2017 SPEAKERS

Master of Ceremonies(MC)

Gugu Cele
Senior Anchor
CNBC Africa

Gugu Cele is a powerful and articulate orator and is well on her way to being regarded as the doyenne of South Africa’s media and communications industry. Currently Gugu serves as a Senior Anchor at CNBC Africa, where daily, she engages with c-suite executives, political leaders and captains of industry from across the continent, covering a range of issues from market moving news, current affairs and economic insights. Gugu has the innate ability to use her gift of the gab and technical training in Accounting and Finance, to extract the essence of these subjects and make them relevant to her audience. Having previously worked for institutions like Talk Radio 702, SAfm, Lotus FM and The City Press Newspaper, through their affiliation with Moneyweb – Gugu has gained a wealth of experience in financial journalism through radio, TV, print and online media.

SPEAKERS

Kevin Lings
Chief Economist
STANLIB

Since 2001 Kevin has been employed as the Chief Economist at STANLIB in Johannesburg. Over the past ten years the scope of his economic research has broadened to include the G3 economies, as well as members of the BRICS. His research is largely used to inform STANLIB’s asset management investment process and he embraces the philosophy that everything should be made as simple as possible, but not simpler. While at STANLIB, Kevin has managed an asset allocation unit trust fund for five years, winning the Micropal’s Best in Sector award. Before joining STANLIB, Kevin was employed as an economist with JPMorgan Chase and also worked as an economist within the Nedcor Group for ten years. His initial role within Nedcor was as an Industrial Economist. This provided an essential base of knowledge on the South African and regional economy, before starting to focus more heavily on analysing the financial markets. Kevin worked as a part-time lecturer at the Wits Business School for more than 10 years, lecturing on a range of academic and executive programmes, including the Masters of Business Administration (MBA), Postgraduate Diploma in Management (PDM) and the Management Advancement Programme (MAP). He completed his under-graduate and post-graduate degrees in economics from the University of the Witwatersrand, specialising in public sector finance, and international trade. Although The Missing Piece is Kevin’s first book on the South African economy, he has published a number of journal articles, both domestically and internationally.

Magda Wierzycka
Chief Executive Officer
Sygnia Group

Magda is an actuary with over 20 years’ experience in the South African asset management industry. She began her career in 1993 as a product development and investment actuary at Southern Life, followed by two years as an investment consultant at Alexander Forbes. In 1997 she joined Coronation as a director and Head of Institutional Business. She left in 2003 to assume the position of Chief Executive Officer of the African Harvest Group. After negotiating the sales of African Harvest Fund Managers to Cadiz in 2006, Magda led the management acquisition of the remainder of the group, which resulted in the formation of Sygnia, a specialist fin-tech company based in South Africa, focused on the provision of the investment management, technology and administration solutions to institutional and retail client predominantly located in South Africa. Magda has headed Sygnia as its Chief Executive Officer since 2006

Peter Brooke
Head of MacroSolutions
Old Mutual Wealth

Peter joined Old Mutual in May 2005 and has been the Head of MacroSolutions since 2007. He has specific responsibility for the dynamic funds − the higher return funds within the MacroSolutions range. These include institutional funds, such as the Profile Edge 28 Portfolio, and unit trust funds: Old Mutual Maximum Return Fund of Funds and Old Mutual Flexible Fund. Having analysed countries and companies, Peter integrates top-down and bottom-up drivers and valuations to create an optimal portfolio. He has won a Raging Bull award for the best risk-adjusted fund in the overall prudential asset allocation category. Peter is an award-winning analyst who has extensive experience in the investment arena. Prior to joining Old Mutual, he worked at a stockbroker for 10 years, as an analyst and equity strategist, and was the Head of Research and Head of Equities for Cazenove South Africa.

Fatima Vawda
Founder and Managing Director
27four Investment Managers

Fatima is the founder and Managing Director of 27four Investment Managers. Fatima holds an MSc in Applied Mathematics and has over 21 years’ experience in financial markets. Her area of expertise is asset allocation and portfolio construction. She has over the years received numerous accolades both domestically and internationally, having most recently won the Ernest & Young World Entrepreneur Southern Africa Emerging Category award. Fatima is an active member of the Association of Black Securities and Investment Professionals and represents the industry body at Nedlac on Financial Sector Policy and is also a member of the Financial Sector Charter Reporting Working Committee.

Shaun Nicholson
Head of Financial Markets
IRESS

Shaun is head of Market Services which covers Trading, Execution and Post Trade solutions in South Africa. His focus is to retain and grow revenue while being responsible for all aspects relating to IRESS’ sell side, buy side, derivatives, retail, securities lending and post trade business. Shaun joined IRESS in 2002, as a trading software support consultant, before moving up the ranks as a trading business analyst. Shaun’s dedication to clients and innovative solutions in South Africa have been an enabler to gaining a broad knowledge of financial markets and the technology solutions from IRESS that form the foundation of the industry.

