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Wednesday, 20 September 2017 | Johannesburg

It’s a risky business

In a landscape of continuous change as well as geopolitical and investment risk, it is important to know exactly what the risks are to deliver better success for your retirement fund members.

Once you understand the risks, you’re able to manage them better.

Join us at the Sanlam Investments Institutional Insights 2017 conference in Johannesburg where our exceptional line-up of international speakers will be delivering key insights from their own experiences. We’ll help you define the risk parameters and show you when is the time to be bold and when should you practice caution, so make sure you pencil us in.

See more about our previous conferences here: 2014, 2015 and 2016.

This is an invitation only event. Please contact us via the form alongside, or via institutional@sanlaminvestments.com for more information.

2017 Speakers

Dr Philippa Malmgren

Dr Philippa Malmgren

Founder of DRPMG and former White House economic adviser

Lesley-Ann Morgan

Lesley-Ann Morgan

Global Head of DC and Retirement at Schroders in the United Kingdom

Guy Fletcher

Guy Fletcher

Head of Research & Client Solutions: Investments Core at Sanlam Investments

Iman Rappetti

MC - Iman Rappetti

Respected senior journalist with PowerFM and news anchor

Mabatho Seeiso

Mabatho Seeiso

Professional Trustee

Ndabezinhle Mkhize

Ndabezinhle Mkhize

Chief Investment Officer of the Eskom Pension and Provident Fund (EPPF)

Shainal Sukha

Shainal Sukha

Managing Director – Sukha and Associates (Pty) Ltd



Designing a post-retirement solution for South Africa - Lesly-Ann Morgan, Global Head of DC & Retirement at Schroders, UK

Portfolio Construction with Alternatives & incorporating illiquidity - Guy Fletcher, Head of Research & Client Solutions: Investments Core at Sanlam Investments


Time Programme Speaker
07:00 - 08:30 Registration & Finger Breakfast
08:35 – 08:45 Welcome Nersan Naidoo
CEO of Investment Core
08:45 - 09:45 Geopolitics: Global trends impacting South Africa Dr Pippa Malmgren
Founder of DRPMG
09:45 - 10:20 Using portfolio construction techniques to solve complex investment challenges Guy Fletcher
Head of research and customised solutions at SIM
10:20 - 11:00 Tea break
11:00 - 12:00 Designing a post-retirement solution for South Africa Lesley-Ann Morgan
Global Head of DC and Retirement at Schroders
12:00 - 12:45 Panel: A perspective from South African retirement funds that have invested in alternatives Moderator: Iman Rappetti
12:45 Thanks - Lunch & Closing Azola Zuma
12:55 Networking lunch

Institutional Impact

Research and commentary for better fiduciary outcomes.

At Sanlam Investments, we recognise the greater fiduciary pressures placed on institutional investors in an environment of increased regulatory and investment complexity. When it comes to investing, we carefully do our homework, weigh up the pros and cons, check, re-check and analyse, scrutinise and remove emotion from each and every investment decision we make.

Because we believe that there'se a time to be cautious and a time to be bold. Knowing when to be which is what makes us Wealthsmiths™.

Contact Us

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© 2021 Sanlam. All rights reserved.


© Sanlam. All rights reserved.

Sanlam Investments consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI”), Satrix Managers (RF) (Pty) Ltd, Graviton Wealth Management (Pty) Ltd (“GWM”), Graviton Financial Partners (Pty) Ltd (“GFP”), Satrix Investments (Pty) Ltd, Amplify Investment Partners (Pty) Ltd (“Amplify”), Sanlam Africa Real Estate Advisor Pty Ltd (“SAREA”), Simeka Wealth (Pty) Ltd, Absa Asset Management (Pty) Ltd (“ABAM”) and Absa Alternative Asset Management (Pty) Ltd (“AAM”); and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) and Satrix Managers (RF) (Pty) Ltd (“Satrix”).

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Managers, Sanlam Collective Investments (RF) Pty Ltd and Satrix Managers (RF) (Pty)Ltd, a registered and approved Managers in Collective Investment Schemes in Securities and Hedge Funds. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge.

Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Past performance is not indicative of future performance. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio.

The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lumpsum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result in a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”).

The fund may from time to time invest in foreign countries and therefore it may have risks regarding liquidity, the repatriation of funds, political and macroeconomic situations, foreign exchange, tax, settlement, and the availability of information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.

The portfolio management of all the portfolios is outsourced to financial services providers authorised in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme and Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme. Sanlam Collective Investments (RF) (Pty) Ltd retains full legal responsibility for the co-named portfolio.