Investment Seminar 27 March 2025 Radisson Collection, Cape Town

Power Shifts: Investing in a New World Order.

The Investment Seminar will be hosted at Radisson Collection in Cape Town on Thursday, 27 March 2025.

English South Africa Business MC: Farai Ntuli

Opening

Darryl Moodley Deputy Chair of Investments Committee

Season 1 / Episode 1 7 min

Economic Overview

Sanisha Packirisamy Chief Economist, Momentum

Season 1 / Episode 2 46 min

CEO Panel Discussion moderated by Felix Ubogo: The Future Of Active Asset Management

Carl Roothman CEO, Sanlam Investments Delphine Govender CEO/CIO, Perpetua Investment Managers Thabo KhoJane MD, Ninety One SA Ann Leeplle CEO, M&G Investments

Season 1 / Episode 3 1 hr 09 min

Private Credit: the risk adjusted edge in institutional portfolios

Ockert Doyer Head of Credit, Sanlam Investments

Season 1 / Episode 4 24 min

How New Portfolio Wrappers and Technology are Enabling an Exciting New Era for Risk Management

Roland Rousseau Independent Listed Product Strategist

Season 1 / Episode 5 43 min

Reasons to be optimistic on SA equities

Samantha Hartard Portfolio Manager: SA Equities and Multi-Asset, Ninety One SA

Season 1 / Episode 6 20 min

Keynote speaker

Mteto Nyati Chairman, Eskom

Season 1 / Episode 7 53 min

Estimating Credit Spreads

Luke van Schaik Persec Quantitative Analyst

Season 1 / Episode 8 22 min

Policy outcomes for South Africa in an uncertain geopolitical context

Langelihle Malimela Head of Sub-Saharan Africa: Country Risk, S&P Global

Season 1 / Episode 9 35 min