Bruce Whitfield

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

Portfolio 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.

Sean Munsie

Portfolio Manager

Sean joined Allan Gray as an equity analyst in 2013 after working for various investment banks in the United Kingdom. He was appointed as a portfolio manager in 2020 and manages a portion of the stable portfolios. Sean holds a Bachelor of Commerce (Honours) degree in Accounting from Stellenbosch University. He is a qualified Chartered Accountant and has passed all three levels of the CFA^® examinations.

Conrad Wood, CFA

Head of Fixed Income

CFA

Conrad is a founding member of ALUWANI Capital Partners, with more than 25 years in investment management. He has led one of the most successful fixed income teams in South Africa. He seeks to continue this high performance at ALUWANI by leveraging the benefits of a smaller and more flexible business.

Nick Dennis

Fund manager: Anchor Global Equity Fund and Anchor BCI Global Equity Feeder Fund

Nick has managed the Anchor Global Equity Fund since March 2015. Before joining Anchor, Nick was a Senior Investment Manager in the Emerging Market Equities team at Pictet Asset Management, in London. In 2020 the Anchor Global Equity Fund won Best FSCA-approved Offshore Global Equity Fund and the Anchor BCI Global Equity Feeder Fund won Best (SA-Domiciled) Global Equity General Fund on a Risk-adjusted Basis.

Ruan Naidu

Head of Macro Strategies

Ruen is a seasoned portfolio manager with 13 years of experience managing client portfolios. Having started in the midst of the 2008 financial crisis volatility, he developed his skillset as a portfolio manager in a fixed income hedge fund at PSG. He is a deeply skilled practitioner of asset allocation and portfolio construction methodologies. He currently oversees the Macro Strategies at Argon Asset Management, which includes Multi-Asset and Fixed Income products.

Richard Pitt, CFA

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 2004, where he manages the BlueAlpha BCI Global Equity Fund. He has won multiple awards – most recently, the Raging Bull for best 3 year straight performance on the Select BCI Worldwide Flexible Fund.

Sidney Mckinnon

Senior Fixed Income Portfolio Manager

Sidney joined Warwick Asset Management in November 2013, and with the acquisition of Cadiz in May 2018, was appointed Senior Fixed Income Portfolio Manager – SA, at Cadiz Asset Management. He holds a B.Sc degree from The University of Cape Town, Diplomas in IS Project Management, Financial Management, and has completed modules in the Capital Markets (Securities Institute-London). Sidney also holds a Post Graduate Diploma in Financial Planning from the University of Free State.

Sidney started his career as an IT specialist at Southern Life before moving into Asset Management, operating mainly as a quantitative analyst across both equity and fixed interest markets. He worked as a fixed interest specialist and portfolio manager at Nedcor Investment Bank and Abvest Associates, before joining Trident Capital. Here his duties included specialist fixed interest portfolio management and the development and management of Real Return and Targeted Return products.

Before joining Cadiz, Sidney was at Lion of Africa, as their senior portfolio manager, being responsible for setting up the functionality of the asset manager within the group.

Roger Williams

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.

Alex Lyle

Head of Managed Funds, EMEA

Alex Lyle is Head of Managed Funds, EMEA. In this role he takes responsibility for a large number of the company’s managed funds, is a member of the Asset Allocation Committee and is a key investment contact between the company and a number of its major clients.

He joined the company in 1994 and was appointed Joint Head of UK / European Equity teams in 1999 and became Head of Managed Funds in 2003.

Alex started his career at Hambros Bank’s 1 Unit Trust Division, which was acquired by Allied Dunbar 2 in 1981 and subsequently became part of Threadneedle Asset Management Limited in 1994. He managed UK equity portfolios for more than 20 years. He has a degree in Geography from Oxford University.

Company start date: 1994
Industry start date: 1980

Gareth Stobie

Managing Director

Gareth is the managing director of CoreShares – a leading South African passive investment management business, and has led the business from inception. CoreShares manages a number of index funds and ETFs, and is the appointed manager of the BCI, Efficient Select range – a contemporary range of low-cost balance funds utilising index strategies. CoreShares follows an Evidence-Based Investment (EBI) philosophy. Gareth has an MBA from Wits Business School and has over 18 years’ financial services experience across structured finance, investment management and banking.

