THE SYNERGY OF INVESTMENT SUCCESS

Moderated by Kent Grobbelaar, the global asset manager panel will explore the technological advancements of the 4th industrial revolution and its impact on long term growth for investment portfolios.

Guest speakers are Kevin Johnson from Dodge & Cox, Amit Parmar from JP Morgan, and Matthew Luneburg from Sands Capital.

The Listed Company CEO panel, hosted by Kevin Lings, will navigate the complexities of managing South African companies focusing on both local and global growth opportunities. Whilst it’s easy to ‘look back in anger’, the panel will focus on the positive opportunities that SA has to offer.

Guest speakers are Peter Hayward-Butt from Ethos Capital, Marcel von Aulock from Southern Sun, and Osman Arbee from Motus.

A segment featuring Schroders’ James Rainbow.

The Financial Adviser Panel will be moderated by Donovan Chetty, who will discuss the challenges and opportunities of dispensing advice in SA and how they help their clients to ‘count their stars’ during both the accumulation and decumulation phases of retirement.

Guest speakers are financial advisers Kim Frost, Siba Njoba, Kobus Kleyn, and Johann van der Merwe.

Andrew Cormack unpacks the ‘Living Annuity Conundrum’ and our unique approach to solving this challenge. With retirees facing so many risks and ‘problems’ during their post-retirement journey – there’s a desperate need for a fresh and innovative approach to managing living annuity investments.

The Fixed Income Panel will be moderated by Sonal Bhagwan who intends to discuss interest rates, inflation, growth and the importance of a ‘rock steady’ liquidity bucket when managing a client’s monthly income needs.

Guest speakers are Bronwyn Blood from Granate, Conrad Wood from Aluwani, Jonathan Myerson from Visio, and Henk Kotze from Prescient.

With retirees living much longer than before, the Absolute Return panel, moderated by Lubabalo Khenyane, will explore the pressures of generating consistent returns, managing volatility and increasing the probability of delivering performance targets over longer periods of time – which is a particularly important skill-set when designing solutions that focus on living annuity incomes.

Guest speakers include Philip Liebenberg from Abax, Sandile Malinga from M&G, Marius Oberholzer from STANLIB, and Nadeem Hoosen from INN8 Invest.

Moderated by Melvyn Lloyd, the Flexible Fund panel will focus on the role boutique asset managers and flexible strategies play in a living annuity solution and why exactly these funds have been underutilised by the investment industry.

Guest speakers are Kevin Williams from Bateleur Capital, Zandile Nkwanyana from 36ONE, Murray Winckler from Laurium, and Iain Power from Truffle.

The Local Equity vs Global Equity panel, moderated by Andrew Cormack, will aim to discuss the perpetual dilemma facing South African investors – keep it local or go global? This decision is a crucial part of the decision-making process when managing solutions for living annuities.

Guest speakers include Chantelle Baptiste from Fairtree, Abdul Davids from Camissa, Derinia Mathura from Melville Douglas, and Alastair Baker from Sarasin & Partners.

The CIO panel, moderated by Jennifer Henry, will explore how to ‘weather-proof’ investment solutions with multi-asset funds and what it takes to be a top multi-asset manager in today’s challenging market environment. Strong multi-asset skills are crucial when making the asset-allocation decisions within living annuity solutions.

Guest speakers are Duncan Artus from Allan Gray, Karl Leinberger from Coronation, and Duane Cable from Ninety One.

Moderated by Sinesipho Maninjwa, the COO Panel explores the importance of managing business risks of asset management companies and the importance of operational due diligence – a discipline that very few DFMs are able to perform.

Guest speakers are Simone Blanckenberg from Granate, Nasreen Hisham from Prescient, Llewelyn Smith from Coronation, and Sibusiso Mabuza from Aluwani.

Richo Venter unpacks this unique investment approach to managing living annuities for retirees.

Jeremy Gardiner gives us a whirlwind tour of SA and the world to close off the day.

A final word from Duncan Wattam before we go…