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Speakers
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Dr Azar Jammine
Dr Azar Jammine is the Director and Chief Economist of Econometrix (Pty) Ltd, South Africa's leading independent economic research consultancy and forecasting company, established in 1982. He has been in his current position since December 1985 and has established a significant profile in South Africa as an analyst and commentator on domestic and international economic affairs. Dr Jammine has conducted more than 5,000 presentations to leading client corporations and other institutions and at conferences dealing with the local and international economic environment. In this capacity, he was also invited over the years by several corporations to serve as an independent non-executive director, including six that were listed on the JSE. Dr Jammine has been quoted in thousands of newspapers and magazines in South Africa and abroad and has been interviewed hundreds of times on local and international radio and television.
Dr Jammine has been a member of the Executive Committee of ISASA (Independent Schools Association of South Africa) for the past decade and still serves in that capacity. He is also a member of the Board of Governors of the Wits University Foundation. Dr Jammine recently retired as a member of the National Advisory Council on Innovation, a body of experts appointed by the Department of Science and Technology, but still assists NACI on an ad-hoc basis as an expert on various tasks. In 2018, Dr Jammine was honoured with a Lifetime Achievement Award at The South African Professional Services Awards Association (sponsored by Sanlam).
Academically, Dr Jammine obtained a BSc (Hons) in Mathematical Statistics and a BA (Hons) in Economics at Wits, followed by an M.Sc in Economics from the LSE and a PhD at the London Business School.
Pieter du Preez
Pieter (aka supapiet) du Preez is a South African Para Athlete competing in swimming, cycling, athletics and triathlon. He is a multiple African and world record holder, multiple world champion, and Paralympic gold medalist.
A keen runner and cyclist in childhood, Pieter was paralyzed from the chest down after a car collided with his bicycle. Determined to overcome his life-changing circumstances, Pieter not only returned to sport but set about breaking records - he became a seven-time winner of the Berlin marathon as a T51 competitor and the first athlete with C6 quadriplegia to complete an Ironman triathlon, amassing 18 global championship medals along the way. An inspiration to countless others, he went on to be nominated for the Laureus World Sports Award for Sportsperson of the Year with a Disability.
Alongside his sporting achievements - and a twenty-year career as an actuarial analyst - Pieter is a sought-after motivational speaker. In speeches, Pieter shares insights into adapting to change, dealing with tough times and living with purpose. He believes we’re always only one mindshift away from finding solutions to any problem: “When a bad thing happens, it's an opportunity to be great. You don’t need to be a superhero to inspire, you can be a normal person with a smile!”
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Workshops
Workshops
Contrarian Investing in a rapidly changing world
Contrarius is a bottom-up, valuation-based, contrarian active manager taking advantage of opportunities in global markets. Our presentation outlines the application of the key components of our investment philosophy, and demonstrates how the current disparity in the market creates opportunities across both growth and value and quality-oriented areas. Our very different portfolio offers investors an opportunity to invest in a Fund which is truly different from conventional offerings. Our presentation also demonstrates how the consistent application of our bottom-up, contrarian investment philosophy has taken advantage of valuation disparity over time resulting in a fund that has outperformed the benchmark MSCI World Index, the average manager, the MSCI World Value Index and the MSCI World Growth Index since its inception on 1 January 2009.
Workshop Objectives: To introduce delegates to Contrarius’ contrarian investment philosophy and the areas of the market where we are currently finding value.
Company Profile: Contrarius’ objective is to create long-term wealth for our investors through superior long-term investment performance. Our portfolios are typically very different from our peers demonstrating our contrarian approach.
Our largest fund, Contrarius Global Equity Fund, has outperformed the benchmark MSCI World Index, the average manager, the MSCI World Value Index and the MSCI World Growth Index since its inception on 1 January 2009.
We believe that long-term performance is driven by the consistent application of a sound investment philosophy. The key characteristics of our investment philosophy are that it is contrarian, valuation based, long-term and based on proprietary fundamental research. For more information, visit www.contrarius.com.
