Day 1: Sunday, 17th September 2023 |
| 15h00 to 19h00 | Registration and networking |
Day 2: Monday, 18th September 2023 |
| 07h00 to 08h30 | Registration |
| 08h30 to 08h45 | Delegate seating |
| 08h45 to 09h00 | Welcome by Programme Directors |
| Amanda Khoza and Wayne Hiller van Rensburg |
| 09h00 to 09h20 | Opening and Keynote |
| IRFA President: Geraldine Fowler |
| 09h20 to 09h25 | Transition |
| 09h25 to 10h25 | “What is Your Contribution in Making it Happen?” |
| Geraldine Fowler, Astrid Ludin, Thomas Mketelwa and Nancy Andrews |
| 10h25 to 11h00 | Break |
| 11h00 to 11h30 | “Is Our Dollar-Centric World Facing Serious Dislocation?” |
| Michael Power – Ninety One |
| 11h30 to 11h35 | Transition |
| 11h35 to 11h45 | Oguche Agudah [Nigeria] – International Perspective |
| 11h45 to 11h50 | Transition |
| 11h50 to 12h20 | “Individualisation and The Two-Pot System, Supported by Tech and Data Protocols” |
| Butsi Tladi & Viresh Maharaj – Alexforbes |
| 12h20 to 12h25 | Transition |
| 12h25 to 12h50 | “Pulling all the strings together: Balancing the needs of portfolios as we navigate a changing landscape.” |
| Mike Adsetts – Momentum |
| 12h50 to 13h45 | Lunch |
| 13h55 to 14h55 | Masterclasses 1 to 3 |
| Plenary | Masterclass 1 – Using hedge funds to outperform the market and mitigate downside risk (Facilitator: Cheryl Ward) |
| André Steyn, Zintle Twala, Sibo Khumalo & James Corkin – Steyn Capital |
| Break Away 1 | Masterclass 2 – The Benefits and Risks of Infrastructure Investing for Pension Funds (Facilitator: Mkuseli Mbomvu) |
| Angelique Kalam & Jason Lightfoot – Future Growth |
| Break Away 2 | Masterclass 3 – The Two-Pot Pension System | Turning Insights into Foresights (Facilitator: Enos Ngutshane) |
| Danie van Zyl, Lorraine Mekwa, Tinotenda Mtemeri, Solly Tsie & Langa Madonko – Sanlam |
| 14h55 to 15h05 | Transition |
| 15h05 to 16h05 | Masterclasses 4 to 6 |
| Plenary | Masterclass 4 – Reimagining Retirement Success: Embracing the promise of Income Funds in an environment of high interest rates and inflation (Facilitator: Mandla Nkosi) |
| Henk Kotze & Jabulani Ngobese – Prescient |
| Break Away 1 | Masterclass 5 – The Global Footprint of the SA Asset Management Industry (Facilitator: Enos Ngutshane) |
| Sne Dlamini – Old Mutual Investment |
| Break Away 2 | Masterclass 6 – A Fixed-Income Toolkit for Retirement Fund Investors (Facilitator: Wayne Hiller van Rensburg) |
| Roshen Harry & Naleni Govender – M&G |
| 16h05 to 16h15 | Transition |
| 16h15 to 17h00 | Office of the Pension Funds Adjudicator |
| Muvhango Lukhaimane (Pension Funds Adjudicator) and Naheem Essop (Deputy Pension Funds Adjudicator) |
| 17h00 to 20h00 | Networking Cocktail Function Brought to You by Fedgroup |
Day 3: Tuesday, 19th September 2023 |
| 07h00 to 08h45 | Registration |
| 08h45 to 08h50 | Delegate seating |
| 08H50 to 08H55 | Opening and Welcome |
| 08h55 to 09h10 | Keynote – Australian and Global Perspective |
| Nicholas Sherry |
| 09h10 to 09h15 | Transition |
| 09h15 to 10h15 | Risks Facing Retirement Funds: Mitigation, Governance, and Regulatory Perspectives |
| Geraldine Fowler, Enos Ngutshane, Zareena Camroodien and Graham Croock |
| 10h15 to 10h35 | ESG And Its Transformational Role |
| Musa Mabesa – GEPF |
| 10h35 to 10h40 | Transition |
| 10h40 to 11h00 | Impact of Two Pot Retirement system on your retirement savings |
| Subedra Reddy – NBC |
| 11h00 to 11h05 | Transition |
| 11h05 to 11h25 | Understanding the Value of Sustainable Investment |
| Ashely Daswa & Teboho Makhabane – Sanlam |
| 11h25 to 11h30 | Transition |
| 11h30 to 12h30 | Masterclass 7 to 9 |
| Plenary | Masterclass 7 – Making It Happen – Transformation in the Retirement Industry (Facilitator: Amanda Khoza) |
| Ann Leepile (Alexforbes) / Phelisa Ngonyama (Ninety One) / Mmabato Seeiso (Moderator / Trustee) / Amanda Khoza (IRFA / Trustee) / Sipho Sidu (SALA Pension Fund) |
| Break Away 1 | Masterclass 8 Part 1 – Two Pot – Why the Retirement Fund industry is going Potty! (Facilitator: Geraldine Fowler) |
| Michelle Acton – Old Mutual Corporate |
| Masterclass 8 Part 2 – OnTrack TM: Is your Fund? Are your members? (Facilitator: Geraldine Fowler) |
| Martin Poole – Old Mutual Corporate |
| Break Away 2 | Masterclass 9 – Best of both worlds: A basic and low-risk approach to incorporating infrastructure and yield into your investment strategy without compromising liquidity (Facilitator: Wayne Hiller van Rensburg) |
| Kasief Isaacs and Mohamed Ismail – Mergence |
| 12h35 to 13h15 | FSCA Engagement |
| Astrid Ludin – Deputy Commissioner FSCA |
| 13h15 to 13h20 | Conference Closing Messaging |
| Geraldine Fowler – IRFA President |
| 13h20 to 14h00 | Lunch |
| 14h00 to 16h00 | IRFA Workshop: What is an effective Trustee Meeting? – Dana Muir (Governance), Geraldine Fowler (Operations/Administration), Nancy Andrews (Governance/Legal) and Cheryl Ward (Financial/Investment) |
| Join us for an engaging workshop where we will explore the key elements of an effective trustee meeting. Our expert speakers will lead you through a mock trustee meeting that highlights common pitfalls. Learn from these scenarios and discover how to make improvements that lead to more productive and successful trustee meetings. |