Paul Neethling

Equity Analyst

BAcc, CA (SA), CFA

Paul is an equity analyst within the Global Emerging Markets investment unit and co-manager of the Global Emerging Markets Flexible unit trust fund. Paul has eight years’ investment experience and is a CFA charterholder.

Jarrod Cahn

Director and Lead Manager

Jarrod is responsible for the equity product range of investments at Credo Wealth and is Lead Manager of the flagship Credo Global Equity Fund. Prior to joining the group in 2000, Jarrod spent 4 years at Cahn Shapiro Stockbrokers in South Africa where he was a Senior Portfolio Manager. He holds a BA (LLB) from the University of the Witwatersrand and is a qualified attorney on the non-practising roll in South Africa.

David Swanwick

Head of Client Communications, EMEA & Vice President

David Swanwick is Dimensional’s Head of Client Communications for the EMEA region and a Vice President in the firm’s London office. David works with clients across the region and globally to aid the delivery of consistent and successful experiences to their clients. He helps firms achieve their potential through analysis and application of proven practice management and client communication techniques. In addition, David leads the strategy and design for all Dimensional’s EMEA conferences and events as well as the annual strategic benchmarking study, investor survey and study group programmes for financial advisers.

Prior to joining Dimensional, David was a private client adviser with SFG Australia, a leading wealth management business servicing high-net-worth families and organisations. Originally from a banking background, David was later appointed a director of a highly regarded boutique financial planning firm in Brisbane called Ellwood Barry McPherson, which later became a founding member of SFG Australia. He moved to London in 2011 to join Dimensional.

David holds a bachelor of business from Queensland University of Technology and the diploma of financial planning from Deakin University and is a graduate of the Australian Institute of Company Directors diploma course. David has chaired industry committees and participated in numerous projects and panels regarding advice, investments, communication and practice management. He has also been invited to speak internationally by universities, industry bodies and external groups.

Paul Crawford

Fixed Income Portfolio Manager

23 Years Industry Experience

After graduating Paul spent five years at Eskom in the engineering field and then moved into the financial services industry, firstly working for Standard Corporate and Merchant Bank’s interest rate production division for two years and then joining the asset management industry in 1999. After five 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 manages local and global long only credit funds, as well as setting the investment strategy for the credit team.

Bradley Anthony

Portfolio Manager

27 Years Industry Experience

Bradley moved from banking to asset management after a few years at Rand Merchant Bank, and has since held a number of senior positions within asset management.  Having started his asset management career as head of fixed income at BOE Asset Management in 2002 and later moving to Momentum Institutional Investments, he was appointed chief investment officer of Momentum Alternative Investments in 2007.  Bradley joined Fairtree in 2011, and is currently Managing Director of Fairtree Asset Management; responsible for both, the business, and for ensuring the integrity of all investment processes.  Bradley also has portfolio management responsibilities on a range of multi asset portfolios.

Presentation title – Regret Maximisation – Why we hate diversification

3 Learning Outcomes:

• – Practical application of Modern Portfolio Theory
• – Identifying factor risk in portfolios
• – Sources of alpha in a multi asset portfolio

Stephen Brown

Equity Portfolio Manager

23 Years Industry Experience

Stephen completed his MBA at Stellenbosch Business School in 1996.  He began his asset management career in 1997 as an industrial analyst with Southern Asset Management.  In 2000 he joined RMB Asset Management as a diversified industrial analyst and remained involved in industrial research until 2007.  In 2001 he moved into the resources team also as an analyst.  He progressed to head of resources research in 2007, and held the position until the end of 2009 when he moved permanently onto portfolio management of institutional and retail portfolios.  In 2001 he qualified as a CFA and began his portfolio management career in 2002, managing the RMB Value Fund, and became a full-time portfolio manager of institutional balanced funds and retail equity funds in 2010.  Stephen joined Fairtree Asset Management in 2011 as portfolio manager.

