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Speakers

Thabi Leoka

Thabi Leoka is an Economist who has worked for various organisations in the financial sector. Thabi was recently appointed by President Ramaphosa to the Public Investment Corporation Commission of Inquiry. Thabi is a non-executive director of the Small Business Institute and ACT-Afrique which is based in Senegal. She is also on the advisory board of Deloitte SA. Thabi sits on the Statistic South Africa (Stats SA) Council where she chairs the Economic Committee. She was appointed by the Minister of Finance in 2018 to review the zero-rated products in order to support the poor and vulnerable in the country. Thabi started her career as an Economist at Investec Asset Management in South Africa and London. She has also worked as an Emerging Markets Economist at Barclays Capital in London and Head of Economic Research, SA at Standard Bank and the Chief Economist for SA at Renaissance Capital. Thabi was named the Economist of The Year 2017 by ABSIP. She writes for various publication both in South Africa and internationally.

Geraldine Fowler

Geraldine Fowler is also founding Director and CEO of GQM Fund Administrators. She has over 30 years’ experience in the industry in the areas of administration, consulting and trusteeship. She has held senior positions with Private Fund Administration and Consulting Houses. She has academic qualifications in insurance, business studies, financial planning and writing.

Prof Enos Ngutshane

Enos Ngutshane is the former IRFA President and still serves as an Executive Committee Member of the Institute of Retirement Funds Africa (IRFA). He is an authority in Corporate Governance, Local Government, Rail Safety, Occupational Health and Safety. He has worked for different institutions such as Gauteng Government as Deputy Director-General, Wits Business School as lecturer, and South African Foundation for Public Management (SAFPUM) as a CEO. He was the Chairperson and a Trustee of the Prasa Provident Fund for 15 years. Enos is currently the Chairperson of the CCMA as well as a director of SASRIA and the Chairperson of PensionMatters (Pty) Ltd.

Wayne Hiller van Rensburg

Wayne Hiller van Rensburg is known in the South African and Sub-Saharan retirement sectors as a thought leader for his advocacy work, and expertise in governance and investment practices.
Wayne is committed to improving retirement outcomes for as many people as possible. This commitment has found a greater purpose in his role as Executive Officer of the Institute of Retirement Funds Africa, where his work has focused on advocacy and education in the retirement sector.
He is also the Principal Officer of some of South Africa’s largest retirement funds, with assets in excess of R60 billion. This role has allowed him to deepen his understanding of the practices related to governance and investing in the retirement sector.
His qualifications include a BA, LLB, Post-Graduate Diploma in Financial Planning and an Advanced Post-Graduate Diploma in Financial Planning.
He is a member of the  Pension Lawyers Association, Financial Planning Institute and the Batseta-Council of Retirement Funds of SA.

Amanda Khoza

Amanda Khoza has over 20 years’ experience in financial services, serving in a number of senior roles. She has worked in institutional investments, management accounting, transformation and research for companies listed on the JSE’s main board. Her roles have included the strategic development and implementation of business development programmes, writing and speaking engagements and development and management of transformation programmes. She previously served as a non-executive director of the ASISA ESD Fund, ASISA Foundation and the INSETA boards. Amanda is also an independent trustee on a number of large umbrella funds.

Nancy Andrews

Nancy is the Head of Legal for DSY EB & Invest. She is responsible for the legal & compliance and tax have extremely good work relationship with SARS, FSCA&NT and she is actively involved with the regulators when it comes to aligning the law and pension and tax practices. She was twice the past President of the Pension Lawyers Association of South Africa. She is a member of the IRFA Legal and Tax Committee and the Chairperson of the Tax committee. She served as a trustee and the PO on a number of boards with her past employees.
She has been in the industry for more than 20 years and she has served on the IRFA legal and tax committee almost 12years. She always volunteered to assist the IRFA when making representations to the Regulators and currently represent the IRFA on all consults with NT, SARS and the FSCA. She has long standing relationship with other industry bodies such as ASISA , BASETA and the PLA.

Olano Makhubela

Olano Makhubela has a Bachelor of Commerce from the University of KwaZulu-Natal; Bachelor of Laws degree from the University of the Witwatersrand; BCom Honours (Economics) (distinction) from University of South Africa; and a Masters in Science in Development Economics from the University of London.

