DISCUSSION TOPICS 2020
KEYNOTE: Kevin Gundle, Aurum Research Limited
Kevin Gundle of Aurum Research Limited, a UK based subsidiary of the US$2.7 billion Bermuda-based specialist multi-manager Aurum Fund Management, gave a provocative presentation...
KEYNOTE: Shaun Dipnall, EXPLORE Data Science Academy
Shaun Dippnall, founding CEO of the EXPLORE Data Science Academy, gave a thought-provoking presentation on the fourth industrial revolution, and how African economies need...
ON the COUCH: Peregrine Capital’s David Fraser in conversation
NW: Peregrine Capital matches up with any of the big international names in hedge fund circles. Its flagship pure hedge fund, which launched in...
BlackRock Master Class: a deep dive into global equity strategies
Sarah Hudson of BlackRock presented this year’s Symposium master class, focusing on equity long/short strategies.
With more than US$7 trillion under management, BlackRock is one...
PANEL SESSION: Global state of play
Absa’s Peter Worthington convened the first session, taking a top-down view of global opportunities. He started by asking his panellists about coronavirus and its...
PANEL SESSION: South Africa: best ideas – equity hedge funds
Ronelle Hutchinson of Investec Wealth & Investment convened a panel session focused on equity opportunities in South Africa, joined by Andrew Crawford of Senqu...
PANEL SESSION: South Africa: best ideas – fixed income and credit
RMB economist Kim Silberman moderated a session on opportunities in the fixed income and credit markets for South African managers.
What was the outlook for...
PANEL SESSION: Operational update 2020: responding to change
Heinrich Loubser of Prescient Fund Services convened the 2020 Operational Update, considering key issues the industry needed to tackle.
RisCura’s George Tsinonis stressed the importance...
PANEL SESSION: Outsourcing infrastructure
Jamie Kent, chief operating officer at Steyn Capital Management, convened a discussion on outsourcing infrastructure, noting that boutique managers often outsourced functions to contain...
PANEL SESSION: Pan-Africa: Accessing the continent
Kobus Esterhuysen of Legae Peresec moderated a discussion on the pan-African opportunity set, noting that of the 54 countries in Africa, only 29 had...
PANEL SESSION: ESG and hedge funds
Kicking off the session on environmental, social and governance (ESG), moderator Niki Natarajan noted that in the past hedge funds had rarely entertained ESG...
PANEL SESSION: Building a retail market
Robert Foster of Star Investment Partners moderated a session focused on the retail market for hedge funds, suggesting that the industry should explore all...
PANEL SESSION: Group effort: building the business
Niki Natarajan moderated a session on team-building strategies and what needed to be done to ensure longevity in hedge fund businesses.
Claire Bourquin of Claire...
PANEL SESSION: The test of time
Neil Wilson convened the Symposium’s final session, bringing together a high-level panel of family offices, pension funds and private banks to discuss how alternatives...