Workshops
Workshops
Artisan Global Value
An introduction to Artisan Global Value and insight into the team's specific approach to value investing.
Workshop Objective: Provide an introduction to the Artisan Global Value philosophy and process for finding attractive investments that meet our demanding investment criteria.
Company Profile: Artisan Partners was founded in 1994 with the objective of producing high value added and differentiated investment outcomes for institutional investors, through identifying, attracting and retaining high caliber talent in long term asset classes.
We provide the resources of a full-scale, global firm paired with the independence of a boutique to each of our autonomous investment teams, who have the freedom to execute its own process based on its original research and creative perspectives. While our teams differ across market capitalizations, geographical regions, investment styles and product offerings, they are all highly incentivized to deliver long-term value for our clients.
Speaker
Aaron Roberts
Managing Director, Product Specialist for the Artisan Global Value Team
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Aaron Roberts, CFA, is a managing director of Artisan Partners with responsibility for institutional marketing and client service of the strategies managed by the firm’s Global Value team. Prior to joining Artisan Partners in January 2008, Mr. Roberts was vice president and director of research for the institutional consulting group at Callan Associates, Inc. Mr. Roberts holds a bachelor’s degree in economics from the University of California-Los Angeles.
Representatives
Pearse Monaghan
Director, EMEA Distribution
Pearse Monaghan is a director on the EMEA Distribution team at Artisan Partners. Prior to joining Artisan Partners in April 2017, Mr. Monaghan was a Director at Nomura Asset Management with responsibility for the UK business. He has also held positions at HSBC Asset Management, and Pioneer Investments.
Beyond the Hype: Why AI Might Transform the Investment Landscape
The emergence of Artificial Intelligence marks the dawn of a new era in technology and we’re still in the early stage of this multi-year theme. AI, despite its advancements, is still an emerging theme with vast growth potential. As AI becomes more integrated into daily life, we believe it is poised to create significant value beyond just the tech giants providing the AI infrastructure. For investors, we believe the emergence of AI will transform the investment landscape and create alpha opportunities for investors across the entire AI stack.
Workshop Objective: Explore the evolution of the AI theme, the formation of the new AI “stack” and the potential beneficiaries (and losers) of this disruptive theme.
Company Profile: BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.coma/za
Speaker
AJ Ziegler, CFA
Product Strategist, BlackRock
AJ Ziegler, CFA, Director, is a Product Strategist within the Active Equities Group at BlackRock representing Global, Sector and Thematic equity strategies. In this capacity, he primarily supports the investment teams on a global basis to both retail and institutional clients. He is responsible both for providing a link between investment teams and all client groups, as well as providing insight on the Active Equities product platform. Prior to joining the Global Equity Team, Mr. Ziegler was a product strategist for the Fundamental Active Equity division of BlackRock's Alpha Strategies Group based in the United States, providing a link between the US-based investment teams and client managers. Mr. Ziegler earned a BS degree in Finance & Business Economics from the University of Dayton in 2013.
Representatives
Yolanda Walker
Africa Sales Team, BlackRock
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Yolanda Walker, is a member of the BlackRock Africa Sales Team, where she plays a vital role in fostering and managing relationships with Institutional clients throughout Africa. In her capacity, Ms. Walker is responsible for the development and executing on strategic growth initiatives, overseeing client interactions, and facilitating the comprehensive deployment of BlackRock's offerings to stakeholders across the region. Ms. Walker has more than ten years’ experience in the asset management, private equity and impact investment sectors across the US and South Africa. Most recently Ms Walker was a Portfolio Specialist at Ninety One, South Africa, where she spearheaded the Quality Investment team's strategic initiatives, collaborating closely with client groups and cross-functional stakeholders. Ms Walker has an undergraduate degree in Economics from Oberlin College and an MBA from the Wharton School of Business at the University of Pennsylvania.
