2026 Speakers

Portfolio Manager

Zandile is the Co-Portfolio Manager of the 36ONE General Equity Fund. She joined 36ONE in August 2021 as an Investment Analyst, focused on global sectors. She has over 13 years of financial services experience, including investment banking at J.P. Morgan and asset management at CDAM (an investment management firm based in London). Zandile holds an MBA from London Business School, a Bachelor of Business Science (Finance Honours) Degree from University of Cape Town and is a CA(SA.)

Portfolio Manager Global Emerging Markets

Neal started his investment career at Alliance Bernstein (South Africa) as an Emerging Markets Equity Analyst after completing his articles at BDO Spencer Steward. In 2005 he moved to the company’s London office where he co-managed a US$2 billion international portfolio active in emerging markets for institutional and retail clients. In 2007 he joined GLG Partners in London, a large European hedge fund, to manage a global sector equity long/short fund with a large emerging market exposure. Two years later he moved on to Carlson Capital as an Equity Research Analyst. After moving back to Cape Town in 2012, Neal joined Sanlam Investment Management Global, which later became Denker Capital, as an Equity Analyst and later Portfolio Manager. He launched the Denker Global Emerging Markets Fund in 2015. Neal joined All Weather Capital in August 2019 to launch the Emerging Market strategy.

Head of Fixed Income Strategies

BCom (Econ), CFA Conrad is a founding member and the Head of Fixed Income Strategies at ALUWANI Capital Partners. With over 20 years of experience in the field, Conrad has been instrumental in overseeing the Fixed Income team, encompassing portfolio management, research, execution, new business development, and client relationships. Prior to his leadership roles, Conrad spent 12 years of his career as a Fixed Income analyst and Portfolio Manager, gaining valuable insights and expertise in investment strategies and market dynamics.

Co-Chief Investment Officer/Head of Fixed Income

Nolan is a CA (SA) and holds a M Comm qualification. He started his fixed-income career in 1999, with experience gained in London, New York, and South Africa. He has previously worked at Rand Merchant Bank and Deutsche Bank.

Equities Analyst

Ian Brink, CFA, is an Equity Analyst at Argon Asset Management, based in Newlands, Western Cape, South Africa. He has over 13 years of experience in the finance industry, with a strong background in equity research and financial modeling. Ian has held various roles at companies such as Arqaam Capital, Cadiz Asset Management, Glacier Financial Solutions, and Vodacom. His expertise includes developing a normalised earnings forecast and applying a fair exit rating to quantify the earnings impact of AI. Ian's work at Argon Asset Management focuses on fundamental research-driven management, aiming for superior long-term performance by acquiring equity securities of financially strong, well-managed companies at market prices significantly below their intrinsic value

Business Leader, Artisan Global Value

Ryan Wood, CFA, is a director of Artisan Partners with responsibility for marketing and client service of the strategies managed by the firm’s Global Value team. He joined Artisan Partners in 2015 as part of the firm’s rotational training program and had the opportunity to work across multiple business areas of the firm over the course of three years. In 2018, Mr. Wood spent the last year of the program on the institutional client services team during which he was aligned with the International Value and Global Value teams. Mr. Wood holds a bachelor’s degree in economics from Davidson College.

CEO, Portfolio Manager

Richard began his career in 1995 as an analyst for Old Mutual Asset Managers. He has extensive experience both locally and offshore, including co-managing the BigRock Fund for Decillion Capital. In 2001 he relocated to London with Decillion and co-managed a US/European hedge fund. Richard co-founded BlueAlpha in 2004, where he manages the BlueAlpha BCI Global Equity Fund. He has won multiple awards – most recently, the Raging Bull for best 5 year risk-adjusted performance on the Select BCI Worldwide Flexible Fund.

Portfolio Manager

Charl has been involved in South African financial markets since 2006 and joined Bateleur Capital in 2008. Prior to Bateleur Capital he was at Imalivest, a start-up hedge fund. Charl is portfolio manager of two of Bateleur Capital's hedge funds, and co-portfolio manager across three of Bateleur Capital's unit trust products.

