Diversified Thinking Starts at Home

Johannesburg, Tuesday, 11th February, 2020 | 8:30 AM – 1:30 PM 

Cape Town, Thursday, 13th February, 2020 | 8:30 AM – 12:15 PM 

A complimentary event for investment professionals

Will the clouds of concern around market volatility follow us into 2020? As passive investing celebrates a milestone anniversary in South Africa, join us and leading industry practitioners to explore how investors can use a full spectrum of passive solutions to their advantage to address market highs and lows in years to come. 

Topics will include:

  • Key macro-economic issues affecting asset allocation decisions in both regional and global markets 
  • Core strategies that can help move the South African investment dial 
  • ESG’s growing appeal and opportunities for retirement funds and seamless portfolio integration
  • How investors can leverage passive solutions as sophisticated tools to help target allocations that meet their specific goals for the future 

Speakers View All >
Michael Mgwaba

ABSA

View Bio >
Helena Conradie

Satrix

View Bio >
Yusuf Wadee

Satrix

View Bio >
Vicki Tagg

Ashburton Investments

View Bio >
Gina Schoeman

Citi

View Bio >
Partners
IAS
CFA Society South Africa
South African Institute of Stockbrokers
Asset TV
Location
The Venue, Melrose Arch, Sandton, Johannesburg (Parking space available for attendees)
Southern Sun Newlands, 7 Main Road, Newlands, Cape Town (parking space will be allocated on a first come first served basis)

8:30 AM – 9:00 AM

REGISTRATION & NETWORKING BREAKFAST

9:00 AM – 9:05 AM

WELCOME

̵          Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa, S&P Dow Jones Indices

9:05 AM – 9:15 AM

OPENING REMARKS

̵          Alex Matturri, CEO, S&P Dow Jones Indices

9:15 AM – 9:45 AM

KEYNOTE: LESSONS FROM MARKETS AROUND THE WORLD

̵          Gina Schoeman, Director, Economist, Citi

9:45 AM – 10:35 AM

LOOKING TO THE U.S. FOR CORE

Moderator: Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa, S&P Dow Jones Indices

Panelists:

̵          Ann Sebastian, Portfolio Manager, 1nvest

̵          Vicki Tagg, Head of Indexation, Ashburton Investments

̵          Gareth Stobie, Managing Director, CoreShares

̵          Yusuf Wadee, Head of Exchange Traded Products, Satrix

10:35 AM – 11:00 AM

NETWORKING BREAK

11:00 AM – 11:30 AM

THE ROLE ESG CAN PLAY IN SOUTH AFRICA

̵          Rose Hunter, Partner, Fasken

̵          Andrew Innes, Global Research & Design EMEA Head, S&P Dow Jones Indices

11:30 AM – 12:20 PM

REFLECTING ON 20 YEARS OF ETFS IN SOUTH AFRICA. WHAT NEXT?

Moderator: Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa, S&P Dow Jones Indices

Panelists:

̵          Michael Mgwaba, Chief Executive Office for NewGold Issuer (RF) Limited

̵          Nerina Visser, Director, ETFSA

̵          John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices

̵          Helena Conradie, Chief Executive Officer, Satrix

12:20 PM

CLOSING REMARKS

̵          Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa,  S&P Dow Jones Indices

Followed By 

NETWORKING LUNCH

Draft Agenda – subject to change

Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.

 

8:30 AM – 9:00 AM

REGISTRATION & NETWORKING BREAKFAST

9:00 AM – 9:05 AM

WELCOME

̵          Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa,   S&P Dow Jones Indices

9:05 AM – 9:15 AM

OPENING REMARKS

̵          Alex Matturri, CEO, S&P Dow Jones Indices

9:15 AM – 9:45 AM

FIRESIDE DISCUSSION: WHAT’S NEXT FOR THE SOUTH AFRICAN ETF LANDSCAPE?

John Davies, Global Head of Exchange Traded Products, S&P Dow Jones Indices in conversation with Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa, S&P Dow Jones Indices

9:45 AM – 10:30 AM

THE ROLE ESG CAN PLAY IN SOUTH AFRICA

Moderator:

̵          Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa,   S&P Dow Jones Indices

Panelists:

̵          Xolisa Dhlamini, Lecturer Sustainable Responsible Investments, University of Cape Town Graduate School of Business

̵          Nicole Martens, Head Africa and Middle East, Principles for Responsible Investment

̵          Andrew Innes, Global Research & Design EMEA Head, S&P Dow Jones Indices

10:30 AM – 11:00 AM

ACCESSING NEW ECONOMIES & THE FOURTH INDUSTRIAL REVOLUTION – MARKET CAP & BEYOND

̵          Iain Anderson, CIO, Sygnia

11:00 AM

CLOSING REMARKS

̵          Zack Bezuidenhoudt, Head of Client Coverage South Africa & Sub-Saharan Africa,  S&P Dow Jones Indices

Followed By

 

REFRESHMENTS & NETWORKING

Draft Agenda – subject to change

Statements made by persons who are not S&P Dow Jones Indices employees represent their own views and opinions, and are not necessarily the views of S&P Dow Jones Indices.

 

This event is approved for four hours CPD for Johannesburg and three hours CPD for Cape Town

Please bring your membership ID or Passport to the event to verify your attendance and identity.

  • CFA Society South Africa: Members should self-document their continuing professional development activities via the online CE tracker.
  • SAIS: S&P Dow Jones Indices will provide confirmation of your attendance to SAIS after the event – please contact SAIS directly for any additional questions regarding your attendance and credits.
  • Others: S&P Dow Jones Indices will issue an attendance certification by e.mail within two weeks of the event – please ensure that S&P Dow Jones Indices has your correct e.mail address as duplicate certificates will not be provided.

Michael Mgwaba

ABSA

View Bio >
Helena Conradie

Satrix

View Bio >
Yusuf Wadee

Satrix

View Bio >
Vicki Tagg

Ashburton Investments

View Bio >
Gina Schoeman

Citi

View Bio >
Ann Sebastian

1nvest

View Bio >
Iain Anderson

Sygnia Asset Management

View Bio >
Andrew Innes

S&P Dow Jones Indices

View Bio >
Zack Bezuidenhoudt

S&P Dow Jones Indices

View Bio >
John Davies

S&P Dow Jones Indices

View Bio >
Xolisa Dhlamini

UCT Graduate School of Business

View Bio >
Rose Hunter

Fasken

View Bio >
Nicole Martens

Principles for Responsible Investment

View Bio >
Alex Matturri

S&P Dow Jones Indices

View Bio >
Gareth Stobie

CoreShares

View Bio >
Nerina Visser

ETFSA

View Bio >
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