Anne-Marie D’Alton is the Chief Executive Officer of Batseta since 2007. Batseta is a Not-for-profit organisation and SAQA (South African Qualifications Authority) recognised professional body that promotes the interest of retirement funds in South Africa.
Armed with an MBA from the University of Pretoria and 20 odd years in the Department of Labour, she led the professionalisation of principal officer and trustees’ occupations adhering to the high standards of conduct, practice, and qualifications essential to these professions.
Anne-Marie aided in developing two occupational qualifications for retirement fund fiduciaries so that they can practice their profession with confidence. She facilitated Batseta’s registration as an QCTO (Quality Council for Trades and Occupations) delegated examining body supporting skill development and continuous professional development initiatives for members and the industry at large.
Anne-Marie also holds a BA Communication from the Rand Afrikaans University and completed a Personal Development Programme (Top of the class student) at the University of the Witwatersrand.
She is currently a council member on the Financial Sector Transformation Council. She serves on various retirement fund industry committees such as CRISA Committee, Climate Risk Forum and FSCA Retirement Fund Forum. She also served on the INSETA board. She was a toastmaster at the Pretoria East Toastmasters Club.

Chinèll is an investment consultant at Old Mutual Corporate Consultants (OMCC) and holds a Master’s
in Business Administration (MBA) and Bachelor of Accounting degrees awarded by Stellenbosch
University. She has 13 years investment consulting experience mostly targeted at retirement and
medical aid funds.
Chinèll’s personal motto is to “Be Better” which manifested in her passion for responsible investment.
Given this passion, her role has naturally evolved to include being the responsible investment
specialist and support within the OMCC team.

Daniel is responsible for LDI strategies, asset allocation and manager selection research including mean-variance optimization, risk contribution analysis as well as return and holding-based style analysis. Daniel is concurrently involved in Academia, conducting both research and teaching at the
University of the Witwatersrand. To date, Daniel has published 9 articles in international peer reviewed journals in the areas of asset pricing, style investing and factor anomalies and has also
been an integral part of the Wits Finance Research team that has provided trading rules for stylebased ETFs listed on the JSE. Prior to joining 27four, Daniel was the head of Financial Modelling at Deloitte Corporate Finance.

Mr Charles Antonio is an employee of Emalahleni Municipality who has served in various capacities within IMATU, labour-related forums of the municipality and the South African Local Government Bargaining Council over many years. Mr Antonio is the Chairperson of the Board of Trustees of the National Fund for Municipal Workers (NFMW/Fund), since 2018, having joined the Board in 2008. He has been the Chairperson of the Communications and Stakeholder Management Committee of the NFMW since 2019 and is currently an ex-officio member of the Fund’s Committees.
Mr Antonio, jointly with the Board and Principal Executive Officer, was instrumental in transforming NFMW and giving it a unique strategic direction that focused on improving member-value-proposition. Under his chairmanship, the Fund’s assets under management increased from R15,8 billion in June 2018 to about R26 billion in May 2023 and membership increased from 47,500 in June 2018 to about 55,000 in May 2023. Mr Antonio is an ardent advocate of good corporate governance to engender strong, successful organizations/institutions. This resulted in IRFA awarding NFMW the best-in-class recognition in good governance in 2021.
Mr Antonio has obtained several post-matric qualifications, including a Diploma in Human Resources Management; Diploma in Industrial Relations; Industrial Relations Development Programme (IRDP); Municipal Finance Management Programme (MFMP), including other relevant retirement funds sector qualifications Professional Executive Officer: (Retirement Fund Trustee); Communication; Fiduciary Duties, Investments and Retirement Fund Governance & Ethics, among others.

Albert is responsible for managing the Fixed Income team as well as the Fixed Income Investment & Implementation processes for both the retail and institutional businesses. In his time at Ashburton Investments he has won two Raging Bulls for fixed income performance and has helped to grow the business’ AUM significantly. Albert has over 15 years of experience in the investment markets, working at both large integrated financial services companies as well as being a shareholder and executive director at an independent investment boutique.

Conville works in the financial services industry in Namibia all his career. He spent in excess of 20 years in auditing and accounting, asset management as well as banking, and joined the GIPF in 2012, with the aim of making a contribution in developing public institutions of repute.

He has a passion for investments, based on a firm understanding of business.

Ben is a Client Service Director and he chairs the China Product Group. He joined Baillie Gifford on the Investment Management Graduate Scheme in 2001 and was an Investment Manager in our Emerging Markets Team until 2008, when he relocated to China. Ben worked in Hong Kong for six years as an Executive Director in the Asian Equities business at UBS. He returned to Baillie Gifford in 2018. Ben graduated MA in Geography from Mansfield College, Oxford in 2001, holds an MBA from the University of Oxford and is a CFA Charterholder.

Xolani Dube has over 20 years of experience as a Pension Fud Trustee. He holds a BSSC Degree from the University of KwaZulu-Natal.

He has been a Chairperson of the KwaZulu Natal Joint Municipal Pension Fund Board of Trustees for 5 years.

Naheem Essop has been the Senior Legal Advisor at the Office of the Pension Funds Adjudicator since 2020. He previously served as a Specialist Analyst in the Fund Governance and Trustee Conduct department in the FSCA’s Retirement Funds Division and in the old FSB’s Pensions: Surveillance and Enforcement department, which he joined in 2015. Naheem was admitted as an attorney of the High Court in 2006 and gained initial experience in pension law when advising certain municipal pension/provident funds in KZN. He is also currently serving as an alternate member-elected trustee on the FSCA Pension Fund.

I am a partner at LCP providing cutting-edge investment advice to institutional investors, including pension funds, sovereign wealth funds and central banks in Europe, the Middle East and Africa (EMEA). I have a wealth of industry experience as a lead investment consultant and solutions provider to some of the largest institutional investors in EMEA.
Prior to joining LCP, I was Chief Institutional Client Strategist EMEA at Janus Henderson where I was responsible for thought leadership and strategic investment solutions to institutional clients.
Previous roles included being a Partner at Mercer, leading the growth of the joint Investment and Retirement business in London. I was also a Strategist and lead investment consultant to a wide range of large clients. Prior to Mercer, I was Director of Pensions Solutions at Russell Investments where I held a few leadership, consulting and fiduciary management roles. Before that, I held various roles at Willis Towers Watson, including scheme actuary and lead investment strategist.
Nearly 25 years ago, I started my career at Mercer where I advised UK pension fund clients on all major areas of pensions strategy. I am also a writer, media commentator and regular speaker on topical investment matters.

