Programme Brochure

1. ALTERNATIVE LEARNING
A three–day modular programme designed to
support trustees, directors and executives with
responsibility for investment decisions in their
efforts to promote long term investment and
to protect investors and beneficiaries. After
the course, participants will be able to make
effective investment decisions, manage and keep
track of their investment policies and strategy.
INVESTMENT
MASTERCLASS
FOR TRUSTEES
& DIRECTORS
11 – 13 SEPT 2019 | MAURITIUS

2. INVESTMENT MASTERCLASS FOR TRUSTEES & DIRECTORS AFRICANALTERNATIVE.COM/IMTD
DATES PROGRAMME
10 Sept. Welcome Reception & Program Introduction
11 Sept. Module One &Two
12 Sept. ModuleThree & Four
13 Sept. Module Five & Six
14 Sept. Culture Immersion & Departure
11 - 13 SEPTEMBER 2019
PORT LOUIS, MAURITIUS
LABOURDONNAIS HOTEL
3 DAYS
50 PER PROGRAMME
DATES
LOCATION
VENUE
DURATION
AUDIENCE
PROGRAM SCHEDULE
For Delegate Booking:
T +44208 870 6620
E cugbajah@africanalternative.com
MQA & CPD ENQUIRIES:
T +230 434 1150
E oumila@lineageinvest.com
BE PART OF IT
OBJECTIVES
Be part of a practical learning approach that places empha-
sis on the future of finance and investing
Take part in a new proprietary delivery structure and the
highest-quality line-up of academic and practitioner faculty
Engage in a holistic and truly continental perspective of
today’s pensions market in Africa and beyond
Hear from alternative assets investors on the state of the
market and how that could fit into your portfolio
INVESTMENT AND
PORTFOLIO RISK
ASSET & PORTFOLIO
ALLOCATION
TRADITIONAL AND
ALTERNATIVE ASSETS
SUSTAINABLE
INVESTING
BEHAVIOURAL
FINANCE
THE FUTURE OF
INVESTING
MQA APPROVED

3. Trustees and directors play a key role in the investment decisions
of pension funds, insurance funds and other investment funds.
They are responsible for making sure that funds are run well
and the benefits are secure for the beneficiaries. Their roles are
so important to the delivery of good member outcomes that a
breach of duty can result in the trustee or director being ordered
to make an equitable contribution to the trust.
With regulators and policymakers across the continent and
beyond adopting wide-ranging legislation to promote long-term
investment and to protect investors. It is of vital importance
that trustees and board directors are equipped with the skill-set
required to evaluate the overall fund investment objectives taking
into account the fund’s liabilities, the likely contributions to be
received into the fund and the trustees’ attitude to risk.
Themed “Maximising returns and impact”, Investment Masterclass
for Trustees and Directors is a practical guide to the themes,
strategies, tools and techniques required by trustees and directors
with responsibility of making investment decisions to effectively
implement and manage their investment policy statement and
strategy.
PROGRAMME OVERVIEW
The programme is designed for​senior investment trustees and
directors. However, it is very relevant to a diverse audience
including​senior investment professionals from –​
• Treasury and National Asset Managers
• Private Bankers and Wealth Managers
• Portfolio and Asset Managers
• Heads of Investment
• Investment Analysts and Advisors
• Pension Fund Managers and Trustees
• Sovereign Funds Managers and Trustees
• Accountants and Finance Managers
• Regulators and Auditors
• Compliance Officers
• Investment Consultants
TARGET AUDIENCE
This two-part programme will focus on key challenges facing
practitioners in their daily workplace. And will adopts a case
study approach to equip them with the required know-how.
Programme themes includes –
• Understanding Investment Stewardship And Governance
• The Mauritius Private Pension Schemes Act, Its Rationale and
Ramifications. As well as legal Perspectives From Other Key
Markets - South Africa, Kenya, Nigeria, Ghana
• Who Are The Main Pension Players? Who Has The Remit For
Funding And Investment Issue?
• The Macroeconomic Background to Pensions:
• Focus On Asset Classes:
• Traditional Assets: Cash, Bonds And Equities
• Alternative Assets: Private Equity, Alternative Credit, Real
Assets, Liquid Alternatives, Hedge Funds, Alternative
Capital Markets
• Risk And Risk Management: Investment & Portfolio Risk
• Scenario Planning for Tactical Asset Allocation
• When Do Derivatives Add Value in Asset Allocation? Focus
on Regulation, Industry Practice and Implementation Issues
PROGRAMME THEMES
• Be part of a practical learning approach that places emphasis
on your fund’s characteristics and allocation.
• Take part in a new proprietary delivery structure and the
highest-quality line-up of faculty and attendees.
• Offers a holistic and truly continental perspective of today’s
pensions market in Africa and beyond.
• Hear how your fund must adapt to survive in this highly
competitive market and changing demographics.
• Learn more about the importance of sustainability and impact
investing, as well as why this is on top of investors’ priority.
• Hear from alternative assets investors on the state of the
market and how that could fit into your portfolio.
WHY ATTEND
INVESTMENT MASTERCLASS FOR TRUSTEES & DIRECTORS AFRICANALTERNATIVE.COM/IMTD

