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  • Thank you

    Thank you

    Thank you for joining us at the IMS Advisor Forum 2018. We hope the discussions over the two days addressed your investment market, financial planning and practice management concerns and that we delivered some implementable ideas for your clients’ portfolios.

    We hope you enjoyed your time with us and we look forward to hosting you in Cape Town again next year.



    David

    Sponsors

  • Agenda

    Agenda

    Day 1 - Monday, 15 October 2018

    10:00 – 10:30 Arrival and registration
    10:30 – 10:40 Welcome MC:
    Albert Coetzee, Co-Head of Sales, Investec IMS
    10:40 – 11:20 State of play
    Investec IMS and the increasing impact of technology on platforms in South Africa
    David Stronach, Managing Director, Investec IMS and Ashley Anthony, CEO, Isazi Consulting in conversation with Jaco van Tonder, Advisor Services Director, Investec Asset Management
    11:20 – 12:00 A perspective
    The status of independent financial advisors in SA
    Panel discussion

    Advisor panel:
    Tracey Devonport, Tracey Devonport Financial
    Kevin French, Core Wealth Advisory Services
    Gregg Sneddon, Personal Wealth Managers

    Panel chair:
    Jaco van Tonder, Advisor Services Director, Investec Asset Management
    12:00 – 12:40 Big-picture trends
    The changing world of money management
    Panel discussion

    Panel:
    Clyde Rossouw, Co-Head of Quality, Investec Asset Management
    Delphine Govender, Chief Investment Officer, Perpetua Investment Managers
    Grant Alexander, Director, Private Client Wealth Management

    Panel chair:
    Jaco van Tonder, Advisor Services Director, Investec Asset Management
    12:40 – 13:20 Lunch
    13:20 – 14:00 South Africa’s economic future – is there light at the end of the tunnel or are we fooling ourselves?
    Does the change in the ANC’s leadership signal the start of a process to repair the economic damage of the Zuma years? If so, what are the realistic chances of success? What would success mean for domestic equity investment prospects?
    Anthony Sedgwick, Investment Manager, Nedgroup Investments Entrepreneur Fund and a Founding Member of Abax Investments
    14:00 – 14:40 The changing fortunes of the South African stock market
    The lofty valuations of the global tech giants are not restricted to the FAANGs alone. Witness the rise (and rise) of Naspers, as it transformed from a traditional media company to a digital behemoth, to comprise almost a fifth of the market capitalisation of the entire SA equity market today.
    Naspers is but one example of a South African company that had to evolve to thrive. We explore the investment opportunities offered by companies that are similarly evolving to remain relevant in a global market and expanding into sectors where South Africa has historically not been strong.
    Panel discussion

    Panel:
    Hannes Van Den Berg, Portfolio Manager, 4Factor, Investec Asset Management
    Unathi Loos, Portfolio Manager, 4Factor, Investec Asset Management

    Panel chair:
    Siobhan Simpson, Sales Manager, Investec Asset Management

     

    14:40 – 15:20 South Africa – one of the most uncrowded opportunities globally?
    Exploring the South African investment landscape

    Mikhail Motala, Equity Analyst, PSG Asset Management
    15:20 – 15:40 Tea break
    15:40 – 16:20 Investing for post-retirement income requirements in a
    low-return world

    Finding the ideal investment strategy for retired clients to draw an income from their investments is a challenge. How should investors construct their investment portfolios to draw an income and deal with the challenge of a low-return environment?
    David Knee, Chief Investment Officer, Prudential Investment Managers
    Pieter Hugo, Managing Director, Prudential Investment Managers
    16:20 – 17:00 South Africa, a view from the outside in
    The SA bond market often finds itself at the sharp end of global trading dynamics, driving asset prices, regardless of underlying domestic fundamentals
    Panel discussion

    Panel:
    Mark Lovett, Head of Investments, STANLIB
    Henk Viljoen, Head of Fixed Interest, STANLIB

    Panel chair:
    Kevin Lings, Chief Economist, STANLIB
    17:00 – 17:40 Real returns are about more than South African listed equity
    The value of traditional investing is increasingly being questioned – what is the next frontier of efficient returns?
    Khaya Gobodo, Managing Director, Old Mutual Investment Group SA
    18:30 – 24:00 Pre-dinner drinks, followed by dinner at Grand Africa Café & Beach Guest speaker, Elma Smit, Sports Commentator interviewed by Jeremy Gardiner, Investec Asset Management

