Andrew VintcentDirector and Portfolio Manager - ClucasGray Asset Management

Andrew has worked in the asset management industry for over 20 years, the first 16 of which were spent at two large institutions, RMB Asset Management and Stanlib. His roles spanned research, portfolio management and leadership, with significant portfolio management experience gained in managing both South African equity and asset allocation funds. In 2015, Andrew partnered with ClucasGray, a premier private client investment manager, as an equity investor in and manager of the asset management business. Andrew has managed the ClucasGray Equity Prescient Fund, the ClucasGray Equilibrium Fund and mirror institutional mandates of those funds since 2015.

Christo LineveldtHead: Corporate Client Initiatives - Coronation

Christo joined Coronation as an Investment Specialist in 2010 with the focus of distributing Coronation’s funds to the retail market. He currently heads Coronation’s corporate client initiative where he is responsible for wholesale investors in the Personal Investments business and is a member of the management committee. Before joining Coronation, he spent two years with Allan Gray as part of their Graduate Recruitment Programme.

Bastian TeichgreeberHead of Asset Allocation and Research - Prescient Investment Management

Bastian joined Prescient Investment Management in August 2015 as Portfolio Manager and Analyst responsible for Positive Return and Balanced Mandates. In 2018 he was promoted to head Prescient’s Asset Allocation Capability. He has been in the industry for more than 10 years developing actively managed investment strategies for fixed income and equity indices as well as implementing optimal fixed income allocations within multi asset funds. Bastian holds a BA with Honours in Banking and Financial Management from the University of Cooperative Education in Ravensberg, Germany. In 2009, he obtained an MSc in Banking and Financial Management from the University of Liechtenstein. He is a CFA charter and completed his FRM (financial risk manager) in 2012.

*Please note speakers are subject to change

SPEAKERS

Brian ThomasCo-Portfolio Manager and Retail Analyst - Laurium Capital

Prior to joining Brian Laurium Capital in September 2017 as a co-portfolio manager and retail analyst, Brian was the lead international client services fund manager at Coronation Asset Management. Brian spent 5 years as the managing director of the Central European, Middle East and Africa (CEMEA) equity sales desk for Deutsche Bank in London, a position he took after 8 years in equity sales at Deutsche Securities in Johannesburg. CA (SA), ACA, CFA

Dave ChristieInternational Product Specialist - Ashburton Investments

Dave Christie is an International Product Specialist representing Ashburton Investments in South Africa. He is responsible for the offshore single manager range of products as well as the segregated range of portfolios. Dave joined Ashburton Investments in South Africa in 1999 and has over 19 years’ experience in the finance industry. Prior to Ashburton Investments, Dave worked with Franklin Templeton and RMB International.

*Please note speakers are subject to change

SPEAKERS

Eben KarstenChief Executive Officer - Matrix

Eben joined Matrix Fund Managers in 2012 and became CEO in 2016. He has been working in the financial industry since 1998 starting his career at Investment Solutions (Alexander Forbes Investments). Eben has been involved in various investment roles in South Africa and offshore including multi management, risk analyst, system development, derivative structuring and portfolio management. He currently runs the business development effort at Matrix and sits on the investment committee that manages various multi asset funds. Eben studied actuarial science and is a CFA charter holder.

Elbie LouwSenior Investment Consultant - Analytics Consulting

Elbie joined Analytics Consulting in January 2019. She started her career in 2000 as a junior equity portfolio manager after which she joined an agricultural export company as a financial and management accountant. From 2002 to 2016 she lectured at the University of Pretoria in Investment Management teaching predominantly portfolio management, derivatives and risk management. With an interest in unit trusts and pension fund regulation, Elbie completed her MCom(Financial Management Sciences) and PhD(Financial Management Sciences) in 2012 and 2016 respectively with these topics as the focus. During her academic career, she maintained her involvement in private sector. She started consulting to and serving on the Investment Committee of Amity Investment Solutions in 2012 after which she joined permanently in 2016.

Eugene VisagiePortfolio Specialist - Morningstar

Eugene’s career started as a Lecturer in the Department of Statistics at the University of Stellenbosch, where he is still involved on a part time basis. During this period, he completed his Master of Commerce degree with a focus on Financial Risk Management and alternative investments with a dissertation on investment opportunities in the listed African space. He then joined Novare initially as Risk Manager and finally for filled the role of Head of Investments for Novare’s South African focused investment products. Eugene has extensive experience in Manager research and financial markets and has written several articles covering a wide range of financial topics as well as participate as a speaker at several investment conferences. He is currently portfolio specialist at Morningstar Investments Management South Africa. He is a qualified Chartered Financial Analyst (CFA) and a Certified Financial Risk Manager (FRM).

