| Monday, 6 May 2024 - in person (and live streamed) at Century City, Cape Town |
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| Time | Theme | Presenting Company | Speakers | Topic |
| 09:00 - 09:05 | Welcome | Eugene Braak | ||
| 09:05 - 10:10 |
SA Equity outlook and positioning Moderated by Pierre de Klerk, Apex Investment Consulting SA |
36ONE Asset Management | Cy Jacobs | Elections and Economic Outcomes |
| Allan Gray | Jithen Pillay | SA Inc: too cheap to ignore. | ||
| Anchor Asset Management | Peter Armitage | Making money in a post-election SA | ||
| Investec | Barry Shamley | "Hulle weet nie wat ons weet nie” - Quality management at a discount! | ||
| 10:10 - 10:35 | TEA BREAK | |||
| 10:35 - 11:40 |
Local Fixed Income Moderated by Leigh Kohler, INN8 Invest |
Aluwani Capital Partners | Conrad Wood |
Could / Would South Africa default on its debt? |
| Argon Asset Management | Maitse Motsoane | Global Macro Backdrop: Local Fixed Income | ||
| PortolioMetrix | Philip Bradford | Can SA fixed income produce equity-like returns with less risk? | ||
| Sasfin Asset Management | Arno Lawrenz | If you can't stand the heat, get into the bond market: How to use fixed income to grow and protect wealth. | ||
| 11:40 - 12:30 |
Global Equity views and positioning Moderated by Roeloff Horne, Miton Optimal |
Credo | Jarrod Cahn | Market valuations: a sense check |
| Ranmore Fund Management | Sean Peche | Where we are finding the best Investment Opportunities Globally? | ||
| Riscura (EM) | Lars Hagenbuch |
China: the key to emerging markets – what is the investment opportunity? |
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| 12:30 - 13:05 |
Global and local property views and positioning Moderated by Nadine van Taak, Analytics
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Sesfikile Capital |
Evan Jankelowitz |
“The grass isn’t necessarily greener….” |
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Reitway Global |
Greg Rawlins |
The positive fundamentals are accumulating - the REIT recovery is progressing. |
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| 13:05 - 14:00 | LUNCH BREAK | |||
| 14:00 - 14:35 |
Hedge fund session Moderated by, Rafiq Taylor, Sanlam SMMI |
Visio Fund Management | Craig French | Global allocators use of hedge funds |
| Fairtree | Clarissa vd Westhuyzen | A Long / Short Equity Strategy in Volatile Markets | ||
| 14:35 - 15:40 |
Multi Asset Funds Moderated by Simon du Plooy, Corion Capital |
Centaur Asset Management | Nick de Vos | Are We There Yet? |
| Granate Asset Management | Paul Bosman | A bunch of tools. | ||
| Vunani Fund Managers | Safs Narker | Balancing Risk and Return | ||
| Nedgroup Investments | Omri Thomas | Opportunities for certainty | ||
| 15:40 | DAY 1 - CONFERENCE CLOSE & NETWORKING | |||
| 18:00 - 22:00 |
NETWORKING DINNER & LIVE ENTERTAINMENT Dress code (Business Casual) |
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| Tuesday, 7 May 2024 - in person (and live streamed) at Century City, Cape Town | ||||
| Time | Theme | Presenting Company | Speakers | Topic |
| 09:00 - 09:05 | Welcome | Eugene Braak | ||
| 09:05 - 09:55 |
SA Equity outlook and positioning Moderated by,Rafiq Taylor, Sanlam SMMI |
All Weather Capital | Shane Watkins | The China, GEMS and SA Equity Opportunity |
| Bateleur Capital | Warren Riley | Opportunities outside the Top 40 | ||
