2025 Moderators

Apex Investment Consulting (SA)

Business Development - Model Portfolios

22 years financial services experience 9 years multi-manager experience Email Eugene at ebraak@bcis.co.za Eugene has 15-plus years experience in the retail investment-management arena with an excellent knowledge of the needs of financial advisors. After serving little over 8 years as business development manager for Momentum Wealth he joined Momentum Investment Consulting where he became head of sales and distribution. He joined newly formed Boutique Investment Partners in January 2014 as head of distribution and are instrumental in operations and implementation of bespoke solutions.

Apex Investment Consulting (SA)

Chief Investment Officer

B.Bus.Sci Hons (Act. Sci), Executive leadership 15 years financial services experience 15 years multi-manager experience Email Tavonga at tavonga@bcis.co.za On completing his actuarial studies at the University of Cape Town in 2005, Tavonga Chivizhe joined the Metropolitan Collective Investments CEO - Robert Walton, with the primary goal being to establish a retail multi-manager offering for the Metropolitan Group. This initiative, which begun early 2006, started off with seed capital of just under R 5 million, and by the time of the merger between Metropolitan and Momentum in 2010, the Metropolitan Multi-Manager division was gaining meaningful traction with assets under management of just over R6bn. This division boasted a successful range of house view funds, one of which, the MET Odyssey Conservative Fund of FundsF, in 2010, was awarded the Raging Bull Award, for the best risk adjusted performance over a 5 year period. During this 5 year period of building the Metropolitan Multi-Manager business, Tavonga continued to pursue his professional actuarial exams with the Institute of Actuaries in the United Kingdom up to 2011 when he passed his Actuarial Fellowship exam. The merger of 2010, saw Metropolitan Multi-Managers being combined with the retail multi-manager offering of the Momentum group, with the joint entity then branded to Momentum Investment Consulting [MIC]. In 2011, Tavonga assumed ownership of MIC's Investment Philosophy and Process, and was also the portfolio manager of the MIC's 6 house view funds. The combined assets under management of Momentum Investment Consulting [MIC] was then just over R9bn. This period saw yet another MIC house view fund, the MET Odyssey Balanced Fund of Funds being awarded the Morning Star Award for being the best risk adjusted performer in its category in 2012. Tavonga was responsible for the management of a notable number of the MET third-party / white label portfolios. By 2013, Momentum Investment Consulting had grown its asset base from R9bn in 2011, to just over R22bn, making it one of the largest retail multi-manager offerings in South Africa. The same year, 2013, saw Momentum go through a re-structuring exercise, which combined three of its multi-manager divisions: Momentum Manager of Managers, Momentum Investment Consulting and Momentum Alternative Investments. The combined unit was branded Momentum Outcomes Based Solutions and had asset of just close on R150bn. Tavonga was appointed Chief Investment Strategist of this unit, where his role was to assume full ownership and accountability for the division's Investment Strategy. At the end of 2013, Tavonga left the Momentum Group, to co-establish a new retail investment consulting and investment management firm Boutique Investment Partners. In addition to being a founding director, Tavonga is currently the Chief Investment Officer at Boutique Investment Partners/ Apex Investment Consulting (SA).

Apex Investment Consulting (SA)

Managing Director & Senior Portfolio Manager

CFA, B.Com Hons (Act. Sci) 26 years financial services experience 20 years multi-manager experience Email pdeklerk@bcis.co.za Pierre holds a B. Com (Honours) degree in Actuarial Science and is a CFA Charter holder. He started his career at Old Mutual gaining experience in actuarial product development and actuarial marketing. He joined Momentum in 1997 as the head of investment products for Momentum’s Linked Investment Service Provider. In the early 2000’s Pierre transitioned to a pure investment management career, working in turn working for Momentum Multi Managers and Advantage Asset Managers while gaining 10 years of multi management investment experience. In 2007 he was a founding member of Momentum Investment Consulting (MIC), a unit responsible for all retail multi-manager activities in the Momentum Group. As the head of investments for MIC in South Africa he was responsible for managing an investment team and overseeing investments of R 4 billion. Following the merger between Metropolitan Multi Managers and MIC as part of the MMI merger transaction, Pierre became an executive director of MIC, having general management responsibility for the combined business. By 2013, Momentum Investment Consulting had grown its asset base from R9bn in 2011, to just over R22bn, making it one of the largest retail multi-manager offerings in South Africa. Pierre was the lead portfolio manager on a range of top performing portfolios during his employment at MIC. At the end of 2013, Pierre left the Momentum Group, to co-establish a new investment consulting and investment management firm – Boutique Investment Partners. Pierre is the managing director of Boutique Investment Partners/ Apex Investment Consulting (SA) and a senior portfolio manager.

Cogence

Chief Executive Officer

Jonel comes over 20 years of senior management experience in asset management, including more than a decade leading multi-managers. She joins Cogence from Sanlam Multi-Management and held a similar role at Absa Multi-Management.

Analytics Consulting

Senior Investment Consultant and Head of Multi-Manager

Nadine has over 19 years’ experience in the asset management industry and started her career in financial services with Old Mutual in 2002 as the Investment Specialist for Western Cape and later Gauteng. In 2005 she joined Investec in Pretoria as the Regional Manager for the Lisp. From 2008 to 2011 she was part of the Retail Fund Manager team of Investec Asset Management in Cape Town where she did fund analysis and quantitative researched. Nadine joined Trivium Capital in June 2011 as Portfolio Manager and Investment Analyst and moved to Analytics Consulting in October 2014. Nadine has completed level two of the CFA qualification.

