, Investec IMS
    Simone Arnold, Co-head of Sales, Investec IMS
    10:40 The state of play for South African independent financial advisors
    During the workshop a panel of advisors and industry experts will share ideas on the major drivers shaping the advice industry in South Africa and globally

    Jaco van Tonder, Advisor Services Director, Investec Asset Management, in conversation with:

    David Stronach, Managing Director, Investec IMS
    John Kinsley
    , Non-executive Director of Prudential Unit Trusts, Non-executive Chairman of Amity Wealth, Chairman of the newly formed South African Independent Financial Advisors Association
    Sangeeth Sewnath
    , Deputy Managing Director, Investec Asset Management
    Jan-Carel Botha
    , Director, Purpose Wealth
    Andrew Ratcliffe
    , Director, Private Client Holdings
    12:00 Good returns or just great expectations? Unpacking the future return environment
    A look at the current global macro-economic environment and challenges, its impact on valuations, the opportunities and how to balance risks at a portfolio level

    Iain Power, Chief Investment Officer, Truffle Asset Management (Nedgroup Investments)
    12:40 Lunch break
    13:30 The challenge of providing retirement planning advice
    How advisors can help investors overcome income volatility, behavioural biases and increasing longevity challenges in the journey to a successful retirement

    Pieter Hugo, Managing Director, Prudential Unit Trusts
    14:10 The changing fortunes of the South African economy
    The composition of the South African economy has changed dramatically in recent decades, with the contribution by mining and manufacturing halving to just above 20% since the 1980s. Furthermore, the weighting of resources in the stock market has fallen from more than 50% in the early 2000s to only 15% today. In a world where 8 of the 10 largest companies are technology driven and investors show little appetite for South African commodity companies, we provide some insight into lost opportunities, lessons for the future and a peek into the investment opportunities of tomorrow

    Panel
    Hanré Rossouw, Portfolio Manager, Head of Resources, Investec Asset Management
    Hannes van den Berg, Portfolio Manager, SA Equities and Multi-Asset, Investec Asset Management

    Panel chair
    Michael Power, Strategist, Investec Asset Management
    14:50 Tea break
    15:10 The essence of absolute return investing
    Absolute return investing incorporates a very unique style in multi-asset portfolio management. Given the current high volatility – low return environment, investors have become disillusioned with sustained low, sub CPI returns and keeping clients invested has become a challenge. Advisors and investors need to consider all styles of multi-asset investing in order to protect and grow capital consistently, in this challenging environment

    Marius Oberholzer, Head of Absolute Return, STANLIB
    15:50 What is the future of the wealth management industry?
    Implementation of new financial regulations across the world, digitalisation of the industry and increasing pressure on margins, now is the time to reflect on what these changes mean for advisors and their clients

    André Bantli, Managing Director, Head of Active Funds, Switzerland, Middle East & Africa (MEA), BlackRock
    16:30 Day 1 closes
    18:00 Pre-dinner drinks at The Lookout
    19:00 Guest speaker interviewed by Jeremy Gardiner

    Dr Adriana Marais, theoretical physicist, Head of Innovation at SAP Africa and aspiring extraterrestrial
    19:50 Dinner


    Day 2 – Wednesday, 1 November


    08:00 Arrival
    09:00 Rational irrationals – investments in a 20+ PE environment
    In an indebted world with interest rates at historical lows and with assets being forced to re-price accordingly, investors are forced to deal with the discomfort of making investment decisions that are deemed to be irrational when compared to traditional valuation methods. Could investments made into the South African equity market with PE ratios above 20 be seen as being rational?

    Fred White, Head: Balanced Funds, Sanlam Investments
    Patrice Rassou
    , Head of Equities, Sanlam Investments
    09:40 Macro and markets – what will drive global markets from here?
    Risk assets have performed strongly around the world, but investors are beginning to worry about valuations and a shift in monetary policy. How will these factors impact returns and what should we be looking for over the medium term?

