Dr Philippa Malmgren (International keynote speaker)

Dr. Philippa Malmgren helps companies, investors, public audiences and policymakers better understand how risk and prices will move across the economic landscape. She connects the dots, bringing together insights about markets, politics, policy and geopolitics that signal important and investable trends.

She was the Deputy Head of Global Strategy at UBS and the Chief Currency Strategist for Bankers Trust. She headed the Global Investment Management business for Bankers Trust in Asia.

The clients of DRPM Group include many investment banks, fund managers and hedge funds as well as sovereign wealth funds, pension funds, global corporations and family offices. She has an especially strong view on the importance of manufacturing in modern economies and is a part owner and on the board of a robotics and manufacturing firm in the UK that builds non-weaponised drones.

She was the deputy head of Global Strategy at UBS and the chief currency strategist for Bankers Trust. She headed the Global Investment Management business for Bankers Trust in Asia.

She has a B.A. from Mount Vernon College and a M.Sc. and Ph.D. from the London School of Economics. She completed the Harvard Programme on National Security and has a certificate from the 101st Airborne Division’s Sabalauski’s Air Assault School. In 2013, she was the keynote speaker for the London School of Economics graduation ceremony.

She is a member of the Council on Foreign Relations, Chatham House, The Institute for International Strategic Security and The Royal Geographical Society.

Back | Top

Professor Steve Burgess

Professor Steven Michael Burgess is director of the Nelson Mandela Metropolitan University Business School and professor of marketing. He was previously the long-time research director and professor of Business Administration in Marketing in the Graduate School of Business at the University of Cape Town and the Association of Marketers professor of marketing in the University of the Witwatersrand.

He was one of five people who represented President Mandela’s new government on its first trade mission to the USA in 1994 and has held positions of major responsibility in business as managing director of Autopage Cellular in the Altron Group, ConsumaData (now part of Experian South Africa) and as a senior marketing executive at Johnson & Johnson.

Professor Burgess is an acknowledged thought-leader for his research on marketing and management in the emergent markets context, which is published and cited frequently in respected journals and textbooks around the world. He has published five books.

He is the recipient of several awards, including the first-ever Marketing Science Institute Visiting Scholar Award by the Marketing Science Institute (Boston, USA), the Ohio State University’s Fisher College of Business International Alumni Award for lifetime contributions to marketing in South Africa and the USA, and the Millennium Merit Certificate from the South African Association of Marketers. In 2013, he received the Golden Star Educational and Academic Excellence Award for Outstanding Contributions to Marketing Education at the World Marketing Summit in Malaysia.

Back | Top

Stewart Cazier

Stewart Cazier has over 26 years’ experience in investment, general and life assurance businesses in finance, operations and distribution roles.

He started his career with a brief spell in the French construction industry at Bouygues before qualifying as an accountant at Eagle Star in the UK in 1991. He then joined a life assurance start-up at NatWest Bank where he established the financial accounting function before becoming financial controller of the Regulated Sales force, leading a radical overhaul of the business. Following this, he joined Norwich Union in 1996 to manage the logistics of their demutualisation, after which he become chief operating officer (CEO) of Norwich Union Investment Funds, a mutual funds business. In 2001 he helped to establish the retail business of New Star as joint managing director which was subsequently acquired by Henderson Global Investors where he became Managing Director of Global Distribution. Stewart has recently joined Old Mutual Wealth as CEO of Distribution.

Stewart has played a leading role in many UK industry initiatives and sat on the FSA working group, which developed the original RDR proposals eventually implemented at the beginning of 2013. He chairs the retail committee of the principal UK trade body – the Investment Management Association – and so is at the centre of many regulatory developments for the UK mutual funds industry. He also founded some joint venture asset management companies with leading UK advisory networks.

Back | Top

David Gluckman

David Gluckman is an executive committee member within Sanlam Employee Benefits. He is the executive charged with the retirement fund industry reform responsibilities on behalf of Sanlam Employee Benefits. ​

A qualified actuary, David began his career at Liberty Life in 1988. In 1992, he became an actuary in the Group Benefits Consultancy at Liberty Life, before being appointed as a management consultant for Liberty’s Specialised Corporate Consulting in 1995. ​

In 1998 he founded Oracle Employee Benefits, and held the position of an executive director. The company’s name was changed to Simeka Employee Benefits in 2000 and he took on the position of managing director. Under his leadership, Simeka grew into one of the leading players in the retirement fund industry. In 2005 Simeka acquired Sanlam Consultants & Actuaries and was rebranded.​

In 2007, Sanlam bought out the majority shareholders in Simeka Consultants & Actuaries, and David transferred into Sanlam Employee Benefits as managing director of the newly formed Sanlam Umbrella Solutions division. ​

David obtained a Bachelor of Science from UCT in 1987, majoring in statistics. He became a Fellow of the Faculty of Actuaries in Edinburgh in 1991 and also obtained a diploma in Retirement Fund Management from the Insurance Institute of South Africa in 1997. He is currently a member (previously convener) of the Actuarial Society’s Social Security committee. He has also served as a member of the Actuarial Society’s Retirement Matters and Surplus Committees. ​

Back | Top

Jean Lombard

Jean qualified as an actuary in 2003 and has been in the financial services industry for the past 16 years. He was appointed Head of Business Integration and Research at Glacier by Sanlam in 2009. Prior to joining Glacier, he worked on various strategic projects within Sanlam Personal Finance and has held senior roles at Sanlam Multi Manager International and Sanlam Personal Portfolios. His key responsibility at Glacier is to ensure that the company has appropriate solutions with which to serve the affluent market as well as the necessary advice strategies and tools through which to deliver these solutions to the market. In addition, he provides strategic leadership to the well-known Glacier research team, the marketing team as well as the fiduciary service function.

