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.
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
Tracey Devonport, Tracey Devonport Financial
Kevin French, Core Wealth Advisory Services
Gregg Sneddon, Personal Wealth Managers
Jaco van Tonder, Advisor Services Director, Investec Asset Management
|12:00 – 12:40||Big-picture trends
The changing world of money management
Clyde Rossouw, Co-Head of Quality, Investec Asset Management
Delphine Govender, Chief Investment Officer, Perpetua Investment Managers
Grant Alexander, Director, Private Client Wealth Management
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.
Hannes Van Den Berg, Portfolio Manager, 4Factor, Investec Asset Management
Unathi Loos, Portfolio Manager, 4Factor, Investec Asset Management
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
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
Mark Lovett, Head of Investments, STANLIB
Henk Viljoen, Head of Fixed Interest, STANLIB
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|
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.
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 an Ironman and used to be a professional tennis coach.
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.
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 in the role of 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 Bachelor of Commerce degree in Accounting from the University of Cape Town as well as a Postgraduate Diploma in Accounting.
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.
He has been the driving force behind Isazi and has put Africa on the map for Artificial Intelligence and Optimization.
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.
He is a Fellow of the Institute of Actuaries, and holds a BSc (Hons) degree from the University of Stellenbosch.
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!
Other accolades include Woman of the Year in 1998, a book published by Penguin, a regular guest on financial programmes and a speaker internationally for Million Dollar Round Table.
Her life’s passions include her two fabulous children, improving the quality of the lives of her 45 members of staff, being involved in the stud breeding of limousine cattle on a 1 200-hectare farm on the Vaal Dam, game hiking and travelling.
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.
After completing his BCom degree at the University of Stellenbosch, Kevin began his career in the accounting field, initially in his own business and then with Engen. Kevin joined Old Mutual in 1997 as a Fund Manager and in 2000, he was responsible for starting Old Mutual's multimanager business SYmmETRY where he headed up investment research and managed over R37bn of institutional and retail client assets.
In July 2008 Kevin left SYmmETRY to form Core Wealth Managers. Kevin received his charter as a Chartered Financial Analyst (CFA) in 2001 and holds a Diploma in Financial Markets & Instruments (Cum Laude) from RAU.
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”™.
Gregg’s practice runs an outreach programme focusing on free basic financial literacy training mainly to NGOs and mentorships to small-businesses. In his spare time, he enjoys mountain biking and trail running. He is married to Pam and has a daughter, Amber and son, Josh.
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.
Clyde joined the firm in 1999, initially as an asset allocation and sector allocation strategist. Prior to Investec Asset Management, Clyde was awarded a study bursary by Sanlam where he worked for eight years, including five years in asset management. His experience in investments there included fixed income analysis and portfolio management.
Clyde graduated from the University of Cape Town with a Bachelor of Science degree in Statistics and Actuarial Science. He was awarded the Certificates in Actuarial Techniques in 1995, and Finance and Investments in 1997 by the Institute of Actuaries in London. Clyde is a CFA Charterholder.
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.
Delphine plays an active role in the investment industry through contribution in developments around regulatory improvements; societal impact of the industry; mentorships; diversity advancement and inclusivity; gender mainstreaming and investment thought leadership.
Delphine is a qualified CA(SA) and CFA charterholder.
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.
He specialises as a Family Officer, supported by the six service pillars within Private Client Holdings’ business; Wealth Management, Portfolio Management, Financial Services, Fiduciary Services, Cash Management and Risk Management. While each pillar concentrates on a different aspect of wealth management, they also work together as a group to deliver a cohesive multi-Family Office solution.
Grant is a Chartered Accountant with Honours degrees in Taxation, Financial Analysis and Portfolio Management, as well as a Master’s degree in Commercial Law.
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.
From 1992 to 1998, he worked at Syfrets in varying roles ranging from private client portfolio manager to research analyst and fund manager.
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.
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.
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.
Unathi joined the firm from Investec’s Private Bank division, where she was an internal and external consultant covering credit applications and loan agreements since 2008. Prior to joining Investec, she was a business director at Amperzand Advertising and an organisational development consultant at resources for African Innovations. Earlier in her career, she worked as an occupational therapist and also spent some time in a non-profit organisation.
Unathi has a Bachelor of Occupational Therapy degree from the University of Stellenbosch. She graduated cum laude from the University of Cape Town with a Master’s degree in Business Administration. Unathi has also passed Level III of the CFA Programme.
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.