    Keith Wade, Chief Economist and Strategist, Schroders
    10:20 Tea break
    10:40 Myth-busting
    Demystifying some common misconceptions in the investment and financial planning industries

    Panel:
    Pieter Koekemoer
    , Head of Personal Investments, Coronation Fund Managers
    Marie Antelme, Chief Economist, Coronation Fund Managers
    Neil Padoa, Head of Global Developed Market Research, Coronation Fund Managers

    Panel chair:
    Christo Lineveldt, Investment Specialist, Coronation Fund Managers
    11:20 Wealth creation in an irrational world
    How to build portfolios to strategic objectives, define alpha and most reliably capture alpha in irrational markets in a cost effective manner. With examples of how to responsibly include alternative growth opportunities in an investor’s portfolio in a low return world

    John Gilchrist, Head of Old Mutual Customised Solutions Boutique, Old Mutual Investment Group SA
    Feroz Basa, Joint Boutique Head of Global Emerging Markets, Old Mutual Investment Group SA
    12:00 Lunch break
    13:00 Finding alpha generating portfolio ideas in a post-rational world
    Where are we looking for high quality long-term ideas?

    Greg Hopkins, Chief Investment Officer, PSG Asset Management
    13:40 Where is retail going? Global clues
    The disruption caused by online retailers

    Andrew Lapping, Chief Investment Officer, Allan Gray
    14:20 Tea break
    14:40 Chances are good that as a South African, you are currently reading about the Gupta mails and politics in the press
    Because unfortunately, business decision-making in SA hinges enormously on politics. During this session, two of the hottest commentators at the moment give some guidance as to where we are as a country, and where we are potentially headed.

    Nazmeera Moola from Investec Asset Management interviews Richard Poplak, senior contributor at South Africa’s leading news site, Daily Maverick, and Judith February, governance specialist, lawyer and ‘opinionista’ at Daily Maverick to provide you with fresh insight into everything troubling our country at the moment
    16:00 Forum closes
  • Speaker profiles

    Speakers

    Albert Coetzee

    Co-head of Sales
    Investec IMS

    Albert has been in the industry for 18 years and is the co-head of sales for Investec Investment Management Services (IMS). He and his team are responsible for developing and maintaining relationships with key independent financial advisors. During his time at Investec he has worked as both a product and fund specialist, servicing independent financial advisors nationally. Prior to Investec Asset Management, Albert worked at NFB as an assistant to the CEO and then moved on to managing the financial planning team. Albert is a qualified lawyer (BCom LLB CFP), has completed Ironman and prior to moving into the industry was a professional tennis coach.

    Simone Arnold

    Co-head of Sales
    Investec IMS

    Simone has been in the industry for 17 years and is the co-head of sales for Investec Investment Management Services (IMS). She is responsible for developing and maintaining relationships with key independent financial advisors. Prior to Investec Asset Management, Simone worked at Coronation Fund Managers as a fund specialist and Deloitte & Touche as a transfer pricing consultant.

    Simone is married with two children and enjoys running marathons both locally and abroad.

    Jaco van Tonder

    Advisors Services Director
    Investec Asset Management

    Jaco is head of advisor services in South Africa at Investec Asset Management. Prior to moving into this role, Jaco was sales director for the South African Advisor team and head of distribution for Investec Investment Management Services.

    Having previously worked at Sanlam Group, Jaco occupied various positions which included heading up the product development for the Sanlam platform business, Glacier, from 2000 to 2003, and heading up the business development and distribution team from 2003 to 2009.

    He is a Fellow of the Institute of Actuaries, and holds a BSc (Hons) degree from the University of Stellenbosch.

    David Stronach

    Managing Director
    Investec IMS

    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. Prior to joining the firm, David worked at Fedsure Unit Trusts from 1999, finishing as the managing director. From 1995 to 1998 he was at Norwich Unit Trusts, initially as the financial manager and finally assistant general manager of operations. Before joining Norwich, David was at Liberty Life from 1993 as audit manager. He completed his articles at Ernst & Young in 1992. David is a qualified Chartered Accountant and holds a BCom in Accounting from the University of Cape Town as well as a Post Graduate Diploma in Accounting.