Khoabane Phoofolo
Head of Africa
Khoabane Phoofolo, is a Managing Director and Head of BlackRock Africa. He is responsible for client relationship management across Retail and Institutional client in the region. In this role, Mr. Phoofolo is responsible for executing on strategic growth initiatives, managing client relationships, as well as delivering the broad BlackRock offering to clients and stakeholders in the region.
Prior to joining the South African office in 2016, Mr. Phoofolo was in the US iShares Capital Markets Group. He was responsible for delivering market insights, execution services, and product structure expertise to iShares institutional and intermediary/broker dealer clients. Mr. Phoofolo’s services with the firm date back to 2006, including his years with Barclays Global Investors (BGI) which merged with BlackRock in 2009. Mr. Phoofolo joined BGI as a Transition Strategist in BlackRock’s US Transition Management Group, where he was responsible for helping Pension, Foundation, and Endowment clients tactically reallocate investments. In his role in iShares Capital Markets, he applied the same conceptual framework to help build iShares Pre-and Post-Trade platforms.
Mr. Phoofolo has undergraduate degrees in Economics and Political Science from Bates College and a MBA from the Wharton School of the University of Pennsylvania.
Resilience and growth in times of uncertainty.
After a brief introduction to their approach to investing, in this session, Global equity manager Walter Scott (sub-advisor to the BNY Mellon Long Term Global Equity fund) will look to explain why they believe resilient growth businesses are well placed to weather the current highly uncertain environment. At a time when so much focus is on the Magnificent 7, this presentation will look to explore some of the less well known and understood structural tailwinds that corporates around the world are benefitting from, while also considering other ways in which investors can get exposure to the exciting world of AI.
Gain a better understanding of :
o Why quality remains particularly important in the current environment.
o Structural tailwinds that investors can benefit from outwith South Africa.
o Ways to get exposure to the exciting world of AI beyond the well-known US names.
o What to expect from the Long-term Global Equity fund and how it might compliment other funds.
Company Profile: BNY Mellon Investment Management is one of the world’s largest asset managers, with $1.8 trillion in assets under management as of December 31, 2023. Through an investor-first approach, BNY Mellon Investment Management brings to clients the best of both worlds: specialist expertise from seven investment firms offering solutions across every major asset class, backed by the strength, stability, and global presence of BNY Mellon. Additional information on BNY Mellon Investment Management is available on www.bnymellonim.com.
BNY Mellon Investment Management is a division of BNY Mellon, which has $47.8 trillion in assets under custody and/or administration as of December 31, 2023. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news
Speaker
George Dent
Client Investment Manager
George is a Client Investment Manager. He joined the firm as an investment manager in 2008, initially focusing purely on research and covering stocks in the US and Europe. Prior to joining Walter Scott, he lived and worked in China, before completing a traineeship as a private client fund manager. George is a CFA charterholder and holds a BSc (Hons) in Financial Economics from the University of St. Andrews.
Representatives
Michael Beveridge
Head of UK Intermediary Distribution
Michael Beveridge currently leads the UK Wholesale Distribution team of 15 individuals covering all wholesale channels. He works closely with other functional areas across the business and the 7 investment boutiques. Michael has over 30 years’ experience in financial services, most recently as Head of UK at Aberdeen Standard Investments. Michael joined BNY Mellon in July 2019.
The Value of Being Contrarian
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-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 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 Objective: To introduce delegates to Contrarius’ contrarian investment philosophy which has outperformed the MSCI World, MSCI Growth and MSCI Value indices, and the average manager, since its inception on 1/1/2009.
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
Speaker
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.
Representative
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.
AI: Catalyst of the Next Paradigm Shift
Introduction to Global X as a company and strategies beyond the ordinary. The focus will be around disruptive thematic trends, focusing on disruptive tech such as AI, Cloud Computing and Data Centres. In addition, there will be a discussion around strategies that offer investors an ability to stay invested in equity markets whilst providing downside protection.
Workshop Objective: This workshop aims to provide an overview of thematic investing in disruptive tech and where to look beyond the obvious winners of the AI boom.
