A South African Outlook 2025 – 2030: A perspective from South Africa’s top Chief Executives and Economists

Moderator: Mark Colegate, Editorial Director – Asset TV

Discussants:

Luvuyo Masinda, Chief Executive of Corporate and Investment Banking (CIB)
Isaah Mhlanga, Chief Economist and Head of Research – Rand Merchant Bank (RMB)
Paul Hanratty, Group Chief Executive Officer – Sanlam Limited
Mpumi Madisa, Chief Executive Officer – Bidvest Group
Sanisha Packirisamy, Economist – Momentum Investments

Rethinking investment policies, strategies, and portfolio’s

In an environment of restrictive financial conditions, investors should build balanced portfolios with a focus on quality and sustainable earnings. A discussion on how the investment industry is rethinking investing amid challenges such as:
Reconciling long-term investing and sustainable goals with short-term challenges such as inflation, interest rates, and funding levels
The emergence of cryptocurrencies and their potential inclusion in institutional portfolios
Current market and socio-economic challenges impacting sustainable investing
Global impacts such as the middle east conflict
Continuing to search for Alpha in challenging economic conditions

Moderator: Sifiso Sibiya, Head Investments: Government Employees Pension Fund (GEPF)

Discussants:
Nieros Oyegun Soerensen, Partner – Verod Capital
Ed Collinge, Managing Director, Global Head of Client, and Sustainable Investing Solutions – Robeco
Philip Saunders, Director Investment Institute – Ninety-One
Mike Adsetts, Chief Investment Officer – Momentum
Tryphosa Ramano, Independent Non-Executive Director – Public Investment Corporation (PIC)

Relooking at pension schemes. Is there a need for reinvention?
As many countries begin to allow for early access to retirement savings, what needs to be considered? How can governments and systems replenish these pots? What does intergenerational fairness and risk-sharing look like in pension systems. What are some of the solutions and what can we learn from them?

Moderator: Anne Cabot-Alletzhauser, Adjunct Faculty and Practice Director Gordon Institute of Business Science (GIBS)

Discussants:
Professor Alex van den Heever, Chair Social Security Systems Administration and Management Studies – University of the Witwatersrand
Janina Slawski, Head of Investments Consulting – Alexander Fobes
Prabashini Moodley, Managing Director – Old Mutual Corporate
Brian Karidza, Head of Benefits Administration and Actuarial – Government Employees Pension Fund (GEPF)
Benjamin Versluijs, Senior Vice President – Northern Trust

Keynote address

The energy transition: what, how, when, and why? Can it be done?

Speaker:
Dipak Patel, Head: Climate Finance and Innovation – Presidential Climate Commission (PCC)