South Africa’s premier thought-leadership event on indexing and passive investing.

Welcome Address
• Thato Matsafu, Head: Primary Markets at the JSE
Setting the Agenda
• Tobie van Heerden, CEO at 10X Investments
Global Best Practice: Managing Multi Asset Funds
• Anton Eser, CIO at 10X Investments
DFM Perspectives Panel Discussion: Building portfolios for the future
• Brendan de Jongh (SA Head of Research, Portfolio Metrix)
• Tavonga Chivizhe (Chief Investment Officer, Boutique Investment Partners)
• Florbela Yates (Head: Investment Consulting, Equilibrium)
• Moderated by: Patrick Cairns, Editor at Citywire SA
Efficient Portfolio Solutions
• Chris Rule, Head: Product and Client Solutions at CoreShares
Panel Discussion: Financial Advice beyond 2022
• Debra Slabber (Portfolio Specialist Director at Morningstar Investment Management)
• Craig Gradidge (Investment and Retirement Planning Specialist, Gradidge Mahura Investments)
• Maya Fisher-French (Personal Finance Writer, TV Presenter and Author)
• Moderated by: Gareth Stobie, MD at CoreShares SA
Keynote address
• Ndabe Mkhize, Chair: Investment Working Committee of the Asset Owners Forum South Africa (AOFSA) & Former CIO of the Eskom Pension & Provident Fund
Panel Discussion: The ETF (R)evolution
• Eric Balchunas (Senior ETF Analyst at Bloomberg Intelligence)
• Nerina Visser (Director, ETF Strategist and Financial Advisor, etfSA)
• Victor Mupunga (Senior Research Analyst, Old Mutual Wealth Private Clients)
• Moderated by: Michelle Noth, Client Coverage Executive at CoreShares