Bruce Whitfield

Bruce Whitfield

Presenter
Presenter

Bruce is a multi-platform award-winning financial journalist whose creative and engaging presentation makes money matters accessible to a broad audience.

Bruce graduated with a Bachelor of Journalism degree from Rhodes University and has been practicing as a journalist for over two decades.

He has been named Sanlam Financial journalist of the Year in 2014 and Sanlam Radio Financial Journalist of the year in 2014 and 2015. He’s also been crowned Citadel Words on Money Overall Winner for personal finance writing; was named Citi South Africa Financial Journalist of the Year in 2009 and completed a course at New York’s famed Columbia Journalism School as part of that programme. Bruce has won numerous other accolades for print, radio and television in the Sanlam and Citadel awards over the past decade as well as multiple wins for best financial broadcaster in the MTN Radio Awards.

Bruce presents The Money Show on 702 and CapeTalk, hosts Tonight with Bruce Whitfield on CNBC Africa and is a columnist and writer for the Sunday Times Business Times. He is also a sought-after public speaker, MC and conference facilitator.

 

Evan Walker

Evan Walker

36ONE Asset Management
Co-manager

B.Compt (Hons) (UNISA) MBA (Wits)

Evan joined 36ONE in August 2012 as a member of the Investment team and co-manager of the 36ONE BCI Equity Fund. He was previously fund manager of multi-award winning Momentum Small/Mid Cap Fund. Prior to this, he was head of industrial research and ranked retail analyst with Credit Suisse Standard Securities for seven years.

 

Shane Watkins

Shane Watkins

All Weather Capital
Chief Investment Officer

B.Bus.Sc (finance); PGDA, CA (SA); CFA.

Shane is an Executive Director and the CIO of All Weather Capital. After qualifying as a Chartered Accountant he began his investment career at Liberty Asset Management in 1995 as an investment analyst and progressed to be a Senior Fund Manager managing a Unit Trust, some third party pension funds and eventually the main life fund of the Liberty Group. Thereafter he spent 3 years as a Director of Corporate Finance at UBS Warburg before moving to Peregrine Capital as a Director. After 7 years at Peregrine Capital he started his own business now called All Weather Capital. Currently All Weather Capital has over R9bil in AUM and manages several different types of equity products ranging from Long Only Equity funds to Hedge Funds.

 

Leonard Kruger

Leonard Kruger

Allan Gray
Portfolio Manager
Leonard joined Allan Gray in 2007 as an equity analyst. He began managing a portion of our client’s equity and balanced portfolios earmarked for associate portfolio managers from July 2014 and was appointed as portfolio manager of the Stable portfolio in November 2015. Leonard completed his BSc (Hons) Actuarial Mathematics at the University of Pretoria and is a qualified actuary.

Henry Biddlecombe

Henry Biddlecombe

Anchor Capital
Investment Analysis

After several years in corporate finance, Henry joined the Anchor Capital investment team in 2015 as an equities analyst – contributing to both the local & offshore investment processes. He is a regular markets commentator on Classic FM’s “Classic Business” with Michael Avery, CNBC’s “Closing Bell” & BDTV’s “You and Your Money”.

Henry is a CFA Charterholder and holds a BCom Investment Management from the University of Johannesburg.

Arno Lawrenz

Arno Lawrenz

Ashburton Investments
Global Investment Strategist

Arno Lawrenz is a Global Investment Strategist at Ashburton Investments. He was co-founder, shareholder and Chief Investment Officer of Atlantic Asset Management. Arno has over 25 years’ investment experience and was previously Head of Fixed Interest at both Old Mutual Investment Group (SA) and at Coronation Fund Managers. He also has previous experience in product development, life company asset-liability management, FX-trading and quantitative modelling. Arno is known for innovation in the fixed income markets, most notably for the introduction of what has become known as flexible or enhanced income funds, as well as being amongst the pioneers in the use of credit in fixed income in South Africa, at a time when the corporate bond market barely existed.

 

Richard Pitt

Richard Pitt

BlueAlpha Investment Management
Portfolio Manager

CFA

Richard began his career in 1995 as an analyst for Old Mutual Asset Managers. He has extensive experience both locally and offshore, including co-managing the BigRock Fund for Decillion Capital. In 2001 he relocated to London with Decillion and co-managed a US/European hedge fund. Richard co-founded BlueAlpha in 2003, where his primary focus is global investing.

