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: 08h45am - 17h10pm (SAST)
Venue: The Forum, Alice Lane, Sandton, Johannesburg - Hybrid Event
CPD Verifiable Event
Registration Fees:
Group Bookings: Early-bird member & non-member 20% discount for 5 or more delegates - contact Lucille Smit on [email protected]
For booking assistance, contact Lucille Smit on [email protected]
Event Agenda:
08h45 - 09h00: Welcome address
Thato Mashigo, CFA, Vice-President CFA Society South Africa and Gugu Mfuphi, Conversation Strategist. Global Moderator.Broadcaster and Conference Chair. Host of KayaBizz, Kaya FM-95.9
09h00- 10h00: Guest Speaker
Comfort Break
10h15 – 11h15: Featured Presentation
Comfort Break
11h30 - 12h30: Fire-Side Chat - The state of the South African economy
Lunch Break
13h30 - 14h30: Classic DebateMotion: African countries should replace fossil fuels with renewable energy ASAP
Debaters:
Nkhumeleni Thavhiwa, CFA, Director within South African and African Credit at Ninety One
Musa Ngema, CFA, Investment Analyst at Futuregrowth
Santhuri Thaver, CFA, Head of Credit at Ashburton Investments
Mamokete Lijane, CFA, Fixed Income Sales and Macro Strategist at ABSA CIB
Moderator: Jan-Daan van Wyk, CFA, Board Member of CFA Society South Africa and Associate Director at Stonehage Fleming
Comfort Break
14h45 - 15h45: Panel Discussion
Regulation 28 change (Local infrastructure vs Offshore allocations)
A panel of experts will discuss the implications of Reg 28 changes such as: ideal approaches to offshore asset allocations, the role of alternative investments portfolios including infrastructure and the future of the retirement industry
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
Comfort Break
16h00 - 17h00: Virtual Key Note Guest Speaker
17h00 - 17h10: Closing Words
17h15 - 19h00: Cocktail Reception