Olano Makhubela has been with the National Treasury since 2000. In his 19 years at the National Treasury, he has assisted with the development of Government policy on retirement reforms, insurance, investment funds, financial integrity, prudential regulation, capital controls and flows, first tier banking and financial inclusion. He has represented the National Treasury at the G20 Financial Access Working Group, Financial Sector Charter and Nedlac processes. He is currently the Divisional Executive: Retirement Funds Supervision at the Financial Sector Conduct Authority (previously the Financial Services Board).

Naheem Essop

Naheem Essop is the Senior Legal Advisor at the Office of the Pension Funds Adjudicator. His experience also includes having acted as an attorney in private practice on behalf of retirement funds, serving in the FSCA Retirement Funds Division, and is currently a member-elected alternate trustee of the FSCA Pension Fund. He has a rare and an invaluable set of experience having experienced retirement funds law from different perspectives. He is driven by a passion for the law and the fair treatment of retirement fund members which has underpinned his commitment to always achieving excellence.

Muvhango Lukhaimane

Muvhango Lukhaimane commenced her responsibilities as Deputy Pension Funds Adjudicator on 1 June 2012 and was appointed Pension Funds Adjudicator on 1 July 2013.
She acquired first-hand experience and expertise in pension fund matters as research consultant and legal advisor at Sanlam Employee Benefits and Liberty Personal Benefits. She was also Principal Officer of the Eskom Pension and Provident Fund. She gained strategic planning and organisational skills during her stint in various executive management roles within the South African Domestic Intelligence Services.
Ms Lukhaimane holds the following qualifications; B.Iuris (Univen), LLB (UP), LLM (Unisa), Postgraduate Diploma in Management Studies (Buckinghamshire Chilterns University College), Postgraduate Diploma in Financial Planning (UFS) and an MBA (Wits Business School). She is also admitted as an advocate of the High Court.

Jaco van Tonder

Jaco is head of Advisor Services in South Africa at Ninety One. Prior to moving into this role, Jaco was sales director for the South African Advisor team and head of distribution for Ninety One Investment Platform.
Having previously worked at Sanlam Group, Jaco occupied various positions which included heading up the product development for the Sanlam platform business, Glacier from 2000 to 2003, and heading up the business development and distribution team from 2003 to 2009.
He is a Fellow of the Institute of Actuaries, and holds a B.Sc (Hons) degree from the University of Stellenbosch.

Amy Jansen

Amy Jansen is Head of Behavioural Solutions at Nedgroup Investment with extensive experience in applying behavioural science to support financial wellbeing and improve financial decision making. She completed her masters at Cambridge University, and is a CFA charterholder, YALI fellow and Commonwealth scholar.

André Steyn

André started his investment management career in 2002 as a dedicated short selling analyst at Ziff Brothers Investments, a multi-billion dollar hedge fund, where he employed forensic accounting analysis to identify short sale candidates in markets outside of the US. He then joined Temujin Fund Management UK, as CEO & Partner, where he was responsible for non-US Investments.
André founded Steyn Capital Management in 2009, where he has been CIO and portfolio manager since inception. André is a qualified CA(SA) and CFA, having completed his B. Accounting (Hons) degree at Stellenbosch University in 1997 and Audit Trainee articles at Andersen in 2000.

Seeiso Matlanyane

Seeiso joined Prescient Investment Management in February 2015 as a trainee Portfolio Manager and Analyst responsible for the research, development and maintenance of quantitative equity portfolio models. His responsibilities were subsequently broadened, and since 2017, he has been responsible for the management of a broad range of listed equity portfolios with a primary focus on the Prescient Core Equity Fund offering. In December 2021 he was promoted to his current role as Head of Equities.
He holds a BBusSc degree from the University of Cape Town with an Honours in Economics. In addition, he holds the Chartered Financial Analyst (CFA), certified Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) professional designations.

Stephan Bernard

Stephan joined Allan Gray in 2013 and is an analyst in the Investment team focused on ESG research. Prior to his current role, he was a manager in the Institutional Clients team. Stephan holds a Bachelor of Commerce (Honours) in Actuarial Science from Stellenbosch University and is a qualified actuary.

