Global Asset Management Groups will present on a variety of topics covering Equities and Fixed Income.
Fund Finder Saudi Arabia aim to help you efficiently select your Investment Products.
A concise and targeted half day event in a pressure free, relaxed, and educational environment.
A maximum of 5 selected sponsors present their strategies & products to fund selectors from across South Africa.
A specialized event designed to expose fund selectors to new Global Investment products whilst enabling them to exchange ideas and network with their peers from across the country.
To be confirmed
Neutral market experts moderate the workshops
2 rooms
5 sponsors
10-12 fund selectors per room
RICHARD SIMPSON

Head of Active Portfolio Management, Systematic Equity Active

After years of double digit returns in the post-COVID period, the easy yards
may have been made in equity markets. We believe this means re-thinking
the structure of an equity allocation. A combination approach is worth
considering: low active-risk Enhanced Systematic equity strategies to
generate efficient incremental return in the core of the portfolio, whilst going
fully active where you expect to get paid for it.
Toby is Head of Active Portfolio Management within the Systematic Equity
team, with responsibility for overseeing the portfolio management activities
and teams globally. Toby joined SSGA in the London office, and held roles in
portfolio management and research for the UK and European active equity
strategies, before moving to be based in Sydney. He subsequently returned
to the team in London in 2019.
Before joining SSGA Toby spent more than a decade at Barclays Global
Investors in London. During his time in their quantitative Active Equities
group, he held the positions of Head of International Equities, Head of
Implementation Research and led teams responsible for the management of
UK and Global equities.
Toby earned a First-Class BSc (Hons) degree in Physics from the University
of Southampton and completed a Ph.D. focusing on miniature laser devices
within the Optoelectronics Research Centre at Southampton. Toby has
earned the Chartered Financial Analyst designation and is a member of the
CFA Institute.
The Audience
Fund selectors and influencers from the local banks, platforms, independents (with cat 2 license) and the consultancies from across South Africa.
Invited fund selectors
Delegate passes will be issued on a strict invitation-only basis, where only key decision makers are able to attend.
Free flights
All delegates from outside of Cape Town are entitled to free flights.