Contrarius offers a global equity and global balanced strategy available to South African investors through:
- Contrarius ICAV, an Irish UCITS approved for marketing in South Africa
- BCI Contrarius rand-based feeder funds
- Contrarius BCI South African funds with up to 45% offshore exposure
Speakers
Simon Raubenheimer
Director
Simon joined Contrarius in March 2019. He has over 16 years’ previous investment experience with Allan Gray Ltd. From 2008-2018, Simon co-managed Allan Gray’s equity and balanced composites which included the largest equity and largest mutual fund in South Africa. Simon also co-launched and managed the Allan Gray Global Frontier Equity Fund. He has a BCom (Econometrics) and BCom (Honours) (Financial Analysis and Portfolio Management). Simon is a CFA charterholder.
Representatives
Heaton van der Linde
Director
Heaton joined the Contrarius Group in March 2009. He is a director and employee of Contrarius Investment Services (South Africa) (Pty) Limited, the Representative Office of Contrarius funds approved for marketing in South Africa. He previously had 11 years’ experience at Allan Gray Limited ("AGL"), the largest privately owned investment management firm in South Africa whose clients comprise both institutional investors and individuals. He holds a Bachelor of Business Science (Finance) degree from the University of Cape Town, is a Chartered Accountant (SA) and a CFA charterholder.
Still waters, strong currents: Finding opportunities beyond market cycles.
Investec Investment Management has funds with track records going back over 18 years. Collectively we manage well over R250bn across asset classes and regions and have 25 funds available. This presentation will provide an overview of our fund management process with a particular focus on two top performing local equity funds. The SA economic backdrop has been weak for some time, leading to weak and volatile local equity returns. However, there have been several notable exceptions – companies that have managed to earn returns on capital above their cost of capital even though the cost of capital has been prohibitive. We expect an even greater dispersion ahead and will highlight what we consider to be the key themes over the coming years in the local market.
Workshop Objectives: We will introduce you to two key decision makers within Investec Investment Management and provide insight into our equity selection process with a particular emphasis on discovering unique opportunities in under researched parts of the Johannesburg Stock Exchange.
Company Profile: Founded in 1974 in South Africa, Investec is an international financial services group with a strong focus on asset management, wealth management, and specialist banking. Listed at the London Stock Exchange as well as at the Johannesburg Stock Exchange, is the largest private client manager in South Africa.
Investec Investment Management, the investment management arm of Investec Wealth and Investment International, has a proven track record of successfully managing funds across multiple jurisdictions including South Africa, United Kingdom, Switzerland and Guernsey. Our team of highly skilled professionals possess extensive experience and expertise in navigating the complexities of fund management regulations and always ensuring compliance.
Speakers
Chris Holdsworth
Chief Investment Strategist
Chris has 17 years of industry experience, having served as a quantitative analyst and investment strategist. He was the Head of Research at Investec Institutional Securities for 2 years. Currently, Chris chairs the Global Investment Strategy group and the South African Asset Allocation committee, in addition to being a member of the Global Asset Allocation committee. He holds an MSc in Mathematical Statistics and is a CFA charter holder.
Barry Shamley
Fund Manager
Barry is the manager of the Investec BCI Dynamic Equity fund which he has managed since inception. He is passionate about sustainability and was instrumental in the creation of the Investec Global Sustainable Equity fund which he co-manages. He is also a member of the Investec group ESG Executive Committee.
Barry Shamley started his career at Investec in 1996 before moving to Oryx Investment Management in 2006 where he co-managed its award-winning flagship fund. He rejoined Investec in 2010. Barry obtained a B.A. from the University of Witwatersrand and a BComm (Hons), Financial Analysis and Portfolio Management from the University of Cape Town. More recently he completed the CFA certificates in ESG, Climate & Investing and Impact Investing.
Representatives
Ebeth van Heerden
Head of Distribution
Ebeth has worked in the financial services industry since 2003 and gained valuable experience across the various areas of distribution, having represented both platforms and asset managers, independent financial advisors, discretionary fund managers and bulk dealers. She grew her career with Stanlib, Allan Gray and most recently Schroders, before joining Investec Investment Management in 2021. She heads a team with a deep sense of responsibility and purpose to fulfil investors’ commitment: stewarding the changing futures for generations and helping people build better futures.
