Helena Conradie is CEO of Satrix, a leading provider of index-tracking products in South Africa. Satrix is a wholly-owned subsidiary of the Sanlam Group. Helena holds a B.Sc. in Mathematics and Applied Mathematics (Honours) and a M.Sc. in Applied Mathematics (cum laude) from the University of Stellenbosch.
Ian Jones is is CEO of Fundhouse SA. Ian joined Fundhouse in 2013 and is a Director based in South Africa. He also has international experience, having spent five years in Australia and 2 years in the United Kingdom. He started in the investment industry in 2001 and is a qualified actuary.
Niki is a Chartered Accountant and a Chartered Financial Analyst®. She is currently the COO of Sygnia, a fintech asset management group, where she manages the Compliance and Administration divisions of the group. Niki has worked as an assistant manager and manager in the Financial Institutions Services group for Deloitte’s London and Cape Town offices. She was promoted to the position of COO in 2009 and has been actively involved in all areas of the business.
Carly Barnes is a marketer, singer, investor, flexitarian and world wanderer. She studied music and live performance at AFDA and went on to start an industrial theatre business, write for a few magazines (some glossy, some niche) and make magic in the PR and content creation space. Passionate about storytelling, the role of EasyEquities brand manager had her at ‘Hello’; and she started working at Purple Group in 2016. She’s also passionate about empowering women, especially in the investing space.
Gareth Stobie is the Managing Director of CoreShares – a leading South African passive investment management business with a particular focus on Smart Beta. He has an MBA from Wits Business School and has over 14 years’ financial services experience across structured finance, investment management and banking. Gareth is passionate about index investing and ensuring that investors get their fair share of market returns.
Mduduzi Luthuli is the co-founder and an Executive Director of Luthuli Capital and heads up their Wealth Management and Corporate Division. He has been in the wealth management industry for 7 years with experience in investment portfolio management, risk management and business assurance.
Kristia van Heerden
Kristia van Heerden is the CEO of justonelap.com – a free online financial education and investment resource. She is an award-winning financial journalist, a passionate index investor and recovered debt junkie. Kristia is on a crusade to demystify the investment world to make it more accessible to ordinary South Africans. Her weekly podcast The Fat Wallet Show aims to explain industry jargon, while her ETF blog unpacks passive products available to local investors.
Dion Mhlaba is a BCom Accounting Degree and Honours graduate from University of Johannesburg and also holds a certificate from Wits Business School for Broad Based Black Economic Empowerment. He completed his articles with KPMG (Johannesburg), where he qualified as a Chartered Accountant (CA) and Registered Auditor (RA).
Kingsley is the Chief Investment Officer of the indexation capability within Old Mutual Investment Group’s Customised Solutions boutique and is responsible for the indexation fund management process. Kingsley began his career in 2000 with Merrill Lynch and held various positions in New York, London and Johannesburg. Kingsley has 17 years of investment related work experience.
Neo is Co-Founder and Lead Transactor at Everest Ventures, a company on a mission to “demystify” finance and help facilitate capital to high growth, privately owned businesses. She holds an Honours, B.Comm (Investment Management) from the University of Johannesburg and is currently an MTN Scholar studying towards her Masters in Inclusive Innovation through the University of Cape Towns’ Graduate School of Business.
Marubini founded Medupi Capital, which formed Hulisani in partnership with Mazi Capital. Medupi Capital is a shareholder in various energy companies and focuses on collaborative principal investments and advisory in the energy sector. Since Hulisani’s listing in April 2016, he has served as chief investment officer and recently became chief executive officer.
Vuyisa Qabaka is a tech and small business advisor, as well as lean start-up practitioner and partner at venture builder, Entrepreneur Traction. He holds a directorships on various startup boards, and a non-executive director seat at the South African Black Entrepreneurs Forum (SABEF).
Dov swam against the tide and moved from Australia to South Africa. Due to his passion for innovation founded Catalyst Research Solutions and is now involved in assisting companies in moving South Africa to a knowledge based economy.
Through a background in Law and IT, Dov has international consulting experience and has established incentive practices in South Africa, Australia and Singapore.
Peet has more than 20 years of experience in the financial markets, and has held a wide range of trading and research roles during this time. He recently joined Phoenix Investment Analytics, which is an investment research and market strategy boutique firm catering for investors and corporates in the financial markets. This year, Peet was rated No. 1 in the Technical Analysis category for the fourth consecutive year, in the Financial Mail Top Analyst Annual Awards.
Jannie joined Nedgroup Investments in 2008 as an Investment Analyst in the Best of Breed Team. During his time as an analyst he started developing the Core Range of low cost multi-asset portfolios which were launched in September 2009. He currently drives the strategic development of the Core Range and is responsible for their “cost efficient” investment philosophy and process.
Darlene is a technology innovator and serial entrepreneur who has established several successful businesses. Darlene was selected by the World Economic Forum as one of 6 Top Female Tech Breakthrough Entrepreneurs in Africa in 2017. She is a winner of a South Africa Innovation Entrepreneur Award and one of her Fintech innovations won the Country Award for Best Business Product at the 2013 World Summit Awards.
