Investment Summit 2025

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.

Qualifications:

Bachelor of Business Science Finance (Honours) at University of Cape Town, Chartered Financial Analyst (CFA), Financial Risk Management (FRM) from the Global Association of Risk Professionals (GARP), Chartered Alternative Investment Analyst (CAIA) from the CAIA Association

Experience:

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. She chairs the Momentum Investments Employment Equity Forum and serves as the Deputy Chair of the Momentum Metropolitan Holdings Group Employment Equity Forum. Sanisha is also a regular economic commentator on key media platforms, including a monthly columnist of the Financial Mail.

Chiedza specialises in Emerging Markets macro risk. She joined Fitch Solutions in 2015, bringing with her a wealth of experience in risk and supply chain management within the Southern Africa region. She holds degrees in Actuarial Mathematics and Financial Engineering, as well as Business Management and Statistics, both from the University of Pretoria in South Africa. Chiedza has been featured in various regional and global news media, including Bloomberg, Africa Report, Quartz, BusinessDay, Engineering News, News24, and Africa Business Magazine.

Raine first joined Allan Gray in 2011 as a CA trainee and is currently an ESG analyst in the Investment team. She holds a Bachelor of Business Science (Honours) degree in Finance and a Postgraduate Diploma in Accounting, both from the University of Cape Town. Raine is a qualified Chartered Accountant.

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 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.

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.

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.

Tumi joined 36ONE in November 2017, where she serves as an Investment Analyst and Co-Manager of the 36ONE Multi-Asset portfolios. Prior to this, she worked at KPMG as a Financial Services Audit and Financial Engineering Group Manager.

Tumi, a qualified CA, is a CFA Charterholder and holds an MCom from Wits and MBA from the Saïd Business School, Oxford. She earned her BAccSci degree and MBA with distinction, receiving multiple Dean's List awards in recognition of her academic excellence. She was also honoured with the prestigious Thuthuka and Chevening scholarships. More recently, Tumi won the LEAD category in the SAICA Top 35 under 35 awards.

Glenn has over three decades of experience and expertise in Retirement Fund Services and Business Leadership within a leading wholly owned South African insurance broking group. Glenn heads the GIB Financial Services management team responsible for steering business growth locally and within the firm’s international network partnership structure, operational in over 200 countries worldwide. Glenn is responsible for the divisions which specialise in Retirement Fund Services, Benefit Design, Regulation 28 Portfolio Construction, as well as other related Financial and Investment Services.