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  • Welcome


    The Investec Investment Managers Forum offers the opportunity to engage directly with senior members of our globally-integrated investment team.

    With concerns about global growth taking centre stage and the rise of populism, markets have been in turmoil. Central banks have even resorted to negative interest rates to stimulate growth, leaving investors in a difficult position. And in South Africa, investors face their own wall of worry, which includes the ailing economy, a vulnerable rand and the spectre of continued downgrading of our foreign-denominated sovereign debt.

    With this in mind, we explore 4 themes at the Forum:

    • Fixed income South African bonds: low-hanging fruit or hand grenades?
    • Quality Flavour of the month, or solid investment?
    • Equity South African equities continue to be range bound, why should clients still hold equities?
    • Offshore Multi-Asset Opportunities in a fragmenting world economy

    Please explore our event site to discover more.

  • Viewpoints & presentations

    Viewpoints & Presentations

    Fixed income

    South African bonds: low-hanging fruit or hand grenades?

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    Flavour of the month, or solid investment?

    Offshore Multi-Asset

    Opportunities in a fragmenting world economy

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    South African equities continue to be range bound, why should clients still hold equities?

    Taking Stock Autumn 2017

    Taking Stock

    Read the latest views from our investment specialists. In turbulent times, experience is key.

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    Viewpoints & Presentations 2016

    Global Multi-Asset

    How supportive is the current environment for risk?


    Highlighting the importance of ‘return on invested capital’.

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    The drivers of rand performance and opportunities in the equity market.

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    Fixed Income

    Managing the political uncertainties and risks in our fixed income portfolios.

    Investment Styles

    Benefitting from different investment styles.

  • Core Fund solutions

    Core Fund solutions


    Investec Diversified Income Fund

    A complete, flexible fixed income solution with exposure to SA and foreign assets (maximum 30% foreign).

    Investec Cautious Managed Fund

    A conservative balanced fund for cautious investors (maximum 40% equity, 30% foreign).

    Investec Opportunity Fund

    A balanced fund which aims to deliver consistent inflation-beating returns over time (maximum 75% equity, 30% foreign).

    Investec Equity Fund

    An equity only fund for investors seeking capital growth over the long term (maximum 30% foreign).

    Investec Worldwide Flexible Fund

    The Investec Worldwide Flexible Fund may be ideal for South African investors seeking maximum flexibility and offshore opportunities. It is an unconstrained balanced fund, aiming to find the best investment ideas regardless of geography or asset class.

    Investec Global Multi-Asset Income Fund (USD)

    A multi-asset fund investing around the world in bonds, shares of companies and related derivatives. Normally the Fund will invest no more than 40% of its value in the shares of companies*Also available as a rand feeder fund.

    Investec Global Strategic Managed Fund (USD/GBP)

    A multi-asset fund which aims to provide long-term total returns through investment in a diversified and actively managed portfolio. Maximum equity exposure of 75%. Also available as a rand feeder fund.

    Investec Global Franchise Fund (USD/GBP)

    The Fund will focus on stocks deemed to be of high quality which are typically associated with global brands or franchises. Also available as a rand feeder fund.


    *This is an internal parameter which is subject to change without prior notification.

  • Agendas & speakers


    Cape Town

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    Speaker profiles

    Hendrik du Toit – Chief Executive Officer, Investec Asset Management

    Joined the firm in 1991
    Joined the industry in 1988

    Hendrik du Toit is Chief Executive Officer at Investec Asset Management and an executive director of Investec plc and Investec Limited. Hendrik joined the Investec Group in 1991 as founding member of Investec Asset Management. Under his stewardship, Investec Asset Management grew from a small South African start-up to an international specialist asset management firm entrusted with over R 1.6 trillion* of client assets.

    Read more

    Hendrik has served on the Leadership Council of the Sustainable Development Solutions Network, a global initiative for the United Nations since 2014. In 2016 he became a Commissioner on the Business and Sustainable Development Commission. In 2016 he was appointed as a non-executive director of Naspers Limited.

    Hendrik holds a MPhil in Economics and Politics of Development from Cambridge University, as well as a MCom in Economics and International Finance (Cum Laude), BCom in Economics honours degree (Cum Laude) and a BCom (Law) from Stellenbosch University.

    *As at end 31 March 2017

    Sangeeth Sewnath - Deputy Managing Director

    Joined the firm in 2000
    Joined the industry in 1998

    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.

    Read more

    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.

    Jeremy Gardiner

    Joined the firm in 1992
    Joined the industry in 1990

    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.

    Read more

    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 end 31 March 2017

    Chris Freund - Head of SA Equity & Multi-Asset

    Joined the firm in 2005
    Joined the industry in 1990

    Chris is the Head of SA Equity & Multi Asset at Investec Asset Management and the lead portfolio manager for our SA multi-asset strategies.

