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Anton Raath

Chief Executive: Glacier by Sanlam

Anton was appointed chief executive of Glacier by Sanlam in January 2005.

Anton began his career at Ironside Greenwood before joining Southern Life in 1983. In 1996 he was appointed director of business services at Southern Asset Management. Two years later he took up the role of chief operating officer. He was appointed head of retail at Gensec Asset Management in January 2000. Later that year, he was appointed deputy managing director and chief operating officer (COO) at Sanlam Investment Management (SIM). In 2002, Anton was appointed managing director of Sanlam Private Investments (now Sanlam Private Wealth) while still continuing to fulfil his duties as COO at SIM.

Anton is a chartered accountant with higher diplomas in Accounting (University of Witwatersrand) and Tax Law (University of Cape Town).

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Stephen Archer

Global business and economic analyst

A consultant to FTSE 100 and multi-national companies in the UK, USA and beyond at CEO level, Stephen is well placed to provide commentary on business, economic and business trends and offer insightful perspectives on the changing nature of the world economy and corporate world. His main areas of expertise are commercial and marketing strategy, leadership and culture for high performance organisations.

Stephen talks in the capacity of an adviser to businesses and from the perspective of a business owner who has set up and sold businesses. He provides an impartial, diverse and highly experienced voice.

He has had extensive radio and TV experience – he has appeared on BBC TV News speaking on recessionary trends - and is often on BBC radio. His views are also regularly quoted in the business and mainstream press.

He provides analysis on global EU and UK business trends, talks about what measures governments should take and what businesses need to do to break free of the economic cycle, restore confidence and maintain competitive strength. He can provide advice for businesses about how to move forward and the measures that are needed – in particular leadership, innovation and managing the dynamics of the global economy.

In his capacity as a Trustee and Communications Director for the Cutty Sark, he led the crisis management of this international icon after the fire of 2007. He also speaks on crisis management and crisis PR drawing heavily on his experience where he managed the media and communication but managed to keep the positive side of the story in the media spotlight for several months.

Stephen is an entrepreneur, business graduate and chartered director.

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Dr Amlan Roy

Head of Global Demographics and Pension Research: Credit Suisse

Dr Roy is the head of Global Demographics and Pensions Research in the investment banking division of Credit Suisse, based in London. He is also a senior research associate of The London School of Economics Financial Markets Group and a guest professor of the finance department of the London Business School.

Prior to his current role, Dr Roy was a Global Emerging Markets Strategist at Credit Suisse. He joined Credit Suisse in 1998 from the University of London where he taught at Queen Mary and Westfield College and The London School of Economics. Prior to this he held similar positions at the University of Iowa and Boston University. He received four teaching awards from University of Iowa Business School and Boston University School of Management. He served as an expert on financial architecture and Crises Modelling at the Bank of England, the IMF, and the US and UK Treasury.

Dr Roy holds an MA and PhD in Financial Economics from the University of Iowa, an MBA (IIM Ahmedabad, India) and a BA Honours in Economics (St. Stephen's College, University of Delhi, India). He was named a UK ERSC Research Fellow, Ponders Fellow, a Boston University Doctoral Scholar and a Government of India National Scholar.

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Jonty Hurwitz

Co-founder of Wonga.com

Jonty Hurwitz is a leading financial and technological innovator, and a highly successful entrepreneur. He co-founded Wonga.com in 2007. This multi-award winning online micro-loan company grew to a staggering scale in just five years. Wonga was voted Europe's fastest-growing on-line company, and won the Sunday Times TechTrack 100 in 2012.

Jonty designed and built the first automated risk processing technology to provide real-time unsecured personal loans online, including via a mobile app, and also the first company world-wide to provide an instant lending application app on the iPhone. He has moved on from his operational role at Wonga as chief technology officer but remains a major shareholder.

Jonty is a world-leading specialist in several areas, including consumer risk in the cloud, user interfaces for consumer finance, understanding mobile and internet customer behaviour for finance, cloud-based financial computing and fund analytics and reporting.

Prior to Wonga, Jonty was the creative director of Statpro, designing the system which was the global leader in cloud-based analytics for fund managers. He also worked at the private bank Global Asset Management (now UBS), designing reporting systems to allow complex financial instruments to be visually analysed.

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Roland Rousseau

Head of Barclays Risk Strategy Group : Institutional Portfolios & Risk Solutions

Currently Roland Rousseau is responsible for the Barclays Risk Strategy Group which is a specialised unit within Barclays Africa Group tasked with actively monitoring and managing institutional clients’ portfolio risk.

