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Institutional Insights Speakers


Dr Philippa Malmgren

Founder of DRPM Group

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

She was an economic advisor to US President George Bush in the White House and a member of the National Economic Council. She was 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 sits on boards at MIT, Indiana University and the Ditchley Foundation. She participates in the UK's Ministry of Defence working group on Global Strategic Trends and London's GLA Infrastructure Advisory Board. She is a guest anchor on both Bloomberg and CNBC and regularly on the BBC. Her public speaking and writing take her all over the world. She is the author of an upcoming book, Signals, which James Galbraith says is “better than Piketty”.

She has a BA from Mount Vernon College and a M.Sc. and PhD from the London School of Economics.

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Bart Heenk

Managing Director of Avida International

As Managing Director of Avida International, Bart Heenk heads up Avida International in the UK. Avida International helps pension funds streamline their investment management governance and extract maximum value out of supplier relationships in order to achieve the financial goals of their stakeholders. Typical themes are organisational change and outsourcing strategies for complex investment and risk management activities.

Previously, Bart performed a number of senior roles at Cardano, SEI, Citibank/Citigroup and Royal Dutch Shell. During this time he has served a large number of institutional clients on risk management and investment management strategies. He has worked in the UK, the Netherlands and Asia. In addition to his full-time role at Avida, Bart lectures at various business schools and is a frequent speaker at seminars.

Bart is an econometrician by training, and has a Master's degree in Business Econometrics through Erasmus University in Rotterdam.

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Dr Amlan Roy

Head of Global Demographics and Pension Research, Credit Suisse

Dr Roy is Head of Global Demographics and Pensions Research in the Investment Banking Division of Credit Suisse, based in London. He is also a Senior Research Associate of The London School of Economics Financial Markets Group and a guest Professor of the Finance Department of the London Business School.

Prior to his current role, Dr Roy was a Global Emerging Markets Strategist at Credit Suisse. He joined Credit Suisse in 1998 from the University of London where he taught at Queen Mary and Westfield College and The London School of Economics. Prior to this he held similar positions at the University of Iowa and Boston University. He received four teaching awards from University of Iowa Business School and Boston University School of Management. He served as an expert on Financial Architecture and Crises Modelling at the Bank of England, IMF, US and UK Treasury.

Dr Roy holds an MA and PhD in Financial Economics from the University of Iowa, an MBA. (IIM Ahmedabad, India) and a BA Honours in Economics (St. Stephen's College, University of Delhi, India). He was named a UK ERSC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar and a Government of India National Scholar.

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Wade Matterson

Principal and Practice Leader, Milliman Australia

Wade is a principal and leader of Milliman's Australian practice. He joined the firm in 2004 and is responsible for the development, delivery and oversight of Milliman’s Australian operations across Product Development and Retirement as well as Risk and Capital Management service lines. Wade has over 15 years’ actuarial experience in the life insurance and wealth management industries and has been involved in a variety of projects across the globe. Wade has worked actively with clients in Asia, Europe and North America and, prior to establishing the Australian practice, was based in Milliman’s London office.

Wade has worked with wealth management organisations, insurance companies and pension funds on a range of assignments including, strategy development, assessment and execution as well as new product initiatives, including the development of communications and marketing material, financial planning tools and frameworks. He is also responsible for Milliman’s fund solutions as well as capital and risk management services.

Wade is a Fellow of the Institute of Actuaries of Australia (FIAA). He also has a Bachelor of Mathematics and Finance from the University of Technology, Sydney. He has a number of published workds, of which several include: From Cradle to Grave: Evolution of a Superannuation Fund – January 2011; Lifecycle Investing for the Post-Retirement Segment – August 2010; The Revolution in Risk Management – June 2010; Revisiting Asset Allocation Strategies for DC Retirement Plans – April 2010; Post-retirement – what is possible, CMSF – March 2010; Product Development & Investment Strategies for Retirees, 6th Asian Conference on Pensions & Retirement Planning – February 2010. And many more.

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Roland Rousseau

Head: Barclays Risk Strategy Group (Institutional Portfolios & Risk Solutions)

Currently Roland Rousseau is responsible for the Barclays Risk Strategy Group which is a specialised unit within Barclays Africa Group tasked with actively monitoring and managing institutional clients’ portfolio risk.

Prior to this he was the Equity Investment Strategist for Barclays in SA (4 years). Before joining Barclays in 2011, Roland spent 14 years at Deutsche Bank, where he was part of the Investment Strategy team and headed up Quantitative Research where he published several award-winning international research reports. He was also rated as the #1 Analyst in his field seven times by the Financial Mail.

At Deutsche Bank he worked with institutional investors such as pension funds, sovereign wealth funds and asset consultants in South Africa as well as in the UK, Europe, Scandinavia and Australia on innovative portfolio construction, how to integrate active and passive investment solutions and implement more effective risk management. Roland is also currently an active committee member of the FTSE/JSE Index Advisory Committee, which is responsible for all official stock exchange indices in South Africa.

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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.