 

Roger Williams

Roger Williams

Centaur Asset Management
MD & Chief Investment Officer

Econ. Sc. (Hons), CFA

 

Roger displayed entrepreneurial flair from a young age setting up a business at the age of 15 and investing the savings in the stock market. Whilst studying Actuarial Science at university he became fascinated by the science of card counting becoming an accomplished blackjack player from which he retired at the age of 22 to travel the world and then move into the far more exciting world of financial markets.

 

He worked for 4 years at Liberty Asset Management, firstly as an equity analyst and then as part of a four-member team responsible for managing R30bn in assets. At the age of 29 he set up Centaur Asset Management.

 

He has accumulated a wealth of knowledge from over 30 years of investment experience, and has been instrumental in developing Centaur Asset Management’s unique investment models, giving the company the ability to outperform the stock market.

 

Neville Chester

Neville Chester

Coronation Fund Managers
Investment Experience

BCom, CA (SA), CFA

Neville is a senior member of the investment team with 21 years’ investment experience. He joined Coronation in 2000 and co-manages portfolios within Coronation’s aggressive equity offering as well as the Coronation Top 20 and Market Plus unit trust funds.

 

 

Nathan Lacaze, CFA

Nathan Lacaze, CFA

Dimensional Fund Advisors
Co-Chief Executive Officer and Head of EMEA Portfolio Management

Nathan Lacaze is Co-CEO of Dimensional Fund Advisors Ltd. (DFAL). In addition to his Co-CEO responsibilities, he is Head of EMEA Portfolio Management, a Director of DFAL, a member of DFAL’s investment and management committees and on the Board of Directors of Dimensional Funds PLC and Dimensional Funds II PLC (Irish UCITS managed by DFAL). In his role as Head of EMEA Portfolio Management, Nathan oversees the management of existing portfolios and helps design and implement new strategies. He also takes an active role with clients.

Nathan joined Dimensional as a trading assistant in 2004 and received a bachelor of chemical engineering and a bachelor of commerce, with majors in finance and economics, from the University of Sydney. He received an MBA from the University of Chicago Booth School of Business and is a CFA® charterholder.

 

Rico Ernst

Rico Ernst

Efficient Private Clients
Managing Director

Rico Ernst holds a BCom in Investment Management and started his career as a Junior Portfolio Manager at Sasfin Frankel Pollak Securities in 2002. In 2005, he was actively involved in developing the Direct Share Option product for the company, and later promoted, sold and distributed this unique offering in the role of Financial Advisor. In 2007, Rico drew on his knowledge of asset management, share portfolios and advisory services to start up his own firm in partnership with Etienne Viljoen. Uhuru Asset Management (UAM) produced benchmark-beating results and created client relationships with a high level of contact and involvement; a fresh breeze in an often rigid, impersonal sector.

Paul Crawford

Paul Crawford

Fairtree
Fixed Income Portfolio Manager

Qualifications: BSc Eng (Elec), MBA, CFA

20 years industry experience

 

After graduating from UCT in 1991, Paul spent 5 years at Eskom in the engineering field then moved to the financial services industry, firstly working for Standard Corporate and Merchant Bank’s interest rate products unit, then joining the asset management industry in 1999. After 5 years at RMB Asset Management, Paul moved to the newly formed Momentum Alternative Investments where he managed numerous hedge funds and specialised segregated mandates. Paul joined Fairtree in 2013 and is responsible for managing the Proton Fund, as well as setting the overall philosophy and investment strategy for the multi-strat fixed income team.

Rademeyer Vermaak

Rademeyer Vermaak

Fairtree
Quantitative Fund Manager and Risk Manager

MEng (Cum Laude), CFA

Rademeyer started his career in 2004 at Liquid Capital Markets in London, UK, where as a quantitative analyst he was responsible for the pricing and risk management of listed derivatives. He progressed to the Quantitative Investment team at Liquid Capital Markets, where he was involved in the research and trading of quantitative investment models. Rademeyer subsequently set up Radian Consulting as a quantitative investment and derivatives risk management consultancy where he consulted on derivatives risk management at Barclays Capital, RBS Sempra Commodities, Lloyds Bank Corporate Markets and Dresdner Kleinwort Investment Bank. More recently, he was a founding partner, Head of Quantitative Research and fund manager of the Mansard CTA quantitative fund at Mansard Capital in London. Upon his return from the UK in 2012, Rademeyer joined Fairtree as quantitative fund manager and risk manager.

William Fraser

William Fraser

Foord Asset Management
Director

William joined Foord in 2005 and has over 20 years’ investment experience. William leads Foord’s macro investment research programme and has managed multi-asset investment portfolios.