Steven Nathan
Founder & Chief Executive
10X Investments

As the former Managing Director of Deutsche Bank in Johannesburg and London, Steven spent more than 10 years in equity research and corporate finance. He was consistently the top-rated Banks and Life Insurance analyst in South Africa, and was also voted best overall analyst in SA and EMEA (Emerging Europe, Middle East and Africa). During his time as Head of Research, the Deutsche Bank team was consistently rated number one. In 2008, Steven started 10X Investments, with the goal of helping people to get better value for their savings so they can retire with more money and live in dignity.

Helena Conradie
Chief Executive Officer
Satrix

Helena Conradie is CEO of Satrix, the leading provider of index-tracking products in South Africa. Satrix is a wholly-owned subsidiary of the Sanlam Group. Helena started her career as part of the design team responsible for establishing Sanlam’s linked-product company, today known as Glacier. She also spent two years as a quantitative analyst at Franklin Templeton Asset Management in Cape Town as part of a small start-up investment team. Since joining Sanlam Investments in 2000, Helena has built up a highly-regarded indexation business which has approximately R65 billion in assets under management. Her team also manages the largest equity portfolio of Exchange Traded Funds (ETFs) in South Africa. Under her strategic and prescient leadership, Satrix has built up a formidable offering of both vanilla and smart beta index products which are available in the retail and institutional markets across ETF, unit trust and segregated portfolios. Helena holds a B.Sc. in Mathematics and Applied Mathematics (Honours) and a M.Sc. in Applied Mathematics (cum laude) from the University of Stellenbosch. She is also a CFA charterholder. She is regularly invited to speak on passive investments and is currently a member of the FTSE/JSE Advisory Committee.

Magnus Heystek
Director
Brenthurst Wealth Management

Magnus is a director of Brenthurst Wealth Management and is in charge of investment strategies and research as well as client communication. He obtained a BA (Hons) degree from RAU and started his career as an investment journalist with Beeld in 1976, becoming the Business and Investment Editor of The Star in 1986. During his career as an investment journalist, he attended countless international investment conferences across the world, including meetings of the International Monetary Fund and World Bank. He was founder of The Star Investors Club, which he ran for ten years until 1998 when he sold his investment business to Citadel. He wrote his popular column Money Matters in The Star and other newspapers across the country for more than fourteen years. Magnus initiated the first phone-in programme on personal finance on Radio 702, which he ran for 11 years. He has frequently appeared on local television including the 52-part series, ‘The World of Money’, which was based on the book with the same title.

Charles Savage
Group CEO
Purple Group

Charles is Group CEO of the Purple Group – a fintech company and a pioneer in democratising the stock market for all South Africans. A passionate innovator with a strong focus on technology, business development and leadership, Charles believes in delivering products and services which are simple, engaging, educational and inspiring. Charles holds a BCom in Accounting and Information Systems which he earned at the University of Cape Town in 1996. He went on to be part of the team which broke new ground in CFD and spread trading in South Africa and in 2000 he led the development of the world’s first fully automated online Spread Trading platform. In 2003 he was elected to manage GT247.com’s South African operations and was part of the Global Trader Executive before he was elected as group CEO in 2011. The Purple Group continues to grow from strength to strength under Charles’ leadership with all four platforms; GT247, GT Private Broking, Emperor Asset Management and EasyEquities, aimed at helping everyday people achieve their finance goals and grow their wealth.

Olga Constantatos
Credit & Equity Process Manager
Futuregrowth Asset Management

Olga is responsible for the management of the credit and equity investment process, including managing the investment analyst team and ensuring that the credit and equity process generates good quality and high-yielding assets for our clients' funds. Olga's prior experience includes six years at Old Mutual as Head of Credit, three years with Thesele Group as a deal executive and prior to spending a year in Sydney, Australia in 2013, Olga was part of the Futuregrowth team heading up the Credit Process from September 2009 to December 2012. She qualified as a CA (SA) in 1999 and articled with KPMG in Cape Town.

Bruce Fleming CFP®
B.COM. LLB
Financial Planner of the Year 2016

Bruce obtained his B.Com LLB degree from the University of Natal (PMB) in 1994 and relocated to Cape Town that same year. He successfully completed his Post Graduate Diploma in Financial Planning and became a CERTIFIED FINANCIAL PLANNER® in 1999. Bruce subscribes to the Financial Planning Institute’s strict code of ethics and professional responsibility. In 2001, went on to complete his Advanced Post Graduate Diploma in Financial Planning. He specialised in asset types and investment instruments as well as principles of portfolio planning and management. Over and above these achievements, Bruce also decided to do an extra subject in Estate Planning in 2006 to compliment his CV. On the career side, Bruce was a legal advisor at Old Mutual before he was approached by ipac South Africa (now Acsis) in 1999 to join them as a Practice Development Manager. After a year at Acsis, Bruce was approached by the CEO of Betty & Dickson Financial in 2000, later known as Consolidated to take over the Cape Town practice. Bruce was Executive Head of Private Clients in the Western Cape for Consolidated until 2016. Bruce is now with Private Wealth Management.