Presentation title – Opportunities in the South African Equity Market

3 Learning outcomes:

• – Global macro-economic outlook
• – Portfolio construction
• – Resource cycle outlook

William Fraser

Portfolio Manager, Strategist, Macro Analyst

B Com Actuarial, Cert (Financial Engineering)

• 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

Learning outcomes:

1. Understanding of robust portfolio construction methodology
2. Understanding of underlying asset classes dynamics
3. Understanding of investment principles

Greville Ward

Head of International Marketing

Greville Ward has worked for 25 years in European Equity sales, first in London for Laurie Milbank and then Savory Milln (with Julian Robins) 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 where he worked for 5 years. He subsequently joined Bankers Trust until their takeover by Deutsche Bank in 1999 following which he started the US operations of Collins Stewart with Julian Robins working again with Terry Smith. Since leaving Collins Stewart in 2007 and before joining Fundsmith, Greville worked for a London based Intelligence company.

Luke Barrs

Consumer and Investment Management

Luke is head of Fundamental Equity Client Portfolio Management in EMEA for Goldman Sachs Asset Management (GSAM). He coordinates the strategy, business expansion and client communication efforts for the Fundamental Equity business across the region. Luke is also a senior client portfolio manager, advising GSAM’s clients on their strategic asset allocation and equity investment decision-making process, particularly related to gaining appropriate access to emerging markets and other longterm secular growth themes. He helps lead Fundamental Equity’s thematic, impactoriented and environmental, social and corporate governance (ESG) investment efforts, including co-leading the launch of Fundamental Equity’s initial offerings in the space.

Luke joined Goldman Sachs as an analyst in 2009 and was named managing director in 2019. Luke earned a first-class BA (Hons) in Economics and Management from Exeter College, University of Oxford in 2008 and was awarded the Chartered Financial Analyst (CFA) designation in 2013.

Glen Copans

CIO Investec Specialist Investments

CFA

Honours in Financial Management (Cum Laude)

Glen is a Chartered Financial Analyst who has more than 18 years of experience in the Financial Services Industry.

Glen joined the Financial Products team at Investec Bank in February 2016 to assist with the incorporation of Investec Specialist Investments, the specialist and alternative investment manager of the Bank. Glen is currently the Chief Investment Officer and a portfolio manager at Investec Specialist Investments across their range of CIS and hedge funds.

Previously, he was employed at Momentum Asset Management (Pty) Ltd (RMB Asset Management) from July 2007 where he held various roles within the investment team and executive committee. He was a portfolio manager in the Alternative Investments team responsible for guaranteed products, equity hedge funds, absolute return funds and index funds. In addition, he was responsible for research, structuring and implementation of all derivatives for the asset manager. He was appointed chief operating officer of Momentum Asset Management in 2012, following the merger of RMB Asset Management and Metropolitan Asset Managers. In 2014 he launched a Passive business focusing on Beta and Smart Beta offerings to the retail and Institutional markets.

Glen started his career at Gensec Bank in 2001 where he was responsible for risk and accounting activities. He joined Momentum Wealth in 2003 focusing on product development, structuring, maintenance and distribution of derivative based portfolios.

Melanie Stockigt

Head of Fixed Interest

Melanie joined Laurium in December 2020 as a portfolio manager. Melanie was a founding member of Tantalum Capital where for 15 years she was Head of Fixed Interest and the portfolio manager for the fixed income portfolios as well as contributing to the multi-asset portfolios. From 2002 to 2005 Melanie was at Coronation Fund Managers where she was head of the fixed interest team, managing fixed interest institutional and retail portfolios as well as the Strategic Income Fund. Melanie started her career in 1997 at Standard Corporate & Merchant Bank. Initially, she focused on interest rate and liquidity management before she moved to the Treasury Sales and Structuring Desk where she gained significant experience in structuring and marketing fixed income, credit and securitised products to institutional investors.

James Bullock

Portfolio Manager

James Bullock joined Lindsell Train in October 2010 and is joint Portfolio Manager for Lindsell Train’s Global Equity portfolios as well as the Portfolio Manager for the North American Equity Fund. He has a Masters degree in Physics from the University of Oxford and a doctorate in Biomechanics from the University of Cambridge. He passed the Investment Management Certificate in 2012 and was promoted to Portfolio Manager in April 2015.