    John Kinsley

    Non-executive Director of Prudential Unit Trusts, Non-executive Chairman of Amity Wealth, Chairman of the newly formed South African Independent Financial Advisors Association

    John began his career in the financial services industry in 1986 as a legal adviser at Old Mutual. After 6 years he accepted a position in the merchant banking industry and was privileged to be part of the team that developed the linked product industry in South Africa, first at UAL and then at Investec. Moving his family to Cape Town in 1996, John took up a role in the investment division at Syfrets, leaving after the Nedcor Investment Bank merger.

    After a short period working on initiatives in the financial planning industry, John was appointed managing director of Prudential Unit Trusts in 2002, retiring in 2015. John was chairman of the Association of Units Trusts (now part of ASISA) in 2004 and 2005 and has spoken on a number of platforms around South Africa on issues pertaining to investment and financial planning.

    John is currently a non-executive director of Prudential Unit Trusts and non-executive chairman of Amity Wealth. He is also the chairman of the newly formed South African Independent Financial Advisors Association.

    John has a BCom and an LLB degree and carries the CFP® designation.

    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 key client relationships.

    Prior to this role, Sangeeth was the global head of product development and worked collaboratively with the investment and business development teams in order to develop and enhance the various investment capabilities offered to advisor and institutional investors.

    Sangeeth is an actuary by profession and an alumnus of Harvard Business School’s leadership development programme.

    Jan-Carel Botha

    Director
    Purpose Wealth

    Jan-Carel Botha is the founder and director of Purpose Wealth. As a Certified Financial Planner CFP®, Jan-Carel started his career as a fee-based professional financial planner in 2007. In 2012 he won the Financial Planner of the Year Award, the youngest ever award winner, and was runner-up in 2011 and 2010.

    He believes that constant improvement and adoption of global best practices in financial planning and wealth management is of essence to stay relevant and continue to provide clients financial security, hence his current further studies towards his CFA qualification.

    Andrew Ratcliffe

    Director
    Private Client Holdings

    Andrew Ratcliffe is a co-founder and director of Private Client Holdings. He heads up the Wealth Management division and holds a BCom, Higher Diploma in Tax Law and is a CFP®, Professional Accountant (SA) and Professional Tax Practitioner (SA). Andrew is a member of the Investment Committee and has had extensive exposure to the tax, accounting, share portfolio management and fiduciary needs of private clients for over 20 years. Andrew understands that his clients’ wealth is what helps shape their world and defines their sense of security, which is why he is committed to their entire financial well-being, growth, prosperity and future stability at all times. Focusing on nurturing their wealth at all times.

    Iain Power

    Chief Investment Officer
    Truffle Asset Management (Nedgroup Investments)

    Iain completed a BCom (Hons – Investments) at the Rand Afrikaans University (now UJ) in 1992 and started his career in investment at RMB Asset Management (RMBAM) in 1993. Iain held various investment roles at RMBAM since June 1993, including being a member of the Board of Directors as well as the Management Board while being a senior investment professional in the equity team.

    After 16 years with RMBAM, Iain decided to get out of the corporate environment into a smaller owner-managed asset management business where he can be part of building a larger concern. Iain joined Truffle Asset Management in May 2010.

    Pieter Hugo

    Managing Director
    Prudential Unit Trusts

    Pieter Hugo joined Prudential Investment Managers as head of retail and managing director of Prudential Unit Trusts in May 2015. He has over 19 years of experience in the financial services industry. Prior to Prudential, he had been employed at Old Mutual since 1998 in a variety of managerial roles spanning actuarial work, wealth management, investment advice, employee benefits and product development.

    In 2008 he became managing director of Old Mutual Unit Trusts, and since 2011 was deputy CEO of Old Mutual Wealth and chairman of Old Mutual International.

    Pieter holds a BCom (Mathematics) degree from Stellenbosch University, is a qualified actuary (Fellow of the Institute of Actuaries in the UK and the Actuarial Society of South Africa) and during 2010 completed the General Management Program at the Harvard Business School in the US.

