Fund Finder South Africa

November 17th 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.

Ask for invitation

More Information

What can you expect from this event?

Format

A concise and targeted half day event in a pressure free, relaxed, and educational environment.

Discover

Speakers & Topics

A maximum of 5 selected sponsors present their strategies & products to fund selectors from across South Africa.

Discover

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.

Discover

Fast, efficient workshop format

The workshops will take place at the Mount Nelson Hotel and will see 5 sponsors each presenting 2 times over the course of a half day.

2 rooms, 2 moderators, 10-12 fund selectors per room. Sponsors present once in each room for half an hour.

Sponsors are invited to present on overall strategies or on specific investment products.

When not presenting, sponsoring groups are welcome to sit in on other presentations, or network in the lobby.

To be confirmed

See his profile

Neutral market experts moderate the workshops

2 rooms

2 moderators

5 sponsors

12 fund selectors per room

RICHARD SIMPSON

See his profile

Speakers & Topics

Rakesh Bordia

Principal and Portfolio Manager, Pzena Investment Management

Equity investing in an uncertain world: Time to reconsider China?

History provides a strong case for maintaining focus on fundamentals and deep research in the face of geopolitical shocks and macroeconomic concerns. Using China and the energy transition as case studies, we will explore how we at Pzena capitalize on these uncertainties to find compelling investment opportunities globally.

Mr. Bordia joined Pzena Investment Management in 2007 and is currently the Co-portfolio manager on the Emerging Market and International ex-US strategies. While at Pzena, Mr. Bordia has covered several sectors including utilities, banking, business services, healthcare, retail, consumer products and gaming. Previously, Mr. Bordia was a principal at Booz Allen focusing on innovation strategies. Mr. Bordia earned a B.Tech. in Computer Science from the IIT, Kanpur, and an M.B.A. from the IIM, Ahmedabad, India.

Matus Mrazik

Investment Manager, Systematic Equities, Jupiter AM

Avoiding style bias in global equity investing: a systematic approach

Matus Mrazik, investment manager, Jupiter Systematic Equities, will address the problem investors face in avoiding the dangers of style bias. He will explain the pitfalls of an inflexible investment approach wedded to just one style, such as value or growth. He will share insights from his team’s recent research and present his analysis of the current market environment for global equities.

Matus is an Investment Manager in the Systematic Equities team.

Before joining Jupiter, Matus worked at Merian Global Investors as a senior analyst in the global equities team. Prior to this, he worked at Scottish Widows Investment Partnership, where he was responsible for equity research/strategy in the quantitative investments team and at Gulf International Bank.

Matus has an MSc in Finance and an MSc in Operations Research and Econometrics.

Laurence Taylor

Portfolio Specialist, T Rowe Price

ESG Fractures – Can Impact Investing Help?

We believe the opportunity to own businesses that can create a positive environmental or

social impact is greater than ever before in public equity markets. Being on the right side of

this societal and environmental change creates a real opportunity to select stocks that will

convey a positive impact profile and, with it, the added return potential that this can bring.

Coming Soon

Mehar Shah

Director, Sales, ABR Dynamic Funds, LLC

Turning Crisis Alpha into Absolute Return

Most strategies aim to offer either “Crisis Alpha” or “Tail-Risk Protection” but they

exhibit high costs (decay) during long periods in between crises. ABR believes that

beta and alpha are not mutually exclusive, and through systematic, risk-mitigated

implementation of dynamic strategies, beta can be provided when it is desired, and

alpha can be provided when it is needed.

This is a direct result of ABR’s core philosophy and study of human behavior (which

is prone to be irrational in periods of panic and euphoria), which the firm believes is

the only consistently predictable element of finance.

Ms. Shah is the Director of Sales at ABR Dynamic Funds. She has over 8 years of

experience in the financial industry. Mehar graduated from Baruch College with a

Bachelor of Business Administration in Finance. Mehar holds an MBA from NYU

Stern School of Business. Mehar is also a CAIA Charterholder.

Rupert Cadbury

Vice President and Senior ESG Strategist, State Street Global Advisors

Getting the most out of Fixed Income: Why Indexing? Why Global High Yield?

Coming Soon

Rupert Cadbury is a Vice President and Senior ESG Strategist at State Street Global Advisors working with investment teams and clients to help inform and identify ESG investment products. Rupert works closely with institutional clients, advisors and consultants on fixed income and equity ESG investment strategies, research and portfolio implementation investment insight.

Rupert works with the ESG research and development, quantitative investment research and investment teams to design ESG investment solutions for advisors, consultants, and institutional clients, including assessing the Environmental, Social and Governance impact on clients' portfolios and identifying investment solutions to align with their ESG objectives.

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.

Ask for invitation

Fund Finder Events

Fund Finder events gather wholesale fund selectors who work in the local markets

Fund Finder Middle East

Dubai

3 events / year

in partnership with

Next Event