Past Events

AIC 2026 Real Estate Investment Breakfast

Date: May 22, 2026

Location: Kampala, Uganda

Summary

The Real Estate Investment Breakfast officially launched the 4th Alternative Investments Conference (AIC) 2026, convening regulators, pension trustees, fund managers, institutional investors, and developers for a high-level private dialogue on the theme "Investment Readiness for Pension." The session examined the growing case for real estate as a long-term institutional asset class capable of delivering stable returns and inflation protection, while surfacing the governance, transparency, and regulatory alignment challenges that continue to limit pension fund participation in East Africa.

Drawing on benchmarks from Kenya and the SADC region, participants identified cross-ecosystem collaboration as essential to structuring bankable opportunities aligned to institutional capital requirements ahead of AIC 2026.

Partners

Uganda Retirement Benefits Regulatory Authority (URBRA), Kweli Capital, GenAfrica Asset Managers Uganda, Pearl Marina Estates, Old Mutual Investment Group Uganda.

Attached Assets

LinkedIn Article

Beyond Bonds & Equities: Why East African Institutional Investors Are Looking at Alternatives Now Webinar

Date: April 2026

Summary

The first session of the AIC 2026 Pre-Event Webinar Series brought together three leading institutional investment professionals to examine why East African pension schemes and institutional investors are beginning to move beyond traditional fixed income and listed equities.

Linda Tsarwe, CFA, CIPM, of the Trade and Development Bank and Mugalya Mubbale, CFA, of Sanlam Allianz Investments Uganda, moderated by Alan Lwetabe, CFA, of the Deposit Protection Fund, explored the structural forces accelerating diversification across the region.

The panel identified institutional readiness, governance, and trustee education as the critical barriers to meaningful alternative asset adoption at scale.

Attached Assets

Watch Recording

Ziidi Trader Platform: Live Platform Dem

Date: April 2026

Summary

This live demo webinar brought together brokerage, technology, and exchange infrastructure leaders to walk participants through Ziidi Trader, a platform embedding stock market access directly into familiar digital ecosystems. Eric Ruenji of Theo Capital Holdings explored the strategic evolution of brokerage toward removing barriers that have historically limited retail participation in Kenya's equity markets.

Gitau Macharia highlighted how designing around real user behavior is reshaping wealth management into a seamless, everyday experience. Moderated by Bryan Nthiga of the Nairobi Securities Exchange, the session made the case that growing retail participation requires technology, sustained investor education, regulatory alignment, and collaboration across market institutions.

Partners

Nairobi Securities Exchange, Theo Capital Holdings.

Attached Assets

Watch Recording

The CFA Program Information Session Webinar

Date: March 2026

Summary

Three experienced CFA charterholders shared honest, career-level perspectives on what the designation means in practice. Neeraj Vaidya, CFA, drew on 18 years of cross-border leadership across Uganda, Zimbabwe, Zambia, and Nigeria to explore how the charter creates a common professional language across markets.

Ruth Okal, CFA, reflected on how valuation rigor and governance frameworks have shaped real estate investment practice in East Africa. Moderated by Brenda Muchomba, CFA, of the IFC World Bank Group, the session explored ethics, analytical discipline, and the value of the CFASEA community, designed for prospective candidates and professionals weighing the CFA journey.

Attached Assets

Watch Recording

Beyond Competence: How Careers Really Progress in Collectivist Cultures Webinar

Date: March 2026

Summary

In this joint webinar hosted with CFA Society Mauritius, Egypt, Ghana, South Africa, and Nigeria, executive coach Binod Shankar, CFA, challenged finance professionals to rethink what drives career growth in collectivist professional cultures. The session explored why technical competence alone rarely determines advancement, and how visibility, strategic positioning, and relationship-building shape long-term leadership trajectories.

Drawing from his experience as a TEDx speaker and business founder, Shankar offered practical frameworks for developing executive presence, communicating value intentionally, and building influence within complex organizational ecosystems, with direct relevance for CFA charterholders and candidates navigating careers across African and emerging markets.

Partners

CFA Society Mauritius, CFA Society Egypt, CFA Society Ghana, CFA Society South Africa, CFA Society Nigeria.

Attached Assets

Watch Recording

Rebuilding Investor Confidence: Valuation, Listings, and the Future of Kenya's Capital Markets Webinar

Date: February 2026

Summary

CFA Society East Africa convened senior market leaders for a candid discussion on restoring trust in Kenya's capital markets. FCPA Wyckliffe Shamiah, CEO of the Capital Markets Authority, outlined Kenya's regulatory alignment with global IOSCO standards and the CMA's role in enforcing disclosure and transparency. Bryan Nthiga of the Nairobi Securities Exchange highlighted product innovation, including REITs, ETFs, and digital trading platforms, as critical to expanding participation.

Moderated by CFASEA President John Okumu, the conversation addressed the distinction between valuation and offer price, and made the case that rebuilding confidence is a shared responsibility across regulators, professionals, and investors alike.

Partners

Capital Markets Authority, Nairobi Securities Exchange.

Attached Assets

Watch Recording

SokoPlay Virtual Trading Webinar

Date: February 2026

Summary

CFA Society East Africa, in partnership with KASIB, hosted a webinar introducing SokoPlay, a virtual trading platform that lets users practice buying and selling NSE-listed shares using real-time market prices and virtual funds. Nick Lusago, Project Lead at SokoPlay, walked participants through the platform's key features including portfolio tracking, market views, analytics tools, and competitive leaderboards.

The session covered how to transition from virtual to real trading through a CDS account, and confirmed that SokoPlay is free for all CFA Society East Africa members. The platform is currently NSE-focused, with plans to expand across East African markets.

Partners

KASIB, SokoPlay.

Attached Assets

Watch Recording

Economic Forecasting Dinner

Date: February 26, 2026

Summary

CFA Society East Africa's Inaugural Economic Forecasting Dinner brought together investment professionals and economists to examine the year's macroeconomic outlook for the region, presented in partnership with TDB Group. The evening combined data-driven forecasting with networking among members and partners, offering a perspective on the forces likely to shape East Africa's economies and capital markets through the year ahead.

As an established fixture in CFASEA's calendar, the dinner continues to position the Society as a trusted convener for serious economic dialogue, bridging research and practice for the region's finance community.

Partners

TDB Group.

Attached Assets

 Watch Recording