Hamilton van BredaHead of Retail Sales and Distribution - Prudential

Hamilton has 26 years’ experience, he is responsible for managing relationships with Independent Financial Advisers and expanding Prudential’s presence in the retail market. Hamilton’s qualifications include: BSoc Sc; LLB; Post Graduate Diploma in Tax; and CFP.

Deon GouwsChief Investment Officer- Credo

Deon joined Credo in 2012 after a career of more than 16 years on the institutional side of the investment industry, most recently as the CEO of RMB Asset Management in Johannesburg. Prior to that, he qualified as a Chartered Accountant and lectured accountancy and finance at the University of Johannesburg. Deon has an MPhil in Finance from the University of Cambridge and is a CFA charterholder.

*Please note speakers are subject to change

SPEAKERS

Luke McMahonGlacier Investments

Luke holds a BCom (Acc) degree, BCom (Hons) degree in Business Administration from the University of the Western Cape (UWC). He also holds a Master’s degree in Business Management from UWC. He is currently a CFA level 1 candidate. Luke joined Glacier Research in January 2016.

Iain AndersonHead of Investments - Sygnia Limited

Iain graduated with a BMath (Hons) and has over sixteen years’ experience in investment markets in South Africa. Originally from Canada, Iain immigrated to South Africa in 1995 where he managed South Africa’s first Institutional Index Funds. He then spent five years at an active asset manager as a Senior Portfolio Manager and Head of Research, managing assets on behalf of South African retirement funds. Prior to joining Sygnia, Iain worked for Southern Asset Management, Franklin Templeton NIB and hedge fund manager, Clear Horizon Capital. Iain has been with Sygnia for nine years and oversees the entire investment process. His team of 20 is responsible for index funds, ETFs, multi-manager portfolios, and Signia’s passive range of global balanced funds.

Mohamed MayetPortfolio Manager - Sentio Capital

Mohamed has been in equity investment markets for more than 20 years, working at various global investment banks. Before co-founding Sentio, he was a Director at Merrill Lynch South Africa and headed the local research team. Prior to working in financial markets, he worked at RMB in strategic projects where he was responsible for researching and founding projects such as the start-up of Outsurance. Mohamed holds a BCom (Wits) with a BCom Hons (Adv Fin).

Olwethu NotshePortfolio Manager - Sentio Capital

Olwethu is a Portfolio Manager at Sentio and has been in the investment industry for 12 years. His current duties include the coverage of Naspers/TenCent, where his skills in speaking Mandarin Chinese are of great advantage. Before joining Sentio in 2011, Olwethu was an Implementation Analyst at Coronation Fund Managers. At Coronation he worked on the Absolute Return suite of products and the hedge funds. In this capacity his duties included derivatives, equity, fixed income and currency trading. Olwethu began his career at Jacques Malan Consultants and Actuaries in the reporting team. He then progressed onto the manager research team where he was involved in analysis of asset managers and consulting at Pension fund trustee meetings. Olwethu holds a B. Bus Sci, (UCT), and is a CFA, CAIA.

Pieter HugoManaging Director - Prudential

Pieter joined Prudential in 2015 as Managing Director of Prudential Unit Trusts and Head of Retail Business. With 21 years’ industry experience, he is currently responsible for all aspects of the Retail Business in South Africa and Namibia. Prior to joining Prudential, Pieter served in a similar role at one of South Africa’s largest asset managers. He holds a B.Comm degree in Mathematics and is a qualified actuary (holding a fellowship with the Institute of Actuaries in the UK and the Actuarial Society of South Africa). Pieter also completed a General Management Program at Harvard Business School.

*Please note speakers are subject to change

SPEAKERS

Rob OellermannChief Investment Officer and Portfolio Manager - Tantalum Capital

Rob is a founding member of Tantalum Capital, which started in June 2005. He is the Chief Investment Officer and portfolio manager for the multi-asset portfolios under both long only and hedge fund mandates. Prior to this he was at Coronation Fund Managers from 1997 to 2005 where he held the role of portfolio manager and Head of Research. Initially, he was manager of the Coronation Consumer Growth Fund. He spent eighteen months in the Dublin and London offices of CFM, analysing European equities and managing the Coronation European Growth Fund. After his return to Cape Town in 2001 he was appointed as Head of Research and managed Coronation’s institutional balanced and equity mandates. Rob began his investment career at Allan Gray in 1994 as a quantitative and fundamental equity Analyst. He is a CA (SA), CFA.

Richard SimpsonCo-founder - Obsidian Capital

Richard worked a senior investment professional at RMB Asset Management for 13 years between 1994 and 2007 where he was Chief Strategist, Head of Resources research, and a member of the Asset Allocation Committee. During his tenure at RMB he has managed a wide array of investment products, laying the foundation for the multi asset approach that has become his passion. Richard co-founded Obsidian Capital in 2007 and is jointly responsible for overseeing the management of the concentrated suite of investment products that Obsidian Capital offers. Richard is married, with three kids, and has a penchant for challenging multi-stage mountain biking races. BSc (Hons), PDM.

