Moderators

Apex Investment Consulting (SA)

Business Development - Model Portfolios

22 years financial services experience 9 years multi-manager experience Email Eugene at ebraak@bcis.co.za Eugene has 15-plus years experience in the retail investment-management arena with an excellent knowledge of the needs of financial advisors. After serving little over 8 years as business development manager for Momentum Wealth he joined Momentum Investment Consulting where he became head of sales and distribution. He joined newly formed Boutique Investment Partners in January 2014 as head of distribution and are instrumental in operations and implementation of bespoke solutions.

Apex Investment Consulting (SA)

Chief Investment Officer

B.Bus.Sci Hons (Act. Sci), Executive leadership 15 years financial services experience 15 years multi-manager experience Email Tavonga at tavonga@bcis.co.za On completing his actuarial studies at the University of Cape Town in 2005, Tavonga Chivizhe joined the Metropolitan Collective Investments CEO - Robert Walton, with the primary goal being to establish a retail multi-manager offering for the Metropolitan Group. This initiative, which begun early 2006, started off with seed capital of just under R 5 million, and by the time of the merger between Metropolitan and Momentum in 2010, the Metropolitan Multi-Manager division was gaining meaningful traction with assets under management of just over R6bn. This division boasted a successful range of house view funds, one of which, the MET Odyssey Conservative Fund of FundsF, in 2010, was awarded the Raging Bull Award, for the best risk adjusted performance over a 5 year period. During this 5 year period of building the Metropolitan Multi-Manager business, Tavonga continued to pursue his professional actuarial exams with the Institute of Actuaries in the United Kingdom up to 2011 when he passed his Actuarial Fellowship exam. The merger of 2010, saw Metropolitan Multi-Managers being combined with the retail multi-manager offering of the Momentum group, with the joint entity then branded to Momentum Investment Consulting [MIC]. In 2011, Tavonga assumed ownership of MIC's Investment Philosophy and Process, and was also the portfolio manager of the MIC's 6 house view funds. The combined assets under management of Momentum Investment Consulting [MIC] was then just over R9bn. This period saw yet another MIC house view fund, the MET Odyssey Balanced Fund of Funds being awarded the Morning Star Award for being the best risk adjusted performer in its category in 2012. Tavonga was responsible for the management of a notable number of the MET third-party / white label portfolios. By 2013, Momentum Investment Consulting had grown its asset base from R9bn in 2011, to just over R22bn, making it one of the largest retail multi-manager offerings in South Africa. The same year, 2013, saw Momentum go through a re-structuring exercise, which combined three of its multi-manager divisions: Momentum Manager of Managers, Momentum Investment Consulting and Momentum Alternative Investments. The combined unit was branded Momentum Outcomes Based Solutions and had asset of just close on R150bn. Tavonga was appointed Chief Investment Strategist of this unit, where his role was to assume full ownership and accountability for the division's Investment Strategy. At the end of 2013, Tavonga left the Momentum Group, to co-establish a new retail investment consulting and investment management firm Boutique Investment Partners. In addition to being a founding director, Tavonga is currently the Chief Investment Officer at Boutique Investment Partners/ Apex Investment Consulting (SA).

MitonOptimal

Executive Director, Portfolio Management

Roeloff has over 20 years’ experience in managing portfolios. He founded Eagle Asset Management and Bond Street Financial Services which became part of the MitonOptimal Group in 2010 and 2014 respectively. Roeloff is responsible for the management of the suite of local and offshore multi-asset funds and portfolios.

PortfolioMetrix

Head of Research

Brendan began his career in financial services in the beginning of 2008, initially as a financial adviser. After working in the advice industry for five years, Brendan moved into asset management in 2013 where he has remained. Brendan is the Head of Research at PortfolioMetrix Asset Management SA, a position he has held since 2015. Brendan holds numerous professional designations and is a CFA Charterholder, CAIA Charterholder and CFP Professional.

Apex Investment Consulting (SA)

Managing Director & Senior Portfolio Manager

CFA, B.Com Hons (Act. Sci) 26 years financial services experience 20 years multi-manager experience Email pdeklerk@bcis.co.za Pierre holds a B. Com (Honours) degree in Actuarial Science and is a CFA Charter holder. He started his career at Old Mutual gaining experience in actuarial product development and actuarial marketing. He joined Momentum in 1997 as the head of investment products for Momentum’s Linked Investment Service Provider. In the early 2000’s Pierre transitioned to a pure investment management career, working in turn working for Momentum Multi Managers and Advantage Asset Managers while gaining 10 years of multi management investment experience. In 2007 he was a founding member of Momentum Investment Consulting (MIC), a unit responsible for all retail multi-manager activities in the Momentum Group. As the head of investments for MIC in South Africa he was responsible for managing an investment team and overseeing investments of R 4 billion. Following the merger between Metropolitan Multi Managers and MIC as part of the MMI merger transaction, Pierre became an executive director of MIC, having general management responsibility for the combined business. By 2013, Momentum Investment Consulting had grown its asset base from R9bn in 2011, to just over R22bn, making it one of the largest retail multi-manager offerings in South Africa. Pierre was the lead portfolio manager on a range of top performing portfolios during his employment at MIC. At the end of 2013, Pierre left the Momentum Group, to co-establish a new investment consulting and investment management firm – Boutique Investment Partners. Pierre is the managing director of Boutique Investment Partners/ Apex Investment Consulting (SA) and a senior portfolio manager.