 

B Com Actuarial, Cert (Financial Engineering) Portfolio Manager, Strategist, Macro Analyst

  • Portfolio manager for the Foord South African multi-asset class funds
  • Responsible for macro strategy, bonds and company research (SA)
  • Prior to joining Foord in 2005, spent nine years with Investment Solutions, one of South Africa’s leading multi-managers
  • Earned a degree in actuarial science from the University of Cape Town

 

Alistair J. MacDonald

Alistair J. MacDonald

Franklin Templeton Investments
Vice President, Institutional Portfolio Manager
Alistair MacDonald is a vice president and institutional portfolio manager for the Templeton Emerging Markets Group, based in the Singapore office. As an integrated member of the emerging markets team, Mr. MacDonald is the principal conduit to provide perspective and understanding regarding the team’s investment strategies to a broad range of clients globally.

Prior to joining Templeton in 2012, Mr. MacDonald worked for Man Investments, where he covered long only and alternative equity funds, based initially in London and then later in the Cayman Islands. He started his career in London at Goldman Sachs Asset Management, where he was an analyst in the quantitative strategies hedge fund team. He entered the financial services industry in 2004. Mr. MacDonald holds a B.Sc. in economics with honors from the University of Warwick. He is a Chartered Financial Analyst (CFA) charterholder.

 

 

 

Greville Ward

Greville Ward

Fundsmith Equity Fund
Head of International Marketing
Greville Ward worked for 25 years in European Equity sales, first in London before moving to New York in 1988 to work for BZW. In 1992 he joined Robert Fleming as Head of European and Eastern European Sales. He subsequently joined Bankers Trust in New York following which he started the US operations of Collins Stewart working with Terry Smith. In 2010 Greville was part of the team that started Fundsmith and in 2018 he was made a Partner of Fundsmith. Greville is Head of International and HNW Marketing.

 

Hannes van den Berg

Hannes van den Berg

Investec Asset Management
Portfolio Manager

Hannes is a portfolio manager responsible for the SA Equity & Multi-Asset strategies in Investec Asset Management’s 4Factor team. His focus is on the General Equity and Balanced strategies and equity hedge funds.

Prior to joining the firm, Hannes was a portfolio manager at Fairtree Capital. He was also an analyst and head of the equities trading desk. Before that, he held various positions within the Sanlam Group, including being a founding member of MiWay Insurance and member of the Group Corporate Finance team. Hannes completed his articles at PricewaterhouseCoopers.

Hannes holds a Bachelor of Accounting Honours as well Bachelor of Accounting Masters degree from Stellenbosch University. Hannes is a Chartered Accountant and CFA Charterholder.

 

Chris Holdsworth

Chris Holdsworth

Investec Wealth & Investment
Investment Strategist
Chris covers investment strategy at IWI, his research covers asset allocation and sector selection both domestically and abroad. Chris comes from the institutional equities business where he was an investment analyst for 12 years. He covered investment strategy for 6 years and headed up the research team for 2 years. Chris has a MSc in mathematical statistics and is a CFA charter holder.

Ryan Friedman

Ryan Friedman

Investec Wealth & Investment
Head of Multi-Manager Investments, Investec W&I

Ryan Friedman is the Head of Multi-Manager Investments. He is lead portfolio manager on the World Axis range of funds and a member of Investec’s Global Investment Strategy Group.  He also chairs the Offshore Committee on global multi-manager investments. Ryan has nearly 20 years’ experience in financial markets, over 18 of which he spent doing due diligence on global fund managers.

Richard Simpson

Richard Simpson

Obsidian Capital
Asset Management

BSc (Hons), PDM

Richard worked a senior investment professional at RMB Asset Management for 13 years between 1994 and 2007 where he was Chief Strategist, Head of Resources research, and a member of the Asset Allocation Committee. During his tenure at RMB he has managed a wide array of investment products, laying the foundation for the multi asset approach that has become his passion.

 

Richard co-founded Obsidian Capital in 2007 and, together with Royce Long, is responsible for overseeing the management of the concentrated suite of investment products that Obsidian Capital offers. Richard is married, with three kids, and has a penchant for challenging multi-stage mountain biking races.

 

Simon Barrett

Simon Barrett

Old Mutual
Head of South Africa, Middle East and Nordic regions, Merian Global Investors

Simon joined the company in 2015 and is responsible for distribution and client service in South Africa, Middle East and Nordic regions. He joined from Martin Currie Investment Management, where he worked from 2004, most recently as director of international sales and client services. Prior to this Simon held positions at Allianz Dresdner Asset management, Friends Provident International and Lawrence Morton & Co. He started his career in 1988 at Pegasus Financial Services. He is fluent in Swedish, Danish and Norwegian.