Managing Director & Chief Investment Officer

Sidney has close to 30 years of experience in the asset management industry. As CIO and MD, Sidney is ultimately responsible for the management of all portfolios and implementation of the fixed income investment process and philosophy. Sidney holds a B.Sc (Computer Science) degree from the University of Cape Town and a PGD (Financial Planning) from the University of the Free State.

Portfolio Manager

Nicholas joined Centaur in July 2020, prior to this Nicholas spent 4 years as an analyst at a Johannesburg-based hedge fund. He has completed the CFA program and holds an honours degree in Financial Analysis from the University of Stellenbosch.

Director

Simon joined Contrarius in March 2019. He has over 16 years’ previous investment experience with Allan Gray Ltd. From 2008-2018, Simon co-managed Allan Gray’s equity and balanced composites which included the largest equity and largest mutual fund in South Africa. Simon also co-launched and managed the Allan Gray Global Frontier Equity Fund. He has a BCom (Econometrics) and BCom (Honours) (Financial Analysis and Portfolio Management). Simon is a CFA charterholder.

Portfolio Manager

Marc Talpert - BAccSc, HDipAcc, CA (SA), CFA Marc is an investment analyst and portfolio manager in the Global Emerging Markets team at Coronation. He co-manages the Global Optimum Growth unit trust fund and is responsible for analysing emerging market stocks. Marc joined Coronation in 2014 and has 11 years of investment experience.

Portfolio Manager

Jarrod is responsible for the equity product range of investments at Credo and is Lead Manager of the flagship Credo Global Equity Fund. Prior to joining the group in 2000, Jarrod spent 4 years at Cahn Shapiro Stockbrokers in South Africa where he was a Senior Portfolio Manager. He holds a BA (LLB) from the University of the Witwatersrand and is a qualified attorney on the non-practising roll in South Africa.

Equity Portfolio Manager

Chantelle joined Fairtree in 2017 and is currently the Head of SA Equity Research as well as co-portfolio manager for the Select Mandate and the Fairtree Blended Equity Fund. She started her career in 2006 when she joined Deloitte and completed her articles. She then joined Barclays Africa and worked in the Finance team, and then moved to the Equity Research team where she was a sell-side analyst covering South African Banks and General Financials. In 2016, she was rated #2 by the Financial Mail Ranking the analyst in General Financials and #6 in SA banks. Chantelle holds a Bachelor of Accounting Honours degree in Management Accounting from the University of Stellenbosch and is a Chartered Global Management Accountant (CGMA).

Portfolio Manager

Paul joined Fairtree in 2013 and is a fixed income portfolio manager. He started his career after graduating, where he worked in the engineering field at Eskom for five years. He then moved into the financial services industry, working for Standard Corporate and Merchant Bank’s Interest Rate Productions division for two years, and then joined the asset management industry in 1999. After five years at RMB Asset Management, Paul moved to the newly formed Momentum Alternative Investments, where he managed numerous hedge funds and specialised segregated mandates.

Investment Analyst and Portfolio Manager

Qualified actuary CFA Charterholder BCom (Hons) from the University of Stellenbosch Henno joined Granate in July 2019 as an Executive Director and Investment Professional. He founded Capensis Capital (now a subsidiary of Granate) in 2016. Prior to this, he was a portfolio manager at PSG Asset Management, where he was responsible for the PSG Global Flexible and PSG Global Equity funds.

Chief Investment Strategist

Chris has 18 years of industry experience, having served as a quantitative analyst and investment strategist. He was the Head of Research at Investec Institutional Securities for two years. Currently, Chris chairs the Global Investment Strategy Group and the South African Asset Allocation committee, in addition to being a member of the Global Asset Allocation committee. He holds an MSc in Mathematical Statistics and is a CFA charter holder.

Portfolio Manager

Shwebi joined Laurium Capital in August 2021. Prior to Laurium Capital, she worked at Cadiz Asset Management where she specialised in fixed interest markets. In addition to her fixed income responsibilities, Shwebi contributes to Laurium Capital’s asset allocation process. She is an integral part of the investment team, bringing valuable insights and expertise to the firm’s portfolio strategy. Shwebi has twelve years of experience in fixed income markets and has a Bachelor of Science in Information Systems from the University of Wales.

