Fund Finder South Africa
June 19th 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
3 sponsors
10-12 fund selectors per room
RICHARD SIMPSON
Speakers & Topics
Soemoe Thein Win
Director
VAM Multi-Asset Funds: Flexible Solutions for Evolving Markets
VAM Multi-Asset Funds offer dynamic, risk-managed solutions designed to adapt to changing market conditions. Combining strategic asset allocation with active management, the funds aim to deliver consistent returns across market cycles. With access to global equities, fixed income, and alternative assets, they provide diversification and downside risk mitigation. Suitable for a range of client profiles, these funds are ideal for advisers seeking flexible, outcome-oriented investment solutions that align with clients’ long-term financial goals in an uncertain economic environment.
Presenter's profile
Soemoe has over 18 years of experience delivering client-focused solutions to both private and institutional investors. A former CityWire-listed equities fund manager, Soemoe has extensive experience in the investment management industry, having held regulated directorships in both African and European firms. Based in Mauritius, he will be responsible for all intermediary relationships in the African region. Soemoe is a CAIA charterholder and a member of the Chartered Institute of Securities and Investment.
Aaron Maskrey
Capital Director
Student Housing: A Resilient Asset Class Poised to Boom
GSA Group is the leader in global student housing, Aaron Maskrey, Capital Director
at GSA will explore the underlying strength of the sector’s fundamentals that will
continue to underpin resilient investor returns and how upcoming macro-economic
volatility will see a surge of growth within this asset class.
Presenter's profile
Aaron Maskrey is responsible for GSA Group capital raising across the EMEA and
Americas’ regions. With a comprehensive background within the student housing
sector, Aaron brings a holistic approach to capital raising and investment strategy,
leveraging his expertise in market research, business intelligence, new market entry,
sustainability, and investor relations. Previously, Aaron served as the Global Head of
Research at GSA Group for five years and has almost 20 years of experience in real
estate analysis.
Stephen Atkins
Portfolio Manager
AI - The Future is Now
We’ll cover the evolution of AI, the potential impacts and towards the end, will weave in how we assess companies and invest in them for the long-term despite the fact the tech is constantly changing
Presenter's profile
Stephen is a Portfolio Manager, Strategist, and Analyst on Polen Capital's Large Company Growth team. Prior to joining Polen Capital in 2012, Stephen spent twelve years as a Portfolio Manager at Northern Trust Investments, including eight years as a mutual fund Co-Manager. Before joining Northern Trust, Stephen was a Portfolio Manager at Carl Domino Associates, LP. Stephen received his B.S. in Business Administration from Georgetown University and a General Course degree from the London School of Economics. Stephen is a CFA® charterholder and a member of the CFA Institute and the CFA Society of South Florida.
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