Ayanda is a seasoned and respected retirement fund and investment management professional with more than two decades experience in these fields.
He is currently the Executive: Governance and Assurance at Eskom Pension and Provident Fund (EPPF), the country’s second-largest pension fund. He oversees the Risk Management, Compliance, Legal and Internal Audit functions.
Ayanda is a Certified Financial Planner® professional, Certified Fraud Examiner, Compliance Practitioner and a member of the Institute of Risk Management South Africa.

Ielhaam joined M&G Investment Managers in 2009. As an Equity Analyst, she is currently responsible for research and analysis across a range of companies listed on the South African and various African Stock Exchanges.

With 13 years of industry experience, Ielhaam previously worked at Deloitte where she qualified as a Chartered Accountant (SA). Her initial role was that of Trainee Accountant and then Audit Manager, where she performed and managed audits for various industrial companies.

Ielhaam’s qualifications include: B.Com (Accounting), UCT; Post Graduate Diploma (Accounting), UCT; CA (SA).

Sibo joined Steyn Capital in 2022 as Head of Institutional Business. He previously was a Client Services Fund Manager at Coronation Fund Managers. Sibo’s prior experience spans Institutional Equity and Fixed Income Sales, Corporate Finance and Management Consulting. Sibo obtained a Bachelor of Business Science Finance Degree from the University of Cape Town in 2010, majoring in Pure Mathematics and Economics.

Clay is a Senior Partner at LCP and advises a number of LCP’s largest clients, including sovereign wealth funds and pension funds in southern Africa. He has extensive experience advising on strategic asset allocation, including liability driven investment strategies, and investments in both public and private markets. More recently, Clay has been developing an integrated advisory platform across LCP's Investment and Energy teams to advise institutional investors on investments in the Energy Transition.
Clay joined LCP in 2004 and was made an Investment Partner in 2008. Prior to joining LCP, Clay worked in the United States providing actuarial and investment advice for pension and post-retirement medical plans. He graduated from the College of William and Mary with a degree in mathematics and finance. Clay qualified as an actuary in the US and holds a Chartered Financial Analyst (CFA) designation.

Natasha is currently a Partner and Head of Stewardship at the asset manager Sarasin & Partners LLP, where she steers the firm’s stewardship work, ensuring effective engagement, voting and public policy outreach in order to promote the creation of sustainable value.

Natasha has been a vocal advocate for reform of the accounting and audit system to promote long-term stewardship as well as action by company boards to confront climate change. Natasha is a member of the Disclosure and Transparency Committee of the International Corporate Governance Network (ICGN), as well as the Consultative Advisory Group for the International Audit and Assurance Standards Board. Natasha sits on the Investment Committee for the Cambridge Assistants Contributory Pension Scheme and is a non-executive director at Carbon Tracker, a leading think-tank on investment and climate change.

Natasha has a background in development economics and responsible investment. Prior to joining Sarasin & Partners, she spent six years as the Senior Analyst leading ESG integration and several areas of policy work at the Universities Superannuation Scheme’s Investment Management arm; and four years in Budapest working with OTP Fund Management and the European Bank for Reconstruction and Development. Before moving into finance, Natasha spent a number of years working on sustainable development issues in Asia, Africa and Latin America. She started her career as an Overseas Development Institute Fellow, working as the Chief Economist in the Guyana Forestry Commission.

Natasha has Masters in Economics from Cambridge University, an MSc in Natural Resource Economics from University College London, and is a CFA Charterholder.

Muvhango Lukhaimane commenced her responsibilities as Deputy Pension Funds Adjudicator on 1 June 2012 and was appointed Pension Funds Adjudicator on 1 July 2013. She acquired first-hand experience and expertise in pension fund matters as research consultant and legal advisor at Sanlam Employee Benefits and Liberty Personal Benefits. She was also Principal Officer of the Eskom Pension and Provident Fund. She gained strategic planning and organisational skills during her stint in various executive management roles within the South African Domestic Intelligence Services. Ms Lukhaimane holds the following qualifications; B.Iuris (Univen), LLB (UP), LLM (Unisa),
Postgraduate Diploma in Management Studies (Buckinghamshire Chilterns University College), Postgraduate Diploma in Financial Planning (UFS) and an MBA (Wits Business School). She is also admitted as an advocate of the High Court.

Musa Mabesa (ACCA)
Principal Executive Officer (PEO) – Government Employees Pension Fund
Musa Mabesa is the Principal Executive Officer (PEO) of the Government Employees Pension Fund (GEPF). He is a seasoned finance professional with over 18 years’ experience, 11 of which is in the pension fund industry, specialising in financial management and reporting, governance, and corporate services.
Prior to joining the GEPF, Mr Mabesa worked for various private and public sector institutions in various positions. In 2011 he joined the GEPF as a Finance Manager and was subsequently appointed as Head of Corporate Services in 2017. In 2020 Mr Mabesa became the Principal Executive Officer of the GEPF and serves as a board member of Batseta (Council of Retirement Funds of South Africa), chairing the Asset Owners Forum.
Mr Mabesa holds a Master of Science (MSc) degree from University of London and Bachelor of Commerce in Accounting Science (BCompt) from University of South Africa (UNISA). He is a Chartered Certified Accountant through the Association of Chartered Certified Accountants (ACCA) and is a member of the Institute of Directors Southern Africa.

Radesh Maharaj is Chairman of Batseta Council of Retirement Funds for South Africa, a Professional Principal Executive Officer, and is a an independent trustee and principal officer of retirement funds.
Radesh is a practicing attorney and has served in several roles in the retirement funds industry over almost two decades. He served as a Senior Assistant Adjudicator at the Office of the Pension Funds Ad-judicator from the opening of the office in Johannesburg in 2004 and was part of its management committee. Following this role, he worked as the Senior Legal Advisor to the Registrar of Pension Funds at the FSCA/FSB from 2012 until 2019. While at the regulator Radesh was also part of the retirement funds team involved in formulating the approach to the twin peaks regulatory model and market conduct regulation. Most recently, Radesh served as the Principal Officer of five large retirement funds. He currently serves as an independent trustee and is an independent consultant.