    Read more

    He joined the firm in 2005 having left Futuregrowth Asset Management, where he served as head of equities and portfolio manager from 2001. When he first joined RMB Asset Management (RMBAM) in 1993, he spent nine years as an analyst, portfolio manager and ultimately, director. During this time, he managed a number of portfolios including balanced portfolios for many retirement funds, as well as the RMB General Equity Unit Trust. Still with RMBAM, he relocated to Cape Town in 2000 to take responsibility for the Public Investment Corporation equity portfolio outsourced by Futuregrowth, before formally joining Futuregrowth in 2001. Following the completion his articles, he joined JD Anderson stockbrokers as a banks/ insurance analyst in 1990.

    Chris graduated from the University of Cape Town with a Bachelor of Commerce degree and holds a Bachelor of Computations (Hons) (Certificate in Theory of Accounting) degree from the University of South Africa. Chris is a Chartered Accountant (SA) and is also a CFA Charterholder.

    Chris Steward - Sector head: Financials

    Joined the firm in 2000
    Joined the firm in 2000

    Chris is the sector head of financials within our SA Equities & Multi-Asset and SA & Africa Credit teams at Investec Asset Management.

    Read more

    He joined the firm in 2000 as an analyst focusing on the financial sector. Prior to this, he spent five years at Andersen Consulting as a senior manager in the financial services strategy practice.

    Chris graduated from the University of Cape Town with a Bachelor of Commerce (Hons.) degree in Economics and Finance in 1989. In the same year, he took up a post lecturing economics and finance at the University of Cape Town and Damelin College while studying towards his Master’s degree in Economics.

    Clyde Rossouw - Co-Head of Quality

    Joined the firm in 1999
    Joined the industry in 1994

    Clyde is Co-Head of Quality at Investec Asset Management. He is 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.

    Read more

    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.

    Hannes van den Berg - Portfolio Manager

    Joined the firm in 2017
    Joined the industry in 2004

    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.

    Read more

    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.

    John Biccard - Portfolio Manager

    Joined the firm in 2000
    Joined the industry in 1990

    John is a portfolio manager at Investec Asset Management with responsibility for our Value Equity Strategy. He joined the firm in 2000 as the sector head of Industrials, a position he held until early 2003.

    Read more

    Prior to Investec Asset Management, John worked at HSBC Asset Management as a director of Institutional Asset Management for two years and prior to that, at Simpson McKie Stockbrokers (now HSBC Securities) as the head of financial and industrial research. He was also a director of the company. From 1990 to 1996, John was an analyst in the retail, construction, furniture, motor, media and general industrial sectors, and was ranked in the Financial Mail rankings between 1991 and 1996 in most of these sectors, achieving the top ranking in retail in 1994.

    John graduated from the University of the Witwatersrand with a Bachelor of Commerce degree in Economics and obtained his Honours through the University of South Africa. He is a CFA Charterholder.

    John Stopford - Head of Multi-Asset

    Joined the firm in 1993
    Joined the industry in 1990

    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. During his time at the firm John has held senior positions as co-head of Fixed Income & Currency, having previously been responsible for the management of our South African fixed income assets from 1998 to 2004.

    Read more

    John joined Guinness Flight in 1993, which was later acquired by Investec Asset Management, and took responsibility for investments in emerging bond and currency markets. Previous to this, he worked in London and Tokyo as a specialist global bond and currency portfolio manager for Mitsui Trust Asset Management.

    John graduated from the University of Oxford with an honours degree in Chemistry in 1990 and he is a CFA Charterholder.

    Malcolm Charles - Portfolio manager

    Joined the firm in 2001
    Joined the industry in 1996

    Malcolm is a portfolio manager in the South Africa Rates team, with responsibility for a range of fixed income portfolios, including the Flexible Bond and Dynamic Bond strategies and the Absolute Income, Opportunity Income and Diversified Income strategies. Prior to joining Investec Asset Management in 2001, he worked for African Harvest Fund Managers and Old Mutual Asset Managers, as both a fixed interest trader and portfolio manager.

    Read more

    Malcolm graduated from Rhodes University with a Bachelor of Commerce degree in Accounting, Business Administration and Commercial Law.

    Nazmeera Moola - Co-Head of SA & Africa Fixed Income

    Joined the firm in 2013
    Joined the industry in 2000

    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. Nazmeera has been published extensively in the local media, including the Financial Mail and Business Times.

    Read more

    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 and was a nonexecutive director of Transnet SOC from 2010 to 2015.

    Simon Howie - Co-Head of SA & Africa Fixed Income

    Joined the firm in 2005
    Joined the industry in 1998

    Simon is a co-head of SA & Africa Fixed Income and is responsible for the SA and Africa Credit team at Investec Asset Management. He joined in 2005 when he was tasked with building its credit business and capabilities. Investec Asset Management now holds a leading position in managing diverse institutional credit portfolios, including both the listed and unlisted markets.

    Read more

    Simon was previously with Investec Bank where he was responsible for debt origination (including corporate bonds, structured credit and securitisation) and was involved in the Southern African debt capital markets from its infancy in the late 1990s.

    Simon holds a Bachelor of Architecture degree from the University of Natal, a Master in Business Administration degree from Nijenrode University in the Netherlands, and is a CFA Charterholder.