    Day 2 – Tuesday, 16 October

    08:00 – 08:50 Arrival
    08:50 – 09:00 Welcome MC:
    Simone Arnold, Co-Head of Sales, Investec IMS
    09:00 – 09:40 An alternative view on ESG investing and how it might assist with economic growth and stability in South Africa
    The South African economy currently faces several headwinds related to economic growth and its competitiveness both on the African continent and in the global arena. A look at South Africa’s current development, comparing it to several countries with similar trajectories and looking at how they managed to successfully industrialise their manufacturing sectors and create sustained growth and stability in their economies.
    St John Bunkell, Head of Equities, Prescient Investment Management
    09:40 – 10:20 The SA Discount
    South African companies with global footprints face what we believe to be an unfair valuation discount against them, due to their association with SA. We explore the valuation metrics of companies across sectors in SA, measure them against peers both locally and globally, and contemplate the validity of the discount that their South African proximity imposes on them.
    Patrice Rassou, Head of Equities, Sanlam Investments
    10:20 – 11:00 Inside Tencent
    Everybody knows that Naspers is Tencent Investment, but not many know the detail. An in-depth look at Tencent, what they do, the various parts of the business, the Western equivalents and potential, and the opportunities and risks.
    Leonard Kruger, Equity Analyst, Allan Gray
    11:00 – 11:30 Tea break
    11:30 – 12:10 What really drives financial markets?
    With the South African economy on tenterhooks and an election coming up, we are bound to face a great deal of noise that could impact investor sentiment. We look at what really drives financial markets and what SA investors should focus on.
    Charles de Kock, Head of Absolute Return, Coronation Fund Managers
    12:10 – 13:10 Six months into 2018 and the mood dropped off the edge of a cliff, as it appeared Cyril Ramaphosa might not be winning this war. So can he hang in there, and fix this country, or is there a chance we may return to the Zuma years? Nazmeera Moola, Co-Head of SA & Africa Fixed Income and Economist and Strategist for Emerging Market Fixed Income team, Investec Asset Management and Richard Poplak, Senior Contributor at South Africa’s leading news site, Daily Maverick interviewed by Jeremy Gardiner, Investec Asset Management
    13:10 Closing, followed by light lunch
  • 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. 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.

    David Stronach

    Managing Director, Investec IMS

    David was appointed managing director of Investec Investment Management Services in October 2009. Prior to this, he was the head of operations at Investec Asset Management, and responsible 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.

    Ashley Anthony

    CEO, Isazi Consulting

    Ashley is a Geophysicist by qualification and has applied his skills to mining, banking and business. He is also a faculty at Singularity and speaker. As co-founder of Isazi Consulting, Ashley’s primary focus is to assist businesses becoming more data driven. Over the past few years, he has spent much of his time developing and understanding the mathematical levers that control how businesses make their money and applying AI to take advantage of these insights.

    Jaco van Tonder

    Advisor Services Director, Investec Asset Management

    Prior to moving into his role as advisor services director, 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 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.

    Tracey Devonport

    Independent Financial Advisor, Tracey Devonport Financial

    Tracey’s career path journeyed from high school Biology teacher to Lawyer to Financial Advisor. She was top selling agent at Liberty Life and left 20 years ago to be an independent broker. She focuses on tax and investments and calls it the best career ever. So much so that both her children wish to join the industry. At least she’s sorted out her succession planning!

    Kevin French

    Managing Director, Core Wealth Advisory Services

    Kevin has more than 20 years investment experience and is the director at Core Wealth responsible for Investment Strategies and Research with more than 20 years. In this role he leads the investment team, and advises individuals, retirement funds and also consults to asset managers on different investment related issues.

    Gregg Sneddon

    Independent Financial Advisor, Financial Coach

    Gregg, a former high school mathematics teacher, is a Certified Financial Planner® with almost 22 years’ experience in the financial services industry. For the past 15 years he has been exploring what it means to run a fee-only financial planning practice where the focus is on the client and not the product. He is always learning new things about “managing people and their emotions around money”™.

    Clyde Rossouw

    Co-Head of Quality, Investec Asset Management

    Clyde is Co-Head of Quality at Investec Asset Management. He is a portfolio manager with a focus on multi-asset absolute return and low volatility real return equity investing. His portfolio manager duties include our flagship Opportunity Strategy that he has run since 2003 and our equity oriented Global Franchise and Global Quality Equity Income strategies.

    Delphine Govender

    Chief Investment Officer, Perpetua Investment Managers

    Delphine is Founder and Chief Investment Officer of Perpetua Investment Managers and has 20 years’ investment experience, having started her investment career as an investment analyst at Old Mutual Asset Managers in 1998. Delphine joined Allan Gray Limited in 2001 as an analyst and continued to spend almost 11 years at Allan Gray Limited, where she held positions of Portfolio Manager and executive Director since 2005 and 2006 respectively. In 2012, Delphine left Allan Gray Limited to start Perpetua, which has now been managing client capital for 6 years.

    Grant Alexander

    Director, Private Client Holdings

    Grant is the founder of Private Client Holdings and is responsible for the Fiduciary and Portfolio Management offering of the company. He is the Chairman of the PCP Investment Committee.

    Anthony Sedgwick

    Investment Manager of the Nedgroup Investments Entrepreneur Fund and a Founding Member of Abax Investments

    Anthony has 22 years of investment experience. He’s one of the founding members of Abax Investments, which he helped to establish in 2003. From 1998 to 2003, he worked as an investment manager at African Harvest, where he was one of the four original employees.