INN8 Invest

Head of DFM

Leigh understands that to successfully unlock to the future of investing, we need new ways of thinking, listening, and communicating. As INN8 Invest’s Head of DFM, Leigh transforms the complexities of investing into easy-to-understand insights – if his grandparents understand, then he has achieved his goal of bringing the investment world to everyone. Leigh started in the industry in 2003 and brings extensive discretionary fund management experience to the team, having held a variety of senior roles, from head of investment administration, head of asset manager research and head of investment and business solutions.

Analytics Consulting

Senior Investment Consultant and Head of Multi-Manager

Nadine has over 19 years’ experience in the asset management industry and started her career in financial services with Old Mutual in 2002 as the Investment Specialist for Western Cape and later Gauteng. In 2005 she joined Investec in Pretoria as the Regional Manager for the Lisp. From 2008 to 2011 she was part of the Retail Fund Manager team of Investec Asset Management in Cape Town where she did fund analysis and quantitative researched. Nadine joined Trivium Capital in June 2011 as Portfolio Manager and Investment Analyst and moved to Analytics Consulting in October 2014. Nadine has completed level two of the CFA qualification.

Sanlam Investments Multi Manager

Rafiq heads up the retail consulting function within the investment team. This follows his roles at Sanlam Investments’ multi manager business, Sanlam Multi Manager International, which he joined in 2006. He was initially appointed as an Investment Analyst and was responsible for carrying out manager research analysis. He was later promoted to Portfolio Manager, managing investment portfolios for institutional and retail investors. In 2012, Rafiq helped establish the retail investment consulting offering that he now heads up. He started his career in the financial services industry in 2004 as a Client Service Consultant at Glacier Financial Solutions (previously Innofin), where he serviced financial advisers.

Equilibrium

Head of MIC

Florbela (Flof) Yates began her career in November 1993 as a consultant with Alexander Forbes in the health care division. She spent six years there before transferring to Investment Solutions as a senior marketing executive. There, she focused on new business in the institutional space. Florbela was instrumental in building relationships with consultants outside of Alexander Forbes and growing assets in that external market. After 13 years with the group, she joined RMB International as their Head of Institutional Business in SA. Her responsibilities included participating in the quarterly asset allocation and manager review meetings in London, reporting back to local clients whose offshore assets they managed and growing the offshore assets. She then joined STANLIB Multi-Manager where she was involved in growing institutional assets, product development and institutional reporting. It was at STANLIB that she branched into the retail investment space as an investment marketing specialist. Here, she was involved in distributing not only the STANLIB Multi-Manager offering but also growing the Stonehouse model and their building blocks into the partner space. It was here where her first experience into the DFM market was gained. She then spent three years with Hollard Investments in their DFM team for a period of three years. Here, she was involved in concluding partnership deals with identified independent financial advisers (IFAs) and building bespoke model portfolios for retail clients. Florbela joined Momentum Investment Consulting (MIC), now called Equilibrium in January 2017 as Head of MIC and is responsible for Momentum Retail’s advisory business. She has a BCom (Economics, Business Finance, Marketing and Tax) degree and is a certified financial planner (CFP)

Nedgroup

Head of Multi-Management

Prior to his current role, Trevor set up and ran the multi-manager division of BoE Private Clients for seven years. He was previously a director of Edge Asset Management after the merger of Edge and TMA Investment Products Services. He has also worked as a consultant at Barra International and lectured Economics and Finance at the University of Cape Town.

Morningstar

Senior Fund Analyst

Michael is a senior Fund Analyst at Morningstar Investment Management South Africa, with over 15 years experience in the fields of manager research and manager selection. Over the last 15 years my roles within the investment team have included quantitative analysis, asset allocation research and manager research covering equity, fixed income, local and global listed property, and multi-asset class portfolios. I have a BBusSc (Hons) degree in Actuarial Science, hold the FRM certification, and am a CFA charterholder.

Corion Capital

Portfolio Manager

Anthony has over 20 years investment experience and has worked for both local and multinational institutions. He started his investment career in the risk and quantitative divisions and then moved into portfolio management, focusing on equity centric funds.

Optimum Investment Group (OIG)

Director and Head of Strategy

As the Director and Head of Strategy at Optimum Investment Group (OIG), I lead a team of professionals who provide multi-asset investment solutions to a diverse range of clients. I have over 15 years of experience in the financial services industry, with a strong background in portfolio management, manager research, and asset allocation. I started my career as a Lecturer in Statistics at the University of Stellenbosch, where I obtained my Master of Commerce degree in Financial Risk Management. I then joined Novare Investments as a Risk Manager, before moving to Morningstar Investment Management as a Client Portfolio Manager. I am a Key Individual of OIG, I have also obtained the Chartered Financial Analyst (CFA) and a Financial Risk Manager (FRM) designations. I am passionate about delivering innovative and tailored solutions that meet the needs and objectives of our clients.

Corion Capital

Portfolio Manager

Simon joined Corion in November 2009. He holds a PhD in Financial Mathematics and has passed all the exams of the CFA programmes. He worked as a risk analyst for ABSA for two years, after which he joined the Central Risk and Compliance Team at RMB.