Ebeth holds a Bachelor of Arts in Social Sciences and a post graduate in Financial Planning from the University of Stellenbosch.
Emma Botha
Investment Distribution, Regional Head WC
Emma started her investment career as an analyst at Sanlam Investments in 2019 and moved to business development and
investor relations with Amplify Investments in 2020. She holds a master’s degree in law from Stellenbosch and has completed
her CFA.
Three Transformative Trends
The Impact of Tokenization, Digital Control, and Platform Interoperability on the Future of Wealth Management
Company Profile: Private Clients by Old Mutual Wealth provides holistic, bespoke solutions for high-net-worth clients. Partnering with specialists to create integrated plans covering investments, wealth structuring, tax efficiency and portfolio administration. Our personalised approach sets us apart, backed by a strong track record in wealth and investment management. As part of a brand with nearly two centuries of heritage and decades of hands-on experience, we help individuals, families, trusts and entrepreneurs navigate, grow and protect their wealth across generations.
Speakers
Jean Minnaar
MD of Private Clients by Old Mutual Wealth
Jean leads Private Clients by Old Mutual Wealth, a business dedicated to providing holistic, bespoke solutions for high-net-worth clients. Since joining in 2021, he has expanded the business’ investment focus, broadening it into an integrated wealth management firm. Today, Private Clients by Old Mutual Wealth offers a full spectrum of services, including investments, fiduciary services, wealth structuring, transfer strategies, proactive tax planning and portfolio administration. Under his leadership, the business is positioning itself as the leading wealth manager for high-net-worth clients with African roots.
Jean’s career spans multiple senior roles at Old Mutual, where he spearheaded new capabilities across the group. Before joining Private Clients, he was General Manager of Retail Investments and New Ventures at Old Mutual. A Fellow of the Institute of Actuaries, he completed the Harvard Business School General Management Programme in 2019. His expertise extends across finance, fintech and investment management, with previous directorships at Old Mutual Unit Trusts, Old Mutual Investment Services and 22seven Digital.
Representatives
Tag Moodley
Business Development Executive
In his role as Business Development Executive for Old Mutual Wealth, Thagraj Moodley (Tags) is responsible for strategic relationships and distribution channels, new business development, business services and also oversees investment and fund specialists.Before joining Old Mutual Wealth in 2022, he fulfilled the roles of Chief Customer Experience Director and Chief Information Security Officer at Old Mutual Limited. His previous generalist experience and roles, all within the financial services sector, include Discovery Limited, Nedbank and Ernst and Young.
Tags holds a BCom degree from RAU and an MBA from the London Open School. He also completed a Global Executive Programme at the London Business School.
Andrew Brotchie
Investment and Product Solutions Executive
Andrew has over 25 years of experience in the international investment sphere, including leadership roles in business, investment, and product development across South Africa, the United Kingdom, Hong Kong, Singapore, and Taiwan. Before joining Old Mutual Wealth in 2024, he very successfully led and grew Sanlam’s Glacier International business. This extensive experience and knowledge position him to successfully drive Old Mutual Wealth’s global-growth focused goals and build a world-class wealth management company. His role includes creating synergies between our local and offshore platform offerings, alongside the multi-manager and private client investment solutions that support them and building momentum for strategic growth and delivery within Old Mutual Wealth.
Andrew holds a BA Honours in History and Politics and an MBA in International Management, both from the University of Exeter in the United Kingdom.
Real Yields in Global Emerging Markets
Launched in June 2022, Pacific North of South EM Equity Income Opportunities is managed by Robert Holmes, Partner and Portfolio Manager at North of South Capital. The strategy looks to achieve total shareholder returns and takes an unconstrained approach to Long Only Global Emerging Market Equities. Robert will show how this limited capacity strategy looks across the market cap spectrum to provide a real yield for clients.
