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Justice Malala
Justice Malala is the author of the best-selling new book, The Plot To Save South Africa: The Week Mandela Averted Civil War and Forged a New Nation, published in Canada, the UK, the USA, and South Africa. The book reached number one on the SA best-seller list in April 2023 and was among the top five best-sellers for more than three months. It was hailed as “gripping and important” by The Guardian (UK), “trenchant” by Foreign Affairs (USA), “masterful, compelling, fast-moving” by The Conversation (Africa), while the Financial Times (UK) said it “wonderfully captures the spirit of the time”.
Malala is an award-winning journalist, television host, political commentator, and newspaper columnist. Malala’s work has been published internationally in the Financial Times, Washington Post, The Guardian, Times of London, and many others. He writes regular columns for Bloomberg, the Financial Mail and TimesLive in SA. He is a political analyst for Lefika Securities.
Workshops
Workshops
Quality Investing in a changing World
We are taking a look at sources and drivers of company quality, with specific focus on changes and shifts in quality,
both on sectoral and company specific level, and how to incorporate in stock selection and portfolio management.
Workshop Objective: To discuss engage current and emerging themes that effect company quality.
Workshop Objective: To engage in a free-flowing discussion regarding the merits of a Core approach to Quality investing
Company Profile: The Nomura Asset Management Group is a leading global investment manager. Headquartered in Tokyo, Nomura has additional investment offices throughout the world including London, Singapore, Malaysia, Hong Kong, Shanghai, Taipei, Frankfurt and New York. With a global workforce of 1,365 employees, it has been operating in Europe for more than 30 years. Today Nomura Asset Management provides its clients with a wide range of innovative investment strategies including global, regional and single country equities, high yield bonds and global fixed income strategies.
Speakers
Richard Kruse
Co-PM Nomura Global High Conviction Fund, Head of Equity Investments
Richard has been with Nomura Asset Management U.K. Ltd. since 2008 and has been the lead fund manager of the Nomura Global Attractive Dividend Strategy since 2014. Richard has over 24 years of professional experience including Sellside Analyst, Strategy Consulting and Corporate Development positions prior to joining Nomura AM UK. Richard holds a Diplom-Oekonom (University of Bochum), and an MBA (INSEAD).
Representatives
Francis Paxton
Executive Director, Business Development
Francis is responsible for sales in the Netherlands, the UK and Sub-Saharan Africa within NAM. With over 30 years of industry experience covering both investment management and distribution activities, Francis first worked with NAM as a marketing consultant before moving to the business full-time in early 2014. Prior to this he held senior marketing positions including Director of Marketing UK for Pictet Asset Management and Head of European Institutional Marketing for Muzinich & Co.
Building Tomorrow: Navigating the current and future property landscape
Evan Robins, Portfolio Manager at Old Mutual Investment Group, will present "Building Tomorrow: Navigating the Current and Future Property Landscape." In this talk, Evan will delve into the significant trends that have shaped the property market in the years since the onset of COVID-19. He will also explore the key factors currently influencing the sector and provide insights into what can be expected in the future. Attendees will gain a comprehensive understanding of the evolving property landscape, equipping them with the knowledge to navigate the challenges and opportunities ahead.
Workshop Objective:
o Property post-covid: Trends over the last 3 years
o Factors impacting property right now
o Looking ahead: what to expect from the sector
Company Profile: Old Mutual Investment Group is an established majority black-owned African investment manager. Our extensive range of investment strategies, include fundamental, quantitative, and liability-driven methods and is tailored to meet the needs of both institutional and retail investors. Our core focus lies in delivering sustainable, long-term real returns to our clients. Simultaneously, we assume the role of conscientious custodians, investing responsibly and integrating sustainability considerations seamlessly into our investment and ownership decisions. In all we do, we are committed to ensuring that our clients not only achieve financial prosperity but also actively contribute to shared value for a sustainable future.
Speakers
Evan Robins
Portfolio Manager at Old Mutual Investment Group
Evan joined Old Mutual Investment Group in 2009. He is the portfolio manager of Old Mutual SA Quoted Property Fund responsible for the portfolio management of all the property funds within the business.
Prior to joining Old Mutual Investment Group, Evan held various roles as a property analyst, head of fixed income and management and strategy consultant.
Evan holds a B.Bus Sci. (Hons), MA (psychology), MBA and is a CFA Charterholder.
Representatives
Jos Pieterse
Senior Account and Business Development Manager
Jos is a Senior Account and Business Development Manager within the Retail Client Team at Old Mutual Investment Group.
With a career spanning 23 years, most of which has been at Old Mutual, he has held various positions within the group's multi-manager entities and in business development at Old Mutual Investment Group.
Jos holds degrees in Law and Investment Management from the University of Johannesburg.
Lisa Airey
Senior Product Team Lead
Lisa is a Senior Product Team Lead within the Retail Client Team at Old Mutual Investment Group. She has been in the industry for 25 years and joined the team in 2018.Lisa has had a career spanning 20 years at Old Mutual Investment Group and Old Mutual Wealth. She has held various roles including Head of Performance, Strategy Analyst, and Risk & Quants analyst.
