i3 Summit 2019
Decide. Design tomorrow today
Sanlam Investments and Glacier by Sanlam are proud to present the annual i3 Summit – the international investment conference where industry experts meet to share their insights and experiences on topics that impact the lives of investors and advisers.
This year our Summit centres around the importance of considering all options available and making the right decisions now to create a future that we can approach with confidence and keenness.
Our first keynote speaker is Professor Thuli Madonsela, who will be exploring the impact of voters’ decisions on the political, socio-economic and investment landscape. Professor Madonsela will be joined by Professor Baba Shiv, who is an authority on neural networks and the decision making process of your clients and is associated with the Stanford Graduate School of Business.
Richard Clode, tech trend spotter and co-manager of the technology portfolio at Janus Henderson Investors, will be sharing his top tech stock picks and discuss exciting developments in the world of technology. Also in the line-up is Gavin Ralston, head of Official Institutions and Thought Leadership at Schroders. Gavin will explain why it’s essential to include alternative investments in the construction of your client’s portfolio. Lastly, Kingsley Williams, CIO of Satrix, will show why factor investing is the future of index tracking.
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Marketing professor Stanford Graduate School of Business
Professor Baba Shiv is Sanwa Bank’s professor of Marketing, co-director of the Strategic Marketing Management Executive Programme and director of the Innovative Technology Leader Executive Programme at Stanford’s Graduate School of Business. He has done extensive work on the emotional brain, documenting its powerful role in shaping decisions. His work has been widely featured in top media including CNN, Economic Times, Financial Times, The New York Times, Wall Street Journal and more.
Baba lectures a number of courses at the GSB and the Hasso Plattner Institute of Design at Stanford, including Designing Solutions for the Human Brain, Neuroscience and the Connection to Exemplary Leadership, Organizational Psychology of Design Thinking and Customer Experience Design. He frequently hosts executives from around the world in executive education programmes at Stanford on strategy, entrepreneurial leadership, decision-making and customer-focused innovation.
Professor Baba Shiv will appear in Johannesburg only.
Chief patron Thuli Madonsela Foundation
Professor Thuli Madonsela is the former Public Protector of South Africa, where she served for seven years. Before this she held leadership positions in the public sector, including the inaugural Commission for Employment Equity, the Steering Committee of the Legal Services Charter, and executive roles in the Department of Justice and Constitutional Development.
Madonsela received various awards during her time as Public Protector. She was also named one of Time Magazine's 100 most influential people in the world in 2014 and as Forbes Africa's Person of the Year in 2016. She received Transparency International's Integrity Award in 2014, the Law Society of South Africa inaugural Truth and Justice Award, the Satyagraha Award at the Mahatma Gandhi Awards and the Commonwealth Lawyers' Association Rule of Law Award.
Madonsela has four honorary doctorates in Law from Stellenbosch University, UCT, Rhodes and the University of Fort Hare, in addition to her BA LLB. She has also completed postgraduate studies in Constitutional Law, Equality, Administrative Justice and Developmental Law.
MC
Lerato Mbele-Roberts is a presenter for BBC World News television and hosts the weekly television programme, Africa Business Report. Lerato joined the BBC in 2012.
Prior to joining BBC, Lerato was a senior business anchor for CNBC Africa. Her popularity as a media personality was established during her days at SABC 3 as the anchor of the prime-time anchor daily show, the News@10.
In 2012, she was named a ‘New Generation African Leader' by the African Leadership Network. Lerato is co-editor of the book Designing Democracy, a collection of research and views on contemporary political systems and challenges to democracy in Africa.
Lerato is a Chevening scholar and graduated with an MSc in Development Studies from SOAS at the University of London. She completed her BA at the University of Cape Town.
CE Glacier by Sanlam
Khanyi Nzukuma is the chief executive of Glacier by Sanlam.
Prior to joining Glacier in January 2017, Khanyi was CEO of Momentum Retail, having joined the MMI Group in 2009 as CEO of Momentum Consult and subsequently serving as CEO of Metropolitan Retail. Khanyi is no stranger to the Sanlam Group, having started at Sanlam in 1994 as a financial adviser and later serving as regional general manager at SFA Gauteng.
He is a Rhodes University graduate with an MBA from the North-West University and a PhD from the University of Johannesburg.
CE Sanlam Investments
As chief executive officer of Sanlam Investments, Nersan is responsible for the four business houses within Sanlam Investments – active management, multi management, index tracking and alternative investments. Before becoming chief executive in 2013, Nersan was a founding member and CEO of Sanlam’s multi manager, and was instrumental in building it into one of the leading multi managers in South Africa. Nersan was also head of the previous investment services sub-cluster that included Sanlam Collective Investments, BlueInk Investments, Graviton Financial Partners and Graviton Wealth Management. Nersan's track record includes extensive experience in investment management and business leadership, both locally and internationally.
Nersan is a member of Sanlam Investments' executive committee, and is a CFA Charterholder. He also has a BSc Electrical Engineering degree as well as a Postgraduate Diploma in Organisational Leadership from Oxford University.
Portfolio Manager Global Technology Team at Janus Henderson Investors
Richard Clode is a portfolio manager on the Global Technology Team at Janus Henderson Investors, a position he has held since joining Henderson in 2014. He is also responsible for co-managing the global technology portfolios. Prior to Henderson, Richard held positions with Gartmore, Moore Capital and Pioneer Investments as a technology analyst in emerging markets. He began his career in 2003 in the technology sector at Herald Investment Management, where he was a portfolio manager.