Futuregrowth manages assets on behalf of South Africa’s largest retirement funds, multi-managers and corporates. Maseabi started working at Futuregrowth in February 2021 as Head of Business Development, taking responsibility for the institutional and corporate client group. She comes with 18 years’ experience in the financial industry, within the institutional and retail space. Maseabi has always been motivated by helping clients to meet their financial objectives, while at the same time making a meaningful difference in people’s lives – goals that are perfectly aligned to Futuregrowth’s ethos.

Solly Matheba is a Trustee and Chairperson of the Tshwane Municipal Provident Fund, having served as a member elected Trustee since 2009. During this journey he gained a lot of industry related knowledge and acquired several industry certificates.
His career started as a Human Resource Management Practitioner where he gained experience in areas such as recruitment and selection, training and development, labour relations, labour law, organizational and executive performance management, etc. he later moved into strategic support role where he got exposure to business planning, strategy development, risk management and corporate governance.
Due to his passion in human resource and people management practices, he played a pivotal role in the establishment of the Institute of People Management (IPM) Pretoria Branch. He served as Branch Chairperson and later moved to the board of IPM as a Non-Executive Director. Solly enjoys facilitating courses in HRM and Labour Relations as part of mentoring and professional development.
Solly has formal qualifications in Psychology (BA – Unisa and BA Hons - UP), Human Resources and Labour Law (PgD HRM - UJ and PgD Labour – UJ) and Business Leadership (Master of Business Leadership – Unisa SBL).

Lebo manages client relationships on behalf of RisCura Solutions.
her role involves creating awareness of RisCura and its client base through implementing business development activities and onboarding new clients. As a previous Associate Investment Consultant within the RisCura Advisory team, Lebo worked with Senior Consultants to provide advisory and administrative support to ensure that client deliverables are met.
Prior to joining RisCura, she worked for Selekane Asset Consultants as an analyst. There she refined her client services skills by supporting Senior Consultants in preparing performance and regulatory reports as well as providing trustee training for clients. This experience has given her key insight into retirement funds and medical aid schemes in South Africa, both from an investment and regulatory view.

Malizole Mdlekeza is a pensions and investments actuary, registered as a fellow of the Actuarial Society of South Africa, and a fellow of the Institute & Faculty of Actuaries in the UK.

He is the founder of MDM Actuaries – an independent investment consulting firm for retirement funds.

He also serves as a retirement fund trustee educator for the ASISA Academy, focusing on infrastructure as well as other investments and investment related matters.

From 2016 – 2021, he served a five-year term as chair of the Actuarial Society of South Africa's Alternative Investments Forum, driving engagement and thought leadership in the local pensions and alternative investments space.

In 2017, he was selected as one of the Mail and Guardian newspaper's Top 200 South Africans

Thomas Mketelwa is currently a Principal Executive Officer of KZNMPF (Municipal Pension Fund). I believe that the key responsibilities for being the Principal Executive Officer is to implement policies and strategies adopted by the Board. The duties include to oversee the general workings of the Fund. As some of the functions of the fund are outsourced, this does not mean that I and eventually the Trustees are not responsible. I oversee the service providers and ensure that they are perfoming their tasks as agreed upon. Also ensuring that the decisions made at the board of trustees meetings are implemented.

“Lerato has been active in the Retirement Industry for more than 20 years. She holds a Law degree from the University of the North West and a diploma in Labour Relations. She has completed a number of industry related certificates. She has served in a senior consultant role with various major insurance companies . She has had the honour of working alongside Principal Officers of some very large Funds in the industry, particularly in the Organised Labour sector. She is currently the Deputy Principal Officer of Transport Sector Retirement Fund.”

Lebogang provides advisory and administrative services to institutional clients as well as supporting services to senior investment consultants. (she passed all the 3 levels of the CFA program.)

In her role, Lebogang ensures that clients are well-informed when making investment decisions. Prior to joining RisCura in 2020, Lebogang worked as a retail client service consultant at Coronation Fund Managers and as an investment performance analyst at Allan Gray.

Ms Wilma Mokupo is currently the Head of the Retirement Funds (Prudential Supervision) Department at the Financial Sector Conduct Authority (FSCA) responsible for the supervision of the financial soundness and prudential supervision of retirement funds registered under the Pension Funds Act and the investment spreading requirements (regulation 28). She is responsible for the preparation of the Pensions contribution to the FSCA Annual Reports to the Minister of Finance for tabling in Parliament. She currently reports to the Divisional Executive: Retirement Funds Supervision at the FSCA. She is a seasoned regulator with over twenty-seven years’ experience in regulation and supervision of retirement funds mostly at senior management level (over twenty years as Head of department previously also responsible for friendly societies, licensing of administrators and office visits).
Wilma holds a Bachelor of Commerce Degree and an Honours degree in Economics with a distinction in Macroeconomics. She is an alumni of Wits Business School and London Business School having completed the executive development and senior executive development programs, respectively.
Wilma was responsible for the development of the first free E-learning tool for trustees on www.trusteetoolkit.co.za which is now a mandatory requirement for trustees to complete. She was also the FSCA’s subject matter expert for the development of the first national trustee qualification curriculum as the quality development partner (QDP) in collaboration with the QCTO (Quality Council for Trades and Occupations) and industry. Trustees can now obtain a SAQA approved NQF level 5 in line with the principles in the National Development Plan. On a regional level she served as an Executive Committee member of CISNA (the Committee for Insurance and Non-banking Financial Authorities) on market integration, cross border cooperation and financial inclusion agenda of SADC amongst financial regulators and chaired the insurance, retirement funds financial intermediaries and medical schemes subcommittee and the training technical committee of CISNA. She was also responsible for the compilation and coordination of various annual reports for CISNA on www.cisna.net .
She also represents FSCA on the XBRL SA board and served on the FSB Pension Fund board for over ten years. Ms Mokupo is the FSCA’s representative on the Independent Regulatory Board for Auditors’ (IRBA) Committee for Auditing Standards (CFAS).