    Guest speakers

    Ian Kirk – Chief Executive Officer, Sanlam

    Speaking at: Cape Town

    Born in Dublin, Ian moved to South Africa in 1981 and was appointed to the PriceWaterhouse partnership in 1986. In 1996 Ian joined AGA Holdings as Managing Director, which later restructured as Capital Alliance Holdings Limited, one of the first broad-based black empowerment financial services companies in South Africa. In December 2004, Capital Alliance Holdings was sold to Liberty Group, and Ian was appointed Deputy CEO of Liberty Group in March 2005.

    Read more

    In May 2006 Ian joined the Sanlam Group as Chief Executive: Strategy and Projects, where his responsibilities were to undertake a strategic review of the group, its initiatives and its direction. In June 2007, he was appointed Chief Executive of Santam, whose market capitalisation more than doubled since his appointment. Appointed Deputy CEO of the Sanlam Group in January 2015, Ian took over as CEO of Sanlam from 1 July 2015.

    Ian qualified as a Chartered Accountant (CA) in 1980 and CA (SA) in 1983. He also obtained qualifications in Business Data Processing and Certified Information System Audit in 1985.

    Lawson Naidoo - Executive Secretary, Council for the Advancement of the South African Constitution

    Speaking at: Cape Town

    Lawson Naidoo is the Executive Secretary of the Council for the Advancement of the South African Constitution (CASAC), an organisation committed to the principles of progressive constitutionalism, democracy and the rule of law.

    CASAC and Lawson played a key role in the establishment of the Save South Africa campaign.

    He is a Partner at The Paternoster Group: African Political Insight, a political risk consultancy founded in 2015.

    Read more

    He is also a trustee of the Canon Collins Educational & Legal Assistance Trust, an NGO that focuses on providing scholarships to tertiary students, and the promotion of human rights in southern Africa. Lawson has served on the Board of Trustees of Momentum Health since 2005 and served as the Chairman of the Scheme’s Governance and Remuneration Committee since 2008.

    He spent many years in political exile in the UK, and worked at the ANC Mission in London from 1987 to 1992, serving, inter alia, as a Spokesman for the ANC.

    He holds an LL.B from the University of Southampton, and LL.M from the University of Cambridge.

    Sipho Pityana - Chairman and Non-Executive, Anglogold Ashanti Ltd

    Speaking at: Johannesburg

    Sipho Mila Pityana is the founder and Chairman of Izingwe Holdings. He is also chairman of the Board of Directors of the following companies: the JSE listed AngloGold Ashanti and Onelogix, he is also a non-executive director of a number of manufacturing companies including Aberdare Cables where he is the Vice Chairman. He has previously served as chair of Munich Reinsurance of Africa, he also served on the boards of Bytes Technology Group, AFROX, SPESCOM and Scaw Metals; he also served on the Old Mutual Leadership Group. He previously worked as the Executive Director of Nedcor Investment Bank and a Managing Director at Nedbank.

    Read more

    In addition to his private sector track record, Mr Pityana has extensive public sector experience and international exposure. He was the first Director General of Department of Labour in a democratic South Africa. As the Foreign Affairs Director General he represented South Africa in various international fora including the United Nations, African Union, Commonwealth and the International Labour Organisation. He was one of the founding members of the governing body of the Commission for Conciliation, Mediation and Arbitration (CCMA) and Convenor of the South African government delegation to the National Economic Development and Labour Council (NEDLAC). He is the previous Chairperson of the National Students Financial Aid Scheme (NSFAS) and former Registrar of the University of Fort Hare. He is the chairperson of the Council for the Advancement of the South African Constitution (CASAC) and a Convenor of Save South Africa.

    Mr Pityana holds a BA (Hons) (Essex), a MSc (London) and Dtech (honoris causa) (Vaal University of Technology).

    Zoaib Hoosen - Managing Director, Microsoft South Africa

    Speaking at: Johannesburg

    As Microsoft South Africa’s Managing Director, Zoaib Hoosen focuses the company on being the de-facto productivity and platform business for the cloud first, mobile first world we currently operate in.

    Mr. Hoosen sees the need to make technology accessible to a broader segment of the population as an imperative, as well as the opportunity to use technology to address some of South Africa’s key socio-economic challenges. He sees investment in South Africa as an investment in its future performance and success, which is why Microsoft SA has taken a strategic decision to align its social investments and activities with the South African government’s national priorities.

    Read more

    Prior to joining Microsoft, Mr. Hoosen spent nearly 22 years at IBM, where he started as an IT graduate in 1989 and rose through the ranks to hold several leadership positions, including various senior roles in the Middle East and Africa region. In his last assignment at IBM, he was Director of the MEA Public Sector Business.

    He joined Microsoft as the Enterprise and Partner Group (EPG) Director in April 2011, and oversaw double-digit growth in that business before being promoted to the role of COO in 2013.

    Mr. Hoosen holds BSc and MBA degrees from the University of Durban- Westville University and Open University (UK) respectively.

  • Venues



    Cape Town | Johannesburg

    Cape Town

    The Forum | Embassy Hill
    89 Southern Cross Drive
    Cape Town


    Investec office
    100 Grayston Drive