Makole Mupita

Makole has over 22 years of experience in private equity, ESG investing, asset management, and infrastructure and development finance. Makole spearheads the Mahlako Financial Services Energy Fund, applying innovative solutions to investing and building sustainable energy businesses across the renewable energy, gas, and energy services subsectors. Makole brings to the team investment expertise gained through spending over 10 years working in the private equity and infrastructure finance within the financial services sector. She has led and been involved in landmark infrastructure deals that have shaped the South African
infrastructure landscape. She has participated in the successful refinancing of various infrastructure projects as well as executing notable Public Private Partnership transactions. She steered the Mahlako team in a groundbreaking flagship energy wheeling project with Amazon Web Services – a first of its kind project outside of the REIPPP programme. Most recently, she led the team that completed the transaction in partnership with OMLSA, RMB and ACED to develop, build, own involved in the investment industrial independent power generation project for the Harmony-commissioned 30MW solar photovoltaic (PV) portfolio. Prior to Mahlako, Makole worked at the Old Mutual IDEAS Fund where she was Portfolio Manager of the Fund for 6 years. She served her articles at Investec Bank specialising in Private Equity.

Mitesh Pema

Mitesh Pema is an experienced equity investor and fund manager with a long track record in Africa. He was the Investment Director of one of the leading private sector equity investors (c. US$2 billion in assets under management) in the African infrastructure sector. He jointly manage a team of investment professionals that were focused on originating, executing, and managing equity investments across the energy, transport, telecommunications, water, and social infrastructure sub-sectors. He also led multi-disciplinary investment and advisory teams and have been involved in all phases of the project lifecycle including project development, financing, construction, and operations during his 15-year career in the infrastructure sector.

Brian Karidza

Brian Karidza is the Government Employees Pension Fund (GEPF) Head of benefits and actuarial. Brian is a qualified actuary with over 10 years of experience in pension fund valuations and employee benefits consulting. Brian holds a Bsc (Hons) degree in Actuarial Science from the University of the Wits Watersrand. He is a Fellow of both the Actuarial Society of South Africa and the Institute and Faculty of Actuaries. Brian also holds a Certified Enterprise Risk Actuary qualification. He was awarded a certificate in Data Science by the University of Southampton (in collaboration with the Institute and Faculty of Actuaries) as well as a Data Science certificate from the University of Cape Town.

Raazia Ganie

Raazia Ganie joined NMG Benefits as Head of Investments on 1 February 2021. Prior to this, Raazia spent 10 years at Alexander Forbes as a Principal Consultant, together with time at Towers Watson London, plus additional experience in the UK. Raazia advises both complex as well as medium-sized institutional clients on various strategy, manager selection and other investment issues. She has in excess of 24 years of experience within the consulting industry and has also been an advisor at a private bank. Raazia enforces a client-centric approach to investing and is committed to bringing more global contemporary approaches to southern African clients. Raazia has a BCom from the University of Cape Town, holds the Investment Management Certificate and is also a CFA Charter-holder. Raazia also currently serves as a Board member for the CFA Society of South Africa.

Ann Leepile

Ann Leepile is the CEO of Alexander Forbes Investments. She is tasked with overseeing the management of over R400bn in mainly retirement fund assets. Prior to that, she was MD of ABSA Asset management which is one of South Africa’s largest fund managers with over R100bn in Asset under management. Ann has held previous roles as Deputy CIO of Alexander Forbes Investments, Portfolio Manager at Rand Merchant Bank and Equity Research analyst at JP Morgan Chase.
With over 20 years financial services experience, she counts financial literacy and inclusion as one of her passions.
Ann holds a BComm from Wits University, she is a CFA Charterholder and attended the Executive Women in Leadership program at Stanford University.

Gyongyi King

Gyongyi is the chief investment officer of Alexforbes Investments. She heads up the largest multi-manager investment team in South Africa comprising 27 investment professionals. The team covers all investment activities, including manager research, portfolio management, private markets, investment research and trends, and risk analysis.

Sabelo Mbhele

Sabelo joined ALUWANI in May 2019 as a senior credit analyst.
He previously worked at Senior Credit Analyst at ABSA CIB – covering a diverse range of client segments, including oil and gas, telecoms, industrials, diversified industries, leverage finance and structured equity finance.
Sabelo started his career in the Corporate and Investment Banking (“CIB”) Graduate program at Standard Bank in 2005. His previous experience includes strategy formulation and implementation, industry research, client planning and product origination.

Langa Madonko

Langa Madonko is Co-Founder and Principal at Summit Africa a niche alternative investment house focusing on social impact investments with a superior risk adjusted return.
He is a director of the Southern African Venture Capital and Private Equity Association, he is also the current Deputy President of The Association of Black Securities and Investment Professionals. Langa is also the Inaugural President of the Summit Africa Foundation.
Langa has been in the financial services sector and management consulting space for over 15yrs and has a wealth of experience in Private Equity, Investment Holding, Transformation Transactions and Capital Raising. He is a recognised conference speaker and an author for several publications commenting on Investments, Transformation and Inclusion, Economic Issue and Social Impact.

