Investment professional
I have over twenty-five years of experience in asset management, primarily institutional, attaining the level of Chief Investment Officer (CIO) at Investment Solutions. Investment Solutions was, at the time, South Africa’s largest and leading multi-manager, and comfortably one of the top-ten largest asset managers in the country, with well over R300bn (c $25bn) in assets under management.
I am a CFA charter holder, and have presented at the 2013 CFA annual conference held in Singapore (‘Sustainability – An investment perspective’), had an article published in the 2013 CFA journal (‘It’s Time to Rethink Growth and the Implications for Sustainable Investing’) and am actively involved in the local South Africa chapter, in various ways.
My skills primarily revolve around equities, and asset allocation, but I have had exposure to most major local and global asset classes, including property and alternative investments, whilst running multi-asset class portfolios. I have managed institutional multi-asset class portfolios, a local equity mutual fund, and multiple other multi-manager portfolios.
I have run and lead teams of investment professionals up to some 30 strong.
Consultant
I have consulted to various organizations since leaving Investment Solutions. These included, a SA-based stockbroker and wealth manager, a Nigerian pension fund administrator (PFA), and a Mauritian investment management house.
My services covered, inter alia, the following:
- Strategic review
- SWOT analyses
- Gap and risk analyses
- Global and African growth strategy, including identifying targets for M&A
- Recommending and implementing solutions
- Interactions with multiple African stock exchanges, stock brokers and investment managers.