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CFA Society South Africa Annual Investment Conference, 26 July 2018



CFA Society South Africa, an organisation that promotes ethical and professional standards within the investment industry, is set to host its annual investment conference on Thursday, 26th of July at The Vineyard, Cape Town.

In the ever changing and evolving world of financial planning and investment, this conference is set to give brokers, agents, and other professionals across the investment spectrum a chance to learn about the latest trends and take advantage of the newest technologies, as well an opportunity to network and the share of ideas.

Read the information below for more details:

As a Society we are reaching towards better outcomes for investors, being cognisant that the purpose of finance is to increase wealth and well-being for society at large. This year, the theme of our local conference is “Let’s Measure Up in Africa”.

Against this backdrop the agenda and speakers for the conference are representative of different disciplines and industry angles, and will analyse and evaluate lessons learnt in the past, equip delegates to deal better with current demands, and provide a vision of what should be done differently in future.

The introduction of a classic debate to this year’s agenda aims to facilitate a robust but friendly deliberation which draws out the challenges and opportunities facing investment professionals today. Two debaters argue for the motion, and two argue against. In line with the theme of our conference this year –
“Let’s Measure Up in Africa” – we have invited four guest speakers to debate the motion:

This house believes that Africa will always remain dependent on foreign investment to achieve its full economic potential.

Audience participation is encouraged by posing questions to the debaters, and inviting attendees to vote both before and after the debate, with the aim for both teams to sway more of the audience to support their particular position.

We invite you to join us at this year’s investment conference and look forward to your attendance –


DATE:     26 July 2018

VENUE:  The Vineyard | Newlands | Cape Town

TIME:     Registration 09h00 to 09h45

COST: ​   CFA Member – R 3 500.00
             Non CFA Member – R 4 500.00


09h00 – 09h45 Registration – Meet and Greet
09h45 – 10h15 Welcome address – Zeona Jacobs, Executive Member of ASEA and Chairperson of CoSSE
10h20 – 11h05 Stuart Theobald, Chairman of Intellidex and Columnist at Business Day – Methodologies in Financial Research – how evidence is gathered and what sort of conclusions can be drawn from the evidence
11h10 – 11h55 Wendy Addison, LeisureNet Whistle-blower and Author of Beyond Freefall
11h55 – 12h55 Lunch
13h00 – 13h45 Dr Ben HuntCo-founder, Chief Investment Officer at Second Foundation Partners Examining Markets through the lenses of game theory and history 
13h50 – 14h35

Panel Discussion – Bonds and Credit – (Rowan Williams-Short, Elena Ilkova, Mamokete Lijane,  Olga Constantatos, Melville Du Plessis)

14h35 – 15h00 Tea Break
15h05 – 15h50

Classic Debate:  “This house believes that Africa will always remain dependent on foreign investments to achieve its full economic potential” 

(Mohammed Nalla – Chief Economist at the PIC, Sneha Shah – Managing Director Thomson Reuters, Refilwe Moloto – Founder and Principal Advisor – Ambassador Advisory)and Benjamin Kodisang – Founder and CEO of ALT Capital Partners


15h55 – 16h55 John Sanei – Trend and Innovation Specialist –“Mastering the Art of Disruption” 
16h55 – 17h15  Closing Words: Nerina Visser, President of CFA Society South Africa
From 17h15  Cocktail Reception at Splash Cafe