EXPERIENCE
AUGUST 2020 – TO DATE
EXECUTIVE CHAIRMAN, CONSOLIDATED RETIREMENT FUND
• Chairman of the Board of Trustees and Investment Committee
• Provide Strategic Leadership to the Fund;
• Provide Oversight on behalf of the Board of Trustees
• Conduct Due Diligence visits together with Asset Consultant and Executive Principal Officer
• Stakeholder engagement
• Attend to all statutory responsibilities of the Board
FEBRUARY 2007 – JULY 2020
MUNICIPAL MANAGER, LANGEBERG MUNICIPALITY
• Accounting Officer of the Municipality
• Provide Strategic Leadership over the Administration
• Stakeholder Management
• Ensuring effective service delivery by the administration
• Promote Good Governance and Sound Financial Management
MARCH 1992 – FEBRUARY 2006
CITY OF CAPE TOWN

During this period I held several Senior positions in the City of cape such as:
• Assistant Manager Property Administration;
• Deputy Director: Property and Legal Services
• Director: Administration;
• Director: Governance Support
EDUCATION
DECEMBER 1993
NATIONAL DIPLOMA: PROPERTY VALUATION, CAPE TECHNIKON (CAPE PENINSULA UNIVERSITY OF TECHNOLOGY)

DECEMBER 1998
BTECH: BUSINESS ADMINISTRATION, CAPE TECHNIKON

DECEMBER 2001
MASTERS OF BUSINESS ADMINISTRATION, CURTIN UNIVERSITY, PERTH WESTERN AUSTRALIA

DECEMBER 2008
POST GRADUATE CERTIFICATE IN MUNICIPAL FINANCE MANAGEMENT, WITS UNIVERSITY

JUNE 2021
CERTIFICATE FOR PROFESSIONAL PRINCIPAL EXECUTIVE OFFICER (FUND TRUSTEE), LICENTIATE TRUSTEE (LT)
BATSETA
SKILLS
• Sound understanding of the Property Market
• Good Knowledge of Land Economics • Analytical mind
• Strong governance knowledge
• Understand industry legal trends
ACTIVITIES
• I have served as a Trustee since June 2008;
• Been the Chairman of the Board and Investment Committee since August 2014;
• Served for 10 years in the Council for the Property Valuers Profession as their President;
• Served 5 years in the Council for the Built Environment in the Executive Committee;
• Served as the President of the Institute of Municipal Administration of Southern Africa.

Yusuf joined M&G Investments in October 2018. He is currently the joint Portfolio Manager of the M&G Equity Fund and the Portfolio Manager of the Property and Enhanced SA Property Tracker Funds. He is also responsible for the property allocations within M&G Investments’ multi-asset funds as well as equities for Namibian clients.

Yusuf joined M&G Investments from Allan Gray where he spent five and a half years as an investment analyst, covering companies across various sectors, with a special focus on listed property. He currently has eight years’ industry experience.

Yusuf holds a B.BusSc Finance from the University of Cape Town, is a qualified Chartered Accountant and CFA Charterholder.

Siyabonga Mthalane is currently the acting investment manager at the GEPF. He is responsible for investment strategy development and implementation, portfolio performance and monitoring, and the management of private equity fund of funds. Siya has over 10 years’ experience within the investment industry, having worked for Allan Gray and Coronation. He holds an honours degree in mathematical statistics in addition to a junior degree in economics and statistic from the University of KwaZulu Natal.

Mpho is an Institutional Client Director at Old Mutual Investment Group, responsible for growing assets under management from institutional investors across various listed investment strategies.

She has over 11 years of experience in financial services, ranging from actuarial valuations to financial risk management consulting for insurers, asset managers, banks, and corporates. Mpho has worked at MMI and Deloitte, before moving on to corporate finance and investment management in a boutique firm called Tamela. Prior to joining OMIG, she was consulting independently on gender inclusion and development of SMEs.

Mpho obtained her Bachelor of Science in Actuarial Science and Mathematical Statistics from the University of the Witwatersrand, and a Master of Science in Global Finance jointly from the Hong Kong University of Science and Technology (HKUST) Business School and the New York University (NYU) Stern School of Business. She is a qualified Fellow of the Actuarial Society of South Africa, as well as a Chartered Enterprise Risk Actuary. Mpho also sits as a Non-executive Director for non-profit shareholder activism and responsible investment organization, Just Share.

He was previously head of customised solutions at RMB Asset Management (Pty) Ltd and an investment consultant at Towers Watson in the UK. Before that, he was employed at Legend Capital and was responsible for Treasury Risk and ALM Advisory. One of his previous roles also included managing the debt origination unit at WipCapital. He began his career as a bond options trader at Investec Bank.
Motlatsi is an actuary, and holds a BSc (Hon) degree in Actuarial Science and an MBA.

Thamani has approximately 26 years exposure to the Retirement Fund Industry. In that time, she has accumulated considerable experience in self- administration, S13b administration, Fund management and general management. She also has over two decades of financial management experience, a function that she enjoys with a passion.
She is currently the Principal Officer of the KZN Clothing Industry Provident Fund.
Thamani’s qualifications include a Bachelor of Accounting degree, a post graduate diploma in financial planning and an MBA (Cum Laude). She is currently engaged with the Professional Principal Executive Officer qualification.

Selina is part of the OMAI Client Markets capability where she manages key institutional client relationships and is responsible for client retention,capital raising and the delivery of an excellent client
experience across the OMAI business.
She joined OMAI in 2016 in the marketing team working on broadening OMAI’s positioning and branding in the market, communications and digital initiatives. Selina later transitioned into a client service professional within OMIG Institutional Client Markets team, looking after client service for unlisted strategies.
Before joining OMAI, Selina spent three years atCitadel Wealth Management, where she looked after the group’s marketing and client initiatives. Selina has a Business Science Honours degree from the University of Cape Town and is currently pursuing a CAIA qualification.

Amrish is a qualified Chartered Accountant with more than nine years of private equity experience. He is head of Private Equity & Venture Capital at Futuregrowth Asset Management, overseeing the origination and exiting of investments across a wide range of industries. He also serves on various portfolio company boards.

