CFA Society South Africa Announces Conference Agenda

By Janice Roberts

CFA Society South Africa, part of the worldwide network of CFA Institute member societies, has announced the agenda and speaker line-up for its annual investment conference to take place on 25 July 2019 at the Maslow Hotel, Johannesburg.

Gary Baker, CFA, Managing Director for CFA Institute in EMEA will deliver the opening remarks, and will address the importance of Africa and South Africa to the future of the investment industry and growth of the global capital markets.

Headlining speakers include Dr Ronald Kahn, Managing Director, Global Head of Scientific Equity Research at Blackrock. Dr Kahn will share the findings of key research on the future of the investment management industry, including:

  • An investment management industry more in flux than it has been in a long time;
  • Seven key trends affecting the future of the investment industry;
  • A new world with three distinct product types, each with their own challenges and requirements for success.

In a session titled Straight from the Horses’ Mouth, former stock trader, Kweku Adoboli, will join Wendy Addison, whistleblower and CEO of SpeakOut, SpeakUp, in an ever-timely conversation about ethics and corporate governance in the financial markets.

“Disruption is taking place everywhere and is affecting almost every aspect of our daily lives: at home, at work, and certainly across the investment industry”, said Nerina Visser, CFA, President of CFA Society South Africa. “Disruption is typically associated with technological advances, and these are certainly a part, but shifting demographics, economic policy and political dynamics will also have their impact. The conference will explore the potential changes and challenges for Africa out of this disruption, and how we as individuals and professionals can adapt to these trends by seeking out how to be ‘anti-fragile’ in a changing world.”

Other key speakers include:

  • Felicity Percy, Head of Strategy in the European Fixed Income team at Blackrock and David Curtin, Senior Portfolio Manager within the BlackRock Sterling Fundamental Fixed Income team on Disruption in the European Fixed Income Markets.
  • Glenn Silverman, CFA, CEO GS Services on Africa: Unpacking its Past; Predicting its Future.
  • Deslin Naidoo, CFA, Founder of Nebula, who will moderate a panel discussion between Rob Southey, Head of the Asset Consulting at Momentum Consultants and Actuaries; Dwayne Kloppers, Research Actuary at Alexander Forbes; and Prasheen Singh, Director of RisCura on Pension Fund Investment in Africa – a Conundrum for Asset Allocation Strategies.
  • A classic debate with the motion: This house believes that the unique societal challenges South Africa faces can effectively be addressed through a Prescribed Assets investment regime. Speaking for the motion will be Linda Mateza, Head, Investments and Actuarial Services at the GEPF (The Government Employees Pensions Fund), and Ndabe Mkhize, Chief Investment Officer at Eskom Pension and Provident Fund. Speaking against the motion will be Gill Raine, Senior Policy Advisor at ASISA and Reezwana Sumad, Research Analyst at Nedbank CIB.

Conference registration is now open via the CFA Society South Africa website at:

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