Prior to this he was the equity investment strategist for Barclays in SA (four years). Before joining Barclays in 2011, Roland spent 14 years at Deutsche Bank, where he was part of the investment strategy team and headed up quantitative research where he published several award-winning international research reports. He was also rated as the number one analyst in his field seven times by the Financial Mail.

At Deutsche Bank he worked with institutional investors such as pension funds, sovereign wealth funds and asset consultants in South Africa as well as in the UK, Europe, Scandinavia and Australia on innovative portfolio construction, how to integrate active and passive investment solutions and implement more effective risk management. Roland is also currently an active committee member of the FTSE/JSE Index Advisory Committee, which is responsible for all official stock exchange indices in South Africa.

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Danie Meintjes

Chief Executive Officer: Mediclinic International

Danie Meintjes joined Mediclinic in 1985 as the hospital manager of Mediclinic Sandton, then the largest private hospital in South Africa. From there he moved to the Mediclinic corporate office to head up human resources for the group in 1989, and was appointed as a director of the company board in 1996.

Danie was transferred to Dubai in 2006 as head of human resources for EHHL (a partnership between Mediclinic, Varkey Group and GE), and appointed chief executive officer of EHHL in 2007. He returned to South Africa in March 2010 and became the group chief executive officer in May 2010.

Prior to joining Mediclinic in 1985, Danie worked with Rembrandt Group which he joined in 1981.

Danie holds a B.PI (Honours) degree, and has completed the Advanced Management Program of Harvard University.

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Michael Mark

Chief Executive Officer: Truworths International Limited

Michael serves as an executive chairman and chief executive officer of Truworths International. He combines 27 years of experience in the retail industry with an ability to retain focus on the Truworths key competencies and an unrivalled understanding of the dynamics of fashion retailing. Michael’s vision and leadership have enabled the Truworths Group to achieve exceptional financial performance, including significant growth in turnover, earnings, trading density and return on equity on a consistent basis over an extended period. He has been a director of Truworths International since July 1988 and a director of Truworths Limited since 1991. He has also been an executive director of Young Designers Emporium since February 2004. Michael holds the following qualifications: BCom, MBA and ACMA.

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Sisa Ngebulana

Chief Executive: Rebosis Property Fund

Sisa has been the chief executive officer and executive director of Rebosis Property Fund since 2010. He is the founder of Billion Group and also its executive chairman. Sisa is an admitted attorney of the High Court of South Africa. He practised with Jan S de Villiers attorneys, specialising in commercial litigation before joining Eskom for seven years as legal counsel, specialising in property and finance. He has business exposure to coal mining, truck rental, security, event management and catering. Sisa has been an independent non-executive director of Truworths International since 2007 and serves as a director of several other companies. He previously served as the president of the South African Council of Shopping Centres, director of Attfund and the Construction Industry Development Board. In 2006 Sisa received the Entrepreneur of the Year Award. He holds B Juris, CEA (SA), LLB and LLM degrees.

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Facilitator

Patrice Rassou

Head of Equities: Sanlam Investments

Patrice Rassou was appointed head of equities at Sanlam Investments (SI) in 2011, having previously held the position of senior portfolio manager. He manages the SIM General Equity Fund & SIM Top Choice Fund, as well as specialist financial mandates and the SIM equity house view. He is also responsible for equity selection for the SIM Low Equity Fund. Patrice is one of South Africa’s leading banking sector analysts and is a regular and sought after media commentator.

He started working at PricewaterhouseCoopers in London and passed his qualifying examination for the Institute of Chartered Accountants in England & Wales in 1994. He completed his MBA at Manchester Business School in 2003 with distinction. Patrice also completed an executive leadership programme at GIBS in 2014, and also served on the Board of ABSIP Western Cape Chapter.

Patrice completed his BSc (Econ) degree in Monetary Economics with first class honours from the London School of Economics. In 1992 he completed his MSc (Econ) after winning a scholarship from the London School of Economics.

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Carl Roothman

Chief Executive: Sanlam Investments Retail

Carl Roothman joined the Sanlam Investments team in November 2013 as chief executive of Sanlam Investments Retail. As CE of Retail, Carl is responsible for ensuring Sanlam Investments’ retail clients are serviced by professionals who have keen insight into both their business and investment needs, and thereby the ability to offer the best investment solutions.