Mr Ndawana is the Chief Executive Officer and Principal Executive Officer of the National Fund for Municipal Workers(NFMW), a retirement fund with approximately 55,000 members and R26 billion of assets under management. He has been in the South African retirement funds industry for well over a decade, mainly in advisory and fiduciary capacities. Mr Ndawana currently serves the retirement funds industry as a Director of Batseta Council of Retirement Funds. He is also a member, representing Batseta, of the Financial Sector Transformation Council's Reporting Working Committee. He has presented and participated at various leadership & industry conferences , seminars and masterclasses on topical matters affecting financial , investments and pensions industries.
Mr Ndawana is a professional member of Batseta, with a Chartered Principal Executive Officer (CPEO) qualification and designation. In addition, he holds a Post Graduate Diploma in financial planning and an Advanced Post-Graduate Diploma in Investments, both obtained from University of the Free State. He also has a Master of Business Administration degree (passed with merit) from Henley Business School, which is the Business School of University of Reading in the United Kingdom. He is currently studying for a Master's degree in Development Finance at the University of Stellenbosch in 2023.

Mr Ndawana is passionate about, among other things, the following:
• Development finance/funding,
• impacting lives,
• impact investments
• leadership development,
• organisational behaviour
• assisting retirement fund members and society to achieve desirable life & desirable retirement outcomes and
• being part of the architecture in resolving the current socio-economic challenges.

Kondi Nkosi is the Schroders South Africa Country Head. He is responsible for providing the strategic leadership for the business and also oversees the Institutional Business Development strategy.
He joined Schroders in 2018 and is based in Johannesburg, South Africa.

Kondi has worked in the financial services industry for over 12 years and has extensive experience in dealing with large institutional investors (including retirement funds, multi-managers and insurance companies) from both investment consulting and asset management perspectives.
Qualifications: Masters in Finance and Economics (West Texas A&M University); Bachelor of Commerce (University of Cape Town).

William is the University of Cape Town Retirement Fund’s Deputy Principal Officer. William has more than 15 years’ experience in Employee Benefits and is a Chartered Principal Executive Officer. He started as a fund administrator and later became a fund consultant for one of the leading employee benefits companies in South Africa. He holds a Postgraduate Diploma in Management (Retirement Funds) and is currently studying towards his Postgraduate Diploma in Development Finance at UCT’s Graduate School of Business. He joined Just Share’s Board as Non-Executive Director in June 2022 and serves on numerous transformation and employment equity committees within UCT.

Vuyo was appointed Co-Managing Director in August
2020. Vuyo has more than two decades of investment
experience and has been involved in private infrastructure
investing in Africa since 2003.
Prior to moving into the Co-Managing Director role, Vuyo
was the Co-Portfolio Manager of the IDEAS Managed
Fund, which primarily focuses on infrastructure investment
and development assets in the SADC region, where he
was primarily responsible for the post-acquisition
management of the fund’s more than 30 investments, in
addition to overall fund management.
Vuyo, who joined AIIM in 2003, was initially involved in the
build-up of the South Africa Infrastructure Fund’s (“SAIF”)
holdings in South African toll roads, including additional
stakes in TRAC, N3TC and Bakwena. In addition, Vuyo
was involved in the early refinancing of these toll road
assets. Vuyo also played a leading role in AIIM’s pioneer
investment outside South Africa, the Lekki Concession
Company. More recently, Vuyo led the investment of AIIM
Fund’s into Cenpower IPP power project Tema Ghana and
Albatros Energy Mali power station, the first IPP in Mali.
Vuyo holds several directorships, including positions on
the boards of some of AIIM’s portfolio companies. He is
also a Trustee of the Africa Infrastructure Developers
Association (AFiDA).Vuyo is a Director on the AIIM Board
and is a member of the Executive Committee, while also
serving as a member of the Investment Committees of all
AIIM’s managed funds.
Prior to joining AIIM, Vuyo was an investment analyst and
strategist in the Research and Investment Management
team at ipac South Africa, an investment management and
consulting company that was then within the Brait Group.
Vuyo holds a B.Com Honours degree from the University
of Cape Town, an M.Sc from the University of Oxford and
MBA from IESE Business School. He has also completed
Harvard Business School’s Advanced Management
Program and is part of the Aspen Global Leadership
Network.

Mr. Floyd Ntombela is the Executive Head of the Corporate Consulting, Business
Development and Client Liaison Divisions at NBC Holdings. Mr. Ntombela is passionate and has extensive experience in the field of Retirement Funds.
Mr. Ntombela is currently a Sponsor Appointed Trustee on the NBC Umbrella Retirement (NURF) Fund, Section 26(a) Trustee on the South African Early Childhood Development Provident Fund), a Member Elected Trustee and Deputy Chairperson of n the NBC Group Umbrella Provident Fund. He is a former Principal Executive Officer of NURF, former Independent Chairperson of the Future National Provident Fund and Non-Executive Director of the City of Johannesburg Property Company.
Qualifications: Bachelor of Arts, Certificate of Proficiency: Basics of Retirement Funds; Certificate in Insurance Business Leadership; Post Graduate Diploma in Retirement Funds Management; Professional Principal Executive Officer (Batseta); RE Exams: Representative and Insurance Assessor Training

Chartered Principal Executive Officer of Rand Water Provident Fund
CFO of Rand Water

Matshidiso Nyembe is currently the CFO of Rand Water and the Principal Officer of the Rand Water Provident Fund and Rand Water Medical Scheme. A position she has held since 2009 to date. She has gained a wealth of knowledge and experience, over her 30 years working life, from both the private sector and public sector roles, spanning from auditing, banking, Information Technology, public utilities in rail, transport & logistics and water.
Matshidiso Nyembe is a qualified Chartered Accountant (SA), has an MBA in Applied Business Informatics and recently attained the designation of Chartered Principal Executive Officer for retirement funds.

John Oliphant is the Chairman of Third Way Investment Group, executive director and founding partner of Third Way Investment Partners, which has a debt fund that has total commitments of R2,5bn. He is also the chairman of All Weather Capital – a boutique hedge fund manager with assets under management of R10bn. John is the former Principal Executive Officer (PEO) of the GEPF, the largest Pension Fund in Africa with assets in excess of R1.6 trillion. He was the key driver behind GEPF’s leading investment policies and strategy. Working closely with the board, the assets of the GEPF doubled in less than 5 years during his tenure and in one of the toughest economic environment in recent history. John was instrumental in the establishment of RH Bophelo (RHB), which is aimed at transforming South Africa’s healthcare landscape by making quality healthcare affordable to the majority of South Africans who cannot access private healthcare because of the current exorbitant rates. John currently serves as the non-executive Chairman of RHB, which listed on the JSE in 2017.