Royce LongCo-founder and Investment Stratigist - Obsidian Capital

Royce began has investment career at RMB Asset Management. His 13 years was spent managing money across an array of product, eventually finding his niche as Head of Financials research. He was also a valued member of the asset allocation committee and played an integral part in its decision making. His learnings at RMB formed the basis for his multi asset investment philosophy on which Obsidian Capital was founded. Royce co-manages the four investment strategies that Obsidian Capital offers. Royce is married, with two kids, and is an Ironman and Comrades finisher. CA (SA), CFA.

Rayhaan JoosubPortfolio Manager - Sentio Capital

Prior to founding Sentio in 2007, Rayhaan was the Head of Alternative Investments at RMB Asset Management. Some of the unit trusts he managed/co-managed were the RMB Absolute focus fund, RMB High Dividend fund, RMB International Equity and Balanced Fund of Funds, RMB Moderate and RMB Conservative funds. In the institutional space he co-managed RMB Prominent Inflation fund and the Momentum suite of absolute return funds which included: Momentum Structured growth, Momentum Secure Bonus and Momentum Inflation guaranteed. Rayhaan began his career at RMB in 1999 as a derivative trader and then moved on to focus on the derivative structuring side of the business. He was appointed Head of Quants and Product Development in 2002. Ray holds a BSc Chemical Engineering (Wits) and BCom (Unisa).

Rob SpanjaardCIO and Managing Director - Rezco Asset Management

Rob is a founding member and the chief investment officer of Rezco Asset Management. Rob worked at Momentum Asset Management first as an analyst and then as a portfolio manager. He then arranged and ran a private equity buyout of an agro-processing business that grew revenue at 25% p.a. for 15 years. In 1989 Rob became a partner in Rezco Asset Management with Wally Gray. Rob and Wally have been co-managers of the firm’s unit trust offering since 1994 achieving best in class performance over that time. Rob graduated from the University of Cape Town in 1986 and passed the Public Accountants and Auditors Board Exam in 1987.

*Please note speakers are subject to change

SPEAKERS

Sylvester Kobo - Portfolio Manager - STANLIB

Sylvester joined STANLIB in 2013 as a money market dealer and a trainee portfolio manager. He then moved to the Bond team, assuming a role of portfolio manager and trader. He started his career in 2009 at ABSA Capital as a credit quantitative analyst focusing on pricing and management of risk on all derivatives. Sylvester’s BSc Honours degree in pure mathematics from Wits University was obtained in 2009, and in 2017 he completed his master’s degree in finance and investments, graduating in the top 10% of his class from the same university.

SJ du PreezHead: South African Business Development - Credo

SJ joined Credo in 2013 as Senior Relationship Manager and assumed responsibility for Credo’s South African business in 2015. SJ started his career in financial markets in 1996. Early on he was involved in stockbroking and asset consulting, but he spent the last 17 years in institutional and retail business development.

Simon SylvesterHead of Research - Rezco Asset Management

Simon joined Rezco in 2015, with previous experience at Deutsche Bank in London, Cogito Capital and Discovery Invest. He has been working in the financial markets for 9 years and has a keen interest in stock picking, especially focusing on business strategy and how industries evolve through changing environments. He holds a B.Bus Science, CFA and CIPM.

Terence CraigDirector and Chief Investment Officer - Element Investment Managers

Terence has B Bus Sc (Hons), CA (SA), CFA as qualifications. He has 28 years’ experience in financial services and has been with Element Investment Managers for over 18 years after joining in 2001 as a Director and Chief Investment Officer. Prior to joining Element Investment Managers, Terence worked at Allan Gray Ltd as an Equity analyst and Portfolio Manager and as a Director and Principal of Taita Holdings, a private equity firm. Terence has been responsible for Element Investment Managers’ investment philosophy and process (including the incorporation of Responsible Investment principles and ESG research as an integral part of this process) since joining the firm in 2001, including the portfolio management of Equity, Multi-Asset class, local and offshore mandates.

Saul MillerSenior Portfolio Manager - Truffle

Julian Cook is a vice president of T. Rowe Price International Ltd and a portfolio specialist in Saul qualified as an actuary through the Faculty of Actuaries and received a master’s in business science degree from the University of Cape Town. He has 21 years of investment and portfolio management experience. He worked as Head of Equity at Argon Asset Management for over 4 years, where he was responsible for managing the equity team and equity portfolios. Previously he worked at RMB Asset Management, managing a range of equity and balanced funds which won numerous unit trust industry awards. Saul joined Truffle as a Senior Portfolio Manager in 2016.