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 >
Yusuf Wadee

Satrix

View Bio >
Gina Schoeman

Citi

View Bio >
Len Jordaan

Absa CIB

View Bio >
Ann Sebastian

1Nvest

View Bio >
Andrew Innes

S&P Dow Jones Indices

View Bio >
Partners
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:

̵          Len JordaanHead of ETF Distribution, ABSA

̵          Nerina Visser, Director, ETFSA

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

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

11:15 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.

 

Yusuf Wadee

Satrix

View Bio >
Gina Schoeman

Citi

View Bio >
Len Jordaan

Absa CIB

View Bio >
Ann Sebastian

1Nvest

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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