Dr Danisa Baloyi
Danisa Baloyi, Executive Director of the National Black Business Caucus as well as the President of IWFSA. Being passionate about the development of black owned businesses, she served on the
International Council for Entrepreneurship and Small Business (ICSB) for many years, representing Southern Africa
Fund Manager, AlphaWealth Prime Small & Mid Cap Fund. Keith founded his financial blog, www.SmallCaps.co.za to share his passion for investing, the stock market, and the South African small and mid cap sectors. Keith has a BComm Rationum (Economics & Accounting) – BComm Hons. (Accounting) – CA (SA).
Nyanga hails from Mthatha in the Eastern Cape, a former entrepreneur, she has years of experience in development finance having worked for the Industrial Development Corporation (IDC) as a financier in health services. She has a BCom accounting degree from the former University of Transkei and a post graduate diploma from Wits University.
David is a chartered accountant, having served his articles at Grant Thornton, Johannesburg. He has been active in debt capital markets since 1997, holding employment at both a specialist structured finance organisation and a large local bank. He was appointed to Transaction Capital’s main board as group chief risk officer in April 2012, thereafter served as the group CFO and in January 2014 was appointed as the group CEO of Transaction Capital Limited.
Basil Mabasa is a young philanthropist with over 10 years’ experience in community development and entrepreneurship. Basil is the chairman and founder of Xisasi Cancer Foundation and the Xisasi Group of Companies. The cancer foundation provides cancer awareness programs focusing on education, early detection, and victim and survivor support in rural parts of Limpopo, South Africa. Basil started the foundation after losing his mom to breast cancer in 2009 and named the foundation after her.
As the chief risk officer at the National Empowerment Fund (NEF), Muhammad is responsible for assessing risks and opportunities for entrepreneur funding. With government’s commitment to support entrepreneurs, the NEF will play a pivotal role in developing the country in the coming years.
Stefan was appointed as the chairperson of the Business Chamber of Vanderbijlpark in February 2016. He has collaborated the Vaal Triangle as a Mega Business Chamber and is still currently the chairperson of the Golden Triangle Chamber of Commerce.
He has also been co-opted as part of the AHI in Gauteng.
Lee is a seasoned technology and digital transformation expert, public speaker and thought leader. He has spent the majority of his career shaping and managing the execution of complex transformation programs and helping organisations understand the role of digital technologies in driving their relevance in an increasingly digital world.
Michelle Dickens is the managing director and co-founder of TPN Credit Bureau. TPN is South Africa’s only credit bureau specialising in the collection of tenant behaviour and rental payment profile information. Michelle established TPN in 2000 after working as a property manager for 5 years and experiencing first-hand the frustration many landlords faced in dealing with delinquent tenants.
Eugene is the founder and CEO of Wealthport. Wealthport is a Fintech Company with financial services licenses. It has created the first of its kind technology and transactional based solution which is focused on modernizing and future proofing independent financial advice practices in the new era of financial services.
Nerina Visser is an independent ETF Strategist and Advisor, offering consulting services to the investment industry, financial advisors and private individuals with a focus on exchange-traded products and benchmark indices. Nerina is a director of the etfSA Portfolio Management Company.
Brandon comes from a strong line of entrepreneurs, with his grandfather Co-Founding Metro Cash and Carry and his father Co-Founding HCS. By being an entrepreneur himself and by constantly meeting entrepreneurs on a daily basis, Brandon has a deep understanding of the challenges entrepreneurs face. Brandon will be taking us through how the government is assisting start-ups and what pitfalls the current incentives have.
Sisa Ngebulana is the CEO of Rebosis Group, and Chairman of New Frontier Properties and Ascension Properties, the separately listed subsidiaries of Rebosis. An admitted attorney of the High Court of South Africa, he practised with Jan S de Villiers Attorneys in commercial litigation before joining Eskom for seven years as legal counsel specialising in property and finance. He also worked as a trader in Money and Capital markets at Eskom Treasury.
Julia is a Chartered Accountant (SA), having also completed her Chartered Financial Analyst qualification. Her background is in investment banking and she spent 5 years as a Class Of dealmaker in Rand Merchant Bank’s Debt Capital Markets, Fixed Income and Currency Structuring and Principal Investment divisions.
Craig co-founded Gradidge-Mahura Investments with partner, Kagisho Mahura in June 2008. He read his MBA at UCT in 2008/09 and his thesis focused on the impact of the capital structure of public BBBEE shares on value creation. He passed the Post Graduate Diploma in Financial Planning at UFS in 2010 and became a Certified Financial Planner in 2011. He serves as Vice Chairperson of the Investment Competency Committee of the FPI, and is an independent expert on the Finance Committee of Medshield.
Douglas is the author of 6 business books, including the highly acclaimed ‘Own Your Industry – How to Position Yourself as an Expert,’ with Penguin Random House. A multiple award-winning speaker, his clients include senior management at companies like MultiChoice, BMW, Liberty and HP.