Respected author and historian R.W. Johnson is part of an impressive line-up of speakers at the upcoming HedgeNews Africa Symposium, with Theodore Shou, CIO of Skybound Capital, and leading global hedge funds lawyer Peter Astleford also part of the day’s agenda.
The Symposium will be held on February 16 at the Vineyard Hotel in Cape Town.
Johnson is well known for his best-selling 2015 book “How Long Will South Africa Survive?”, having published a book of the same title in 1977 that proved to be remarkably accurate in forecasting the economic, political and social developments to follow. His opinions will no doubt prove insightful for those putting capital to work in the markets, at a time when economics and politics are increasingly intertwined on the local and global stage.
Based in Hong Kong, Shou joined Skybound Capital in 2011, where he helped set up its Asian business, and was subsequently promoted to the group’s chief investment officer. A Chinese national with a background in academia, Shou has unique insights into the world’s second-biggest economy and its effects on the global outlook.
Peter Astleford, partner and co-head of financial services at Dechert LLP, will discuss the evolving regulatory landscape for the global hedge fund industry, particularly in a post-Brexit, post-Trump world. He has more than 25 years’ experience advising fund managers, banks, brokers and corporates with regard to financial services regulatory work and onshore and offshore funds.
Astleford’s address will be followed by a regulatory update from Udesh Naicker, head of hedge funds at South Africa’s Financial Services Board, who will give a progress report on the industry’s transition to the regulated space.
Now in its eighth year, the Symposium attracts top-level speakers and delegates who are leaders in their fields, both in South Africa and beyond.
A panel of managers who invest globally, moderated by Heather James of Federal Street Partners, will discuss whether or not investors can expect sustained returns from non-developed markets, given the global macro landscape.
In addition, South African equity and fixed income managers will closely examine the domestic investment climate, and the complex connotations for investors and managers, while a group of pan African managers will take a broader view to identify the risks and rewards across the continent.
Business and operational matters will also come under the spotlight during the day. Amid a trying time in the markets, a panel entitled “The Psychology of Success” will focus on the how hedge fund firms can achieve longevity as they preserve and extend the skills of key rain-makers, while building out their teams. Seeding and growing new talent, particularly in the South African context where institutional investors are looking for change, will be another keenly awaited topic in an environment of increasing barriers to entry.
Also up for discussion will be the operational advances that the South African industry has made as it has transitioned to a regulated environment.
The day’s agenda will also include a Hedge Fund Master Class, offering an important educational opportunity for financial advisers, trustees, and other intermediaries, who are seeking to learn more about these strategies and how they can contribute to portfolio performance.
SYMPOSIUM TOPICS INCLUDE :
• The new regulatory environment: are we there yet?
• Threats and opportunities – where to from here?
• Hedge fund strategies that work in tough times
• The psychology of success: Building businesses that last
• Is Africa over the worst? Taking the continent’s temperature
• What do investors want, and are they getting it?
Register by December 9 to receive a 10% early-bird discount.
• Standard booking rate: $530/R8,000
• 15% discount for hedge fund managers and investors: $450/R6,800
• 25% discount for HedgeNews Africa subscribers: $400/R6,000
*only one discount applies *ZAR rates are exclusive of VAT
If you are a not-for-profit hedge fund investor or pension fund trustee, you may be eligible for a free pass. Please contact Aiden Davis on email@example.com.
To download the Symposium booking form, please click here.
For accommodation at the Vineyard Hotel or alternative options, please click here.
The HedgeNews Africa Symposium 2017 programme has been approved by the Financial Planning Institute of Southern Africa. Members who attend will receive 7 CPD Points (Knowledge) and 0.5 CPD Points (Ethics), which are required to develop and maintain their capabilities to perform competently within their professional environments.
