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I will be hosting a virtual Investment Summit in partnership with Allan Gray. The Summit aims to help investors connect the dots between what the future holds and what you can do now to get ready for it. Please join me to enjoy fascinating insights from investment thought leaders.
Further details and a link to the webinar will be emailed to you closer to the time.
If you have any questions about the event or would like to register, please contact us on engage@silke.co.za.
Summit Agenda
A candid look at South Africa’s prospects [30 mins]
Kevin Lings – STANLIB
One of the country’s leading economists looks at the world and tries to figure out how we compare to other destinations and what our future may hold.
The psychology of money [30 mins]
Morgan Housel – The Collaborative Fund (USA)
Award-winning columnist Morgan Housel draws on his behavioural finance expertise and years of industry research to share timeless lessons on how to deal with risk, wealth, greed and happiness.
The Bitcoin debate [30 mins]
Dominic Frisby – Financial journalist (UK)
As world debt exceeds US$280 trillion, Dominic Frisby explains why cryptocurrencies and other fixed-supply assets may become more valuable. But are they the road to riches or fool's gold?
How to protect what you have #1 [15 mins]
Duncan Artus – Allan Gray
The biggest risks facing South African investors and what we are doing to protect against them.
How to protect what you have #2 [15 mins]
Malungelo Zilimbola – Mazi Asset Management
The biggest risks facing South African investors and what we are doing to protect against them.
How to protect what you have #3 [15 mins]
Marius Oberholzer – STANLIB
The biggest risks facing South African investors and what we are doing to protect against them.
Q&A: How to protect what you have [15 mins]
Duncan Artus – Allan Gray, Malungelo Zilimbola – Mazi Asset Management, Marius Oberholzer – STANLIB
Your chance to ask about all things risk, including equity bubbles, inflation, interest rates, the debt trap and anything that keeps you up at night.
It’s a great time to make money in South Africa #1 [15 mins]
Sarah-Jane Alexander – Coronation
Insight into how we see South Africa playing out and how we are positioning our funds to make money for our investors when it happens.
It’s a great time to make money in South Africa #2 [15 mins]
Rory Kutisker-Jacobson – Allan Gray
Insight into how we see South Africa playing out and how we are positioning our funds to make money for our investors when it happens.
It’s a great time to make money in South Africa #3 [15 mins]
David Knee – Prudential
Insight into how we see South Africa playing out and how we are positioning our funds to make money for our investors when it happens.
Q&A: It’s a great time to make money in South Africa [15 mins]
David Knee – Prudential, Rory Kutisker-Jacobson – Allan Gray, Sarah-Jane Alexander – Coronation
Ask our panel about the investment opportunities they see, from the commodities boom to gold, property and infrastructure, and how else to invest in Africa.
The world is changing – how to invest #1 [15 mins]
Tim Garratt – Baillie Gifford (UK)
Once-in-a-generation opportunities lie ahead. A fascinating perspective from a forward-thinking global fund manager.
The world is changing – how to invest #2 [15 mins]
Philip Saunders – Ninety One (UK)
Once-in-a-generation opportunities lie ahead. A fascinating perspective from a forward-thinking global fund manager.
The world is changing – how to invest #3 [15 mins]
Graeme Forster – Orbis (UK)
Once-in-a-generation opportunities lie ahead. A fascinating perspective from a forward-thinking global fund manager.
The world is changing – how to invest #4 [15 mins]
Katherine Davidson – Schroders (UK)
Once-in-a-generation opportunities lie ahead. A fascinating perspective from a forward-thinking global fund manager.
Q&A: The world is changing – how to invest [15 mins]
Graeme Forster – Orbis (UK), Katherine Davidson – Schroders (UK), Philip Saunders – Ninety One (UK), Tim Garratt – Baillie Gifford (UK)
A fireside chat about the future of everything from investing in Bitcoin, automation, AI and robotics, to changing demographics and the environment.
Our Integrated Wealthcare approach is based on your personal priorities and aspirations. This process is designed to give you a clear course of action for pursuing your goals that span various time horizons and life stages to empower you to do extraordinary things with your wealth, both now and in the future.
I look forward to talking with you again soon.
Yours in health,
Shane Thom, CFP® GTP(SA)™
Managing Partner // Key Individual // Integrated Wealthcare Advisor // Personal Portfolio Manager (PPM)
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