Global X ETFs is a United States-based company founded in 2008. For more than a decade, our mission has been empowering investors with unexplored and intelligent solutions. Our product lineup features over 100 ETF strategies and approximately $36 billion in assets under management. While we are distinguished for our Thematic Growth, Income and International Access ETFs, we also offer Core, Commodity, and Alpha funds to suit a wide range of investment objectives. Explore our ETFs, research and insights, and more at www.globalxetfs.com.
Global X is a member of Mirae Asset Financial Group, a global leader in financial services, with more than $480 billion in assets under management worldwide.
Speakers
Tejas Dessai
Research Analyst
Tejas Dessai has been a Research Analyst at Global X ETFs since 2022 where he covers technology products within the Thematic Growth suite of ETFs, with a focus on disruptive technologies including artificial intelligence, cybersecurity, social media, gaming, and digital advertising. His research has been extensively covered in the tech and financial press, including the Wall Street Journal, Bloomberg, the Washington Post, Business Insider, and Reuters. Prior to joining Global X, Tejas worked as an Associate for SSR LLC, an independent research provider, covering mega and large cap TMT equities, specifically focusing on disruptive technology and emerging trends. Tejas holds a BTech in Electronics and Communications Engineering from the National Institute of Technology Goa and earned his MEng in Industrial Engineering from North Carolina State University at Raleigh.
Representatives
Rob Oliver
Head of Business Development
Rob joined Global X in 2020. He is responsible for leading the firm’s distribution efforts across Europe, including the growth of our European UCITS ETF business.
Prior to joining Global X, Rob spent more than 12 years with J.P. Morgan, most recently as Global Head of Beta and Systematic Strategies within Global Wealth Management. His responsibilities included managing a team of five individuals focused on the research of passive and complex quantitative strategies structured within ETFs, Mutual Funds, Separately Managed Accounts, and Hedge Funds. Prior to that, he held roles in International Fund Product Management and Global Technology.
Rob earned a BSc (Econ) (Hons) degree from the University of Portsmouth, reading in Economics, Finance and Banking.
George Salter
UK Sales
George Salter is part of the UK Sales Team at Global X. His focus is on distribution within the discretionary, wealth management, and advisory markets across the UK.
He has previous experience at Amplify Trading where he obtained a Level 6 Diploma in Trading and Financial Analysis.
He holds a B.A. in Political Economy with a concentration in International Trade, from the University of California Berkeley, where he graduated with Student-Athlete Honours. He is also currently studying towards the Investment Management Certificate designation.
Artificial Intelligence, Real Returns – how investors can benefit from the theme but avoid the hype
Artificial Intelligence (AI) has become the major investment theme of the last 12 months. Stocks like Nvidia have grabbed the headlines, but how do investors capture the long-term opportunity and not the hype?
Workshop Objectives:
Matt will explain how they apply discipline to investing in AI with their four key tenets:
- Growth drives long-term returns.
- Quality reflects an effective business.
- Valuation helps to avoid overpaying.
- Conviction means a concentrated, low-turnover portfolio.
Guinness Global Investors is an independent active fund manager specialising in long-only equity funds and private equity investments and established in 2003 by founder and
chairman Tim Guinness. Our specialist disciplines of equity income, energy, innovation and Asia offer exposure to key themes to help investors achieve their investment goals. Active management, high conviction, value and stewardship are central to our philosophy and they are delivered through concentrated, equally weighted portfolios.
Speaker
Matthew Page
Portfolio Manager
Matthew is portfolio manager on the Guinness Global Equity Income strategy and the Guinness Global Innovators strategy. Prior to joining Guinness in 2005, Matthew joined Goldman Sachs on the graduate scheme in 2004 working in Foreign Exchange and Fixed Income.
Matthew graduated from New College, University of Oxford, with a Master’s Degree in Physics. He is a CFA Charterholder
Representatives
Flurry Wright
Sales Manager
Flurry joined Guinness Global Investors 2012 and is a sales manager with responsibility for clients in the Channel Islands, Ireland, Italy, Luxembourg, and the UK. Flurry graduated from Worcester College, University of Oxford, in 2011 with a degree in English.
