webinar
Is the future of investments “Man vs Machine” or “Man and Machine”?
With the increasing adoption of AI technologies, investment managers were constantly searching for new ways to leverage AI to enhance their decision-making processes and drive higher returns. Would AI eliminate the need for human asset managers or was the future an augmented one where AI empowered man to make better investment decisions?
Joined by international AI specialists and portfolio managers, Dorian Carrell of Schroders Investment Management, Gautam Samarth of M&G Investments, along with STANLIB Asset Manager’s Marius Oberholzer, host Leigh Kohler explored the impact of artificial intelligence (AI) on investment management in May.
Waseem Abrahams then chatted with Evan Baars of NMG Research to discuss the most important trends impacting investment management and advice in SA.
About the webinar
It’s no secret that artificial intelligence (AI) will have a profound impact on investment management in the next few years. Not only does AI have the ability to analyse vast amounts of data at high speed, enabling investment managers to make more informed decisions, but AI-powered algorithms can already identify patterns and trends in financial data that help investment managers to identify opportunities and risks.
Is the future of investments “Man vs Machine” or “Man and Machine”? Will AI eliminate the need for human asset managers or is the future an augmented one where AI empowers man to make better investment decisions?
The webinar will explore the impact of artificial intelligence (AI) on investment management. With t increasing adoption of AI technologies, investment managers are constantly searching for new ways to leverage AI to enhance their decision-making processes and drive higher returns.
Learning outcomes:
- Understand various AI techniques used in investment management, such as machine learning, natural language processing, and computer vision.
- Delve into the benefits of AI adoption, such as improved investment decision-making, reduced human bias, and the ability to process vast amounts of data in real-time.
- Understand the challenges that come with AI adoption, such as the need for large amounts of high-quality data, the risk of over-reliance on algorithms, and the ethical concerns surrounding AI usage.
- Provide real-world examples of investment firms that have successfully implemented AI into their investment process and have seen significant improvements in their performance.
- Understand the major trends impacting investment management and advice in SA.
The speakers
Dorian Carrell
Co-Head Multi-Asset Income
Schroders
Dorian joined Schroders in 2003 and is based in London. In 2017, Dorian joined the Global Multi-Asset Income team, as a Fund Manager with particular responsibility for our Multi-Asset Growth and Emerging Multi-Asset Income strategies. He is head of the Credit team of the Strategic Investment Group Multi-Asset (SIGMA). Prior to this, Dorian was an analyst on the global equity desk in London, before becoming a Convertibles’ Fund Manager and Analyst, based in Singapore and Zurich. In 2000, prior to joining Schroders, Dorian was Head of Research and Statistics at the Investment Management Association.
Gautam Samarth
Portfolio Manager
M&G Investments
Gautam joined M&G Investments UK in 2014 as a dedicated Analyst on the M&G Leaders team and became Deputy Manager of the Global Leaders strategy on 1 April 2016. He started managing systematic equity strategies in August 2018 and is currently the Head of Systematic Investment Strategies. He is the portfolio manager of the M&G Global Equity Fund.
Gautam graduated from Trinity College (Hartford, Connecticut) in 2009 with a BS in economics and a Chinese language minor and is a CFA charter holder.
Evan Baars
Partner
NMG Consulting
Evan Baars is the Partner that runs NMG Consulting’s South African operations, across life insurance, wealth management and asset management.
In addition, Evan has worked across NMG’s Australian and UK offices (and remains involved in the UK operations), allowing for international comparisons within the South African market
Marius Oberholzer
Head
STANLIB Multi-Strategy
Marius joined STANLIB in September 2013 as Co-Head of Absolute Returns.
Marius holds a BCom degree (Stellenbosch University) and an MSc in Global Finance from Stern School of Business at New York University and the Hong Kong University of Science and Technology. He holds the IMC UK investment qualification.
Leigh Kohler
Head of DFM
INN8 Invest
Leigh joined STANLIB Multi-Manager in 2020 as Head of DFM. He started in the industry in 2003 at Glacier, where he held a number of senior roles including Head: Investment Administration; Head: Asset Manager Research; Head: Investment Solutions – a portfolio that included Glacier Research, Glacier Manco; Glacier Invest (DFM)). He then joined Sanlam Multi-Manager in 2019 as Head: Business Solutions, continuing his role within the DFM, but included a broader mandate including product; distribution; proposition; and institutional business.
Waseem Abrahams
Head of Distribution
INN8 Invest
With a strong belief of women empowerment, Waseem has managed to build a transformed and dynamic team that offers advisers the best support to achieve client outcomes.
Waseem started out in the industry in 2007 and has since moved up the ranks to fulfil a number of senior roles in the asset management industry. He has been in distribution for the past 15 years, working alongside advisers and guided retail strategy and has an understanding of adviser’s pain points.
Carl Chetty
Portfolio Manager
INN8 Invest
Carl has extensive investment management experience in the DFM industry having worked as both an analyst and portfolio manager at Hollard Investments’ and Momentum Investments’ DFM teams. He joined STANLIB Multi-Manager DFM on 1 September 2021 as a Business Development Manager, driven by his passion for working closely with financial advisors to enhance their practices and to drive better client investment outcomes through the use of DFM solutions. Carl holds a B.BusSci (Hons) from UCT and is a CFA charterholder. Outside of his career, he is an avid golfer, general sports enthusiast and has been playing the acoustic guitar since the age of 5.
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