    Hanré Rossouw

    Portfolio Manager, Head of Resources
    Investec Asset Management

    Hanré is a portfolio manager within the Natural Resources team covering precious metals and frontier and emerging market resources. Prior to joining the firm in 2013, he was the chief financial officer of Xstrata Alloys overseeing Xstrata plc’s chrome and platinum interests in South Africa. He joined Xstrata in 2004, and also held other senior roles in Strategy, M&A and Investor Relations in London as part of the core team that built Xstrata into a global diversified mining company, subsequently acquired by Glencore for $30bn in 2013. His mining career started as graduate engineer at Anglo American plc (with experience at AngloGold and AngloCoal) and later also worked for De Beers and Accenture. Hanré graduated from Oxford University with a Master’s degree in Business Administration. He has also holds a Bachelor of Engineering degree in Chemical Engineering and a BCom (Hons) in Economics.

    Hannes van den Berg

    Portfolio Manager, SA Equities and Multi-Asset
    Investec Asset Management

    Hannes is a portfolio manager responsible for the SA Equity & Multi-Asset strategies in Investec Asset Management’s 4Factor Equity team. His focus is on the General Equity and Balanced strategies and equity hedge funds. Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers. Hannes holds a Bachelor of Accounting Honours as well Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.

    Michael Power

    Strategist
    Investec Asset Management

    Michael joined Investec Asset Management as a strategist in December 2002. His current responsibilities include understanding how the shift in the centre of economic gravity from West to East is impacting on the world of investment and in particular how it is opening up new investment opportunities for Investec’s global client base. He began his career working in the Middle East department of Chase Manhattan Bank before joining Anglo American’s corporate finance department in South Africa. Michael then worked in the London corporate finance department of NM Rothschild & Sons where his work had a strong natural resource emphasis. Having completed a 4x4 overland safari through Africa, Michael then worked for HSBC-Equator Bank in Kenya for four years. He returned to the UK to work at Baring Asset Management as a director in their emerging markets department, where he was head of Africa and the Middle East as well as heading the natural resources sector, and was also portfolio manager for the Pan African Simba Fund. Michael graduated from the University of Cape Town with a Phd in Economics. He also holds an MA in International Business and Law from the Fletcher School at Tufts and a BA in Politics, Philosophy and Economics from the University of Oxford.

    Marius Oberholzer

    Head of Absolute Return
    STANLIB

    Marius joined STANLIB in September 2013 as co-head of Absolute Return Strategies. Marius took over as head of Stanlib Absolute Return Strategies in September 2015.

    Marius joined STANLIB from Sarala Capital in Cape Town, where he was a managing partner responsible for providing strategic direction for the firm. His role was focused on corporate finance solutions and spearheading the group’s unlisted investment activities.

    Prior to this, between 2000 and 2012, Marius worked at TT International in London before being seconded to Hong Kong in 2004 to help establish TT International’s Asian based operations. He focused primarily on managing TT’s Asian Hedge Fund as its portfolio manager as well as providing insights across the firm’s other investment offerings both on a bottom-up and top-down macro basis.

    Marius holds a BCom degree (Stellenbosch University) and an MSc in Global Finance from Stern Business School at New York University and the Hong Kong University of Science and Technology.

    André Bantli

    Managing Director, Head of Active Funds, Switzerland,
    Middle East & Africa (MEA), BlackRock

    André Bantli, managing director, is head of Active Funds Switzerland and Middle East & Africa (MEA) and a member of the Swiss Executive Committee. He and his team are responsible for the mutual fund business and alternative investments with distribution networks, fund selectors, independent financial advisors and asset managers in Switzerland, Middle East & Africa.

    Prior to joining BlackRock in November 2013, he was regional head of investment & portfolio management Asia Pacific and country head of asset management, Singapore at Credit Suisse Private Banking and Wealth Management.

    He has an MBA from The University of Chicago and a BA degree in Business Administration from the University of Applied Science Zurich.

    Dr Adriana Marais

    Theoretical physicist
    Head of Innovation at SAP Africa

    Dr Adriana Marais, theoretical physicist, Head of Innovation at SAP Africa and aspiring extraterrestrial, believes that we are living at a unique point in the history of life on earth. Developments in science and technology are taking place at an unprecedented rate, and the expansion of our society beyond this planet is within reach. During her interview she will share her research in quantum biology and the origins of life, the technology required to sustain terrestrial life on Mars and the various projects aiming to send crewed missions there. She describes how the establishment, and potential discovery of evidence of life on Mars, would be one of the most profound possible contributions of science to humanity.

