Monday, 6 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 - 10:10

SA Equity outlook and positioning

Moderated by Pierre de Klerk, Boutique Investment Partners

36ONE Asset Management Cy Jacobs Elections and Economic Outcomes
Allan Gray Jithen Pillay SA Inc: too cheap to ignore.
Anchor 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 TBC
Sasfin Asset Management Arno Lawrenz TBC
11:40 - 12:30

Global Equity views and positioning

Moderated by Roeloff Horne, Miton Optimal

Credo Jarrod Chan 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?

12:30 - 13:05

Global and local property views and positioning

Moderated by Nadine van Taak, Analytics

 

Sesfikile Capital

Evan Jankelowitz

TBC

Reitway Global

Greg Rawlins

The positive fundamentals are accumulating - the REIT recovery is progressing.

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

Moderated by Simon du Plooy, Corion

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 TBC
  DAY 1 - CONFERENCE CLOSE & NETWORKING
18:00 - 22:00

NETWORKING DINNER & LIVE ENTERTAINMENT

Dress code (Business Casual)

 

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 - 10:00

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
10:00 - 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 Income

Moderated by Eugene Visagie , Optimum

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 

13:00 - 13:50

Multi Asset

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 TBC
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

36ONE Asset Management Cy Jacobs Hedge your risks not your return
Anchor 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 Michael Dodd, Morningstar

GQG Partners Chulantha de Silva TBC
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 TBC
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