​Finweek: Collective Insight  -Round Table Discussion Part III

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Wednesday Webinars @ 1

27 June 2018 

Please follow the link to view the webinar - https://youtu.be/uaE0L7vuCrI​

PowerPoint​ Presentation - Grant Lock - 2018 CFA Society Final v.01 presentation.pptx

Portfolio construction in the age of digital advice - by Grant Locke

Grant Pic small.jpg 

Grant Locke Bio

Grant has been working in the financial services industry since 2004, starting out at Standard Bank and working briefly as a financial advisor for Old Mutual. From 2006, Grant spent 9 years at Schroder’s in London working in their pension fund consulting, private wealth management and their multi-asset divisions. Since 2005 Grant has been thinking about digitising investment advice and in 2011 began work on the first user interface in Microsoft Excel. After several years of experimentation, he was offered the role of a lifetime with OUTsurance to build OUTvest and has never looked back. Grant has an honours degree in Economics from the University of Natal, holds the UK IMC designation and is a CFA Charterholder. Grant is married to Sara and they live and work in Centurion with their two children.

 

CFA South Africa Webinar Guidelines:​ CFA South Africa Webinar Guide.pdf


 

Disclaimer: The views expressed on all the webinars are those of the presenters; they do not necessarily reflect the view of CFA Society South Africa​

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