North of South manage over USD 4bn in Long Only Emerging Market Equities for a global client base. They have employed a ‘Quality’ Value approach and differentiated focus on Country Cost of Capital since 2011 and have always favoured companies with sustainable dividend yields.
Workshop Objectives: Introduction to Pacific North of South EM Income Opportunities
• Total shareholder returns
• Quality compounding equities with real yields
• Benchmark agnostic
Company Profile: Pacific Asset Management (PAM) is an independent asset manager responsible for more than $13.1bn of assets. Fresh and progressive, Pacific is rethinking the conventions of how asset management works. Its single manager business focuses on high-conviction investing in less efficient markets, where it believes active managers can outperform. Alongside the Pacific North of South Emerging Markets strategy, it also offers Global Equities, Credit and G10 macro rates solutions. PAM’s technology-enabled model portfolio solutions are available on all major platforms.
Speakers
Robert Holmes
Portfolio Manager
Robert Holmes is a Partner at North of South Capital LLP and Lead Portfolio Manager of the Pacific North of South EM Equity Income Opportunities fund and is a Senior Analyst on the EM All Cap Equity Fund. Robert has over twenty-five years of experience in Emerging Markets and has been lead manager of long/short, long-only and multi-asset funds.
Representatives
Nick Lemis
Global Head of Wholesale Distribution
Nick is the Global Head of Wholesale, responsible for distributing PAM’s single manager range of funds. Nick joined from DCI where he was Senior Product Specialist with responsibility for distributing DCIs product range and investment capabilities to a broad range of clients in Europe. Prior to joining DCI, Nick was Head of UK Wholesale Distribution at GAM covering Intermediaries, Advisers, Private banks and Investment managers across UK, Ireland, Africa and Greece. Nick began his career at Tradition Brokers.
In a world of change, take a new perspective
The PPS Global Equity Fund is a core, flexible, global equity strategy managed by Capital Group and underpinned by the New Perspective strategy, which has a 51-year track record.
Richard Carlyle, representing the underlying strategy, will discuss the current seismic shifts in the global economic and geopolitical landscapes, as well as equity markets that have become increasingly difficult to navigate. However, far from being phased by these conditions, as bottom-up investors, we are excited about the diverse range of long-term opportunities that could emerge. The PPS Global Equity Fund is underpinned by a global equity strategy that has been investing in change for over 50 years, aiming to identify companies that we believe will benefit from shifts in global trade patterns as well as economic and political relationships.
*PPS Multi Managers has appointed Capital Group as the delegated sub-Investment Manager of the PPS Global Equity Fund.
Workshop Objectives:
1. Reflect on the seismic changes that are currently impacting the global economy and financial markets.
2. Gain insight into the megatrends we expect will shape the investment landscape in the years and decades ahead.
3. How a time-tested, flexible approach could help to navigate whatever global equity markets have in store.
Company Profile: The PPS asset management model operates within a sub-advised framework, strategically partnering with top-tier asset managers to deliver diverse and bespoke investment strategies to the South African market. This approach allows us to leverage the specialised expertise, research capabilities, and proven track records of industry-leading fund managers while ensuring that our investment offerings align with client objectives and risk profiles. The business has asset under management of R28bn as at 31 January 2025.
Speakers
Richard Carlyle
Equity Investment Director
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Richard Carlyle is an equity investment director at Capital Group. He has 42 years of investment industry experience and has been with Capital Group for 18 years. Prior to joining Capital, he was head of equities for Henderson Investors. Before that, he was a fund manager for Morgan Grenfell Asset Management, a pension fund manager for British Petroleum, and an analyst for Equity & Law Life Assurance Society. He holds a bachelor’s degree in economics with honours from Leicester University.
Representatives
Rushil Jaga
Executive, PPS Asset Management
Rushil is the Executive of Asset Management at PPS Investments and has almost 20 years’ experience in the investment management industry having held the positions of client director, senior investment analyst and investment specialist in the Discretionary Fund Management, Corporate and Multi-Manager market segments. He holds the CFA designation and a BBusSci (Hons) in Finance.