Carl has a strong financial services background, is highly experienced in the wealth space and has a deep understanding of the needs of individual investors and professional financial advisers. He previously held the position of managing director in the Barclays Capital and Absa Capital divisions of Barclays PLC, and head of coverage for Absa Wealth. He started his career at ABSA bank in 1995, during which time he was granted a two-year secondment to Absa Bank London.

Carl returned from Absa Bank London to South Africa in 1999 where he held various deal-making and senior leadership roles with Citibank, Investec and RMB Private Bank, gaining extensive investment banking and wealth management experience.

In 1994 Carl was accepted as the first South African to attend the LLM in International Banking and Financial Law post-graduate programme at Boston University (USA) where he obtained his Master of Law (LLM) in International Banking and Financial Law. He also holds a Bachelor of Law (LLB) and a BCom (Law) from the University of Pretoria.

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Master of ceremonies

Maya Fisher-French

Journalist

Maya Fisher-French is a well-known South African financial journalist with her own website MayaonMoney.co.za.

She is editor of My Money My Lifestyle, the personal finance section of national Sunday newspaper City Press for which she won the 2013 Sanlam Award for Excellence in Financial Journalism under the category of Consumer Financial Education.

Maya edited the South African version of Dave Ramsey’s best seller “The Total Money Makeover” and has also published her own book, Maya on Money – Implement your money plan.

Apart from print media Maya hosted the JSE crossing for CNBC Africa and is a frequent guest on talk-radio shows. She is also a popular speaker at corporate events.

Prior to becoming a financial journalist in 2003, Maya worked in the financial industry for a stock-broking company where she developed their private client trading desk and headed up the offshore investment division. Prior to that she worked for Investec Private Bank as a consultant on their direct investment desk.

Maya has a BA in English and an Honours degree in Economics from the University of the Witwatersrand. In 2006 she received the award for Best Newcomer in the Sanlam Journalist of the Year awards for articles published in business magazine Maverick.

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© 2016 Sanlam. All rights reserved.
The Sanlam Investments Cluster consists of the following authorised Financial Services Providers: Sanlam Investment Management (Pty) Ltd (“SIM”), Sanlam Multi Manager International (Pty) Ltd (“SMMI"), Satrix Managers (Pty) Ltd (SATRIX), Graviton Wealth Management (Pty) Ltd, and Graviton Financial Partners (Pty) Ltd, Blue Ink Investments (Pty) Ltd and Sanlam Capital Markets (Pty) Ltd (SCM) and has the following approved Management Companies under the Collective Investment Schemes Control Act: Sanlam Collective Investments (RF) (Pty) Ltd and Satrix Managers (RF) (Pty) Ltd.

The Sanlam Group is a full member of the Association for Savings and Investment SA. Collective investment schemes are generally medium- to long-term investments. Please note that past performances are not necessarily an accurate determination of future performances, and that the value of investments / units / unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager, Sanlam Collective Investments (RF) Pty Ltd & Satrix Managers (RF) (Pty) Ltd, a registered and approved Manager in Collective Investment Schemes in Securities. Additional information of the proposed investment, including brochures, application forms and annual or quarterly reports, can be obtained from the Manager, free of charge. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Actual investment performance of the portfolio and the investor will differ depending on the initial fees applicable, the actual investment date, and the date of reinvestment of income as well as dividend withholding tax. Forward pricing is used. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The performance of the portfolio depends on the underlying assets and variable market factors. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Lump sum investment performances are quoted. The portfolio may invest in other unit trust portfolios which levy their own fees, and may result is a higher fee structure for our portfolio. All the portfolio options presented are approved collective investment schemes in terms of Collective Investment Schemes Control Act, No 45 of 2002 (“CISCA”). The fund may from time to time invest in foreign instruments which could be accompanied by additional risks as well as potential limitations on the availability of market information. The Manager has the right to close any portfolios to new investors to manage them more efficiently in accordance with their mandates.
The portfolio management of all the portfolios is outsourced to financial services providers authorized in terms of the Financial Advisory and Intermediary Services Act, 2002. Standard Bank of South Africa Ltd is the appointed trustee of the Sanlam Collective Investments Scheme & Standard Chartered Bank is the appointed trustee of the Satrix Managers Scheme.

Glacier Financial Solutions (Pty) Ltd is a Licensed Financial Services Provider.

Sanlam Life Insurance is a licensed financial service provider.
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