Janus Henderson Global Sustainable Equity – seeking certainty in a period of increasing uncertainty
Hamish Chamberlayne will provide an update on the JH Global Sustainable Equity fund and discuss how the team is focused on resilience and growth.
There has been a lot of underlying progress in laying the foundations for a period of accelerated growth in relation to reshoring manufacturing and key cleantech industries, such as batteries and semiconductors, the electrification of transportation, greening buildings, decarbonising electricity, and transforming industry.
One of the best ways to compound wealth is to invest companies that are aligned with the development of a sustainable global economy, and these represent many of the most attractive investment opportunities
These opportunities are characterised though gaining exposure to secular growth trends, companies with consistent cash flow generation and low levels of debt and these can be found in global public equity markets.
Speaker
Hamish Chamberlayne
Head of Global Sustainable Equities
Hamish Chamberlayne is Head of Global Sustainable Equities and a portfolio manager at Janus Henderson Investors. He was an investment manager with the firm from 2012 and joined Henderson as an investment analyst in 2011 from Gartmore, where he was an equity analyst with the global equity team. Prior to this, from 2004 to 2007, Hamish worked as a senior auditor at PricewaterhouseCoopers, where he covered a variety of sectors, including energy, technology, and communications. He began his career at Burlington Consultants in 2003 performing commercial due diligence on businesses identified as acquisition targets by private equity houses.
Hamish graduated with a master’s degree in chemistry from New College, Oxford University. He holds the Chartered Financial Analyst designation and is a qualified accountant. He has 21 years of financial industry experience.
Representative
Sam Mettrick
Head of UK Retail
Sam Mettrick is Head of UK Intermediary at Janus Henderson Investors, a position he has held since 2024. In this role, he is responsible for the UK intermediary business. Sam joined the Henderson in 2013 as head of UK advisory sales. Earlier, he was head of strategic partners at Artemis from 2009 to 2012. He held a similar role at New Star Asset Management from 2003. Sam began his asset management career with Framlington in 1999. Earlier, he held distribution roles with Zurich, Royal, and Sun Alliance.Sam has 31 years of financial services experience.
Nigel Barnes
Head of Business Development, Denker Capital
Nigel’s focus is on driving the business development strategy and leading the sales function at Denker Capital. Before joining us, Nigel fulfilled a range of business development and sales roles over a period of 10 years at Investec. While living in London, before relocating to South Africa, Nigel was the sales director at Deutsche Asset Management and a director at Close Finsbury Asset Management. His career started in 1995 and has included consulting work, where his main focus was building strategic partnerships in the financial services industry. Nigel joined Denker Capital in 2018, bringing with him a wealth of local and international asset management industry experience.
Nigel is responsible for the marketing and distribution of the Janus Henderson funds in South Africa
Why investors can’t ignore the coming innovation wave
Innovation is one of the biggest drivers of stock returns and we are only five minutes into the football game of a major new innovation cycle driven by AI. James will discuss the significant opportunities for strong stock returns as well as huge risks to companies on the wrong side of the coming disruption.
Workshop Objective: To showcase why investing in innovative companies is a compelling strategy and provide views on potential opportunities in the future.
Company Profile: Liontrust is a specialist asset manager that takes pride in having a distinct culture and approach to running money. The company launched in 1995 and listed on the London Stock Exchange in 1999. We are an independent business with no corporate parent. Our purpose is to enable investors to enjoy a better financial future.
We believe investment processes are key to long-term performance and effective risk control. Our fund managers are truly active in applying their investment processes. There is no house view - our fund managers have the freedom to manage their portfolios according to their own investment processes and market views.
Speakers
James Dowey
Co-Head of Global Innovation Team – Fund Manager
James is a Fund Manager at Liontrust where he co-manages the Liontrust Global Dividend Fund, Liontrust Global Innovation Fund and Liontrust Global Technology Fund. He has 18 years’ experience in the industry, including serving as CIO of Neptune Investment Management, and has taught at the London School of Economics. He has an MA in economics from Edinburgh University, an MPhil in economics from Cambridge University and a PhD from LSE.