07h00 – 07h50 REGISTRATION: Tea, coffee and refreshments
08h00 – 08h30 WELCOME AND INTRODUCTION
Gwyneth Roberts, HedgeNews Africa
Neil Wilson, Wilson Willis Management
08h30 – 09h00 KEYNOTE ADDRESS Theodore Qi Shou, Skybound Capital
Investor outlook: Identifying opportunity, risk and reward in uncertain times
09h00 – 09h45 PANEL SESSION GLOBAL MACRO: Investors have maintained cautious positioning during much of the last 24 months, preferring developed market equity and high quality fixed income investments especially as the US dollar strengthened materially. More recently, investors have benefited from taking risk in emerging market equities and higher yielding fixed income investments. Are we finally at the point where we can expect a sustained period of compelling returns in non-developed markets?
09h45 – 10h15 VIEWPOINT Peter Astleford, Dechert. Brexit, Trump and other developments – how is the global landscape for hedge funds changing?
10h15 – 10h45 South Africa PROGRESS REPORT: Hot-button issues for the South African industry in 2017 and beyond. Udesh Naicker, Financial Services Board
09h45 – 10h45 STREAM SESSION: Hedge Fund Master Class,
Elmien Wagenaar, THINK.CAPITAL,
Pieter Viljoen, Edge Capital
Venue: Terrace Room
10h45 – 11h15 Tea, coffee and refreshments
11h15 – 11h45 VIEWPOINT South Africa – Survival of the fittest. Past, present and future. R.W. Johnson
11h45 – 12h30 PANEL SESSION: SOUTH AFRICA FIXED INCOME: Trumpeting transition: Are political and policy shifts pushing investors from developed to emerging markets and, if so, how must local funds adapt their strategies?
12h30 – 13h45 LUNCH
13h45 – 14h30 PANEL SESSION – SOUTH AFRICAN EQUITY: Managers discuss strategies for success in a fast-changing environment, where political and economic risks can play havoc with even the best-laid plans.
14h30 – 15.15 STREAM SESSION: THE PSYCHOLOGY OF SUCCESS: What is the genetic make-up of a successful hedge fund business? Panellists discuss the strengths and weaknesses of both personality and process.
14h30 – 15.15 STREAM SESSION: PAN AFRICA: It’s been a multi-year downturn for many of the continent’s markets. Where is the alpha in Africa, and are managers in a position to profit? Boardroom
15h15 – 15h30 – TEA BREAK
15h30 – 16h15 STREAM SESSION: THE NEXT GENERATION: Institutional investors in South Africa want to see the hedge fund industry evolve. Are new managers transforming the industry? What are the pros and cons of backing new talent, and do the support structures exist to help them grow?
15h30 – 16h15 STREAM SESSION: IN THE PUBLIC EYE: 2016 was a landmark year for the South African hedge fund industry as it moved to a regulated framework. Panellists discuss the progress, the practicalities and the prospects. Boardroom
16h15 – 16h55 CLOSING PANEL – THE SOOTHSAYERS: What is the case for including hedge funds in a portfolio? Where are the next-generation opportunities? Industry players examine the future for hedge funds in a volatile world.
16h55 CLOSING REMARKS
NOTE: This programme is provisional and subject to change at the organiser’s discretion.