Jason Swartz

Jason Swartz is part of the Old Mutual Investment Group’s Fundamental capability. In his role as an Investment Strategist, he is responsible for generating top-down research and implementing active asset allocation positions for the Life Company portfolios he manages. His role is integral to the business, in ensuring we deliver sustainable, long term returns for our clients in a responsible manner.
Jason’s experience spans across various investment firms, where he was responsible for building bespoke solutions as well as leading research functions; strategy and asset allocation research including thematic and sector allocation insights and recommendations as well as quantitative analysis.
Jason qualified with an M.Bus.Sc (Finance) and is a CFA Charterholder.

Nicole Martens

Nicole Martens joined the Old Mutual Investment Group (OMIG) Responsible Investment team in May 2022. She is responsible for further building Old Mutual Investment Group’s RI initiatives, leading OMIG’s pro-active stewardship strategy, and further developing OMIG’s listed stewardship service capability. Nicole’s passion for sustainable development and developing pragmatic and impactful strategies for Africa’s just transition to a low carbon economy in response to the climate emergency is critical to our strategy and contribution to the global SDGs. Nicole sits on several working groups and committees such as The Lewis Foundation Climate Risk Analytics for Sustainable Investment Advisory Committee, South Africa-UK Partnering for Accelerated Climate Transitions (South Africa-UK PACT) Programme Advisory Group, and The Transparency Taskforce.

Andrew Davison

Andrew Davison is Head of Advice at Old Mutual Corporate. He is a Fellow of the Faculty of Actuaries and a member of the Actuarial Society of South Africa, where he also serves as Chairman of the Investments Committee. He has over 25 years experience in investments ranging from investment product development for both life companies and asset managers to consulting on all aspects of investment strategy to a variety of retirement funds and other institutions including medical aids, trusts and charities.
Andrew has served on various trustee boards and management committees of retirement funds including Old Mutual’s staff fund. He is a regular speaker on retirement and investment matters at industry events and conferences.

Rowan Burger

Rowan has been in financial services for over 25 years predominately in the employee benefits and investment space, having gained broad experience at two other large organisations before joining Momentum Metropolitan in 2013. Most recently Rowan has fulfilled a number of strategic roles within Momentum Metropolitan and is a well-known market commentator given his regular interactions on a broad range of topics with the legislator and representing the industry. He has a passion for trying to get more South Africans to retire comfortably which is why he enjoys debating this topic with the Social Partners in the Social Security and Retirement Reform Task Team (at Nedlac). He chairs the Social Security Standing Committee for ASISA and is a member of the Stakeholder Board of the Actuarial Society of SA. He devotes his volunteer work to protecting our fauna and flora and children’s education. Despite numerous disappointments, he remains a committed South African sports fan.

Unathi Loos

Unathi is a portfolio manager for the Ninety One Balanced and General Equity Strategy within the SA 4Factor team. She also has co-portfolio management responsibilities for the South African Resources Strategy. As sector head of Resources she is responsible for driving the research agenda within this sector with specific research responsibilities for a number of large cap mining companies. Unathi joined the firm from Investec’s Private Bank division, where she was an internal and external consultant covering credit applications and loan agreements since 2008.
Prior to joining Ninety One, she was a business director at Amperzand Advertising and an organisational development consultant at resources for African Innovations. Earlier in her career, she worked as an occupational therapist and also spent some time in a non-profit organisation.
Unathi has a Bachelor of Occupational Therapy degree from the University of Stellenbosch. She graduated cum laude from the University of Cape Town with a Master of Business Administration degree. Unathi is also a CFA® Charterholder.

Iain Cunningham

Iain is Co-Head of Multi-Asset Growth at Ninety One. He is also co-portfolio manager for the Global Multi-Asset Sustainable Growth, Global Macro Allocation, Global Strategic Managed and the Risk Managed strategies. Iain’s research responsibilities include macro, fixed income and currency.
Prior to joining the firm in 2016, Iain started his career at Schroders where he was responsible for the management of a number of multi-asset funds and mandates focused on dynamic asset allocation and income.
Iain has a BSc in Economics and an MSc in Economics and Finance (with distinction) from Loughborough University. He is also a Chartered Financial Analyst (CFA®) Charterholder.