Portfolio Manager

Portfolio Manager of the Mazi Global Equity Fund (UCITS, Ireland domiciled) and global research leader at Mazi Asset Management. A seasoned investment professional with 18 years of global portfolio management experience, leading a team that provides in-depth coverage of select North American, European, Asian, and South African markets across technology, media, consumer, retail, travel, insurance, healthcare, resources and financial services.

Portfolio Manager – Fixed Income

Jean-Pierre is head of Fixed Income investing at Methodical. He is a CFA charter holder and has a Bachelor of Commerce from the University of Cape Town. He has a wealth of experience in financial markets and more specifically fixed interest markets. He spent 12 years working in London as a bond trader and hedge fund investor before returning to South Africa in 2009. Jean-Pierre worked at Prescient investment management for 8 years where he was the deputy head of fixed income and more recently at Laurium Capital where he was head of fixed income.

Chief Investment Officer

Tony has a deep interest in financial markets having evolved the thesis of inference in the price formation of asset classes in general and global equities in particular. He has 38 years of investment experience, holds a Masters degree and is the winner of 12 consecutive Raging Bull awards.

Portfolio Manager

Joined the firm in 2011 Joined the industry in 2011 Adam is a portfolio manager within the Fixed Income team at Ninety One. He co-manages South African (SA) Rates and SA investment grade credit strategies as well as the Global Diversified Income strategy. Before being appointed as a portfolio manager, Adam was an analyst within the team. His research remit remains primarily on South Africa fixed income and investment grade credit. Prior to joining Ninety One, he spent two years at Investec Bank as a trainee accountant, part of the Investec Chartered Accountant Programme, where he worked in group risk and in the private bank treasury. Adam holds a Bachelor of Business Science (Honours) degree in Finance from the University of Cape Town and was awarded the Chartered Accountant (SA) designation in 2014."

Chief Investment Officer

Adrian Clayton is the Chief Investment Officer at Northstar Asset Management, where he has been instrumental in shaping the firm's investment strategies and portfolio management. With a career spanning over 28 years in the asset management industry, Clayton has a deep understanding of market dynamics and a commitment to excellence, dedication, and integrity. His work at PSG Asset Management before joining Northstar Asset Management included serving as the portfolio manager of the Balanced Fund and as CEO. Clayton's expertise lies in constructing portfolios with a high likelihood of achieving the required return over a range of future scenarios, employing a bottom-up, QARP approach – Quality at a reasonable price.

Chief Investment Officer (SA)

Philip joined PortfolioMetrix in 2021 bringing with him a wealth of senior-level experience gained throughout the industry. The depth and breadth of his skill set was on full display in his previous role as the Chief Investment Officer and chair of the Investment and Asset Allocation Committees at Sasfin Asset Managers. Before joining Sasfin in 2014, he spent six years at Absa Wealth as the Chief Investment Officer. Prior to that he spent nine years at Investec Bank where he worked as a bond and interest rate trader. Philip is a CFA Charterholder, a member of the FTSE/JSE Index Advisory Committee and a past President of the CFA Society South Africa.

Chief Executive Officer

Sean’s investment career began in South Africa in 1997 when he joined Old Mutual Asset Management as an equity analyst. In 1999, he joined Decillion Capital as one of its founding members and co-managed the successful BigRock Fund, a South African-based hedge fund. In 2001, he relocated to London with Decillion Fund Management and co-managed a US/European hedge fund. In 2003, he joined London-based Orbis Investment Advisory, before leaving in 2008 to establish Ranmore Fund Management Ltd.

