KEYNOTE: Christina McGuire, Elephant Asset Management
In her keynote address, Christina McGuire, founder and portfolio manager of London-based Elephant Asset Management, offered her views on the hurdles and opportunities that...
KEYNOTE: David Berman, Berman Capital Management
I go to work every day fighting. It’s a war. I have no alpha, I have no beta, I have nothing from the market to help me
VIEWPOINT: Sikonathi Mantshantsha, Financial Mail
Sikonathi Mantshantsha, deputy editor of the Financial Mail, shared his insights on the likely outcomes for South Africa’s embattled state-owned enterprises, and the steps...
Regulatory and Operations Forum
Regulator’s update
Udesh Naicker, head of hedge funds at South Africa’s Financial Sector Conduct Authority (FSCA, previously the Financial Services Board) opened the Symposium’s Regulatory/Operations Forum...
PANEL: Macro outlook 2018
Moderator Isaah Mhlanga, economist at Rand Merchant Bank, convened a panel that examined the global macro environment.
Carmen Nel, economist and fixed income strategist at...
PANEL: Alternatives offer something different
Moderator Niki Natarajan of In Ink London convened a top-level panel of institutional players in the alternatives space, which focused on making non-listed and...
PANEL: Exploring offshore opportunities
Panellists examined the shifting global landscape for South African managers looking to attract offshore investors, pointing to key risks and opportunities.
What was the gist...
PANEL: Activist investing drives change
Moderator Kobus Estherhuysen from Peregrine Securities discussed the role and approach of those South African hedge funds with a history of driving change from...
PANEL: SA managers explore global markets
Matthew Arnott of Deutsche Bank led a panel discussion looking at whether or not local managers have what it takes to succeed in a...
PANEL: The pan-African perspective
Moderator Andrew Schultz opened the pan-Africa focused session by noting that African markets had a great year in 2017, with an uptick in interest...