4. • Understanding Interest Rate And Inflation Swaps
• Portfolio Management: Analyzing And Generating Returns
• Designing a Liability Driven Investment (LDI) Strategy
• Integrating ESG Factors And Impact Investing Strategies
• Behavioural Finance: Understanding How The Mind Can Help
Or Hinder Investment Success
• Manager Selection: How Do You Choose A Fund Manager?
How,Where And What To Look For.
PROGRAMME THEMES CONT’D
Whether you want an established course delivered at your
business premises, a venue of your choice, or an entirely new
training package crafted to your specific business needs, African
Alternative’s in-house training can help your organisation meet
new challenges and fill the skills gaps in your workforce.
Starting with a pre-course consultation to ensure material has
been perfectly tailored to your organisation and suitable to your
team’s needs. We strive to take the hassle out of the continued
professional development of your human capital, ensuring
minimal disruption and delivering excellent results.
Are you interested in running this course in-house? Talk to our
executive training programme specialist. Discussions with our
specialists are confidential and without obligation. Please contact
Chigozie Ugbajah on E: cugbajah@africanalternative.com, or T:
+44208 870 6620
IN-HOUSE & BESPOKE PROGRAMMES
Limited to around Fifty people, the programme consists of class-
room-based teaching combined with selected group exercises,
case studies and delivery formats that includes –
• Open Conversation: Open interactive sessions designed
to disrupt with unconventional thinking, topics, themes and
rapid-fire discussions.
• Debate: Oxford style of debating with an assertion that
is defended on one side (the “proposer”) and assailed on
another (the “opposition”).
• Roundtables: Topic specific intimate sessions that take place
during breakfast, lunchtime and dinner.
• Surgeries: Hands-on workshops designed to equip you with
the practical skills and resources that you can instantly put to
use on return to work.
• Immersions: Classroom types teaching session led by an
academic and teaching staff. The academic sessions are
interjected by practitioner panels and fireside chats.
DELIVERY FORMATS
African Alternative has assembled renowned and exceptionally
skilled faculty – teachers, authors, researchers, consultants and
experienced practitioners – to design and lead our executive
development programs. The programme faculty includes:
• EVAN GILBERT
Associate Professor at the USB; Research Analyst at Momentum
Investment; Consultant
With expertise spanning research analysis for cadiz asset
management, head of institutional asset consulting at
mitonoptimal asset management and senior portfolio
manager for a range of multi-asset portfolios at momentum
asset management - Evan combines expansive depth in
academia with hands-on practitioner specialties.
• BRITTA RENDLEN
Consultant On Sustainable Finance
A sustainable finance professional with a history of working
in the financial industry and non-profit environment. Skilled in
asset management, environmental & social risk management,
reinsurance, fundraising, and corporate social responsibili-
ty. A Certified International Investment Analyst (CIIA) and
Eidgenössisch geprüfte Vermögensverwalterin.
ANNE CABOT-ALLETZHAUSER
Head Of Alexander Forbes Research Institute
Anne Cabot-Alletzhauser heads up the Alexander Forbes Re-
search Institute – an initiative that looks at the full spectrum
of issues that confront the savings and investment issues for
South Africa in particular and Africa in general. Prior to that
she was an asset manager and CIO for 32 years, managing
pension fund assets in North America, Japan, the UK, Europe
and South Africa. In 1994, she pioneered the development
of the multi-manager management approach of pension fund
management that has become the hallmark of that industry.
• GLENN SILVERMAN
Expert in Asset Management, Investments, and the BRICS
Glenn has over twenty-five years of experience in asset
management, primarily institutional, attaining the level of Chief
Investment Officer (CIO) at Investment Solutions. Investment
Solutions was, at the time, South Africa’s largest and leading
multi-manager, and comfortably one of the top-ten largest as-
set managers in the country, with well over R300bn (c $25bn)
in assets under management.
He is a CFA charter holder, and have presented at the 2013
CFA annual conference held in Singapore (‘Sustainability – An
investment perspective’), had an article published in the 2013
CFA journal (‘It’s Time to Rethink Growth and the Implica-
tions for Sustainable Investing’) and am actively involved in the
local South Africa chapter, in various ways.
LEAD FACULTY
INVESTMENT MASTERCLASS FOR TRUSTEES & DIRECTORS AFRICANALTERNATIVE.COM/IMTDM

5. Corporate Partnership
We partner with regulators, policymakers, business
schools, investment consultant, fund managers,
association and other stakeholders to enhance short,
medium and long-term knowledge and skills through
face-to-face, online and offline platforms.
To find out how you can demonstrate thought
leadership and educate your market place through
programme sponsorship and corporate partnership,
please contact Gozie Ugbajah on +44208 870 6620,
or cugbajah@africanalternative.com.

6. The Nœud
The Nœud​is an ecosystem of alternative and traditional
investment professionals committed to helping their clients
deploy capital for across emerging and frontier markets. The
network will enable​​you to ​access all immersions, master-
classes, ​share ideas, resources, and content on alternative
asset classes and sustainable (ESG, Impact Investing and
Exclusion) investing. It is a highly focused private ​network
of like-minded​​​senior asset owners, investment managers,
consultants, lawyers and financial advisors.
Benefits of The Nœud:
• Participation in year round investment and business
focused immersions, management & leadership training
sessions between five and eight times a year.
• Premium membership of The Nœud, the 12,000 Asset
Owners, fund Managers, Regulators, Central Bankers,
Consultants, Lawyers and advisers.
• Services include assistance with career progression and
recruitment and special speaker events.
• Access to tailored Africa Economic and Financial Data
(AFED) and market research reports.
• Preferential rates at African Alternative programmes.
To learn more about becoming a member, contact us via
enquiries@africanalternative.com.