Jean is passionate about clients and their financial well-being as well as the financial services industry in general and has been representing Sanlam on the Disclosure Sub Committee of The Association for Savings and Investment South Africa (ASISA) since 2012. He has also been part of the core team responsible for the implementation of Treating Customers Fairly throughout Sanlam and in particular within Glacier by Sanlam.

Jean is a member of the Actuarial Society of South Africa and a fellow of the Institute and Faculty of Actuaries in the UK.

Back | Top

Michael Jordaan

Michael Jordaan, venture capitalist and wine enthusiast stepped down as chief executive officer (CEO) of First National Bank in August last year, one of SA’s largest banks with a customer base of nearly nine million.

The former banker now heads up a private investment company, Montegray Capital and lends a strategic-hand to various businesses, including the mobile messaging company Mxit. He is also non-executive director of the JSE Limited.

With more than 20 years’ experience in the financial services sector and nearly a decade at the helm of the Bank, Michael oversaw the move away from traditional banking toward rewarding ecosystem-centric solutions for customers, and led FNB to be named the “World’s Most Innovative Bank” in the 2012 BAI-Finacle Global Banking Innovation Awards, held in Washington DC. He is also the recipient of the CNBC Africa Business Leader of the Year for Southern Africa award.

During his time as CEO, Michael placed significant focus on cultivating an innovative culture within FNB. Under his guidance, the FNB Innovators’ Programme was launched in 2004 and at the time of his resignation 7244 innovations had been implemented. Encouraging self-generated innovation has improved FNB’s ability to respond to the exponential rate of business change in the global banking market.

Michael is well known within the South African context as being on the forefront of leadership, innovation and technology. In 2009, he was awarded the regional Excel Award for his employee communication programme called “On MJ’s Mind”, by the Association of Business Communicators and in 2011 he made the Top Five list of SA Newsmakers of the Year for FNB’s social media presence. Michael is also an avid Tweeter and it was not uncommon for him to respond to FNB customers via Twitter.

Back | Top

Chris Griffith

Chris Griffith is the chief executive officer (CEO) of Anglo American Platinum. He is the former executive head of Joint Ventures for Anglo Platinum Limited and former general manager of Anglo Platinum's Amandebult Platinum Mine and Bafokeng Rasimone Platinum Mine.

Chris Griffith has been CEO of Kumba Iron Ore since 2008. He has 18 years’ experience in Anglo American Platinum, having served as head of operations for joint ventures and as general manager of the Amandelbult Section and Bafokeng-Rasimone Platinum Mine. Chris holds a Bachelor of Engineering (Mining) Honours from the University of Pretoria, South Africa.

Anglo American Platinum Limited announced the appointment of Chris Griffith as CEO following Neville Nicolau’s decision to resign, to pursue other interests.

Chris has been CEO of Kumba Iron Ore Limited since 2008 and was previously head of Joint Venture Operations for the Platinum business. His appointment as Anglo American Platinum CEO will take effect from 1 September 2012.

As CEO of Kumba Iron Ore, Chris oversaw the delivery of one of Anglo American’s flagship growth projects, Kolomela, five months ahead of schedule, on budget, and with a world class safety performance record. He also oversaw the successful commissioning and ramp up of the Sishen JIG Plant.

Back | Top

Nersan Naidoo

Nersan was appointed Chief Executive: Investment Core in November 2013. His responsibilities include the oversight of investment teams and investment operations areas for asset management, multi management, hedge funds, derivative structuring, Africa asset management and Satrix. Prior to that, he was founding member and Chief Executive Officer of the Sanlam Investments multi-manager business from 2002, when he joined the Sanlam Group. He was instrumental in building the business to its status as one of the leading multi-managers in South Africa. In addition to his responsibilities as CEO, Nersan was also Head of the previous Investment Services sub-cluster, which included Sanlam Collective Investments, BlueInk Investments, Graviton Financial Partners and Graviton Wealth Management. He has served as a member of the Sanlam Investments EXCO for the past 6 years.

Nersan’s track record of 14 years spans extensive experience in investment management and business leadership, both locally and internationally. Operating from London, he managed the international multi-management business for 2 years before returning to South Africa in 2009, as CEO of Sanlam Multi Manager International. He joined Sanlam from UBS Warburg where he completed their graduate training programme in London and Johannesburg.

Nersan is a CFA Charterholder and holds a BSc Elec Eng (Hons) degree. He also has postgraduate diploma in Organisational Leadership from Oxford University.

Back | Top