Investments Seminar 7 August 2024 The Maslow Hotel, Sandton

Opening and Welcome

Speakers: Andrew Davison, Chair - Investment Committee

Season 1 / Episode 1 8 min

Economic Overview

Speaker: Kevin Lings - Chief Economist, STANLIB

Season 1 / Episode 2 54 min

Currency prediction model & hedging

Speaker: St John Bunkell - Head Alternative Asset Management, Sanlam Investments

Season 1 / Episode 3 22 min

Unlocking Growth in an Increasingly Uncertain World

Speaker: Gilian Gork - Best Selling Author and Executive Coach

Season 1 / Episode 4 53 min

Hunting for Alpha: Navigating Uncertainty in Capital Markets

Speaker: Jason Liddle - Head of Institutional Business

Season 1 / Episode 5 20 min

Panel Discussion: Learning from other African Countries

Speakers: Andre Steyn - CEO and Portfolio Manager, Steyn Capital Managment Kamal Govan - Portfolio Manager, Allan Grey Paul Robinson - Portfolio Manager and Head: Africa Research, Laurium Capital

Season 1 / Episode 6 42 min

The Resilience of Quality - Seeking certainty in uncertain times

Speaker: Sumesh Chetty - Portfolio Manager, Ninety-One

Season 1 / Episode 7 25 min

Panel discussion: Navigating the international allocation in Reg 28

Speakers: Paul Wilson - Sanlam Investments Multi Manager Dirk Van Vlaanderen - Portfolio Manager at CamissaAsset Managment Sunette Mulder - Senior Policy Advisor at The Association for Savings and Investment South Africa Ricardo Smith - Chief Investment Officer at Absa Investment

Season 1 / Episode 8 37 min

Political analyst

Speaker: Mandy Wiener -Journalist & Author

Season 1 / Episode 9 44 min

Closing

Building Resilience: Strategies for thriving in uncertain times The Investment Seminar will be hosted at the Maslow Hotel in Sandton on Wednesday, 7 August 2024.

Season 1 / Episode 10 2 min