Representatives
Kristian Cook
Head of Distribution UK & South Africa
Kristian joined Liontrust in April 2018 and is
Head of Distribution UK & South Africa. Prior to joining Liontrust, Kristian had roles as both an Analyst and Sales Manager at Franklin Templeton Investments and JP Morgan Asset Management.
Global listed infrastructure – opportunities in an uncertain world
Hear from experienced infrastructure investment managers who will explain how global listed infrastructure provides investors with access to worldwide monopolistic assets that are essential to the stable functioning of society. Lower volatility compared to global equities, inflation protection and portfolio diversification are the benefits of an infrastructure allocation. However, in order to maximise these benefits a tight definition is required when compiling an investable universe.
There is a large amount of investment taking place into infrastructure to enable several mega themes of our time. Themes such as decarbonisation, digitalisation, transport mobility and improved water quality require heavy investments over the next twenty years. Maple-Brown Abbott’s active research based approach has identified attractive opportunities and examples will be provided.
Workshop Obective: Learn about the portfolio benefits of listed infrastructure and the importance of a tight infrastructure definition. Discuss infrastructure mega themes of our time and the current investment outlook
Company Profile: Established nearly 40 years ago, Maple-Brown Abbott Limited (MBA) is one of Australia’s first boutique investment managers. MBA has evolved into a business with teams managing Australian equity, Asian equity, global listed infrastructure, global emerging markets and multi-asset strategies.
The global listed infrastructure business was founded in 2012 by four partners who managed infrastructure investments at Macquarie Group. The business is majority owned by the key investment decision makers and this ensures alignment with clients who have entrusted the team to manage their money. Over a decade, performance has been strong in both absolute and relative terms. Today, around $US3b of assets are managed in global listed infrastructure securities
Speakers
Justin Lannen
Co-Founder & Portfolio Manager Maple-Brown Abbott Global Listed Infrastructure
Justin has more than 25 years’ infrastructure & utilities experience. With 10 years in the current role as Portfolio Manager. Previously he spent five years managing global listed infrastructure portfolios at Macquarie Group both in New York & Sydney. Before that he was the analyst responsible for infrastructure and utilities and also a portfolio manager at Colonial First State
Andrew Maple-Brown
Co-Founder & Managing Director Maple-Brown Abbott Global Listed Infrastructure
Andrew, with his partners, started the Global Listed Infrastructure strategy at Maple-Brown Abbott in 2012. He has more than 25 years’ infrastructure experience. Initially focussed on the debt financing of direct infrastructure and property assets at Lend Lease & Macquarie Group, followed by five years managing global listed infrastructure portfolios for Macquarie in New York & Sydney
Representatives
Susan Douse
Managing Director, Douse Associates
Susan has over 40 years’ experience in the investment industry beginning with Allan Gray in Cape Town. After moving to London she pioneered international manager research in the mid 80s with SEI and later at WTW provided investment advice to institutional investors. In 2005 she founded Douse Associates and has marketed for Maple-Brown Abbott for over 18 years having known the CIO/CEO from her days at Allan Gray.
The Power of Systematic Investment Management: Showcasing Evidence-Based Innovation.
Our systematic strategy, benchmarked against the MSCI All Country World Index (ACWI), serves as a low tracking error, ‘core’ building block. Through a style-agnostic approach over the past seven years, we’ve navigated market distractions by effectively harnessing technology, resulting in a commendable Information Ratio. The strategy’s AUM is currently in excess of R4.5bn.
As a global systematic investment manager, we must embrace disciplined, evidence-based reasoning and innovation to stay top of our game. Join our session as we showcase how our process enhances long-term returns for our clients.
