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Investment Summit 2023

20 September 2023 | 09:00 - 13:00
The Venue, 39 Melrose Boulevard, Melrose Arch, Johannesburg

Let Bruce Whitfield introduce you to the realms of finance, behavioural economics, economic analysis, and international taxation.

Come connect with thought-provoking leaders, to engage in stimulating discussions, and to equip you with the knowledge and insights necessary to make informed and strategic investment decisions in an ever-changing global landscape.

Renowned expert Paul Nixon will dissect the psychological factors that drive investor decisions, shedding light on the fascinating ways human behaviour shapes market trends and investment outcomes.

As we delve into the economic sphere with Sanisha Packirisamy, we will present comprehensive reports that dissect the current state of local and global economies. This is followed by a panel of leading asset managers that will explore diverse viewpoints on market trends, inflation projections, interest rate forecasts, and geopolitical influences that impact investment strategies.

In an increasingly interconnected global economy, international tax considerations have become a pivotal aspect of investment planning. Discover how cross-border investments can be optimized within the legal frameworks of various jurisdictions, ensuring that your portfolio benefits from tax-efficient strategies whilst remaining compliant with international tax laws.

Is SA still investable? Our unique challenges have allowed for the creation of specific investment opportunities. Uncover and explore the newly introduced 12B fund which focuses on investing in renewable green-energy alongside its 125% tax-deductible proposition.

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Agenda

08:00 - 09:00 | Registration and Breakfast

Join us for coffee, tea, and a light finger breakfast


09:00 - 09:15 | Welcome and Opening | Bruce Whitfield

Bruce Whitfield will introduce us to the realms of finance, behavioural economics, economic analysis, and international taxation.


09:15 - 09:55 | The Juncture of the Empathy Economy and AI | Paul Nixon

Head of Behavioural Finance | Momentum

09:55 - 10:30 | Economic Overview | Sanisha Packirisamy

Sanisha Packirisamy | Head Economist at Momentum

10:30 - 10:50 | Break
10:50 - 11:50 | Local Equity Panel
  • Allan Gray | Tim Acker - Portfolio Manager

  • Fairtree | Cor Booysen - Portfolio Manager

  • Independant Securities | Simon Fillmore - Portfolio Manager

  • Laurium Capital | Murray Winckler - Portfolio Manager

11:50 - 12:20 | International Citizen & Tax | Hylton Cameron

Director, Tax | BDO

12:20 - 13:00 | Tax-free element of investing in renewable energy | Jeff Miller

CEO | Grovest TwelveB

13:00 | End note – Bruce Whitfield

Speakers

Bruce Whitfield

Bruce Whitfield

GIB Investment Summit MC. Luck is not a single, random event. It can and must be cultivated and exploited. This keynote is drawn from the most critical lessons distilled through analysing successful global businesses for more than two decades.
Paul Nixon

Paul Nixon

Head of Behavioural Finance at Momentum Investments I use finance and economic theory together with psychology and technology (machine learning) to scale the behavioural science proposition and create both investor and business value.
Sanisha Packirisamy

Sanisha Packirisamy

Economist at Momentum Investments Sanisha joined RMB Asset Management in February 2008 as an economic analyst. Appointed as economist at Momentum Asset Management 2012, she was responsible for developing and managing a best practice framework for integrating key macroeconomic inputs and trend shifts that best inform an optimal asset allocation process in partnership with the strategist, portfolio managers, portfolio construction, fixed income and equity research teams.
Tim Acker

Tim Acker

Portfolio Manager at Allan Gray Tim joined Allan Gray as an equity analyst in 2013 after working in academia and completing his articles. He was appointed as a portfolio manager in 2020 and manages a portion of the equity, balanced and stable portfolios. Tim holds a Master of Accounting degree, specialising in Taxation, from Stellenbosch University. He is a qualified Chartered Accountant and a CFA® charterholder.
Cor Booysen

Cor Booysen

Cor Booysen moved to the fund management industry in 2008, where he was head of resources and a fund manager at RMB Asset Management, and a subsequently as sell-side analyst for HSBC, covering the platinum and diversified mining sector. In 2012 Cor joined Fairtree to co-manage the Fairtree Equity Prescient Fund. Cor is also Head of Research.
Murray Winckler

Murray Winckler

Co-Founder and Portfolio Manager Murray is the co-founder of Laurium Capital, an independently owned asset manager founded in 2008. Laurium has grown to R50bn in assets under management and provides a suite of long-only and hedge fund strategies which invest in South Africa as well the as the rest of the African continent, and more recently launched a Global Active Equity Fund
Simon Fillmore

Simon Fillmore

Chief Investment Officer at Independent Securities since April 2022. Prior to that he was the CEO of Independent Securities for 14 years where he focused on growing the private client book, with an emphasis on offshore investments. Worked as a sell-side analyst for six years specialising in free-cash-flow equity valuations on JSE listed companies. Spent a few years with BlackRock in London as a global investment analyst.
Hylton Cameron

Hylton Cameron

Director, Tax | BDO Johannesburg He specialises in domestic corporate and international tax. This includes inbound and outbound acquisitions, Double Taxation Agreement interpretation, mergers and acquisitions, intra-group re-organisations and implementation, and general consulting. Sector experience
Jeff Miller

Jeff Miller

CEO & Co-Founder | Twelve B Green Energy Fund & Grovest Jeff is a pioneer of Section 12J Venture Capital Companies in South Africa and has held positions on various sub-committees of SAVCA and Simodisa, both of which focus their efforts on the South African Venture Capital industry

Sponsors

Allan Gray MomentumFairtree
Laurium CapitalIndependant SecuritiesTwelveB

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