Confirmed speakers include:
- Peter Astleford, Dechert
- Bulent Badsha, Sanlam Alternative Investments
- Craig Bandason, Kura Capital
- Greg Barker, Sustainable Capital
- Brianna Barrett, BlackRock Alternative Advisors
- Gavin Betty, Peregrine Securities
- Tatenda Chapinduka, Independent Alternatives
- Mohamed Dhorat, Ashburton
- Richard Hasson, Electus Fund Managers
- Heather James, Federal Street Partners
- R.W. Johnson, author
- Peter Kent, Investec Asset Management
- Dawid Krige, Cederberg Capital
- Jonathan Kruger, Africa Merchant Capital
- Jacobus Lacock, Fairtree Capital
- Nikki Louw, ClucasGray
- Rahul Moodgal, independent
- Chris Meyer, RMI Investment Managers
- Rene Miles, Novare Capital
- Udesh Naicker, Financial Services Board
- Niki Natarajan, In INK London
- Carmen Nel, Rand Merchant Bank
- Dr Hugo Nelson, Fortitudine Vincimus Capital Advisors
- Justin Newdigate, Newdigate
- Gideon Niewoudt, independent
- Sarshnee Pather, Absa Capital
- Jonathan Pinder, Autonomy Capital
- Mark Preston, Laurium Capital
- Theodore Qi Shou, Skybound Capital
- Hayden Reinders, Prescient Fund Services
- Andrew Schultz, Investec
- Melanie Stockigt, Tantalum Capital
- Andreas Tindlund, Terebinth Capital
- Peter Townshend, Sanlam Africa
- Tota Tsotsotso, Solaris Bataung Capital
- Peter Urbani, Sanlam Multi Manager
- Jean Pierre Verster, Fairtree Capital
- Ian Prideaux, Grosvenor Estate
- Pieter Viljoen, Edge Capital
- Eugene Visagie, Novare Investments
- Elmien Wagenaar, THINK.CAPITAL
- Shane Watkins, All Weather Capital
- Heiko van Wyngaarden, Optis Capital
- Neil Wilson, WilsonWillis
- Malungelo Zilimbola, Mazi Capital
If you would like to suggest a speaker or topic please email Gwyneth Roberts at firstname.lastname@example.org.
For a full list of companies that attended the 2015 HedgeNews Africa Symposium, please email email@example.com
Sponsors and Exhibits
The HedgeNews Africa Symposium offers an important opportunity for sponsors to showcase their products and services before a high-level audience.
We partner with top-tier industry players who are dedicated to building their brand at the highest levels while interacting with their target audience in a productive and informative environment.
The Symposium offers a premier sponsorship opportunity for:
• Prime brokers
• Investment banks
• Brokerage firms
• Accounting firms
• Fund companies
If you are looking to enter the exciting African market or if your company offers access to untapped opportunities on the continent or the more developed South African space, you should consider partnering with us.
To discuss partnering with us further or if you would like to receive our marketing pack with more details, please contact Lindsay Mitchell.
T: +27 21 8500585
Q. You have several discounts on offer. Can I have more than one discount applied to my booking?
Only one discount can be applied per booking.
Q. Is the Symposium for one day only?
Yes it is.
Q. Can I share my ticket with a colleague?
If you would like to share your ticket with a colleague you must apply in writing to us via email. A decision will be made at our discretion.
Q. Do I have to fill in a booking form or can I register over the telephone or by email?
We must receive a completed booking form.
Q. Does a ticket to the Symposium include a dinner seat at the HedgeNews Africa Awards Dinner?
No, a ticket to the Symposium does not include attendance at the HedgeNews Africa Awards. These tickets are sold separately.
Q. Is the HedgeNews Africa Awards Dinner always on the same day of the Symposium?
Yes. It is hosted in the evening.
Q. Can I pay for my booking by credit card?
Yes. You can pay by credit card. We will send you an email with the details of how to proceed.
Q. Can I cancel my booking and get a refund?
Tickets are non-refundable and may be transferred only at the organiser’s discretion. Please note a ticket to the Symposium does not include attendance at the HedgeNews Africa Awards.
Q. Can I have a delegate list?
It is our policy not to release delegate lists. However, you can view a list of companies that attended the Symposium last year here.
Q. Can I claim CPD credits for this event?
Yes, you can. The Symposium programme is approved by the Financial Planning Institute of Southern Africa (FPI).
“We loved the event and the location.” – Simon Ruddick, Albourne Partners
“I enjoyed the cross section of speakers.” – Gary Linford, HighWater Limited
“Great to see such a first-class function for the industry in South Africa.” – Ken Kinsey-Quick, Blue Diamond Fund
“They get better and better every year and we thoroughly enjoyed the content and networking from the day” – Hamish James, Investec Prime Services
“The annual HedgeNews Africa Symposium has established itself as a benchmark industry event over recent years. I have found great value in the interactions and insights shared by peers and investors. The event presents a high quality offering.” – Steve Liptz: Director & Co-founder of 36ONE Asset Management