Fund Finder South Africa
26 April at Mount Nelson Hotel, Cape Town
Global Asset Management Groups will present on a variety of topics covering Equities and Fixed Income.
Fund Finder South Africa Workshops aim to help you efficiently select your Investment Products.
What can you expect from this event?
Format
A concise and targeted half day event in a pressure free, relaxed, and educational environment.
Speakers & Topics
A maximum of 5 selected sponsors present their strategies & products to fund selectors from across South Africa.
Audience
A specialized event designed to expose fund selectors to new Global Investment products whilst enabling them to exchange ideas and network with their peers from across the country.
Fast, efficient workshop format
To be confirmed
Neutral market experts moderate the workshops
2 rooms
4 sponsors
10 fund selectors per room
RICHARD SIMPSON
Speakers & Topics
John Flynn
Managing Director, Co-Portfolio Manager Global Equity Select Strategy
A Fundamental Quality Investor's Views on the Mega-Trends of the Next Decade
Coming soon
Presenter's profile
John is a Managing Director of State Street Global Advisors and a Portfolio Manager on the Fundamental Growth and Core Equity team. John co-manages the Global Equity Select portfolio. He has managed international equity portfolios since 2007 and has also provided research coverage for Chemicals, Construction Materials, Containers & Packaging, Papers & Forest Products and Utilities.
John joined SSGA in July 2016 through its acquisition of GE Asset Management (GEAM). He joined GEAM in 1995. Prior to joining GEAM, John worked at Merrill Lynch and has been employed in the investment industry since 1992.
John holds a BS in Business Management from Fairfield University. He earned the Chartered Financial Analyst designation and is a member of the CFA Institute.
Yi Shi
Client Portfolio Manager & Engagement Specialist
Thematic Equities – Environmental Investing for Performance and
Impact
Can investors allocate to environmental thematic equities for the betterment
of portfolio performance and positive impact? We think the answer is yes, as
shown by by Pictet’s industry-leading environmental strategies. During this
workshop, we will share with attendees Pictet’s megatrends-based thematic
investment approach and the exciting long-term secular growth trends in the
environmental theme.
Presenter's profile
Yi Shi joined Pictet Asset Management in 2022 as a Client Portfolio
Manager and Engagement Specialist in the Thematic Equities team.
Prior to Pictet, Shi worked for Royal Bank of Canada in their wealth
management business advancing ESG integration into equity
investments, advisory, and research. He has also held roles with Rhode
Island Infrastructure Bank and Connecticut Green Bank focused on
clean energy and green infrastructure initiatives.
Shi received a B.A. in Physics and a B.S. in Society and Environment
from the University of California, Berkeley. He also received a Master of
Environmental Management from Yale University’s School of the
Environment, and an MBA in Funds Management from the University of
Toronto, Rotman School of Management.
Santiago Vazquez
Director
Global Tourism Equities
Coming soon
Presenter's profile
Coming soon
Jason Swartz
Portfolio Manager
Equity Portfolio rebalancing: controlling risk (and return) during volatile markets
Portfolio rebalancing, though extensively studied in financial markets, is often overlooked by investment practitioners despite its significant impact on portfolio returns and risk.
We will investigate different rebalancing approaches to ascertain the optimal frequency for improved risk-adjusted outcomes and evaluate the effectiveness of various methods.
Additionally, we will examine the incorporation of a rebalancing strategy into tactical asset allocation.
Presenter's profile
Jason Swartz is an experienced strategist and portfolio manager, currently responsible for the tactical asset allocation capability of Old Mutual Life Assurance Company (South Africa) Limited's policyholder and shareholder assets. He joined Old Mutual Investment Group as a strategist in 2019.
Jason holds a M.Bus.Sc (Finance) and is a CFA Charterholder.
A hand-picked group of fund selectors
The Audience
Fund selectors and influencers from the local banks, platforms, independents (with cat 2 license) and the consultancies from across South Africa.
Invited fund selectors
Delegate passes will be issued on a strict invitation-only basis, where only key decision makers are able to attend.
Free flights
All delegates from outside of Cape Town are entitled to free flights.
Fund Finder Events
Fund Finder events gather wholesale fund selectors who work in the local markets