Jean-Pierre du Plessis

Head of Fixed Income

JP is a Portfolio Manager and head of Fixed Income at Methodical. JP has extensive experience in financial markets, specifically in Fixed Income. He spent 12 years in London working as a Bond trader and Hedge Fund manager before returning to South Africa in 2009. In South Africa JP worked at Prescient Investment Management for 8 years where he was deputy head of Fixed Income and more recently at Laurium Capital where he was head of Fixed Income.

He is a CFA Charterholder and holds a Bachelor of Commerce from the University of Cape Town

Ian Beattie

Co-chief Investment Officer

Co-chief Investment Officer of NS Partners, has been managing money in East Asia and the broader emerging markets for over 26 years. He began his career at Royal Insurance Asset Management as an Asian Fund Manager on the Far East team where he soon became responsible for a variety of Far East client portfolios. Ian joined what is now NS Partners in 1996. He assumed responsibility for all Asian equity investments shortly thereafter and took on Emerging Markets in late 1998. Passionate about emerging market equities, Ian is an enthusiastic advocate of the subjects that define the team’s investment process: true economic profitability of companies driving shareholder returns; liquidity impacts on asset prices; and behavioural finance in capital markets – and how these factors interact.

Duane Cable

Portfolio Manager and Head of SA Quality

Duane is a portfolio manager in Ninety One’s Quality team and heads the South African Quality business. He is a co-portfolio manager of the Cautious Managed Fund. As the head of South African Quality research, he leads the research agenda for the South African-focused Quality analysts, and is also responsible for analysing South African stocks. As part of the broader global Quality team, he researches global stocks.

Prior to joining the firm he was Head of SA Equities at Coronation Fund Managers. He also managed absolute return strategies, including co-portfolio management of the Coronation Balanced Defensive Fund. Before that he was a manager in the Transaction Advisory Services division of Ernst & Young in New York, involved primarily in financial due diligence advisory services re mergers and acquisitions.

Duane has a Bachelor of Commerce Honours (Accounting) from the University of Natal. He is a Chartered Accountant and member of the South African Institute of Chartered Accountants and is a CFA® charterholder.

Jon Duncan

Head of Responsible Investment

Jon is an engineer by training with a Master’s Degree in Environmental Science, and has over 24 years of professional experience in the field of sustainability research and engagement. For the past 10 years he has lead the Responsible Investment program at Old Mutual. He has worked extensively across a range of global industrial sectors supporting organisations with strategic social, environmental and sustainability related issues. He has undertaken work assignment in several African and European countries as well in China, Russia and the USA. Jon was involved in the drafting of South African Code for Responsible Investment and currently serves on the UN PRI global reporting and assessment committee. Jon is an advisor to the University of Cape Town Panel for Responsible Investment and contributes to the work of the South African National Advisory Body for Impact investing. Since 2015 Jon has been a Senior Associate of the University of Cambridge Institute for Sustainability Leadership.

Fiona Jeffery

Investment Counsellor

Bachelor of Commerce (Honours) in Financial Analysis (Cum Laude) (Stellenbosch University), Chartered Financial Analyst. As a London-based investment counsellor working closely with the investment team, Fiona has primary responsibility for servicing Orbis’ institutional clients and consultants.

Philip Bradford, CFA

SA Head of Investments

Philip is a multiple-award winning fund manager with over 20 years’ experience in global asset allocation and fixed income. He is a key member of PortfolioMetrix’s global investment committee and manages Fixed Income and Multi-asset funds, including the PortfolioMetrix BCI Dynamic Income Fund.

He began his career at Investec in 1999, where he worked for 9 years in asset management, wealth advisory and as a bond and interest rate trader. From 2008 to 2014 Philip worked at Absa Wealth in the role of Chief Investment Officer. Prior to joining PortfolioMetrix he was the Chief Investment Officer at Sasfin Asset Managers where he was responsible for the management over R15 billion in multi-asset and income portfolios. During his tenure he was the fund manager of the flagship Flexible Income and Balanced funds, which won a Morningstar award and 4 Raging Bull awards.

Philip is a CFA® charterholder, a past President of CFA Society South Africa and is a member of FTSE/JSE Index Advisory Committee. He regularly participates in industry discussions and is accredited as a CFA Ethics Trainer.