    Hannes van den Berg

    Portfolio Manager, 4Factor, 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.

    Unathi Loos

    Portfolio Manager, 4Factor, Investec Asset Management

    Unathi is a portfolio manager for the Investec Balanced Strategy within the SA 4Factor team. She also has co-portfolio management responsibilities for the South African Resources Strategy. As sector head of Resources she is responsible for driving the research agenda within this sector with specific research responsibilities for a number of large cap mining companies.

    Siobhan Simpson

    Sales Manager, Investec Asset Management

    Siobhan is a sales manager with Investec Asset Management’s Advisor team, where her primary role is to provide investment-related support to Investec Asset Management’s Advisor, Multimanager and Discretionary Fund Manager distribution channels. She joined the company from Augustus Asset Management in London, where she was responsible for business development and marketing.

    Mikhail Motala

    Equity Analyst, PSG Asset Management

    Mikhail joined PSG Asset Management in his current role in 2015. He performs research on local and global companies across multiple sectors.

    David Knee

    Chief Investment Officer, Prudential Investment Managers

    David 26 years’ industry experience and joined Prudential in December 2008 as head of fixed income. He became CIO in July 2016 and is co-portfolio manager of several Prudential unit trusts – and has won Raging Bull and Morningstar Awards.

    Pieter Hugo

    Managing Director, Prudential Unit Trusts

    Pieter 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.

    Mark Lovett

    Head of Investments, STANLIB

    With more than 30 years of experience in the global asset management industry, Mark brings a depth of business and investment experience across asset classes. Of particular importance is the fact that over the last 20 years, he has played a central role as part of senior management teams in turning around the investment credibility of three separate asset management firms.

    Henk Viljoen

    Head of Fixed Interest, STANLIB

    After gaining early experience in the treasury environment at Telkom and at Senbank, Henk joined the then Liberty Asset Management in 1990, and was appointed head of fixed income. He retained this role throughout the amalgamation with Standard Corporate and Merchant Bank that formed STANLIB, and for many years led a multi-award winning team, which built an undisputed reputation as the most astute and consistently successful bonds/fixed income unit in the South African industry.

    Kevin Lings

    Chief economist, STANLIB

    Kevin joined then-Liberty Asset Management as an economic analyst in 2001. As STANLIB’s chief economist, he is responsible for domestic and global economic research and forecasts. Kevin also provides input into STANLIB’s asset allocation processes and provides relevant economic research for our Fixed Income, Property and Equity teams.

    Khaya Gobodo

    Managing Director, Old Mutual Investment Group SA

    Khaya joined the group in 2018 and has has a broad depth of investment and leadership experience from working for almost 20 years in large and small asset management firms.

    Elma Smit

    Sports Commentator

    Elma, best known as the first lady of rugby, Lady Rugga, started her television career on kykNet’s immensely popular breakfast show Dagbreek. Alongside broadcasting legend Riaan Cruywagen, she chaired panel discussions and provided coverage on business and current affairs.

    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.

     

    Day 2

    Simone Arnold

    Co-Head of Sales, Investec IMS

    Simone has been in the industry for 17 years and as co-head of sales for Investec Investment Management Services, she’s responsible for developing and maintaining relationships with key independent financial advisors.

    St John Bunkell

    Head of Equities, Prescient Investment Management

    St John Bunkell joined Prescient Investment Management in February 2018 and is responsible for looking after the equity process and growing Prescient’s equity business. St. John has over twenty years’ experience in the financial services industry and has gained experience in risk management, asset liability management, derivative structuring and broking, structured products, hedge funds, stock broking, research, fixed income and credit.

    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.

    Leonard Kruger

    Equity Analyst, Allan Gray

    Leonard joined Allan Gray in 2007 as an equity analyst. He began managing a portion of their client’s equity and balanced portfolios earmarked for associate portfolio managers from July 2014, and was appointed as portfolio manager of the Stable Portfolio in November 2015. Leonard completed his BSc (Hons) degree in Actuarial Mathematics at the University of Pretoria and is a qualified actuary.

    Charles de Kock

    Head of Absolute Return, Coronation Fund Managers

    Charles joined Coronation in 2005. He heads up the Absolute Return Investment unit and is Co-Manager across all Absolute Return strategies.

    Nazmeera Moola

    Co-Head of SA & Africa Fixed Income and Economist and Strategist for Emerging Market Fixed Income team, 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.

    Richard Poplak

    Author and Senior Contributor, The Daily Maverick

    Richard Poplak is an award-winning author, journalist, 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).

  • Venue

    Venue

    Forum:

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


    Dinner:

    Grand Africa Café & Beach
    1 Haul Road (off Beach Road), Granger Bay
    Victoria & Alfred Waterfront
    Cape Town

  • Engage

    Engage

    Please submit your questions to the speakers through the form below.