John co-founded Boxwood Property Fund, an emerging high-impact property investment company that focuses primarily on redevelopments in Cape Town’s inner city. He also serves as the chair of the investment committee of South Point, which provides quality, affordable accommodation for students in Johannesburg, Pretoria, Port Elizabeth and Cape Town.

John also serves on a number of key strategic industry initiatives including being the committee chairman of the Code for Responsible Investing in South Africa (CRISA), as well serving as a member of the PRI Advisory council. He was key to the establishment of CRISA, which is hailed as one of the best in the world.

He was recognised by Batseta Council of Retirement Funds (previously known as POA) as Industry Person of the year in financial services in 2012. In the same year, he was recognised by Mail and Guardian as one of the Top 200 Young South Africans for his contribution to the world of Pensions. In 2013, he was named Africa’s Top Emerging leader by Africa Investor.

John holds a BSc (Actuarial Science & Mathematical Statistics), BSc(Hons) Advanced Mathematics of Finance, and MSc Finance (Economic Policy).

Ria is the Client Director of Old Mutual Private Equity
(OMPE) and is responsible for leading the fund raising
and investor relations functions.
Ria joined OMPE in June 2021 having previously been in
the Client Solutions team at Standard Bank Investment
Banking. Ria’s investment banking career spans 17
years, where she has worked across diverse sectors,
including Industrial and Consumer, in the origination
and execution of equity and debt transactions, mergers
and acquisitions and IPOs.
Ria holds a Bachelor of Business Science degree with an
Honours in Finance from the University of Cape Town.

Dipak joined the South African Presidential Climate Commission (PCC) in June 2021 as Head: Climate Finance and Innovation. He leads the team in its work in the areas of climate finance mapping, financing a just transition and developing a strategy for financing the pathway to a net-zero emissions target for 2050.
The PCC was established, and is chaired by, the South African President, Cyril Ramaphosa. It is mandated to advise on the all aspects of South Africa’s climate change response.

Prior to joining the PCC, Dipak was Special Advisor to the Minister of Public Enterprises, from 2018 to 2020. In this capacity he was an integral part of the Minister’s Office, developing strategic and financial programmes for state owned enterprises. He was also integral to the process of determining a state-wide framework for the financial and governance management of all state owned enterprises.

Dipak is a chemical engineer, and a qualified artisanal brewer, with a MSc in Development Economics (University of London) and a MBA (University of the Witwatersrand)

He worked in various technical, production management and capital development roles at South African Breweries from 1985 to 1993. There was an interruption of this career, due his arrest for political activity. He was charged with terrorism in apartheid South Africa’s last terrorism trial. He was release in 1991 and participated in the Codesa negotiations process. He joined the Office of the Secretary General of the ANC, in 1993, as a strategic advisor and programme manager.

Soon after South Africa’s transition from apartheid to democracy in 1994, Dipak chaired the National Taxi Task Team, a Ministerial task team, and was appointed as Director-General of the National Department of Transport in 1998.

Dipak worked at Standard Bank (2002 – 2012), in various capacities in investment banking, becoming global head of Structured and Project Finance, as well as global head of transactional products. He served on the group executive committee as well as the credit and investment committees.

Between 2012 and 2018, Dipak operated his own financial and investment management and trading enterprise, based in New York. He returned permanently to South Africa in 2018.

Karthi Pillay is an established and well respected professional in the pension fund industry in Southern Africa, with expertise in the new frontier practice of responsible investing and corporate governance and served as a Specialist in Retirement Fund Governance at the Fund. He was responsible for Compliance, Stakeholder Management and Transformation for the Telkom Retirement Fund. He also served on Advisory Boards on behalf of the Telkom Retirement Fund.
In addition, he has served as 1st Deputy President of the Communication Workers Union (1996-2010), as well as represented CWU/COSATU at NEDLAC with a focus on the ICT Sector and dealt with ICT Sector Job Summit and BEE Charters. He was a member of the COSATU Trustee Forum which dealt with Pension Fund Reform.
Karthi who holds a Bachelor of Business Administration Degree and a Bachelor of Technology Management Degree and he served as a Steering Committee Member of Sustainable Returns – an initiative of Responsible Investing in South Africa. He was a participant in King 1V Sectoral Working Group Sessions, and he also served as Deputy Chair of the Telkom Retirement Fund and Member of the Joint Investment Committee.
He was also appointed as the Deputy Principle Officer and Deputy Information Officer respectively of the TRF and served in these respective positions until he retired from the Fund at the end of March 2023. He currently serves as an Independent PO and Trustee in the Industry.

He commenced his employment at Alexander Forbes Financial services in 2007,as a Employees Benefits Consultant, after 5 years, he joined Anglo American Platinum as Principal Officer of Amplats Group Provident Fund in 2011, which had 40 000 members and R4 billion assets under management, in 2014 he was appointed as the Retirement Funds managers for all of the numerous Funds with a combined total assets under management of R14 billion, In November 2016 he joined Telkom as Principal Officer of the three Telkom Soc Ltd retirement Funds. The Telkom Retirement Fund has assets of R38 billion and 9000 members and 14000 pensioners.

Thanzi is an investment specialist in Ninety One’s SA & Africa Credit team. His focus is on project finance and infrastructure debt, with key responsibilities including building and maintaining financial models, credit applications and reviews, assisting in structuring and reviewing documents and preparation of presentations on research.

Prior to joining the firm, he was credit analyst at Nedbank Limited’s Corporate and Investment Banking Division.

Thanzi holds a Bachelor of Science degree in Chemical Engineering (with Honours) from the University of Cape Town and is a CFA® Charterholder

Kenneth Robertson covers Robeco’s offering in the areas of sustainable investing across asset classes and sustainability expertise, including climate, biodiversity and stewardship. Previously, he worked within Robeco’s Active Ownership team. He started his career at Robeco in 2014. Kenneth holds a Master's in Sustainable Business and Innovation from Utrecht University and a Bachelor's in Sustainable Development from the University of St. Andrews.

