Investment Forum 2019

Cape Town April 8 - 9 2019
Century City Conference Centre
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Johannesburg April 10 - 11 2019
Sandton Convention Centre
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Seating is limited, book now to avoid disappointment.

Benefits of attending

Speaker Presentations

Access to copies of presentations by the select speakers.

Industry Insights

Gain leading industry insights on the state of financial markets from 21 local and international investment managers.

*9 FPI CPD Points

*Subject to confirmation

Networking

Network with industry sponsors and like-minded financial advisers.

Shareable Newsletter

Receive a shareable newsletter summarising key insights from the conference to share with your clients.

Lunch and refreshments

Speakers

Agenda

Cape Town April 8 - 9 2019
Century City Conference Centre
Johannesburg April 10 - 11 2019
Sandton Convention Centre
  • Day 1
  • 09h00 - Plenary debate
    Why all the fuss about passive when it is an active investment decision after all?
    • Is passive really that cheap relative to active fund management in SA?
    • What are the inherent risks in tracking errors?
    • Is bigger better in passive or do smaller market entrants have a place to compete?
    • Gareth Stobie - Coreshares
    • Sherry Rexroad - BlackRock
    • Chair: JB Beckett - NewFundOrder
  • 09h20 - Plenary panel
    Are there still great stock investment opportunities in SA Inc?
    • What is the outlook for SA equities in a rising interest rate scenario?
    • Are there as many “losing” as there are “winning” stocks in your portfolio?
    • Unpacking performance attribution and active bets.
    • Jacques Plaut - Allan Gray
    • Shaun le Roux - PSG
    • Gavin Wood - Kagiso
    • Chair: Victoria Reuvers - Morningstar
  • 10h05 - Plenary presentation
    How percipient investors can benefit from a myopic market
    • Karl Leinberger - Coronation
  • 10h35 - Plenary panel
    Equities, bonds and property: Quo vadis?
    • What are these managers thinking about their asset allocations within these asset classes and Reg28 portfolios and why?
    • Are single digit returns here to stay?
    • Valuations, price and quality of earnings.
    • Johny Lambridis - Prudential
    • Rob Spanjaard - Rezco
    • Natasha Narsingh - Sanlam
    • Chair: Brandon Zietsman - PortfolioMetrix
  • 11h25 - Breakaway presentation
    Breakaway 1
    • Jacques Plaut - Allan Gray
    • Marc Thomas - Bridge
    • Chris Rule Coreshares
    • Jeanette Marais - Momentum
    • Nick Balkin - Foord
  • 12h00
    Lunch break
  • 12h45 - Breakaway presentation
    Breakaway 2
    • Pieter Koekemoer and Peter Kempen - Coronation
    • Kevin Lings and Warren Buhai - STANLIB
    • Sherry Rexroad - BlackRock
    • Gavin Wood - Kagiso
    • Natasha Narsingh - Sanlam
  • 13h30 - Breakaway presentation
    Breakaway 3
    • Greg Hopkins and Dirk Jooste - PSG
    • Peter Brooke - Old Mutual
    • Azad Zangana - Schroders
    • Chris Rule - Coreshares
    • Johny Lambridis and Marc Beckenstrate - Prudential
  • 14h15 - Breakaway presentation
    Breakaway 4
    • Philip Saunders - Investec
    • Rob Spanjaard and Simon Sylvester - Rezco
    • Murray Anderson and Navin Lala - Ashburton
    • Gavin Wood - Kagiso
    • Murray Winkler and Brian Thomas - Laurium
  • 14h50
    Comfort break
  • 15h15 - Plenary presentation
    Value investing in a world of accelerating change
    • The art of finding value in a volatile and ever-changing investment environment.
    • Steven Romick - FPA/Nedgroup
  • 15h45 - Plenary presentation
    Surviving the short term to thrive in the long term
    • Building investor resilience in a downturn.
    • Clyde Rossouw - Investec
  • 16h15 - Plenary presentation