Lisa is a CFA Charterholder and holds a Bachelor of Business Science degree (Finance). She is currently under supervision to complete her RE 5 exams.
Shana Ebden
Distribution Manager
Shana is a Distribution Manager within the Retail Client Team at Old Mutual Investment Group. She joined Old Mutual Investment Group in June 2016 as a Business Development Manager, focusing on business development in the Western Cape region.With over 20 years of experience in the Financial Services and Asset Management industry, Shana has worked with prominent companies like Investec and Liberty.
She holds the CFP® designation and a National Diploma in Financial Information Systems.
Themes can come true
David Jane will talk through how themes, and not regions or sectors, drive markets. He will look at how he accesses different themes within his Multi Asset portfolios, how he looks to back the winners and ignore the losers. David will then look at where he thinks the next hot themes will be for the coming decade.
Workshop Objective: To provide a current view of market themes and where we are looking to invest, and to provide a brief introduction to our Multi-Asset strategies.
Company Profile: Premier Miton is a genuinely active investment manager offering a range of funds and investment trusts, as well as a portfolio management service, covering equity, fixed income, multi asset and absolute return investment strategies. Our clients’ investments with us are actively managed by our different specialist investment teams, who are empowered to employ their own proven and distinctive investment approaches with the aim of helping them achieve their long-term investment objectives. We believe it is important that we also act responsibly, including in our approach to investing, our approach to managing the environmental impact of our operations, our approach to the Premier Miton team including diversity and inclusion, wellbeing and personal development, and our approach to our community.
Speakers
David Jane
Fund Manager
Fund Manager, Premier Miton Defensive Multi Asset Fund, Premier Miton Cautious Monthly Income Fund, Premier Miton Cautious Multi Asset Fund, Premier Miton Multi-Asset Growth & Income Fund
David Jane joined Premier Miton in June 2014. He founded Darwin Investment Managers in September 2010 and prior to that he was Head of Equities Investments at M&G. David joined M&G in December 2000 as a Fund Manager in the global specialist equity team before becoming Head of Equities investments. Whilst there he was portfolio manager of the M&G Managed Fund and the M&G Cautious Multi Asset Fund, which he launched in February 2007 and grew to over £300 million during his tenure. Prior to M&G, David was the Head of Global Financials Research at AXA Investment Management and before that he was at Newton Investment Management as Director of Global Financials Research. He also served as Non-Executive Director of M&G High Income Investment Trust plc from October 2002 to July 2010.*
Representatives
Jonathan Willcocks
Global Head of Distribution
Prior to joining Premier Miton, Jonathan was Global Head of Distribution for M&G Investments where he spent 17 years building up M&G’s UK and International distribution business across the UK, Europe, Asia and the Americas. Jonathan joined the industry in 1986, beginning his career with Hambros Bank in the Investment Management Division. Having moved into Investment Sales from Hambros, he joined Prolific as Regional Sales Manager in 1993 responsible for marketing mutual funds to intermediaries in East Anglia and West Midlands. Following the merger with Aberdeen in 1997, he became Investment Sales Director, having additional responsibility for clients in London and Switzerland. He moved to US investment house MFS in 2001 as Sales Director, responsible for sales into UK and Scandinavia before joining M&G Investments in February 2005.Jonathan is also a Fellow of the UK Chartered Securities Institute and a Chartered Wealth Manager
Mark Mack
Regional Sales Director - Midlands/South West & South Africa
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Mark is Premier Miton’s business development manager for the South, having joined Premier Miton in 2019. Mark has held similar roles at Aberdeen Standard Life, and before that at Old Mutual Global Investors.Mark is responsible for the development of Premier Miton's fund & portfolio distribution with advisory firms across the South West of England, the Midlands and South Wales, and is also responsible for South Africa.
Slow and steady wins the race against an uncertain market backdrop
Since its inception in 2000, the QEP Global Core fund has delivered a very cost-effective means of maximising longer-term returns in a highly risk managed structure that has outperformed the MSCI World index in 19 of the past 24 calendar years.
Workshop Objective:
Learning outcomes:
- Active fund management has worked, and we believe will continue to work – NET of fees.
- How to navigate a range of market backdrops
- The importance of consistent performance
Speakers
Aiman Shanks
Investment Director, QEP Global Equities
Aiman joined Schroders in 2017 and is responsible for communicating on investment policy, strategy and markets to investors across the EMEA region. He works closely with Schroders’ client relationship team to design and implement quantitative global equity portfolio solutions and provide technical input to a wide range of clients. Prior to joining QEP, he worked for four years at Psigma Investment Management as an investment associate. Aiman’s investment career commenced in 2012 at Wesleyan Assurance Society where he worked as an equity analyst. Aiman has a BSc in Accounting & Finance from the University of Warwick and an MSc in Finance from Warwick Business School.