Chris Rule is the Head of Client Solutions at 10X Investments, where he is responsible for overseeing all aspects of client investment solutions. Chris has a wealth of knowledge in investment management and investment banking. Prior to joining 10X Investments, Chris was at Grindrod Bank where he was involved in balance sheet projects and fund management. He was instrumental in the development of Grindrod Bank’s ETF business, which served as the foundation for CoreShares.
At CoreShares, as management co-founder Chris played a vital role in growing the company from its inception to over R14bn in assets under management. He was responsible for investment strategy, product development, and research. Chris holds a B.Comm. Hons (Financial Analysis) and is a CFA and CAIA charterholder. He is excited to continue his work at 10X Investments and make a difference in the industry.

I have been in the employee benefits/retirement fund industry for 32 years. During this time I have fulfilled various roles. I have experience with both defined benefit and defined contribution environments in umbrella and stand-alone arenas.
I have also managed large sectoral funds and union funds. I have managed fund administration, risk administration, financial planners and beneficiary funds.

I have been a trustee on a number of funds and have been in the position of Principal Executive officer for the last 5 years.

Qualifications
• 1996: Diploma in Personnel Management (M+3)
• 2003: Advanced Diploma in Labour Relations Management NQF7 (M+4)
• 2010: UNISA Programme in Investment Analysis & Portfolio Management (NQF6)
• 2018: Batseta/QCTO – Professional Principal Executive Officer [Batseta is the Council of Retirement Funds for SA]

I have successfully completed the Financial Sector Conduct Authority (FSCA) Trustee Toolkit.

Professional Registration
• 1997: Granted Full Member of the Institute of Personnel Management
• 2006: Registered as a Chartered Personnel Practitioner with SABPP – Reg. No. 5409
• 2019: Registered as a Chartered Professional Principal Executive Officer – Batseta/QCTO

April 1995 – April 2002
HR Administrator: Kohler Corrugated Pinetown

April 2002 – 2005
HR Manager: Kohler Corrugated Pinetown

January 2006 – December 2019
Divisional HR Services Manager: Corrugated Division of Mondi Packaging’s Head Office in Johannesburg, reporting to the Managing Directors of the Corrugated and Converting Divisions.
Responsibilities:
• Strategic management of payroll, administrative and labour matters to enable the Divisions to proactively prepare and deal with any potential issues, including monitoring all relevant legislation and case law.
• Managing payroll issues for approximately 1 600 employees nationally, which requires a deadline-driven focus.
• Responsible for nine operational HR Managers from sites around the country who reported to me.
• Providing statistical analysis of relevant payroll issues and determining potential trends in employment stats, i.e. sick leave, scarce skills, retention strategies, etc.

Sonja Saunderson joined the EPPF on 1 November 2022. She has more than 23 years’ experience in investment management, including shaping investment philosophy and processes. She joined the EPPF from Momentum Metropolitan Holdings, where she served as the Group’s Chief Investment Officer. Throughout her career, Ms Saunderson played various roles as a lecturer in Mathematics and Statistics, a Quantitative Analyst, Head of Research and Product Development, Portfolio Management as well as Chief Investment Officer.

Qualifications: Hons (Economics and Marketing) University of Wales, Aberystwyth College, Hons (Financial Analysis and Portfolio Management) University of Cape Town and an MBA from Hull University.

Mabatho joined the Financial Services Industry in January 2001. Prior to that she was working in the oil industry as a new business development manager for Total SA in historically disadvantaged communities. Her first financial services job was in private equity as an Assistant Portfolio Manager for Infrastructure Investments at Old Mutual Asset Management. In 2003 she joined Cadiz Asset Management and was subsequently made a Director and Head of Institutional Business Development and Marketing until March 2007. She has been involved in financial services as an independent professional since 2008. Her first board appointment was as an independent investment committee member for Rand Mutual Assurance. She has since served on various types of funds in the industry including the Eskom Pension and Provident Fund, where she was also the chair of the Strategic Investment Committee and the National Treasury Jobs Fund where she was an independent investment committee member. She currently still serves as a professional trustee or independent investment committee member or independent Chairperson on various funds including impact investment funds. She also has experience serving on Company Boards. She is a Director of the Transformation Action Forum, an asset owner led initiative to transform the financial services industry. She is also a former member of the advisory committee of the Southern African Pension Fund Investment Forum. Among her experience is working as a management consultant for 5 years and she has more than 10 years experience in professional mentoring of women.

Avishal started his working life at Deloitte as a Trainee Accountant. He then joined Alexforbes in 2010 before moving to Simeka Consultants and Actuaries as Branch Head in 2014 before eventually becoming a Director of the business.

Avishal has been Head of Sanlam Umbrella Solutions since June 2020 where he led a team responsible for developing innovative solutions to strengthen partnerships and enable financial resilience. In the 2 years that he has led the Umbrella Solutions business, he has contributed to the implementation of member focused offerings that alleviate the burden on employers to build a compelling employee value proposition and pioneered the integration of healthcare and employee assistance programs into the umbrella fund value proposition.

In June of 2022, Avishal moved back to Alexforbes as the Head: Retirements. After 8 years at Sanlam Corporate in various leadership roles in both advisory and product, he decided to return to an advice led business to ensure that he is able to have the necessary impact on the members that rely on the industry for guidance and advice.

Avishal has a passion for driving change in the industry to live out his personal vision which is to ‘improve members lives, now, and into retirement!’.

“With industry experience spanning from 1996, Bryan Shuping is the CEO of Moriting Wealth Managers (Pty) Ltd. He is also the Principal Officer of the Moriting Retirement Fund and the Moriting Unclaimed Benefit Preservation Provident Fund. Bryan serves as an Independent Non-Executive Director of Summit Group Holdings (Pty) Ltd and The Earth Centre NPC. He is a Certified Director (IoDSA) and Chartered Principal Executive Officer. He further holds a University Diploma in Public Administration (UP), a Bachelor of Commerce in Law degree (UNISA) and a Post Graduate Diploma in Development Finance (UCT).