She previously spent a year as a junior school teacher. Siobhan holds a BSc (Hons) degree in Finance from the University of Cape Town and a Postgraduate Certificate in Education. In 2010, Siobhan obtained her Master of Business Administration (cum laude) from the University of Cape Town.
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.
Prior to joining PSG, he worked in the Assurance division at Ernst & Young (now EY) in Cape Town. He serviced a wide range of companies across multiple sectors, including financial services, retail and technology.
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.
He’s also a member of Prudential’s Asset Allocation Committee. David’s qualifications include: BSc (Economics), LSE; MSc (Economics), Birkbeck College; Associate of the Society of Investment Professionals (ASIP).
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.
Prior to Prudential, he had been employed at Old Mutual since 1998 in a variety of managerial roles spanning actuarial work, employee benefits and product development. In 2008, he became managing director of Old Mutual Unit Trusts, and since 2011, he has been deputy CEO of Old Mutual Wealth.
Pieter holds a BCom(Mathematics) degree from Stellenbosch University, is a qualified actuary (Fellow of the Institute of Actuaries and the Actuarial Society of South Africa) and completed a General Management Program at Harvard Business School in 2010.
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.
His previous role was chief investment officer: equities at Nordea Asset Management, where he was responsible for the equities, private equity and responsible investments businesses across four countries. At Nordea, Mark successfully implemented his mandate to improve investment performance across his business responsibilities and optimise the boutique structure.
During his decade at Allianz Global Investors, Mark helped turn around the European equities business, which was split between London and Frankfurt, allowing it to grow as a core part of the group’s European platform. As deputy chief investment officer at Ignis Asset Management, Mark successfully formulated and implemented a strategy to grow the business through turning around investment performance and driving growth through new products.
As an asset manager owned by an insurer that managed both captive and third party assets, Ignis is a mirror of STANLIB.
Mark started his career at Baring Asset Management and holds the Securities Industry Qualification in Investment Analysis and Fund Management.
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.
In 2008, Henk handed over responsibility for the day-to-day management of all third-party, life asset and retail bond funds. He retained executive responsibility as head of fixed income and chairman of the Interest Rate Committee – the key macro-factor forum that determines the duration positioning of STANLIB’s fixed income mandates. He now jointly manages the team with Victor Mphaphuli.
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.
He joined Liberty Asset Management from JP Morgan Chase, where he was a member of their macroeconomic research team, providing economic research and analysis to the broader asset management industry in South Africa. Prior professional experience was built as a senior economist within the Nedcor group.
Kevin has an honours degree in economics from Wits University, specialising in international and public-sector finance. He is a widely sought-after media commentator, and has had a number of journal articles published, internationally as well as locally. From the mid-1990s to mid-2000s, Kevin lectured economics, part-time at Wits Business School.
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.
Khaya’s experience in building a boutique investment business will unlock further value in the Old Mutual Investment Group’s multi-boutique business model.
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.
These days, the law graduate, runs the sport desk on JacarandaFM's "Breakfast with Martin Bester" on weekday mornings, works as a rugby anchor for SuperSport and consults as a marketing specialist for MyPlayers, the South African rugby players' organisation. She reported from the 2011 and 2015 Rugby World Cup tournaments in New Zealand and England, respectively, and produced the inaugural rugby awards show, the BrightRock Players' Choice Awards in 2017.
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
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.
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.
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.
Over the past ten years, St. John has focused his efforts and research in the “long only” asset management business with focus on in equity markets, factors that drive equity alpha and returns, as well as behavioral synergies. This has extended to ESG factors and how it relates to future investment trends.
His qualifications include and MSc in Chemical Engineering from the University of Cape Town and a BSc in Chemical Engineering from the University of the Witwatersrand.
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.
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.
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.
He has more than 30 years of investment experience, plays a leadership role in the asset-allocation process and is involved in all investment discussions.
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.
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.
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).
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 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 expose of the global mining industry, and will be published by Penguin Random House’s McLellan
By Anthony Sedgwick, Investment Manager, Nedgroup Investments
By Hannes Van Den Berg, Portfolio Manager, 4Factor & Unathi Loos, Portfolio Manager, 4Factor, Investec Asset Management
By Mikhail Motala, Equity Analyst, PSG Asset Management
By David Knee, Chief Investment Officer, Prudential Investment Managers
By Kevin Lings, Chief Economist, STANLIB
Khaya Gobodo, Managing Director, Old Mutual Investment Group SA
By St John Bunkell, Head of Equities, Prescient Investment Management
Leonard Kruger, Equity Analyst, Allan Gray
By Charles de Kock, Head of Absolute Return, Coronation Fund Managers