    Where in the world are we? “Power hour”
    • Michael Power - Investec
  • 17h00
    Industry networking*
    • Cape Town - Industry networking and cocktails
    • Johannesburg* - Artisanal Gin and Wine Festival
  • Day 2
  • 09h00 - Plenary presentation
    Quantenomics: The science of big data and enhanced technology
    • More consistent alpha, less risk and lower fees.
    • Javier Rodriguez - Goldman Sachs
  • 09h30 - Plenary presentation
    The tyranny of metrics
    • Leonard Kruger - Allan Gray
  • 10h05 - Plenary panel
    The world is a crazy place right now
    • Where are these managers unlocking and identifying value across currencies, geographies and sectors?
    • Coverage is a key issue in global investing – tell us how you screen markets and “kick the tyres” in conducting company research?
    • Do you think that macro events are influencing fund returns more than stock selection? How do you mitigate this risk?
    • Johny Lambridis - Prudential
    • Gavin Joubert - Coronation
    • Philip Saunders - Investec
    • Chair: Joanne Baynham - MitonOptimal
  • 10h55 - Group 1 - Breakaway panel
    Emerging markets vs developed markets
    • After the 2018 sell off in emerging markets, are there growth shoots emerging? If so, where do you think these are? Are there any further contagion fears?
    • Is emerging market debt and credit looking like it may have been overdone.
    • Trade wars; which emerging markets are likely to be on the wrong side of Trump?
    • Murray Winkler - Laurium
    • Rob Spanjaard - Rezco
    • Brian Arcese - Foord
    • Chair: Kevin Lings - STANLIB
  • 10h55 - Group 2 - Breakaway panel
    Utilizing all the tools available to us to build robust and resilient portfolios
    • Stewardship above all else?
    • Infrastructure as an asset class.
    • Artificial intelligence and big data - hype or toolbox extension?
    • Hedging and getting on “the right side of the fence”.
    • Are absolute return funds making a comeback?
    • Brendan McCurdy - Goldman Sachs
    • Marius Oberholzer - STANLIB
    • Grant Watson - Old Mutual
    • Chair: Leigh Kohler - Glacier
  • 11h35
    Comfort Break
  • 12h00 - Breakaway presentation
    Breakaway 5
    • Kevin Lings and Warren Buhai - STANLIB
    • Izak Odendaal - Old Mutual
    • Azad Zangana - Schroders
    • Marc Thomas - Bridge
    • Murray Winkler and Brian Thomas - Laurium
  • 12h40 - Breakaway presentation
    Breakaway 6
    • Steven Romick - FPA/Nedgroup
    • Greg Hopkins and Dirk Jooste - PSG
    • Rob Spanjaard and Simon Sylvester - Rezco
    • Murray Anderson and Navin Lala - Ashburton
    • Jeanette Marais - Momentum
  • 13h20 - Plenary presentation
    Mapping the market's brain
    • Using machine learning tools to process the linguistic information contained in the financial news flow.
    • Visualizing the mind of the market. This allows us to illustrate how periods of pronounced price volatility affect the qualitative market beliefs, creating temporary episodes of fear and uncertainty.
    • Marc Beckenstrater - Prudential
  • 13h50 - Plenary panel
    The US market has rallied to an all-time high, Brexit and “Euroland” appears that it is in a mess and Asian stocks are mixed
    • Is this the right time to be looking at global balanced funds?
    • The role of FANGS in global stock market performance and the “tech bubble”.
    • Valuations in global markets.
    • Commodities and oil prices.
    • Azad Zangana - Schroders
    • Edward Blain - Orbis
    • Sherry Rexroad - BlackRock
    • Chair: JB Beckett - NewFundOrder
  • 14h20
    Conference closes and lunch

Please note: The agenda, speakers and topics are subject to change at the discretion of The Collaborative Exchange.

 

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