Investment Summit 2023

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. Great leaders position their businesses ahead of rivals to capitalize on opportunities that emerge in times of stress and disruption. That enables them to seize opportunities, often hidden in plain sight. Themes of Strategic Opportunism, Grit, Seeing & Seizing opportunities make the talk useful to all organisations looking to align their teams for growth.

Head of Behavioural Finance at Momentum Investments

I use behavioural science to manage or eliminate the investor behaviour tax. We all want a brighter future, to retire comfortably and to give our children the best opportunities but we often struggle to bridge our actions with our intentions. People need help to get invested, some need to invest differently, invest more and most importantly some of us need help to stay invested. Human beings need to connect with their future selves to visualise the benefits that come with just hanging on and leaving the marshmallow on the table. 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 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. Since August 2015, Sanisha has provided input for the Momentum Investments division within a macro framework to inform investment opportunities and strategies, taking account of the changing investment and economic narrative in South Africa and globally. Sanisha is also a regular economic commentator on key media platforms, including a monthly columnist of the Financial Mail.

Cor started his career in the mining industry in 1996 as an engineer for De Beers. Between 2000 and 2008 he was involved in management consulting, working for Bain & Company and Seabury Group where he advised corporations in Johannesburg, New York and Sydney on strategy, operational optimisation and revenue enhancement. During this time, he gained in-depth knowledge of the mining, telecommunication, aviation, public sector and manufacturing industries.

Previously Murray was CEO of Deutsche Bank South Africa, having worked for them for 12 years. Prior to his role as CEO, Murray held various positions at Deutsche Bank including: Head of Global Markets (Debt and Equity) and Head of Research. During his tenor, Deutsche Bank held the number 1 rating in research, sales, trading and debt/equity capital markets in numerous surveys. Before joining Deutsche Bank, Murray was a Partner, Strategist and Industrial Analyst with Ivor Jones Roy and Co Inc. Murray has a B Com from University of The Witwatersrand, is a Chartered Accountant (SA) and a CFA Charterholder.

Director, Tax | BDO Johannesburg

B.Com | LLB | LLM (Tax) | H. Dip (International Tax)

After qualifying as an attorney Hylton joined the tax consulting department of a large accounting firm in 1999 before moving to the firm in 2008.

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

Hylton has worked with clients in various sectors, from retail to manufacturing to construction, and with numerous clients with inbound operations into South Africa or outbound transactions to the rest of the world.

Hylton has lectured at the Masters tax course at the University of the Witwatersrand, and is often quoted in the media.

CEO & Co-Founder | Twelve B Green Energy Fund & Grovest B.Com, B.Acc, CA (SA)

Jeff is a Chartered Accountant and completed his articles at Grant Thornton. He has over 30 years of experience investing in unquoted companies across numerous industries.

Jeff co-founded Brandcorp, which was listed on the Johannesburg Stock Exchange in 1997.

He brings many years of operational and investment skills to the Company. He was a co-founder of KNR Flatrock, Balboa Finance, Born Free Properties, Eurosuit, Bride & Co., Seed Engine, Seed Academy and Grovest Corporate Advisory.

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. Jeff is a Director of the 12J Association of South Africa. He is also a member of YPO Gold Chapter.