Workshop Objectives:
• Introduce delegates to a leading systematic strategy
• Showcase the strength of an SA-based global manager vs global peers
• Demonstrate how a low tracking error approach can still produce decent benchmark-beating returns, whilst also providing upside potential via some exposure to extremely under-valued Emerging Market stocks
Old Mutual Investment Group is an established black-owned African investment manager recognised for its pragmatic approach. Our extensive array of investment strategies, encompassing fundamental, quantitative, and liability-driven methods, is tailored to meet the needs of both institutional and retail investors. Our core focus lies in delivering sustainable, long-term returns to our clients. Simultaneously, we assume the role of conscientious custodians, integrating sustainability considerations seamlessly into our investment and ownership decisions. In all we do, we are committed to ensuring that our clients not only experience financial prosperity but also actively contribute to a more sustainable and responsible future.
Speaker
Reza Fakie
Portfolio Manager
Reza is responsible for constructing and managing Quantitative portfolios as part of the Equity and Multi-Asset investment team within Old Mutual Investment Group. He is also accountable for quantitative research, which is paramount to the success of our quantitative strategies. Reza’s diversified industry experience and technical skills contributes to the success of the funds we manage on behalf of our clients.
Representatives
Onele Ncokwane
Client Director, Old Mutual Investment Group
Onele is an Institutional Client Director within the Old Mutual Investment Group’s Institutional Client Management team, responsible for managing clients’ experiences and raising assets. Onele has client management experience spanning over a 15-year career in asset management and held various client management positions across various leading asset management firms in SA.
Craig Chambers
Client Director, Old Mutual Investment Group
Craig is a Client Director within the Old Mutual Investment Group’s Institutional Client Management team, responsible for overseeing a portfolio of institutional clients and asset consultants.Craig has 25 years of asset management experience and prior to his current role, he was Head of International New Business. In 2001, he co-founded Umbono Fund Managers, which is now one of Africa’s largest indexation operations and forms part of our Customised Solution’s capability.
The Art of Marginal Gains
The benefits of marginal gains have been used in sport for years. Our philosophy is to use marginal gains in the fixed income markets to drive similarly successful outcomes and consistent outperformance. We will describe how portfolio optimisation helps navigate changing markets, and a focus on what could face fixed income investors in developed markets in a “higher for longer” type environment.
We aim to provide a useful insight into current macro trends within the Fixed Income markets and how our process helps us overcome these challenges.
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 generating good investment outcomes. In total we are responsible for $13.5bn of client assets under management (as of 31 March 2024), split across 17 differentiated investment teams.
Speaker
Simon Prior
Fund manager
Simon Prior joined Premier Miton in August 2020 and is co-manager of the Premier Miton Corporate Bond Monthly Income Fund and also the Premier Miton Strategic Monthly Income Bond Fund Previously he was at Merian Global Investors (2013-2020), where he was co-manager of the Merian Corporate Bond Fund and Merian Monthly Income Bond Fund. He has also worked at Old Mutual plc, having held positions in both the finance and treasury functions. Simon holds a BSc in mathematics from the University of Hull, and is a CFA Charterholder.
Representatives
Jonathan Willcocks
Global Head of Distribution
Jonathan was previously Global Head of Distribution for M&G Investments, prior to Premier Miton, where he spent 17 years building up M&G’s UK and International distribution business. Jonathan began his career in 1986 at Hambros Bank. During his career he has held positions at Prolific, Aberdeen, and MFS in a variety of Sales roles with responsibility for both UK and internationally before joining M&G Investments in February 2005.
Mark Mack
Regional Sales Director
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Mark is Premier Miton’s Regional Sales Director for South Africa, and the Midlands & South West regions of the UK, 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 firms across his regions.
Growth Equities: Who Will Be the Leaders in the New World?
Innovation has always driven growth. As AI becomes more established, we expect that innovation will diffuse more widely to a broader population of businesses. It will be about the 493, not just the (Magnificent) 7. We discuss this dynamic and other themes likely to drive innovation in the future.
Workshop Objective: Discuss the Impact of the Magnificent 7 and the investment opportunities outside of them.
