Escolar Documentos
Profissional Documentos
Cultura Documentos
DAY 1
09h00 Why all the fuss about passive when it is an Gareth Stobie – Coreshares Plenary debate
active investment decision after all? Sherry Rexroad - BlackRock Chair: JB Beckett
NewFundOrder
• Is passive really that cheap relative to active
fund managment in SA?
• What are the inherent risks in tracking
errors?
• Is bigger better in passive or do smaller
market entrants have a place to compete?
09h20 Are there still great stock investment Jacques Plaut - Allan Gray Plenary panel
opportunities in SA Inc? Shaun le Roux - PSG Chair: Victoria Reuvers
Gavin Wood - Kagiso Morningstar
• What is the outlook for SA equities in a
rising interest rate scenario?
• Are there as many “losing” as there are
“winning” stocks in your portfolio?
• Unpacking performance attribution and
active bets.
10h05 How percipient investors can benefit from a Karl Leinberger - Coronation Plenary presentation
myopic market.
10h35 Equites, bonds and property: Quo vadis? Johny Lambridis - Prudential Plenary panel
• What are these managers thinking about Rob Spanjaard - Rezco Chair: Brandon Zietsman
their asset allocations within these asset. Natasha Narsingh - Sanlam PortfolioMetrix
classes and Reg28 portfolios and why?
• Are single digit returns here to stay?
• Valuations, price and quality of earnings.
DAY 1
15h15 Value investing in a world of accelerating Steven Romick - FPA/Nedgroup Plenary presentation
change.
• A changing investment environment.
• The art of finding value in a volatile and ever-
changing investment environment.
15h45 Surviving the short term to thrive in the long Clyde Rossouw - Investec Plenary presentation
term.
• Building investor resilience in a downturn.
DAY 2
09h00 Quantinomics: The science of big data and Javier Rodriguez - Goldman Sachs Plenary presentation
enhanced technology.
• More consistent alpha, less risk and lower fees.
09h30 The tyranny of metrics. Leonard Kruger - Allan Gray Plenary presentation
10h05 The world is a crazy place right now. Marc Beckenstrater - Prudential Plenary panel
• Where are these managers unlocking Gavin Joubert - Coronation Chair: Joanne Baynham
and identifying value across currencies, Philip Saunders - Investec MitonOptimal
geographies and sectors?
• Coverage is a key issue in global investing –
tell us how you screen markets and “kick the
tyres” in conducting company research?
• Do you think macro events are influencing
fund returns more than stock selection? How
do you mitigate this risk?
DAY 2
13h20 Mapping the market’s brain. Marc Beckenstrater - Prudential Plenary presentation
• Using machine learning tools to process
the linguistic information contained in the
financial news flow.
• Visualizing the mind of the market. This allows
us to illustrate how periods of pronounced
price volatility affect the qualitative market
beliefs, creating temporary episodes of fear
and uncertainty.
13h50 The US market has rallied to an all-time high, Azad Zangana – Schroders Plenary panel
Brexit and “Euroland” appears that it is in a Edward Blain - Orbis Chair: JB Beckett
mess and Asian stocks are mixed. Sherry Rexroad – BlackRock NewFundOrder
• Is this the right time to be looking at global
balanced funds?
• The role of FANGS in global stock market
performance and the “tech bubble”.
• Valuations in global markets.
• Commodities and oil prices.
*Please note: The agenda, speakers and topics are subject to change at the discretion of The Collaborative Exchange.
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