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​​​​​​​​​​​​​​​​​CFA Society South Africa

OUR MISSION:
To represent CFA Institute in South Africa and to lead the investment profession in Southern Africa by setting the highest standards of ethics,
education and professional standards. 
To drive industry initiatives that benefit the broader society and enhance investor protection.

OUR VISION:
We envision a CFA Society South Africa that is widely recognised and highly valued by the investment community and the broader society.
A Society that:
• is a well-regarded source of industry best-practice in the areas of ethics and professional excellence;
• all investment professionals aspire to be part of;
• all investors value for the positive influence of the financial well-being of all members of society.


Nerina Visser, CFA
 

President

 

 


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 pic2.jpgMe​lvi​lle du Plessis, CFA 
                                 ​
Vice-President
                                 
 
 
 
 

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.

JD website pic small.jpgJD van Wyk, CFA, CIPM


Board Member

 

 

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.

Delphine Govender, CFA, CA(SA)

Board Member

 

 


Founder, owner-manager and Chief Investment Officer at Perpetua Investment Managers. Delphine spent 11 years at Allan Gray Limited before leaving to start Perpetua, which she believes is a model for the next generation of investment management firms in South Africa. Since inception 6 years ago, Perpetua has grown to a firm of 30 staff and managing assets of R13billion. Delphine is a qualified Chartered Accountant and CFA Charterholder.

Dr. Dayne Morkel, CFA 

Board Member

 

 


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 Henry, CFA

Board Member

 

 

 

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

Board Member

 

 


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 Semwayo, CFA, FASSA

Board Member

 

 

 

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

Thato Mashigo, CFA, CAIA​

Board Member

 

 

 

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 2 - small website2.jpgCaroline 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 1 - small website.jpgRaazia 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.

Lungile Luvuno, CFA , CA(SA)

 

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.

Linda Hawkins


 

Executive Officer 

 

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

Lucille Smit


 

Society & Candidate Support Coordinator 




thando - small.jpgThando Mlambo

Society Administration

Noluthando small.jpgNoluthando Phakathi

CPD & Programme Events Coordinator