Topics 2020

KEYNOTE: Kevin Gundle, Aurum Research Limited

Kevin Gundle of Aurum Research Limited, a UK based subsidiary of the US$2.7 billion Bermuda-based specialist multi-manager Aurum Fund Management, gave a provocative presentation...

KEYNOTE: Shaun Dipnall, EXPLORE Data Science Academy

Shaun Dippnall, founding CEO of the EXPLORE Data Science Academy, gave a thought-provoking presentation on the fourth industrial revolution, and how African economies need...

ON the COUCH: Peregrine Capital’s David Fraser in conversation

NW: Peregrine Capital matches up with any of the big international names in hedge fund circles. Its flagship pure hedge fund, which launched in...

BlackRock Master Class: a deep dive into global equity strategies

Sarah Hudson of BlackRock presented this year’s Symposium master class, focusing on equity long/short strategies. With more than US$7 trillion under management, BlackRock is one...

PANEL SESSION: Global state of play

Absa’s Peter Worthington convened the first session, taking a top-down view of global opportunities. He started by asking his panellists about coronavirus and its...

PANEL SESSION: South Africa: best ideas – equity hedge funds

Ronelle Hutchinson of Investec Wealth & Investment convened a panel session focused on equity opportunities in South Africa, joined by Andrew Crawford of Senqu...

PANEL SESSION: South Africa: best ideas – fixed income and credit

RMB economist Kim Silberman moderated a session on opportunities in the fixed income and credit markets for South African managers. What was the outlook for...

PANEL SESSION: Operational update 2020: responding to change

Heinrich Loubser of Prescient Fund Services convened the 2020 Operational Update, considering key issues the industry needed to tackle. RisCura’s George Tsinonis stressed the importance...

PANEL SESSION: Outsourcing infrastructure

Jamie Kent, chief operating officer at Steyn Capital Management, convened a discussion on outsourcing infrastructure, noting that boutique managers often outsourced functions to contain...

PANEL SESSION: Pan-Africa: Accessing the continent

Kobus Esterhuysen of Legae Peresec moderated a discussion on the pan-African opportunity set, noting that of the 54 countries in Africa, only 29 had...