Mr Shuping consults to a number of retirement funds

Chris runs the LDI and structuring team within Fixed Income. His area of expertise lies in portfolio and risk management, as well as quantitative modelling for both credit and market risk. Chris joined Ashburton Investments in January 2014 after completing the FirstRand Corporate Centre’s quantitative graduate programme. He holds a Bachelor of Science (Honours) in Actuarial Science and a Bachelor of Science in Actuarial Science and Mathematical Statistics, both from The University of the Witwatersrand. He is currently a fellow member of the Actuarial Society of South Africa.

Roselyn H. Spencer is a Managing Director at MiDA Advisors. She has over 25 years of experience in the financial services industry primarily working with pension plans. Her broad experience covers all aspects of pension plan management, investments, and operations. As a Managing Director, Ms. Spencer is responsible for developing and managing strategic client relationships and overseeing investment advisory projects. Prior to MiDA, Ms. Spencer served as Executive Director and Chief Investment Officer to the City of Baltimore Employees’ and Elected Officials’ Retirement Systems. She was responsible for managing and directing all aspects of the City’s four pension plans and OPEB Trust Fund with assets over $2.0 billion. Ms. Spencer holds a BA degree in Economics from Cuttington College in Liberia, (West Africa) and an MBA degree in Banking and Finance from Pace University in New York. She also completed a Certified Financial Planning (CFP) certification from Adelphia University in New York.

André started his investment management career in 2002 as a dedicated short selling analyst at Ziff Brothers Investments, a multi-billion dollar hedge fund, where he employed forensic accounting analysis to identify short sale candidates in markets outside of the US. He then joined Temujin Fund Management UK, as CEO & Partner, where he was responsible for non-US Investments. André founded Steyn Capital Management in 2009, where he has been CEO and CIO since inception. André is a qualified CA(SA) and CFA, having completed his B. Accounting (Hons) degree at Stellenbosch University in 1997 and Audit Trainee articles at Andersen in 2000.

I was elected President of a union for plus minus 20 years. Served at a pension meeting in Paris under the OECD. Served on Nedlac plus minus 30 years. Served as Boardmember/Director on the then VAE Waterfront in CT, on Nelson Mandela Square, the UIF,Compensation Fund and founder Member of Batseta, Financial Chater Board and the TETA. Trustee on the TRF for 15 years. Served on the Transnet Bargaining Council as labours negotiator for plus minus 30 years.
Now serving as Chairman of the Investment meeting of the TRF.And Member of the AOFSA

Tania is the Head of Environmental, Social, Governance
(ESG) at Old Mutual Alternative Investments (OMAI),
the largest private alternative investment manager in
Africa. Tania leads the OMAI ESG practice, determines
and drives the strategy and works to increase the
ability of the business to execute on ESG and Impact
aspects and activities. Since joining OMAI in 2018, she
has played an active role in the integration of ESG and
impact investing practices into investment decision
making, analysing ESG risks and unlocking
opportunities across our portfolios. Tania supports asset
managers and portfolio company management teams
in executing on ESG performance and maximising
positive impacts.
Tania has been a non-Executive Director on the Boards
of Renewable Energy Investments South Africa (REISA),
Umoya Energy Wind Farm and Cookhouse Wind Farm
and serves on the social and ethics sub-committees of
several companies.
She has over 25 years of ESG experience and prior to
joining OMAI, she was a Principal Consultant at
Environmental Resources Management (ERM) and
served on the Board of Directors at ERM Southern
Africa for six years. Her experience in the impact
assessment and planning, due diligence and
contaminated land arenas provides her with a strong
technical background in broad environmental, social,
health and safety (ESHS) best practises in the
renewable energy, power utilities, oil and gas, mining,
industrial and transport sectors.
She holds a BSc Engineering & Environmental Geology
(Hons) degree from the University of Pretoria and a BSc
Geology & Geohydrology (Hons) degree from the
University of the Western Cape and is a Registered
Professional Natural Scientist (Pr. Sci. Nat.).

Thabo Tembo joined Robeco in June 2022 and is Head of Africa Distribution. Thabo is responsible for the overall management, sales and strategic decisions for Robeco in Africa.
Thabo brings more than twenty years of experience helping clients achieve their financial goals. Most recently, he was Head of Investor Sales, South Africa, for Citi Global Markets, primarily focusing on providing solutions to financial institutions, across a client base that included banks, pension funds, insurance companies, asset managers and hedge funds.
Thabo was also pivotal in driving the strategy for the broader markets business and was a member of Citigroup South Africa’s executive committee and of the JSE Financial Derivatives Advisory Committee.
Thabo holds an MSc in Finance, Regulation and Risk Management and a law degree from the University of Reading, UK. He also has a postgraduate diploma in Legal Practice from Oxford University and Oxford Brookes University.

Vukile is currently lead portfolio manager on the Sanlam Resilient Investment Fund as well as the Sanlam SA SME Debt Fund within the Private Debt division at Sanlam Investments.
Vukile joined Sanlam Investments in 2015 as a private debt analyst and was promoted to junior portfolio manager in 2017 and later to portfolio manager in 2020. Her work to date has primarily involved the funding of the SME market with the intention of financing opportunities that create jobs, reduce inequalities, support economic development, improve the living conditions of the most vulnerable sections of society and promote green energy.
Vukile completed her B.Com Honours degree in Financial Analysis and Portfolio Management (FAPM) at the University of Cape Town in 2014. She holds an undergraduate degree in B.Com (Accounting)

Zintle joined Steyn Capital in 2021 and is an analyst responsible for detailed research in South Africa and Africa. Prior to joining Steyn Capital, Zintle worked as an economist at Genesis Economic Consulting, and at the South African Reserve Bank. Zintle is a qualified CFA and has also obtained a Masters in Economics (Cum Laude) degree at the University of Pretoria in 2017 and B.Com (Hons) in Economics (Cum Laude) at the University of the Western Cape in 2014.

Wilma de Groot is responsible for Enhanced Indexing, Active Quant and Sustainable Beta strategies and specializes in asset pricing anomalies, portfolio construction and sustainability integration.
She has published in various academic publications including the Journal of Impact and ESG Investing, Journal of Banking and Finance, Journal of International Money and Finance, Journal of Empirical Finance and the Financial Analysts Journal. She is a guest lecturer at several universities. Wilma joined Robeco as a Quant Researcher in 2001. Wilma has a PhD in Finance from Erasmus University Rotterdam and holds a Master’s in Econometrics from Tilburg University. She is a CFA® charterholder.