Marius Havenga
Client Director: Partnership Asset Management
Marius is a Client Director at Partnership Asset Management, based in Cape Town. As a Stellenbosch University graduate, he brings strong academic and professional expertise to his role.
His role aims to connect investment mandates with top asset managers, using a research-driven approach to deliver strong results. He provides fund-specific insights to IFAs, DFMs, and retail multi-managers, helping them understand and benefit from PPS Asset Management’s tailored strategies. Marius is passionate about building informed partnerships and delivering smart, effective investment solutions.
Gerrie Scholtz
Client Director: Partnership Asset Management
Gerrie has over 15 years of experience, based in Gauteng, and a proven track record of servicing and fostering relationships with intermediaries, DFMs, Asset aggregators, and intermediary networks within the Gauteng and Inland regions of South Africa. He previously worked at Discovery Invest, where he served as an Investment Specialist in the retail market. He has a Bachelor of Commerce Degree in Investments Management and an Honours Degree in Finance and Financial management from the University of Pretoria.
Schroders Capital Private Equity: Unlocking efficient access to exclusive market opportunities
This session will explore how Schroders Capital provides financial advisors and their clients with a cost-effective gateway to the most compelling yet hard-to-reach segments of private equity as well as why we focus on small and mid-cap opportunities and how they can enhance portfolios with strong return potential. Learn how our approach streamlines access, reduces barriers, and delivers private equity exposure with efficiency and scale.
Workshop Objectives: This session will explore how Schroders Capital provides financial advisors and their clients with a cost-effective gateway to the most compelling yet hard-to-reach segments of private equity as well as why we focus on small and mid-cap opportunities and how they can enhance portfolios with strong return potential. Learn how our approach streamlines access, reduces barriers, and delivers private equity exposure with efficiency and scale.
Company Profile: Schroders is a leading provider of active asset management, advisory and wealth management services. Our capabilities and global reach
across public and private markets allow us to design distinctive solutions for the diverse needs of clients. They look to us to provide excellent long-term investment outcomes, and it is our duty always to act in their best interests. That is a responsibility we take seriously – and we believe that when we succeed for clients, society and the wider world benefit too.
Schroders was founded in 1804 in London but has had an office in South Africa since 2015 where we focus entirely on providing offshore investment solutions to local intermediaries and institutions.
Speakers
Jeremy Knox
Senior Investment Director, Private Equity
Jeremy Knox is Senior Investment Director, Private Equity at Schroders Capital (the private markets division of Schroders). He covers Schroders Capital US private equity activities with a focus on co-investments, primary fund commitments and secondaries. Prior to joining Schroders Capital in 2016, Jeremy spent seven years in the investment arm of PartnerRe Ltd., where he was responsible for managing their private equity portfolio. Prior to PartnerRe, Jeremy worked in the Investment Banking group of Fox-Pitt Kelton where he focused on transactions within the financial services industry. Jeremy holds a Bachelor’s degree in Business Administration from Franklin & Marshall College.
Representatives
Kondi Nkosi
Country Head South Africa
Kondi Nkosi is the Schroders South Africa Country Head. He is responsible for providing the strategic leadership for the business and also oversees the Institutional Business Development strategy. He joined Schroders in 2018 and is based in Johannesburg, South Africa.
Kondi has worked in the financial services industry for over 18 years and has extensive experience in dealing with large institutional investors (including retirement funds, multi-managers and insurance companies) from both investment consulting and asset management perspectives. Kondi has a Masters in Finance and Economics (West Texas A&M University) and a Bachelor of Commerce (University of Cape Town).
Philip Robotham
Head of Wealth South Africa
Philip is Head of Wealth, South Africa and manages intermediary client relationships across the country. He joined Schroders in 2007 and has held multiple positions within the London distribution team. These have involved managing the largest intermediary clients and distribution partners in the UK, trade bodies, professional bodies, international life companies and UK ex-patriate clients across Europe.