Michael Moyle

Michael Moyle

Prudential Investment Managers
Head of Multi-Asset

Michael Moyle is Head of Multi-Asset at Prudential Investment Managers, with 21 years’ experience. He is co-Portfolio Manager of four Prudential unit trust funds, and has won several Raging Bull and Morningstar Awards. He is also a member of Prudential’s Asset Allocation Committee. Michael’s qualifications include: Masters in Engineering Mechanics (University of Texas); MBA (UCT); and CFA.

 

Garreth E. Elston

Garreth E. Elston

Reitway Global
Chief Investment Officer

Garreth Elston is the Chief Investment Officer of Reitway Global’s suite of global listed property funds. He is an investment management professional with over twenty years of international capital markets’ experience in South Africa, North America, the United Kingdom and Europe.

 

Mr. Elston has a deep passion for real estate and has significant experience in listed and unlisted real estate investments, property development and real estate private equity.

 

Garreth has always been actively involved in the broader South African business community. He currently serves on the board of the Investment Analysts Society (IAS), is a member of the Institute of Directors, and he previously served as the Chair of the Corporate Finance and Corporate Presentations committees of the CFA Society Toronto; as the Chairman of the Investment Analysts Society of Southern Africa; and was the Southern African representative on the International Council of Investment Associations.

 

Garreth is a frequent print and radio commentator on the South Africa real estate sector.

 

Educationally, Mr. Elston holds an MBA from the Rotman School of Management at the University of Toronto, an MA in International Relations, and a BCom in Banking Management. He is a Certified Associate of the Institute of Bankers in South Africa (CAIB) SA, and a Fellow of the Institute of Financial Markets (FIFM).

Fungai Tarirah

Fungai Tarirah

Rudiarius Capital
Portfolio Manager
Fungai started his investment career in 2001. He worked for Fleming Asset Management as an intern, and later as an equity trader. Fungai later moved to African Banking Corp Asset Management in Zimbabwe assuming the role of senior portfolio manager. He then joined Imara Asset Management in 2005 as chief investment officer, where he was responsible for the overall investment function of the business. He worked for African Alliance from 2007 where he was responsible for the management of the West African assets of the Africa Fund. Fungai joined RMB Asset Management in 2008 as the Africa investment specialist and managed the group’s Africa funds for 6 years, building an impressive performance track record. He started Rudiarius Capital Management in February 2014.

 

Vanessa van Vuuren

Vanessa van Vuuren

Sanlam Investments
Portfolio Manager and Equity Analyst

Vanessa van Vuuren joined Sanlam Investment in 2007 as a portfolio manager and an equity analyst. She is responsible for cross-sector, small and mid cap equity research and manages the Small Cap Institutional Fund as well as the SIM Small Cap Unit Trust.

 

Van Vuuren began her career in 2003 at Oasis Asset Management as an equity analyst. Her primary focus was researching industrial stocks and the small cap sector. Thereafter she worked for the Dutch private bank, Insinger de Beaufort, conducting equity research and managing South African equity portfolios. She is a CFA charter holder and has two degrees from the University of Cape Town: a Bachelor of Commerce in Business Science and an Honours in Financial Analysis and Portfolio Management (FAPM).

 

 

Raymond Lahaut

Raymond Lahaut

Sarasin & Partners
Analyst/ Portfolio Manager

Current Responsibilities

Raymond is primarily responsible for the management of the Listed Global Real Estate Funds and mandates, as a member of the Sarasin & Partners asset management team.

 

EXPERIENCE

  • Raymond has over 18 years of investment experience.
  • Prior to joining Sarasin & Partners in 2018, he worked in London for Thames River Capital LLP and Portland Capital LLP. Raymond has also worked in Switzerland and the Netherlands.

QUALIFICATIONS

  • CFA Charterholder
  • MA of University of Nijmegen
  • BA of Hogeschool Limburg

 

Philip Bradford

Philip Bradford

Sasfin Asset Managers
Head of Investments at Sasfin Asset Managers

CFA

Philip Bradford, CFA, is the Head of Investments at Sasfin Asset Managers where he is the Chairman of the Investment Committee and Asset Allocation Committee and is the fund manager for various asset allocation and income funds (including the Flexible Income Fund and the Optimal Income Fund). Before joining Sasfin in 2014 he spent 6 years at Absa Wealth where he was the Chief Investment Officer. Prior to that he spent 9 years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa.

Jason Swartz

Jason Swartz

Satrix
Head of Portfolio Solutions

Jason Swartz is the Head of Portfolio Solutions at Satrix, where he is responsible for research, bespoke client solutions and product development.