Equilibrium

Head of MIC

Florbela (Flof) Yates began her career in November 1993 as a consultant with Alexander Forbes in the health care division. She spent six years there before transferring to Investment Solutions as a senior marketing executive. There, she focused on new business in the institutional space. Florbela was instrumental in building relationships with consultants outside of Alexander Forbes and growing assets in that external market. After 13 years with the group, she joined RMB International as their Head of Institutional Business in SA. Her responsibilities included participating in the quarterly asset allocation and manager review meetings in London, reporting back to local clients whose offshore assets they managed and growing the offshore assets. She then joined STANLIB Multi-Manager where she was involved in growing institutional assets, product development and institutional reporting. It was at STANLIB that she branched into the retail investment space as an investment marketing specialist. Here, she was involved in distributing not only the STANLIB Multi-Manager offering but also growing the Stonehouse model and their building blocks into the partner space. It was here where her first experience into the DFM market was gained. She then spent three years with Hollard Investments in their DFM team for a period of three years. Here, she was involved in concluding partnership deals with identified independent financial advisers (IFAs) and building bespoke model portfolios for retail clients. Florbela joined Momentum Investment Consulting (MIC), now called Equilibrium in January 2017 as Head of MIC and is responsible for Momentum Retail’s advisory business. She has a BCom (Economics, Business Finance, Marketing and Tax) degree and is a certified financial planner (CFP)

Glacier

Senior Research and Investment Analyst

Sameer joined Glacier by Sanlam in July 2024 as a senior research and investment analyst. In this role, he is responsible for conducting in-depth fund research and developing product solutions to support Glacier’s investment strategies. Before joining Glacier, Sameer spent 14 years in the financial services industry, honing his expertise in equity analysis. He worked at Old Mutual Private Clients as an equity analyst for eight years and spent six years with Old Mutual Multi-Managers. Sameer holds a Master of Philosophy in Development Finance from Stellenbosch Business School and a Bachelor of Commerce degree in Business Management from UNISA. His extensive experience and academic background equip him to contribute effectively to Glacier’s investment initiatives.

INN8 Invest

Head of DFM

Leigh understands that to successfully unlock to the future of investing, we need new ways of thinking, listening, and communicating. As INN8 Invest’s Head of DFM, Leigh transforms the complexities of investing into easy-to-understand insights – if his grandparents understand, then he has achieved his goal of bringing the investment world to everyone. Leigh started in the industry in 2003 and brings extensive discretionary fund management experience to the team, having held a variety of senior roles, from head of investment administration, head of asset manager research and head of investment and business solutions.

Investment Solutions By Alexforbes

Head of Investment Consulting Strategy

Nadir, Head of Investment Consulting Strategy at Alexforbes, has over a decade of experience in shaping investment best practices and strategies. With a focus on legislative shifts, default strategies and discretionary investments, he plays a key role in guiding advisers and developing robust frameworks. Nadir’s career highlights include managing R30 billion in multi-managed portfolios at 27four Investment Managers and leading South Africa’s retail market strategy at SEI Investments. His expertise is further backed by his leadership in award-winning portfolio management and strategic advisory solutions. Nadir’s comprehensive experience and unwavering commitment to excellence make him a driving force within the financial industry.

MitonOptimal

Executive Director, Portfolio Management

Roeloff has over 20 years’ experience in managing portfolios. He founded Eagle Asset Management and Bond Street Financial Services which became part of the MitonOptimal Group in 2010 and 2014 respectively. Roeloff is responsible for the management of the suite of local and offshore multi-asset funds and portfolios.

Morningstar

Senior Fund Analyst

Michael Dodd, senior fund analyst at Morningstar Investment Management South Africa, joined the business in May 2023. In this role, he is responsible for providing dedicated manager research to help clients construct and maintain high-quality investment portfolios. This includes contributing to idea generation, maintaining coverage across both local and global funds, as well as contributing to the monitoring and risk management of existing portfolio positions. Prior to joining Morningstar, Michael was Head of Equity Manager Research at Old Mutual Multi-Managers where he was responsible for asset class and manager research for South African equity. He was part of the investment team that was responsible for the management of all Old Mutual Multi-Managers’ investment funds and strategies. Michael was formerly a senior investment analyst at Acsis, where his role included quantitative analysis, asset allocation research and manager research covering equity, fixed income, local and global property, and multi-asset class portfolios. Michael holds a BBusSc (Hons) degree in Actuarial Science from the University of Cape Town. He is a Chartered Financial Analyst (CFA®) and is a certified Financial Risk Manager (FRM). Michael has over 17 years’ experience in the financial services industry.

Nedgroup Investments

Head of Multi-Management

Prior to his current role, Trevor set up and ran the multi-manager division of BoE Private Clients for seven years. He was previously a director of Edge Asset Management after the merger of Edge and TMA Investment Products Services. He has also worked as a consultant at Barra International and lectured Economics and Finance at the University of Cape Town.

Old Mutual Wealth

Head of Global Equity

After starting her career as a marketing executive at Investment Solutions in 2003, Andreea joined Old Mutual Investment Group (SA) in 2006. In 2008, she moved to SYm|mETRY multi-manager to oversee the development and maintenance of products and then joined the investment team in mid-2010, where she was involved with manager research within the absolute return building block and was also responsible for the international strategy. In September 2011, she was promoted to head up global investments, a role she currently undertakes for Old Mutual Multi-Managers. She is a BCom Honours graduate and a CFA and CAIA Charterholder.