    Jeremy Gardiner

    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. In his position, Jeremy is inundated with information from the world’s top analysts, on everything from politics to petrol. Jeremy’s challenge is consolidating all this information and bringing it to you in an understandable format that you will find interesting and informative.

    With the company since 1992, Jeremy has been with the firm for 25 years, during which the business grew from a small Cape Town Asset Management firm to a significant global business managing clients assets in excess of R1.6 trillion*.

    Jeremy also served on the board of Western Province/Stormers rugby from 2003 to 2005, a period in which their performance was particularly poor!

    Although he studied accounting at the University of Cape Town and Economics at the University of Witwatersrand, Jeremy is neither an accountant nor an economist, but uses these skills to demystify what the accountants and economists are saying.
    *as at 30 June 2017

     

    Day 2

    Fred White

    Head: Balanced Funds
    Sanlam Investments

    Fred has been with Sanlam Investments since 2003 and was appointed to the role of head of Balanced Funds for third-party clients in June 2016. Previously head of asset allocation and macro research. His earlier roles also included head of process and research, as well as sector head of resources.

    Before he joined the Sanlam Group, Fred was sector head of resources at Investec Asset Management. His other roles at Investec, spanning a period of five years, included being an analyst, where he was responsible for the non-mining resources sector, and portfolio manager, where he was responsible for the Emerging Companies Unit Trust. Fred also spent time as an equity dealer in preparation for his role as analyst.

    He has extensive knowledge and insight into the world of business, gained by his diverse roles at Gencor (General Mining Corporation Limited). These include a personal assistant to the chairman, a business development officer involved in exploring methods to expand the Group’s gold mining operations, and a junior engineer.

    Fred started his career as a junior lecturer in the Department of Electronic Engineering at Stellenbosch University, after attaining his B.Eng. degree. He later graduate M.Eng from Stellenbosch University, qualified as a Chartered Financial Analyst (CFA) in 2003, and obtained an MBA from Stanford University in 1996.

    Patrice Rassou

    Head of Equities
    Sanlam Investments

    Patrice Rassou was appointed head of Equities at Sanlam Investment Management (SIM) in 2011, having previously held the position of senior portfolio manager at the asset manager. He also manages the SIM General Equity & SIM Top Choice Funds, as well as specialist financial mandates and the SIM equity house view. Rassou is also one of South Africa’s leading banking sector analysts and is a regular and sought after media commentator.

    Rassou completed his BSc (Econ) degree in Monetary Economics with first class honours from the London School of Economics. In 1992 he completed his MSc (Econ) after winning a scholarship from the London School of Economics. He started working at PricewaterhouseCoopers in London and passed his qualifying examination for the Institute of Chartered Accountants in England & Wales in 1994 on the first attempt. He completed his MBA at Manchester Business School in 2003 with distinction as well as an executive leadership program at GIBS in 2014. Patrice also served on the Board of ABSIP Western Cape Chapter.

    Keith Wade

    Chief Economist and Strategist
    Schroders

    Keith Wade is chief economist at Schroders, responsible for the economics team and the house view of the world economy. He is a member of the Group Asset Allocation Committee and communicates the house view to Schroder investors and clients around the world. Over 25 years investment experience. He joined Schroders in 1988 and is based in London.

    Keith was a research officer at London Business School from 1984 to 1988, which involved macro-economic research and forecasting of the UK economy.

    Keith is also a trustee, honorary treasurer and chair of the investment committee for Addenbrooke’s Charitable Trust in Cambridge (Cambridge University hospital). Regular contributor to the media and has co-authored a book on macro-economics for MBA students.

    His qualifications include: IMC; MSc in Economics from London School of Economics; BSc in Economics from London School of Economics.

    Pieter Koekemoer

    Head of Personal Investments
    Coronation Fund Managers

    Pieter is head of personal investments at Coronation Fund Managers. His key responsibility is to ensure exceptional client service through a combination of appropriate product, relevant market information and good client outcomes. Pieter joined Coronation in 1998.