| Fairtree | Chantelle Baptiste | Preparing for the Second Half – 2024: A Tale of Two Halves | ||
| 09:55 - 11:05 |
Local Fixed Income Moderated by Tavonga Chivizhe, Apex Investment Consulting SA |
Cadiz Asset Management | Sidney Mckinnon | Fixed Income Dynamics |
| Laurium Capital | Melanie Stockigt | What have investors learnt from this fixed income cycle? | ||
| Methodical Investment Management | JP du Plessis | The new ‘new normal’ and its impact on returns in fixed income | ||
| Saffron Wealth Fund Management | Brandon Quinn | Global and SA Interest Rates : Macro Drivers and Relative Value | ||
| 11:05 - 11:35 | TEA BREAK | |||
| 11:35 - 12:25 |
Global Equity Moderated by Brendan de Jongh, PortfolioMetrix |
Mazi Asset Management | Andreas van der Horst | Quality Global Equity Investment |
| Northstar Asset Management | Adrian Clayton | There has never been a more important time to have flexibility | ||
| Lindsell Train | Ben Van Leeuwen | Dealing with Uncertainty | ||
| 12:25 - 13:00 |
Global Fixed Income Moderated by Michael Dodd, Morningstar |
Ninety-One | Paul Carr | With global interest rates having peaked, where are they likely to settle and what are the implications? |
| M&G Investments | Eva Sun-Wai |
Navigating the Global Fixed Income Landscape: Positioning and Views from London to Tokyo |
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| 13:00 - 13:50 |
Multi Asset Funds Moderated by, Florbela Yates, Equilibrium |
BlueAlpha Investment Management | Richard Pitt | Value Investing and the greater fool theory |
| Visio Fund Management | Jonathan Myerson | Asset class diversification, flexibility, experience & time | ||
| Coronation | Pallavi Ambekar | Today’s Big Calls: Constructing a Multi-Asset Portfolio | ||
| 13:50 - 14:00 | Day 2 - CONFERENCE CLOSE | |||
| 14:00 | LUNCH & NETWORKING | |||
| Wednesday, 8 May 2024 - Online Zoom Webinar Only | ||||
| Time | Theme | Presenting Company | Speakers | Topic |
| 09:00 - 09:05 | Welcome | Eugene Braak | ||
| 09:05 - 09:40 |
Hedge Fund session Moderated by, Anthony Hall, Corion Capital |
36ONE Asset Management | Cy Jacobs | Hedge your risks not your return |
| Anchor Asset Management | Liam Hechter | Framing optionality | ||
| 09:40 - 10:00 |
Global Equity Moderated by Eugene Braak, Apex Investment Consulting SA |
Fundsmith | Greville Ward | How do we identify great companies to invest in |
| 10:00 - 10:55 |
Global Equity Moderated by Eugene Visagie, Optimum Investment Group |
GQG Partners /Southern Right Capital | Chulantha de Silva/ Gideon Nieuwoudt | How we achieve long-term compounding |
| Contrarius | Simon Raubenheimer | Valuation Disparity in Global Markets & the Value of Being Contrarian | ||
| Orbis | Fiona Jeffery | "Truth or Dare (to be different)" | ||
| 10:55 - 11:10 | TEA BREAK | |||
| 11:10 - 11:45 |
Index Fund & Global Equity Moderated by Eugene Braak, Apex Investment Consulting SA |
Ginsglobal Index Funds | Anthony Ginsberg | Indexing – Prudent Way to Invest Offshore |
| Martello Asset Management | Gary Hill | Time To Back The Tortoise..? | ||
| 11:45 - 12:05 |
Global Income Moderated by Florbela Yates, Equilibrium |
Fairtree | Paul Crawford | Global Credit – Scoreboards and Storytelling |
| 12:05 - 12:40 |
Global Equity Moderated by Trevor Garvin, Nedgroup |
Sands Capital | Dan Pilling | Growth Investing in a Higher Rate Environment |
| T.Rowe Price | Andrew Clifton | Preparing for the new age | ||
| 12:40 - 12:45 | Day 3 - CONFERENCE CLOSE | |||
