President

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Nerina is an independent ETF Strategist and Advisor, offering consulting services to the investment industry, financial advisors and private individuals with a specialist focus on exchange traded products, benchmark indices and quantitative rules-based structured solutions. She is a director of the etfSA Portfolio Management Company and has been an investment professional for 20 years.

 

 

Melville has almost 15 years’ experience working in the investment management industry. He is currently a portfolio manager within the active management business at Sanlam Investments and has gained extensive experience working in the fixed interest space, hedge fund industry and multi-asset environment. Melville holds a BCommHons from Stellenbosch University and an MSc (Finance) from the University of London, in addition to being a CFA Charterholder, CAIA Charterholder and certified FRM.

Board Member

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JD is a Senior Associate at Stonehage Fleming. He is a part of the investment research and strategy team, responsible for manager selection and oversight of the firms model portfolios. At just over three years, JD has been in the investment industry for a relatively short period of time - having worked in Corporate Finance and as a lecturer before. He became a CFA® charterholder in 2016.

Dr. Dayne Morkel, CFA 

Dayne began his career as an Investment Banker at Morgan Stanley in New York and London. He is a CFA charterholder and earned his MBA and PhD in Finance from the University of Cape Town.

Jennifer is the Head of Portfolio Management (Retail) and Executive at STANLIB Multi-Manager. She was a highly rated sell-side analyst covering Media, Electronics and IT Stocks first at Nedgroup Securities and then SBG Securities. In addition to being a CFA Charterholder Jennifer is a certified Financial Risk Manager (FRM).​

Lwando Moni, CFA, FRM

Lwando is currently a Deputy Director: Treasury & Investment Management at the Compensation Fund where he has the responsibility of managing investment portfolios of more than R 70 billion through the Public Investment Corporation (PIC).  He has over 12 years working experience in treasury, investments, economic research and auditing.  In addition to being a CFA Charterholder, he is a certified Financial Risk Manager (FRM). He holds BComm Economics & Finance from UCT, BComm (Hons) Financial Economics from Stellenbosch University and a Post Graduate Diploma in Management (Accounting) from UCT.

Dunny is the Chief Operations Officer of Wealth Africa Regions at the Standard Bank Group

Thato is a portfolio manager at Sanlam Private Wealth​. He has worked in investment banking and investment management with different firms such as Credit Suisse, Cadiz Asset Management and Mvunonala Asset Management.

​Caroline Cremen, CFA, CFP

Board Member

Caroline is a private client portfolio manager with Adviceworx.  She has worked in financial services since 1996, and spent most of her years working in the retail client stockbroking divisions of HSBC and Standard Bank.  Her area of specialization is in South African and global equity markets.

Raazia Ganie, CFA

Board Member

Raazia is an experienced Investment consultant with a demonstrated history of working In the financial services industry. Strong Finance professional skilled in Portfolio Management, Investment Advisory, Investment Management, Hedge Funds and Investment.

Board Member

Lungile has 8 years of financial services experience, the past 5 years have been spent in the investment industry. Lungile has gained experience at Old Mutual Investment Group, Transcend Capital and Vunani Securities. She’s a qualified CA(SA) and CFA charterholder. Lungile is currently employed at EPPF as a listed property analyst.

Executive Officer 

Linda specialises in Communications with extensive experience in Brand and Project Management

Society & Candidate Support Coordinator 

​Thando Mlambo

Society Administration

​Noluthando Phakathi

CPD & Programme Events Coordinator