CFA Society South Africa 2024 Annual Investment Conference

This year close to half the world’s adult population will vote in national elections around the world; the choices they make will have an indelible impact on the economic outlook and consequently, on capital markets. The increasingly visible hand of government is playing a greater role in fiscal policy, industrial policy and perhaps even monetary policy. The CFA Society South Africa 2024 annual investment conference will explore these and other topics impacting investor decisions this year under our flagship theme of “2024: Investors at the Polls”

Date: 5th of September 2024

Venue: The Houghton Hotel, Johannesburg, South Africa

A CPD Event

AGENDA

Time

Item

Speaker

09h30 - 09h35

Welcome address

Thato Mashigo, Vice President of CFA Society South Africa

Fifi Peters, Award Winning Financial Journalist and Broadcaster

09h35 - 09h45

A Word from the Society President

Jennifer Henry, President of CFA Society South Africa

09h45 - 10h45

Local Speaker

TBC

10h45 – 10h55

10min Tea Break

10h55 – 11h55 

Classic Debate

Artificial Intelligence Will Transform the Global Economy

Dr Musa Malwandla, Co-Founder at Differential Capital

Viwe Tini, CEO at Vunani Securities

Iqeraam Peterson, Head of Private Debt at Futuregrowth

Moderator:  Patrice Rassou, CIO at Ashburton Investments

11h55 – 12h10

15min Tea Break

12h10 – 13h10

Fireside Chat

TBC

13h10 – 14h10

Lunch

14h10 – 15h10

Panel Discussion

South Africa: Future Prospects

Annabel Bishop, Chief Economist at Investec

Sanisha Packirisamy, Economist at Momentum Investments

Nomvuyo Guma, Chief Director Microeconomic Policy at National Treasury

Moderator: Fifi Peters, Award Winning Financial Journalist and Broadcaster

15h10 - 16h10

Virtual Key-Note Speaker

Building an efficient portfolio in inflationary times

Louis-Vincent Gave, Founding Partner and CEO of Gavekal

16h10 - 16h20

10min Tea Break

16h20 - 17h20

Virtual Key-Note speaker

The India Opportunity

Rajesh Sehgal, Managing Partner at Equanimity Investments

17h20 - 17h30

Closing Words

17h30 - 19h30

Cocktail reception