Leonard Krüger

Equity Portfolio Manager

Leonard joined Prudential in October 2020 as an equity portfolio manager and member of Prudential’s Asset Allocation Committee. In January 2021 he was appointed as the joint-fund manager of the Prudential SA Equity, Balanced, Inflation Plus and Target Income Funds, as well as Prudential’s House-View Equity and Select Equity portfolios and Prudential’s multi-asset institutional mandates.

With 14 years of industry experience, Leonard spent the first three years of his career as an actuarial analyst at Liberty Life, before joining Allan Gray as an equity analyst in 2007. During his investment career he has covered a wide variety of companies and sectors. In 2014, he started managing a portion of the Allan Gray Equity and Balanced Funds, and from 2015 a portion of the Allan Gray Stable Fund (across all asset classes) as well as all of Allan Gray’s legacy segregated private client equity portfolios.

Leonard holds an Honours Degree in Business Science (Actuarial Mathematics) from the University of Pretoria and is a Fellow of the Institute and Faculty of Actuaries.

Garreth E. Elston

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

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.

Ashraf Haque

Sr. Portfolio Manager and Research Analyst

• Ashraf Haque is a Research Analyst and a co-Portfolio Manager of the Sands Capital Emerging Markets Growth and International Growth strategies.
• Mr. Haque joined Sands Capital in 2008 as a Research Analyst on the Global Consumer Sector Team. Mr. Haque began working as a Co-Portfolio Manager of the Emerging Markets Growth strategy in 2011, and was promoted to Sr. Portfolio Manager in 2017. Mr. Haque helped create and launch International Growth in 2018, and serves as a co-Portfolio Manager on the strategy. Prior to joining Sands Capital, Mr. Haque was an Investment Analyst at Chesapeake Partners, a Business Analyst at McKinsey & Company, and a Director, Business Development at GH Smart & Company.
• Mr. Haque earned a BA from Northwestern University (2001) and an MBA from Harvard Business School (2007).

Vanessa van Vuuren

Portfolio Manager and Equity Analyst

Vanessa joined Sanlam Investments in March 2007. At Sanlam Investments, Vanessa’s role is as a portfolio manager and an equity analyst, where she is responsible for cross-sector small and mid-cap equity research. From a portfolio management perspective, Vanessa manages the Small Cap Institutional Funds as well as the SIM Small Cap Unit Trust.

In 2003, Vanessa began her career in investments at Oasis Asset Management as an equity analyst, primarily focusing on researching industrial stocks and the small cap sector. Prior to joining Sanlam Investments, Vanessa worked for a year in the Cape Town offices of the Dutch private bank Insinger de Beaufort conducting equity research, as well as managing high net worth South African equity portfolios.

Vanessa holds two degrees from the University of Cape Town, a Bachelor of Business Science Honours degree and a B.Com Honours in Financial Analysis and Portfolio Management. She is also a CFA Charter Holder.

Henry Boucher

Deputy Chief Investment Officer

Henry started his career in fund management in 1983. He is Chairman of the Sarasin & Partners Investment Strategy Group, Deputy Chief Investment Officer and Co-Portfolio Manager of the specialist thematic Food and Agriculture Opportunities strategy.

Specialising in multi-asset and global equity fund management, he has managed a wide variety of funds, including unit trusts, pension funds, life funds and charity endowments.

Arno Lawrenz

Chief Investment Officer

With 30 years investment management experience, Arno has a deep institutional knowledge and network in South Africa’s financial markets. He has managed funds and portfolio management teams across a full range of mandates, from fixed income to global multi-asset funds, at some of the largest asset managers in the country. With a strong entrepreneurial mindset, he was founder and CIO of Atlantic Asset Management in 2007, providing a growth platform from which a range of funds and solutions were launched, before they were acquired by the FirstRand Group. Most recently, he served as Global Investment Strategist at Ashburton Investments, chairing the Global Macro Forum and with day-to-day responsibility of portfolio management of their Global Multi-Asset Fund range. He has an Honours degree in Mathematical Statistics and is a CFA charterholder. Outside of financial markets he also serves on the board of advisors in the biotechnology space.