    Marie Antelme

    Chief Economist
    Coronation Fund Managers

    Marie joined Coronation in 2014 as an economist in the Fixed Interest investment unit. She was ranked second in the category for domestic economic trends in the Financial Mail Ranking the Analysts survey in the four years to 2014, and third for South Africa country analysis in the Thomson Reuters Extel survey in 2014. She has 17 years’ experience as a market economist.

    Neil Padoa

    Head of Global Developed Market Research
    Coronation Fund Managers

    Neil is a portfolio manager and head of Global Developed Markets research. He joined Coronation in May 2012 and has 10 years’ investment experience. Neil is co-manager of the Global Managed, Global Capital Plus and Global Equity Select funds.

    Christo Lineveldt

    Investment Specialist
    Coronation Fund Managers

    Christo joined Coronation in 2010 as an investment specialist and is currently responsible for the distribution of Coronation’s funds to the retail market across IFA and corporate channels. Prior to joining Coronation, he spent two years with Allan Gray as part of their Graduate Recruitment Programme. He holds a BCom in Economics and Econometrics and a Postgraduate Diploma in Financial Planning. He is a Certified Financial Planner and is currently finalising his studies towards a Master’s degree in Finance and Investment Management.

    John Gilchrist

    Head of Old Mutual Customised Solutions Boutique
    Old Mutual Investment Group SA

    John is the joint boutique head of Old Mutual Customised Solutions. The Customised Solutions boutique has approximately R100 billion in assets under management spread across the full investment spectrum (both local and global), including active equity funds, multi-asset class funds and hedge funds. He is involved in the day-today portfolio management activities of three derivative-based hedge funds; and a low-risk absolute return fund – Capital Builder fund (unit trust, life-wrapped guaranteed and segregated versions). Additionally, John chairs the portfolio management oversight committee. This committee has oversight of all portfolio management decisions across the boutique.

     

    Feroz Basa

    Joint Boutique Head of Global Emerging Markets
    Old Mutual Investment Group SA

    Feroz is the joint boutique head of Global Emerging Markets and is responsible for managing and building the investment boutique. Prior to setting up Global Emerging Markets, he was a portfolio manager and analyst in the ELECTUS boutique. He became portfolio manager of the Old Mutual High Yield Opportunity Fund in 2007 and assisted in implementing a philosophy and process for the Old Mutual High Yield Opportunity Fund and Old Mutual Value Fund. While completing his studies, Feroz joined Old Mutual Unit Trusts in 1998. In 2004, he moved to Old Mutual Investment Group as a trainee analyst. With a passion for investments and a flair for numbers, he excelled in analysing both private and listed equities and became an equity analyst responsible for the building and construction, electronics and diversified transport companies.

    Feroz has 13 years of work experience in the asset management industry.

    Greg Hopkins

    Chief Investment Officer
    PSG Asset Management

    Greg is the chief investment officer of PSG Asset Management. He is also the co-fund manager of the PSG Equity, PSG Balanced, PSG Global Equity and PSG Global Flexible funds. Prior to that he had roles of analyst and fund manager at Merrill Lynch Investment Managers (now BlackRock) in London and SIM Global in South Africa.

    Andrew Lapping

    Chief Investment Officer
    Allan Gray

    Andrew joined Allan Gray in February 2001 as a fixed interest trader and moved to the research team as an equity analyst in February 2003. He was appointed as fixed interest portfolio manager in June 2006, began managing client equity and balanced portfolios in February 2008 and was appointed as chief investment officer in March 2016. He also manages African equities. Andrew is a director of Allan Gray Group Proprietary Limited and Allan Gray Proprietary Limited. He completed his BSc (Eng) and BCom at UCT.

