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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

CPD Verifiable Event


Click here to view Speakers and Bios

Click here to view registration page

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Event Agenda:

08h30 - 08h40: Welcome 
Co-hosts: Thato Mashigo, CFA, Vice-President CFA Society South Africa and Gugulethu Mfuphi, Moderator / Facilitator and conversational Strategist

08h40 - 08h55:  A Word from the President of CFA Society South Africa

Jennifer 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 - 12h30Fire-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 Debate

Motion: 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 giveaway

Muitheri 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
Yanis Varoufakis, Economist and former Minister of Finance of Greece


17h00 - 17h10: Closing Words

17h15 - 19h00: Cocktail Reception