Richard received a first class honours degree in Modern History from the University of Oxford. He holds the Chartered Financial Analyst designation and has 16 years of financial industry experience.
Head of Official Institutions at Schroders
Gavin Ralston is head of Official Institutions and Thought Leadership at Schroders. He joined Schroders in 1980 and is based in London.
A head of Official Institutions, Gavin manages Schroders' relationships with government institutions including central banks, sovereign wealth funds and national pension funds. Gavin is also responsible for the production, co-ordination and distribution of the firm's thought leadership material.
Previously, Gavin was head of Product at Schroders from 2008 to 2012, and assumed responsibility for their product strategy. He was head of Continental Europe and Middle East at Schroders from 2003 to 2008, which involved overall responsibility for sales teams in nine offices across Europe.
Chief Investment Officer – Satrix
Kingsley Williams is CIO of Satrix, the leading provider of index-tracking products in South Africa. Satrix is a wholly-owned subsidiary of the Sanlam Group.
As CIO, Kingsley heads up the Satrix investment team which manages assets in excess of R75 billion.
Before joining Satrix in November 2017, Kingsley spent almost 10 years at Old Mutual Investment Group as CIO of their indexation capability. He has vast experience in quantitative research, product development and index-tracking portfolio management, servicing South African and global institutional clients. Over his 20 year career Kingsley has also held positions at Stanlib Asset Management and Merrill Lynch, which included positions in London and New York.
Kingsley holds an MBA in Finance from Wits Business School (with electives completed at the University of Chicago Booth School of Business), a BSc Honours degree in Computer Science as well as an undergraduate major in Mathematical Statistics. He is regularly invited to talk on indexation at investment forums.
Head: Investment Solutions Glacier by Sanlam
Leigh joined Glacier in 2003 after completing his Bachelor of Commerce degree in Politics, Philosophy and Economics at the University of Cape Town. He later attained a Bachelor of Commerce (Honours) degree in Economics at UNISA. Leigh completed his MBA (Cum Laude) through the University of Stellenbosch Business School (USB) in 2017. Leigh was previously the head of the Investment Administration at Glacier before taking up the role as head of Glacier Research in 2012. He is currently head of Investment Solutions at Glacier, a portfolio that includes Glacier Research, Glacier Consulting, Glacier Management Company and Glacier Invest.
11 June 2019
Spier Wine Farm
7.30 – 9.00 REGISTRATION
9.00 – 9.05 OPENING: Lerato Mbele-Roberts – MC
9.05 – 9.15 WELCOME: Khanyi Nzukuma – CE Glacier by Sanlam
9.25 – 10.25 The impact of a ‘new dawn’ on the investment landscape: Professor Thuli Madonsela – chief patron Thuli Madonsela Foundation
10.30 – 11.10 Investing in exponential growth: how tech is driving returns: Richard Clode – portfolio manager Global Technology at Janus Henderson Investors
11.10 – 11.50 REFRESHMENTS
11.55 – 12.25 The case for factor investing: Kingsley Williams – CIO at Satrix
12.30 – 13.00 Portfolio construction: exploring alternatives: Gavin Ralston – head of Official Institutions and Thought Leadership at Schroders
13.00 – 13.20 Portfolio construction: why it matters, facilitated by Leigh Köhler – head of Investment Solutions at Glacier by Sanlam
13.20 – 13.25 CLOSING: Lerato Mbele-Roberts – MC
13.30 NETWORKING & REFRESHMENTS
13 June 2019
Sandton Convention Centre
7.30 – 9.00 REGISTRATION
9.00 – 9.05 OPENING: Lerato Mbele-Roberts – MC
9.05 – 9.15 WELCOME: Nersan Naidoo – CEO Sanlam Investments
9.25 – 10.25 The impact of a ‘new dawn’ on the investment landscape: Professor Thuli Madonsela – chief patron Thuli Madonsela Foundation
10.30 – 11.30 Neural networks – how they shape your client’s emotions, motivation and decision-making: Baba Shiv – marketing professor Stanford Graduate School of Business
11.30 – 12.20 REFRESHMENTS
12.25 – 12.55 Investing in exponential growth: how tech is driving returns: Richard Clode – portfolio manager Global Technology at Janus Henderson Investors
13.00 – 13.30 The case for factor investing Kingsley Williams – CIO at Satrix
13.35 – 14.05 Portfolio construction: exploring alternatives: Gavin Ralston – head of Official Institutions and Thought Leadership at Schroders
14.05 – 14.25 Portfolio construction: why it matters
14.25 – 14.30 CLOSING: Lerato Mbele-Roberts – MC
14.30 NETWORKING & REFRESHMENTS
© 2019 Sanlam. All rights reserved
Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd, Sanlam Capital Markets (Pty) Ltd (“SCM”), Sanlam Private Wealth (Pty) Ltd (“SPW”), Sanlam Credit Fund Advisor Proprietary Limited, Sanlam Africa Real Estate Advisor Proprietary Limited and Sanlam Employee Benefits (“SEB”), a division of Sanlam Life Insurance Limited and Simeka Wealth (Pty) Ltd; and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”). Glacier Financial Solutions (Pty) Ltd and Sanlam Life Insurance Ltd are licensed financial services providers.
The i3 Summit is supported by the Financial Planning Institute of Southern Africa (FPI) and qualifies for CPD points.