Efficient Building Blocks for Asset Allocation – Indexed Global Aggregate and Global High Yield Bond
We have seen significant demand from investors for cost effective, efficient building block solutions across the whole Fixed Income spectrum. Indexing has been widely adopted by those investors to facilitate Tactical Asset Allocations, or to complement/replace actively managed strategies. We showcase how State Street Global Advisors (SSGA), a pioneer in indexing has been providing offerings across Core (Aggregate) as well as Satellite (High Yield) Fixed Income - and has been successful due to its highly sophisticated approach to portfolio construction amid rapidly evolving markets.
Workshop Objectives: To showcase how SSGA, a pioneer in indexing, has provided offerings across Core (Aggregate) and Satellite (High Yield) Fixed Income, and showcase success due to its highly sophisticated approach to portfolio construction amid rapidly evolving markets.
Company Profile: We are innovators and problem solvers, stewards and educators. With experts across the globe, we are the quiet power in a tumultuous investing world.
For over four decades, State Street Global Advisors has served the world’s governments, institutions, and financial advisors. With a rigorous, risk-aware approach built on research, analysis, and market-tested experience, and as pioneers in index and ETF investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.72 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/23.
†This figure is presented as of December 31, 2024 and includes ETF AUM of $1,577.74 billion USD of which approximately $82.19 billion USD in gold assets with respect to SPDR products for which State Street Global Advisors Funds Distributors, LLC (SSGA FD) acts solely as the marketing agent. SSGA FD and State Street Global Advisors are affiliated. Please note all AUM is unaudited.
Speakers
David Furey
Managing Director at State Street Global Advisors, Head of Portfolio and Investment Strategists
David leads a team of experienced investment professionals who are responsible for representing our investment capabilities across the complete fixed income arena spanning indexed, active and systematic strategies, LDI, cash and currency. The strategist team also act as subject matter experts to assist institutional investors and their advisors to evaluate economic and market developments, assess the impact to their portfolios, and identify specific products and solutions to help them manage risk and take advantage of market opportunities.
Prior to joining the strategist team in 2011, David was a Senior Portfolio Manager at SSGA Ireland (formerly Bank of Ireland Asset Management) with responsibility for the management of a broad array of active fixed income strategies primarily in the European bond markets. Previously, David spent five years in a similar role in Bermuda with a focus on US credit markets with Butterfield Asset Management. David began his investment career with AIG in Dublin before moving to London in 1993 to take up a position as a fixed income portfolio manager, managing active and liability driven bond strategies for AIG and other institutional investors.
David is a graduate of Trinity College Dublin, and of the Smurfit Graduate School of Business at University College Dublin.
Representatives
Shaza Hasan
Vice President, Middle East & Africa Sales
Shaza is a Vice President, Middle East & Africa Sales, at State Street Global Advisors. She is responsible for the business development and marketing of SSGA's investment solutions to clients in the Middle East & Africa.
Shaza joined SSGA from Ninety One, where she spent nine years as a Senior Manager within the UK Institutional team based in London. Shaza was responsible for building and managing relationships with the UK's largest Institutions (including pension schemes, endowments, consultants & wealth managers), partnering with them to develop bespoke investment solutions across a range of asset classes. Prior to this Shaza worked at F&C Asset Management, within the Institutional sales and marketing team.
Shaza holds a Bachelor of Science (with Honors) degree in Management, from Warwick Business School alongside the Investment Management Certificate, from the CFA UK.
James Thomas
Vice President, Middle East & Africa Sales
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James is an experienced investment professional with extensive experience in asset management distribution. As a VP of Sales for Middle East & Africa at State Street Global Advisors, he is responsible for developing and managing relationships with intermediary investors across the region.
Prior to his current role, James served as Head of European Sales at ARK Invest, where he oversaw the distribution and launch of active ETFs across Europe, focusing on innovative and disruptive investment strategies. He also spent six years at State Street Global Advisors in London, driving ETF adoption among UK Intermediaries. Earlier in his career, he worked in Sales Strategy at J.P. Morgan Asset Management, contributing to the firm’s distribution strategy.