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| Inaugural South Africa Investment Conference 2012 |
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| March 29-30, 2012 |
| Radisson Blu Hotel Waterfront, Cape Town, South Africa |
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Conference Day 1: Thursday, 29 March 2012 |
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| 11:45 |
Exhibit Setup & Registration Opens |
| 12:55 |
Co-Chair Welcoming Remarks |
| 13:00 |
Where will growth of the South Africa Hedge Fund Industry come from – locally or abroad?
- What are the constraints for the development?
- Will a regulated product overcome this?
- Will this expand the current SA strategy horizon?
- Why is such a small portion of the industry assets from abroad?
- With continuing volatility in international and local financial markets, do hedge fund managers need to adjust their investment strategy to add alpha?
- Is the local skill level in line with international hedge fund managers?
- Does the local transparent hedge fund industry add value?
Moderator:
Managing Partner, BREEDY HENDERSON SOLICITORS
Panelists:
Director, ALTERNATIVE CAPITAL EXCHANGE (PTY) LTD.
Risk Manager, NOVARE INVESTMENTS |
| 13:45 |
"Sustainability - 'The Golden Thread"
- Four key unsustainable macro-trends
- How much of these the markets have discounted
- The likely investment implications thereof
Chief Investment Officer, INVESTMENT SOLUTIONS |
| 14:15 |
Emerging Markets
- South Africa's joining the BRIC nations: implications, outlook
- What is the Specialist Fund Market, and what are the advantages of joining?
Moderator:
CEO, KAIZEN ASSET MANAGEMENT
Panelists:
Senior Africa Forecaster, EXCLUSIVE ANALYSIS
Managing Director, ALEXANDER FORBES FINANCIAL SERVICES
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| 15:00 |
Healthcare
- Difficulties investors face in terms of employee productivity due to the numerous health challenges facing the region
- What measures are companies taking that have proven effective at improving and maintaining employee health?
- What programs already exist that new investors can join in to multiply the positive impact?
Moderator:
Director, U.S. CHAMBER OF COMMERCE, AFRICA BUSINESS INITIATIVE
Panelists:
Country Manager & Managing Director, DOW SOUTHERN AFRICA |
| 15:30 |
Afternoon Refreshment Break
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| 16:00 |
"Outsourcing of Investments to External Managers and Custodians"
Acting Managing Trustee, NATIONAL SOCIAL SECURITY FUND, KENYA |
| 16:30 |
Infrastructure & Agriculture
- Infrastructure- a key deal driver for Africa?
- What are the top sectors in African infrastructure for short and intermediate term investors?
- The role of infrastructure in a balanced portfolio
- What are the biggest challenges that the South African infrastructure sector will have to overcome in the near future
- Financing Africa's Large-Scale Investment & Infrastructure Projects
- Where in South Africa can investors expect to find the best opportunities?
- Telecommunications Infrastructure Boom
- Agrobusiness
- Indigenisation and Mining – What the future holds for South Africa
- Lengthening Financial Contracts: Public-Private Partnerships (PPPs) and Infrastructure Finance
- Addressing the critical factors required for PPPs to become a significant instrument for infrastructure development
- Agro-Allied Industries & Development Across Africa; The returns of agriculture as an asset class for the private equity investors
- Climate change – the African doomsday?
Moderator:
Senior Vice President & Head - Africa Operations, JAIN IRRIGATION SYSTEMS LTD.
Panelists:
Chairman,THE CLEAN WATER GLOBAL RESCUE FOUNDATION
Acting Director of Agribusiness & Marketing, MPUMALANGA PROVINCIAL GOVERNMENT
General Manager: Infrastructure Management and Economic Services, KWAZULU-NATAL PROVINCIAL TREASURY |
| 17:30 |
Closing Remarks
Welcome Cocktail Reception
Sponsored by:
INVESTMENT SOLUTIONS |
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Conference Day 2: Friday, 30 March 2012 |
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| 8:30 |
Continental Breakfast |
| 9:30 |
Co-Chair Welcoming Remarks |
| 9:45 |
Asset Allocation in Africa
- Asset allocation, portfolio construction & diversifying revenue streams
- African equities
- Safe investments amidst political instability
- Asset liability management for private bankers
- Understanding the Role and Benefits of Financial Intermediaries
- Using Consultants
- Regulation 28: What does this mean for the industry, and does it foster expansion/growth or consolidation?