Company Profile: Sands Capital is an active, long-term investor in leading innovative growth businesses, globally. Our approach combines analytical rigor and creative thinking to identify high-quality growth businesses that are creating the future. Through an integrated investment platform spanning venture capital, growth equity and public equity, we provide growth capital solutions to institutions and fund sponsors in more than 40 countries.
An independent, staff-owned firm founded in 1992 and headquartered in the Washington, D.C. area with offices in London and Singapore, Sands Capital managed more than $52 billion in client assets as of December 31, 2023.
AUM includes the discretionary and non-discretionary assets of Sands Capital Management, LLC as of 12/31/23, and the gross assets of all funds (not including uncalled capital) for Sands Capital Ventures, LLC. Figures for Sands Capital Ventures, LLC are updated 45-60 days after quarter-end.
Speaker
David Levanson
Executive Managing Director, Sr. Portfolio Manager
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David E. Levanson, CFA is a Research Analyst, co-Portfolio Manager of the Global and International Growth strategies, and an Executive Managing Director.
He co-developed the firm’s Global Growth strategy and has served as a co-Portfolio Manager since its inception in 2008. He joined the International Growth portfolio management team in 2022.
David earned a BSBA from University of Florida (1990) and an MBA from the Darden School of Business at University of Virginia (1996).
Representatives
Ian Barnes
Managing Director
Ian Barnes is a Managing Director at Sands Capital, where he heads the London office. Mr. Barnes joined Sands Capital in 2021. Previously, Mr. Barnes was the CEO of Veritas Asset Management and the Head of U.K. & Ireland at UBS Global Asset Management. Earlier in his career, Mr. Barnes held roles at Russell Investments and Towers Perrin. Mr. Barnes earned an MA from Cambridge University.
$133trn Question – What the Re-Wiring of the Bond Market Means for Fixed Income Investors?
In his presentation Stephen will explore the key drivers behind some of the profound changes in bond market structure, and explore implications for investors - now and in the future. He will look at how the rise of ETFs, electronic trading and index investing has contributed to changes in liquidity and transparency, and how these changes have laid the ground for systematic active fixed income strategies to potentially play a larger role alongside fundamental active.
Company Profile: For 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, we build from a breadth of index and active strategies to create cost-effective solutions. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become the world’s fourth-largest asset manager* with US $4.13 trillion† under our care.
*Pensions & Investments Research Center, as of 12/31/22.
†This figure is presented as of December 31, 2023 and includes approximately $64.44 billion USD of 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 affiliatedSpeaker
Stephen Yeats
Global Head of Fixed Income Beta Solutions, State Street Global Advisors
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Stephen is a Senior Managing Director and Global Head of Fixed Income Beta Solutions. He is also UK Head of Investments. In his fixed income role, Stephen is responsible for over $400bn of fixed income assets, and a team of more than 40 investment professionals, working in seven locations globally. As UK Head of Investments Stephen has supervisory responsibility for investment staff in the UK, across a wide range of asset classes and investment styles.
Stephen is a member of SSGA's Senior Leadership Team as well as the Investment, EMEA Risk and UK Senior Management Committees.
He graduated with a Masters Degree in Chemical Engineering from Nottingham University and has also earned the Chartered Financial Analyst designation. He is a member of the UK Society of Investment Professionals and the CFA Institute.
Representatives
Emmanuel Laurina
Head of Middle East and Africa, State Street Global Advisors
Emmanuel is a Managing Director and Head of Middle East & Africa at State Street Global Advisors, reporting to the Global Head of Client Coverage Group. Supported by a team of 14 in Abu Dhabi, Krakow, London and Riyadh, he heads up all operations and client-facing activities in the Middle East, Africa and Central Asia, as well as the firm's Global Official Institutions Group. Emmanuel is also the appointed CEO of the State Street Global Advisors Limited branch in the United Arab Emirates and he is a non-executive Director on the board of State Street Saudi Arabia. Emmanuel is a member of the firm's Executive Management Group, EMEA Executive Committee, and State Street Corporation's Country Risk Committee. Emmanuel also contributes to external initatives such as the Abu Dhabi Global Market Sustainable Finance Committee, the One Planet SWF Initiative, tthe Abu Dhabi Gender Equality Working Group, the steering committee of 30% Club's MENA Chapter, and the REACH mentoring platform for women in business in the Middle East.