    Richard Poplak

    Author and Senior Contributor
    The Daily Maverick

    Richard Poplak is an award-winning author, journalist, and graphic novelist, and a senior correspondent at South Africa’s Daily Maverick news site. He has spent the last nine years travelling Africa, researching a book that interrogates the idea of a rising Africa, entitled ‘Continental Shift: A Journey Through Africa’s Changing Fortunes’ (Jonathan Ball, 2016). A Rockefeller Foundation Fellow, Poplak has reported from over 30 countries in the developing world, for international publications such as Atlantic Monthly, Guardian, Financial Times, Globe and Mail, and Walrus, and serves as a member of the groundbreaking international journalist collective Deca. He currently holds the prestigious Bookmark ‘Best Journalist in South Africa’ award. His next book will be an in-depth exposé of the global mining industry.

    Judith February

    Governance specialist and lawyer
    ‘Opinionista’ at The Daily Maverick

    Judith has worked extensively on issues of good governance, transparency and accountability within the South African context. She is particularly interested in law as a tool for advocacy and the intersection between law and politics. She is also a regular commentator in the media on politics in SA. She served on an ad hoc panel to evaluate the effectiveness of South Africa’s Parliament, chaired by Pregs Govender in 2009. In 2009 she was awarded a summer fellowship at the Freeman Spogli Institute for Democracy Development and the rule of law at Stanford University, California.

    Her column, ‘Between the Lines’ appeared in the Cape Times newspaper fortnightly until 2014. Judith is a regular columnist for Media24 and also an occasional columnist for the Daily Maverick and other publications. She is the co-editor with Neeta Misra-Dexter of ‘Testing democracy: which way is South Africa going?’, March 2010, Idasa. Judith has taught a course on Contemporary South African politics within the Politics Department at the University of Cape Town and is an independent, non-executive director of Coronation Fund Managers. In 2012, she was awarded a Spring Reagan-Fascell Fellowship at the National Endowment for Democracy in Washington DC where she was based until August 2012.

    Nazmeera Moola

    Co-head of SA & Africa Fixed Income and Economist and Strategist
    Emerging Market Fixed Income
    Investec Asset Management

    Nazmeera is a co-head of SA & Africa Fixed Income as well as economist and strategist for the Emerging Market Fixed Income team at Investec Asset Management. Nazmeera runs the top-down process for both the SA Rates and Credit teams and is responsible for the Emerging Africa Infrastructure Fund. Nazmeera has been published extensively in the local media, including the Financial Mail and Business Times.

    She joined the firm in 2013 from Macquarie First South where she was Head of Macro Strategy. She began her career as an economist at Merrill Lynch in South Africa and London.

    Nazmeera graduated from the University of Cape Town with a Bachelor of Business Science degree and is also a CFA Charterholder. She is also a non-executive director of Mercedes-Benz South Africa.

  • Venues

    Venues


    Forum

    The Table Bay Hotel
    Quay 6, Breakwater Boulevard
    Victoria & Alfred Waterfront
    Cape Town

    Dinner

    The Lookout
    Granger Bay Boulevard
    Victoria & Alfred Waterfront
    Cape Town

  • Feedback form

    Feedback

  • Presentations

    Presentations

    Good returns or just great expectations – unpacking the future return environment

    By Iain Power - Truffle Asset Management (Nedgroup Investments)

    The challenge of providing retirement planning advice

    By Pieter Hugo - Prudential Investment Managers

    View presentation

    The Changing Fortunes of the South African Economy

    By Hanré Rossouw, Hannes van den Berg & Michael Power - Investec Asset Management

    The essence of absolute return investing

    By Marius Oberholzer - STANLIB

     

    View presentation

    What is the future of the wealth management industry?

    By André Bantli - BlackRock

    View presentation

    Day 2

    Rational irrationals – investments in a 20+ PE environment

    By Fred White & Patrice Rassou - Sanlam Investments

    Macro and markets – what will drive global markets from here?

    By Keith Wade - Schroders

    View presentation

    Myth-busting

    By Christo Lineveldt, Marie Antelme, Pieter Koekemoer, Neil Padoa - Coronation Fund Managers

    Wealth creation in an irrational world

    By John Gilchrist & Feroz Basa - Old Mutual Investment Managers SA

    View presentation

    Finding alpha generating portfolio ideas in a post-rational world

    By Greg Hopkins - PSG Asset Management