Agenda for the Senate Group conference of March 2018

1. 81st SENATE CONFERENCE IN CAPE TOWN 14th – 16th MARCH 2018
Theme – What’s new pussycat??
WEDNESDAY
18h00 – Sundowners – de Noordhoek Hotel
19h00 – Dinner at Noordhoek – Food Barn
THURSDAY
07h30 - Breakfast
08h10 -Welcome – Chairman – Peter Hawker
08h15 – Global Macro view and the application thereof - Robin Eager (Head of Balanced
funds) - Stanlib
09h00 –Smart Beta offering – Weymeyer Ferreira - Stanlib
09h30 – Section 12J and opportunities – Kobus Nel (CEO of Fairtree), Herman Sandrock and
Ryan Jamieson - Fairtree
10h30 – Tea
10h45 – Discretionary Investment Managers – Brandon Zietsman and Eden Kift -
Portfoliometrix
12h00 – SA Equity opportunities - Evan Walker - 360 One –- BCI
12h45 – SA Fixed income in the current environment - Nolan Wapenaar - Anchor Capital –-
BCI
13h15 – Lunch
14h30 – Power hour – Living annuities – Death benefit options – Alastair
15h15 – Tea
15h30 – Global markets - Nirdev Desai - Old Mutual
16h00 – Tide is turning - Old Mutual Mid-Small cap - Warren Jervis – Old Mutual
16h30 – Can it continue? – OM Global Emerging Markets Fund - Siboniso Nxumalo
17h00 – Conference closes for the day
18h00 – Drinks followed by Dinner at Noordhoek
19h00 - Dinner at Jakes – Walk across the road – decrepit, elderly and infirmed can drive
FRIDAY
07h30 – Breakfast
08h30 –SA equity opportunities – Investec Equity Fund - Hannes van den Berg and
Morkel Kincaid
09h15 – Investec IMS – 2018 Budget Overview & Legal Update - Salome Young - Legal
Counsel
10h00 - Tea
10h15 – Power hour – Discussion on changes in budget, estate planning, practice
management, Sec 12J – Alastair to chair
11h00 – Investment philosophy, decision-making process and key views for 2018 and
beyond - Christo Lineveldt – Coronation
12h15 – Senate matters
13h00 – Close and Lunch

2. Speakers approached and confirmed
1. Stanlib – Kyle Irish – confirmed - sent
2. Coronation – Insaf Kamish – Confirmed-sent
3. Old Mutual – Nirdev Desai – confirmed - sent
4. Investec – Morkel Kincaid – confirmed - sent
5. PMX – Brandon Zietsman – Tessa LeFrere – confirmed sent
6. BCI – Marguerite – confirmed - Sent
a. Fund manager Evan Walker – 360 One
b. Fund Manager – Nolan Wapenaar - Anchor
7. Fairtree – Francis Wheeler – Sec 12J – confirmed Sent