Emmanuel joined State Street Global Advisors in Brussels in 2005 where he was responsible for Benelux and Nordics until relocating to the Middle East in 2013. Prior to joining State Street Global Advisors, Emmanuel worked for The Bank of New York in London and Brussels where he gained experience in client relationship management, product management and business development. During his last 4 years at The Bank of New York, Emmanuel was responsible for growing BNY's third party money market fund platform business in Europe, the Middle East and Asia.
Emmanuel holds an MA degree in Translation Studies from the University of Mons-Hainaut, Belgium and he has completed the Executive Leadership Program at Oxford University's Said Business School.
Shaza Hasan
Account Executive Middle East and Africa, State Street Global Advisors
Shaza is a Vice President, Account Executive at State Street Global Advisors based in Abu Dhabi. She joined the firm in May 2023 and is responsible for the business development and marketing of SSGA's investment solutions to Institutional Clients in the Middle East & Africa.Shaza joined SSGA from Ninety One (formerly known as Investec Asset Management), 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.
Speakers
Dr Miriam Altman
Dr Miriam Altman is a strategist, economist, business person and social activist, and has served in leadership roles driving significant transformation. Her professional life has focused on framing and executing scalable high impact solutions to economic development challenges. Currently, she is a Commissioner in the National Planning Commission in the South African Presidency, a Director of strategy consultancy Altman Advisory, and a Professor of 4IR Practice at the University of Johannesburg. Miriam was responsible for crafting and orchestrating the turnaround at Telkom, a $3 billion telecommunications company, as Head of Strategy and continue to be deeply engaged in digital transformation. For many years, she has convened top leaders on how to solve for the biggest economic challenges.
Professor Richard Calland
Since 2022, he has led the University of Cambridge Institute for Sustainability Leadership (CISL)’s new Board Leadership programme and in mid-2023 was appointed as Director of CISL’s new Africa programme, from its base in Cape Town. Prior to this appointment, as a CISL Fellow he served as a member of faculty on numerous CISL leadership programmes for organisations such as the World Bank, African Development Bank, PWC, Network Rail, Namdeb, Tata, Anglo American PLC and Nedbank. In the realm of political economy and political risk, he is a Founding Partner of The Paternoster Group: African Political Insight, whose past and present clients include Citadel, RCL Foods, Nando’s, VWSA, Discovery Group, MTN, Anglo American PLC, as well as the French Development Agency and the Embassies/High Commissions of The Netherlands, Australia and New Zealand in South Africa. A prominent political analyst, and a columnist for the Mail & Guardian newspaper in South Africa since 2001, his latest book – The Presidents: From Mandela to Ramaphosa, Leadership in The Age of Crisis – was published in late 2022. Earlier books include Anatomy of South Africa: Who holds the power? (2006), The Zuma Years (2012) and Make or Break: How the next three years will shape South Africa’s next three decades (2016).
Rene Naylor
Rene dared to dream and found her purpose despite having to overcome many hurdles whilst growing up on the cape flats in South Africa. With a passion for helping others, she has built a successful career improving the lives of athletes of all levels through physiotherapy.
Rene has consistently achieved greatness through perseverance and dedication in her professional endeavours. With over 160 caps with the Springbok Rugby Medic Team, her contributions helped propel the Springboks to World Cup success in 2019 and 2023 and the British Irish Lions Series in 2009 and 2021. Springbok Physiotherapist Rene has shown her own story of defiance and dedication to share in what’s proven to be a tough period for all of us worldwide. Her journey is one that has seen her going from plying her trade in a modest container in Mitchells Plain, to being a part of a victorious team with the biggest woman staff compliment ever recorded at a World Cup tournament.
Her story takes you through a journey characterised by passion, resilience and the unrelenting will to be the best in a male dominated space.