2022 CFA Society South Africa Annual Investment Conference
Investing Amidst Uncertainty
Overview:
The only certainty these days is uncertainty. The issues impacting global markets are numerous, and the factors that investors need to take heed of are plenty: from slowing economic growth, declining asset prices, geopolitical tensions, rapidly shifting monetary policy, and the possibility of stagflation. Such a complex environment requires careful and prudent navigation, which is why we at CFA Society South Africa have chosen the theme "Investing Amidst Uncertainty" for our 2022 Annual Conference. Join us along with an exciting list of speakers who will unpack and dissect these topical issues.
Date: Thursday, 3rd November 2022
Time: 08h35 - 17h10 (SAST)
Cocktail Reception: 17h15 - 19h00 (SAST)
Venue: The Forum, Alice Lane, Sandton, Johannesburg - Hybrid Event
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Event Agenda:
08h30 - 08h40: Welcome
08h40 - 08h55: A Word from the President of CFA Society South AfricaJennifer Henry, CFA, President CFA Society South Africa
09h00- 10h00: Guest Speaker - 4th Industrial Revolution: Implications for Markets, Geopolitics and Africa
Prof Tshilidzi Marwala, Vice-Chancellor
of the University of Johannesburg and Rector of the United Nations University in Tokyo
10h05 – 11h05: Featured Presentation - Human vs Machine: AI and The Future of Asset Management Stephán Engelbrecht, Portfolio Manager at Mazi Asset Management
Comfort Break
11h30 - 12h30: Fire-Side Chat - The State of the Economy
Dr David Masondo,
Deputy Minister of Finance and Thato Mashigo, CFA, Vice-President CFA Society South Africa
Lunch Break
13h30 - 14h30: Classic DebateMotion: African countries should transition from fossil fuels to renewable energy
Moderator: Jan-Daan van Wyk, CFA, Board Member of CFA Society South Africa and Associate Director at Stonehage Fleming
Debaters:
For the motion:
Musa Ngema, CFA, Investment Analyst at Futuregrowth
Mamokete Lijane, CFA, Fixed Income Sales and Macro Strategist at Absa CIB
Against the motion:
Nkhumeleni Thavhiwa, CFA, Director within South African and African Credit at Ninety One
Santhuri Thaver, CFA, Head of Credit at Ashburton Investments
Comfort Break
14h45 - 15h45: Panel Discussion
Implications of Regulation
28 Changes: Offshore Asset Allocation, Alternative
Investments and Liquidity Considerations
Panellists:
John Oliphant, Executive Chairman at Third Way Asset Management
Andrew Davison, Chairman -
Investments Committee at Actuarial Society of South
Africa
Sonja Saunderson, Chief Investment Officer at Momentum Investments
Moderator: Raazia Ganie, CFA, Board Member of CFA Society South Africa and Head of Investments at NMG Benefits
15h45 - 16h00: Prize giveawayMuitheri Wahome, Asset Management Expert/Strategic Board Adviser/Author and Gugulethu Mfuphi, Moderator / Facilitator and Conversational Strategist
16h00 - 17h00: Virtual Key Note Speaker - The European Dilemma: Ukraine War, Energy Crisis, and Inflation
17h00 - 17h10: Closing Words
17h15 - 19h00: Cocktail Reception