Moderator:
Consulting Actuary, CADIANT PARTNERS CONSULTANTS & ACTUARIES
Panelists:
Special Advisor, OFFICE OF THE DEAN OF AFRICAN DIPLOMATIC CORPS IN CANADA
General Manager, Head of RisCura Fund Services, RISCURA
Head of Asset Consulting, MILTONOPTIMAL
Senior Economist, INVESTMENT SOLUTIONS |
| 10:45 |
Institutional Investor Exchange: Pension & Provident Funds, Family Offices, Universities And Foundations
- Identifying key challenges and opportunities & Improving long-term performance
- How can pension funds better understand and control total investment costs?
- Where should we be investing – sectors, markets, asset classes?
- Inflation Hedging Strategies
- Pension Fund Governance & the Role of Trustees
- Managing Pension Funds in Times of Regulatory Change: Risk Control, Asset Allocation and Transition Management
- Efficiency measures – ensuring better liquidity
- Secondary deals
- Institutionalization of Family Groups
- Future strategies for multi-family offices
- Liability Driven Investing (LDI)
Moderator:
Executive Director, UNIVERSITY OF KWAZULU-NATAL FOUNDATION
Panelists:
Independent Consultant & Principal Officer, CASTLE CONSULTING SOLUTIONS CC
Head: Asset Consulting, INDEPENDENT ACTUARIES & CONSULTANTS |
| 11:30 |
Morning Refreshment Break |
| 12:00 |
Trade Facilitation, Economic Competition & Regulations
- Improving the efficiency of customs procedures as a low-cost way of enhancing a country's economic competitiveness, growing exports, and in turn attracts investment and often raises the standard of living;
- Updating laws and regulations to make cross-border trading easier without high spending on roads, infrastructure, etc.
Moderator:
Principal Officer, ISCOR EMPLOYEES' UMBRELLA PROVIDENT FUND
Panelists:
Senior Counsel, Trade & International Affairs, FEDEX EXPRESS
Director, U.S. CHAMBER OF COMMERCE, AFRICA BUSINESS INITIATIVE
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| 12:30 |
"New Tools for Asset Allocation"
CEO, RISCURA |
| 13:00 |
Networking Luncheon |
| 14:15 |
Credit Within The African Region
- South Africa as the Gateway to Africa - Has it Passed its Sell-by Date?
- Frontier market opportunities in African regions
- Implementing effective exit strategies in the current markets
- The Role Of Microfinance In Africa: Is It Achieving Its Objectives?
- Venture Capital
Moderator:
Vice President, The Institute of Retirement Funds and Independent Trustee and Independent Principal officer
Panelists:
Founding Partner, THE REAL ECONOMY EFFECT LTD.
Portfolio Manager, FUTUREGROWTH ASSET MANAGEMENT |
| 15:00 |
"Amelioration of Poor Water Quality, Sewerage Quantity and Water Shortages"
Head of Conservation, WATER RHAPSODY |
| 15:30 |
Afternoon Refreshment Break |
| 16:00 |
Socially Responsible Investing
- Microfinance
- Why and how do investors integrate environmental, social and governance (ESG) issues into investment decisions?
- Social Impact Investing & The Double Line: how to expand the trend
- What is responsible investment and what is the business case for ESG issues?
- What is SRI and does it Add Value?
- What can Southern Africa Funds Learn from International Experience?
- Overview of responsible investment, the UN-backed Principles for responsible investment and a close look into how local investors integrate environment
- Social and Governance (ESG) issues in their investment processes and ownership practices
- Creating an RI Policy: What should Trustees Consider
- Carbon and ESG: How it affects portfolio managers
Moderator:
Chairperson, Principals officers association & Chairperson, sustainable returns for Pension and society (SRPS) Committee
Panelists:
CEO, HEART CAPITAL
CEO, CAPRAWAY DEVELOPMENT AGENCY
Head of SRI, CADIZ ASSET MANAGEMENT
VP Marketing, AFRICASIF.ORG |
| 17:00 |
Closing Remarks & Cocktail Reception |
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Untitled Document
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