 

Previously Jason was at Momentum Asset Managers (Unconstrained Strategies team) where he was a multi-asset fund manager and responsible for investment strategy, asset allocation and quantitative research. Jason also has research experience on the sell-side, having worked with award winning teams at Cadiz Financial Strategists and JPMorgan in Johannesburg.

 

Jason has a Masters degree in Business Science from UCT and is a CFA charter holder.

Simon Adler

Simon Adler

Schroders
Fund Manager, Global Recovery

Simon Adler – Fund Manager, Schroder Global Recovery Fund

  • Co-manager of Global Recovery portfolio
  • Joined the Global Value Team in July 2016
  • Investment career commenced in 2008, at Schroders as a UK equity analyst
  • Previously sector analyst responsible for Chemicals, Media, Transport, Travel & Leisure and Utilities
  • Global Sustainability Specialist in Global Equity team until 2016
  • Chartered Financial Analyst
  • MA in Politics, Edinburgh University

 

Kundayi Munzara

Kundayi Munzara

Sesfikile Capital
Director and Portfolio Manager
Kundayi is a co-founder and executive director of Sesfikile Capital. He holds a BSc. (Hons) in Property Studies from the University of Cape Town (UCT). He completed UK Financial Services Authority (“FSA”) exams for approved person status and holds a Chartered Financial Analyst (“CFA”) designation. He began his career at Old Mutual Properties as a property valuer, and in 2005 continued at Investec Private Bank’s property risk team valuing properties for lending purposes. He then moved to Investec Property Investments as a buy-side analyst and was subsequently appointed head of research for the investment team. Kundayi also played a key role in the development of Investec’s global listed property offering and co-managed bespoke private client Real Estate Investment Trust (REIT) portfolios in London.

 

Daniel Micali

Daniel Micali

Silica
Director of Silica

Daniel Micali is a director of Silica Holdings and was part of the original founding team that started Silica. As part his role he is responsible for the strategy and innovation for Silica. Silica has grown from 2 to 700 employees in the past 16 years and is the leading Business Process Outsourcing and Technology company specialising in the provision of investment product and shareholder administration services solutions across Africa and United Kingdom.

 

Daniel has a Bachelor of Information Systems and Economics degree and is an alumnus of Cambridge Judges Business School, Chicago Booth University and Singularity University.

 

Daniel is passionate about how technology influences business and how it can change the world.

 

Henk Viljoen

Henk Viljoen

Stanlib
Co-head of Fixed Interest

BCom(Hons), CAIB(SA), Property Development Programme

Industry experience – 33 years
After gaining early experience in the treasury environment at Telkom and at Senbank, Henk joined the then Liberty Asset Management in 1990, and was appointed head of Fixed Income.

Henk retained this role throughout the amalgamation with Standard Corporate and Merchant Bank that formed STANLIB, and for many years led a multi-award-winning team which built an undisputed reputation as the most astute and consistently successful Bonds/Fixed Income unit in the South African industry.

In 2008, Henk handed over responsibility for the day-to-day management of all third-party, life asset and retail bond funds. He retained executive responsibility as head of Fixed Income and chairman of the Interest Rate Committee – the key macro factor forum that determines the duration positioning of STANLIB’s fixed income mandates.

 

He now jointly manages the team with Victor Mphaphuli

 

Patrice Moyal

Patrice Moyal

Visio Capital Management
Chief Investment Officer

Director – CA (SA)

Patrice founded Visio Capital in June 2003. Patrice was previously the head of Corpcapital Bank’s hedge fund operation, where he managed the group’s hedge fund from January 2001 to May 2003.  Prior to this Patrice was employed by Peregrine Capital as a director and fund manager, a position he held from mid-1998 until December 2000.

After completing his accounting articles, Patrice joined Mercantile Bank in 1995 and attained the position of senior manager of finance and administration, Retail Banking.  Two years later he joined Liberty Asset Management (LIBAM) as a research analyst and assistant fund manager, until mid-1998.

 

Mark Lindhiem

Mark Lindhiem

X-chequer fund management
Strategic advisor
Mark is a strategic advisor to X-Chequer working closely with the management team in a business development capacity. Mark’s career as an Investment Professional has spanned 20 years – mainly spent in multi-manager investments and investment manager selection. Previous roles include, CIO of Investment Solutions; head of Platform Services, as well as head of Strategy. Currently his time is spent as a strategic advisor in the industry; helping clients achieve better investment results and working in the Fintech space with a focus on AI and Machine Learning in investments.