Nico Katzke

Head of Portfolio Solutions

Nico Katzke was appointed as Head of Portfolio Solutions at Satrix in October 2020. Nico Katzke joined Satrix from Prescient Securities where he was a senior quant and head of the Beta Labs research unit. He has held roles at Fairtree Capital, the Bureau for Economic Research and has been a statistical consultant to the South African Reserve Bank and other public and private institutions for several years. He has extensive quantitative, research and financial modelling experience, with a focus on factor-based research and portfolio optimization strategies.

Nico has published a number of academic papers and lectures Master’s level courses in data science and quantitative finance part-time at the University of Stellenbosch. He was awarded first place for risk management in the 2020 Financial Mail rankings and achieved second place in the quantitative analyst category.

Nico has a BCom Honours in Economics & Mathematical Statistics and Masters in Economics (Cum Laude) from the University of Stellenbosch and University of Tuebingen, Germany. He is currently studying  towards a PhD in Quantitative Finance at the Actuarial Department at UCT.

Diaan Janse van Rensburg, CFA

Managing Director

B.Com (Hons), CFA

Diaan Janse van Rensburg is the Managing Director of Naviga Solutions, a discretionary fund manager within the Efficient Group. He has more than 13 years’ of multi manager experience. Diaan initiated the launch of the Select BCI ESG Equity fund.

Evan Jankelowitz

Director | Portfolio Manager

Evan is a co-founder and executive director of Sesfikile Capital. He holds a BCom Hons (Financial Management) degree from the University of Johannesburg and Chartered Financial Analyst (“CFA”) designation. Evan started his career at Stanlib where he started out in the Wealth division representing teams such as Structured and Alternative Investments as well as Product Development. He soon moved on to Asset management as an analyst primarily focused on listed property; and then took on the role as co-Head of the Listed Property Franchise. During his tenure at Stanlib, the team grew the franchise to being the largest listed property manager in South Africa and achieved several number 1 performance rankings across 3 and 5 year investment periods.

Katherine Davidson

Portfolio Manager and Global Sector Specialist

• Joined Schroders as a graduate in 2008
• Investment career commenced as a research associate on the Global and International Equities team in 2008
• Katherine is co-portfolio manager for the team’s Global Sustainable Growth strategy
• Separately, she has global sector responsibility for the Consumer Discretionary sector as one of the team’s Global Sector Specialists
• CFA Charterholder
• BA in Philosophy, Politics and Economics (PPE) and Politics from Oxford University

Jonathan Myerson

Head of Fixed Income

M.Soc.Sc , (Econ.)

Prior to joining Visio Jonathan was head of Fixed Interest at Granate Asset Management from December 2015 to June 2019. He also served as the Head of the Fixed Interest team at Cadiz Asset Management from 2006 to 2015 where he managed the Unconstrained, House View and Inflation-Linked Bond funds. Jonathan has 11 years of sell-side experience having worked as a Fixed Interest Strategist at HSBC from 1995 to 2003 and then at RMB from 2003 to 2006.

Tony Bell

Head: Global & Retail

BCom (Hons), MBA

Tony has over 30 years investment experience and was previously the chief investment officer of Syfrets Managed Assets and Nedcor Investment Bank Asset Management (NIBAM). Tony’s experience as an equity portfolio manager dates back to 1988 when he  was  charged with the responsibility of managing the Southern Life Staff pension fund. From these beginnings his interest in and management of equity portfolios has continued to the present. Tony has spent many years covering the broad range of sectors on the JSE, firstly as a junior analyst (1987  –  89)  and  then  as  a  Senior  Analyst  /  portfolio  manager (1989 – 2000). Tony assumed responsibility for the target return funds at Vunani FM during October 2008 and has evolved the equity selection process to culminate in a standalone equity mandate as from June 2011.

Tony was instrumental in developing the “regime-based asset  allocation approach” used in the multi asset funds as well as in initiating and managing the global equity mandate. Tony has been responsible for Vunani’s global capability since its inception in 2013. In this period Tony received six Raging Bull Awards for best in class.

Catherine L. Matthews

Product Specialist

Catherine Matthews is Western Asset’s Global Product Specialist and has more than 31 years of investment management experience. Ms. Matthews was a member of the investment team that established Western Asset’s first international office in London in 1996, working previously for Lehman Brothers Global Asset Management.

Ms. Matthews is an alumna of London Business School.