Chief Executive Officer

Brandon Quinn, B.Com, CFA, is a co‑founder and portfolio manager at Saffron Wealth, with over 27 years of investment experience. He graduated with a BCom (Economics) in 1992 and holds a CFA Charter since 2003. Brandon's investment experience covers Developed, Emerging and Frontier Markets across fixed income, currency, structured credit and equity asset classes. Brandon’s financial services career started in 1993 in market research at NBS Corporate Bank at which time he completed an advanced diploma in bank credit management. Following the merger between NBS Bank and BoE Bank, he joined BoE Bank Treasury in 1996, where he focused on currency dealing and interest rate arbitrage. From 2000 to 2003 Brandon managed the market risk of BoE Treasury, BoE Securities and the BoE Hedge Funds while completing his CFA. In 2003 Brandon was appointed Global Treasurer of Seaboard Overseas Limited (SOL), a NYSE listed multi-national commodity trading company. At SOL Brandon took overall responsibility for the group’s funding and commodity hedging strategies using CBOT options and futures. In 2005 Brandon was appointed as portfolio manager at Metropolitan Asset Managers, responsible for Liability Driven Investments of the Guaranteed Annuities products and launched the Metropolitan Income Plus Fund, now the Saffron Opportunity Income Fund. In 2012, Brandon co-founded Saffron Wealth (Pty)Ltd, a hedge fund investment manager located in Stellenbosch from where it operates today. Saffron has extensive track records in both onshore and offshore income, bond equity and frontier markets, receiving multiple Raging Bull awards over the years.Saffron manages assets in the Saffron BCI Opportunity Income Fund, The Saffron BCI Active Bond Fund, The Saffron Flexible Fund and The Saffron Global Enhanced Income Fund (USD).

Chief Investment Officer

Arno Lawrenz has extensive work experience in the investment management industry. Arno currently holds the position of Chief Investment Officer at Sasfin, a role they assumed in November 2020. Prior to this, they served as the Chief Strategy Officer and Non-executive Director at Diagnostic Aptamer Technologies - Aminotek (D.A.T.A.) since August 2020. From August 2017 to August 2020, Arno was the Global Investment Strategist at Ashburton Investments. Arno also served as the Head of Fixed Income Portfolio Management at Ashburton Investments from January 2016 to July 2017. Before joining Ashburton Investments, Arno held the position of Chief Investment Officer at Atlantic Asset Management (Pty) LTD from July 2007 to December 2015. Arno gained valuable experience as the Head of Fixed Income at Old Mutual Investment Group from 2003 to 2007, and as the Head of Fixed Interest at Coronation Fund Managers from 2000 to 2003. Arno started their career in investment management as a Portfolio Manager at Sanlam Investment Management from 1998 to 2000 and at Southern Asset Management from 1996 to 1997. Arno began their professional journey as a Quantitative Analyst at Sanlam in 1992.

Director and Portfolio Manager

Evan graduated with a BCom (Hons) in Investment Management (Cum Laude) from the University of Johannesburg and holds a Chartered Financial Analyst (CFA) designation. His professional journey began at Stanlib, where he initially worked in the Wealth Division, representing teams such as Structured and Alternative Investments and Product Development. Evan’s career at Stanlib led him to the asset management sector, where he served as an Analyst with a primary focus on listed property investments. He later assumed the role of Co-Head of the listed property franchise. During his tenure at Stanlib, the franchise expanded to become the largest listed property manager in South Africa and achieved top performance rankings over 3-and 5-year investment periods. Evan also managed the Stanlib Global Property Fund, which had investments in North America, Europe, and Asia Pacific.

Head of Fixed Income & Multi-Asset

M.Soc.Sc , (Economics) Prior to starting as Head of Fixed Interest at Visio Fund Managers in July 2019, Jonathan was the head of Granate Asset management since its inception in December 2015. Prior to that Jonathan served as the Head of the Fixed Interest Team at Cadiz Asset Management (2006-2015) where he also managed the Unconstrained, House View and Inflation-Linked Bond funds. Jonathan’s experience includes 11 years of being on the sell-side where he worked as a Fixed Interest Strategist at HSBC (1995-2003) and then at RMB (2003-2006) where he was also head of research. During his role as a research analyst Jonathan was ranked in the Financial Mail Analyst of the Year survey 7 times in the Fixed Income and Derivative categories.

Co-Head: Domestic Equities

Jami is the Co-Head of Domestic Equities at Vunani Fund Managers, where she oversees several institutional equity mandates. Since joining the firm in May 2023, Jami has contributed to the team’s investment outcomes, progressing from Analyst to Portfolio Manager before stepping into her current leadership role. With a career spanning over a decade, Jami has developed deep expertise across the South African investment landscape. She began her career at Mianzo Asset Management as an Equity Analyst, where she also provided macroeconomic research for the Multi-Asset team. Prior to joining Vunani, she focused on the consumer goods and services sectors as an Investment Analyst at Mergence Investment Managers. Jami earned her Bachelor of Business Science in Finance from the University of Cape Town and holds the CFA® designation.