Sanlam Investments Spokespeople Directory 2021
Investments Investing for Impact The Sanlam Investments’ Spokespeople Directory is a compilation of the business’s experts who are available for commentary, insight or other information required for your articles or broadcasts.
We hope you find this to be a valuable tool and welcome your feedback on any improvements for the next edition.
1 Contents
1) Foreword 3 1) Sanlam Investments organogram 5 2) Sanlam Investments overview 5 3) Our spokespeople 9
2 Foreword
3 At Sanlam Investments, we believe strongly in journalists and the media’s crucial role in our society. We appreciate your role as a watchdog for companies, government, markets and the economy, and we would like to support you in this role.
With this in mind, we have the pleasure of sharing this directory of our key spokespeople with you. It will enable you to quickly and easily find the right person to speak with for the articles you are working on or provide you with an avenue to connect and chat with one of our investment professionals.
We hope you’ll find this directory a valuable tool in continuing to produce exceptional reporting on the financial and business landscape.
Nersan Naidoo, CEO, Sanlam Investments
4 Sanlam Investments Overview
Active Management Nersan Naidoo Chief Executive
Alternatives Mervyn Shanmugam Sanlam Chief Executive Investments Nersan Naidoo Chief Executive Index Tracking (Satrix) Of cer Helena Conradie Chief Executive
Multi-Management Shaun Ruiters Chief Executive
5 Who we are
Sanlam Investments is one of South Africa’s largest asset management companies, with more than R500 billion in assets under management across our retail and institutional businesses. We leverage areas of competitive advantage to develop and grow high-quality investment solutions that are differentiated but relevant within a changing asset management landscape.
In doing so, we remain responsive to our clients’ needs. As the asset management arm of the Sanlam Group, we leverage the depth and breadth of expertise across active management, index-tracking, alternative investments, sustainable and impact investing, multi-management, and international investments to create optimal portfolios for our clients. Our funds cover the full range of asset classes, including equities, fixed income, alternatives and property.
We’re in the business of building solutions through a combination of advanced tools, in-depth research and expert insights to grow and preserve wealth by sourcing both conventional and unconventional opportunities. At the heart of our purpose is our journey towards ensuring long-term sustainability for local and international investors, and to build a financially confident future generation through investments that go beyond just wealth creation. Sanlam Investments has been – and will always be – committed to making a positive impact. We believe we have an essential role in transformation, the growth and development of people, communities and the environment, and creating sustainable economic growth.
For more information, visit www.sanlaminvestments.com
We understand the pressure of writing an article on a tight deadline, so we want to make the process of finding information as easy as possible. Our media office is updated regularly: https://bit.ly/2NOMToq
Here, you’ll have access to all the company news announcements, latest insights, sound bites, corporate videos, this spokespeople directory and downloadable high-resolution images of all our spokespeople.
If you need additional information, our communications team is always available to assist.
6 Businesses within Sanlam Investments
Active Management Alternatives
Our single active management team offers a The Alternatives business within Sanlam comprehensive range of proven strategies and Investments includes a broad range of private solutions to individual, retail and institutional clients market investment strategies and select looking to outperform the market across fixed traditional investments in geographies outside interest, absolute return, balanced and equity funds. of South Africa. We offer investors access It is our firm belief that investment performance to private debt, private equity, unlisted real is the result of many factors, and our team has estate and infrastructure, and Africa frontier successfully combined all of these to deliver strong and global emerging market equities. We performance across the entire active investment place particular emphasis on our responsible range. Our investment team has a dynamic mix of investing expertise. An expert team manages talented analysts, portfolio managers and investment each area of focus with the specific skillset professionals who have the expertise and experience and extensive experience required to manage needed in today’s increasingly volatile financial that capability over the long term. markets. The driving force behind our team is our desire to make a meaningful difference in our clients’ lives by building their wealth in a reliable, transparent and measurable way.
Index Tracking (Satrix) Multi-Management
Satrix is the indexation investment business within Our multi-management team researches, blends, Sanlam Investments. It is the leading provider of and manages investment strategies, providing index-tracking solutions in South Africa with more investment combinations of passive, smart beta, than R120 billion in assets under management traditional and alternative strategies. Several invested across our wide range of offerings across skilful asset managers administer these strategies both retail and institutional markets. We provide for optimal diversification. We combine different investors with a versatile toolset to access a broad sources of risk or style betas to achieve the best range of local and global indices. Satrix is a pioneer possible returns for any level of risk. We design in the South African index-tracking landscape, and blend unique solutions based on a deep having launched South Africa’s first ETF in 2000. understanding of our client’s investment goals We manage index-tracking and factor-based (smart and fundamental insight into how they prefer beta) portfolios through segregated mandates, to engage risk. With approximately R166 billion exchange-traded funds (ETFs), life pools, unit trusts in assets under management, Sanlam’s multi- and offshore undertakings for collective investments manager is one of the largest in South Africa. in transferable securities (UCITS). We offer clients a range of multi-managed pooled solutions and design tailored solutions to meet more specific needs.
7 8 9 Spokespeople Active Management CEO ofSanlamInvestments Nersan Naidoo management industry trends trends industry management derivatives and impact investing, and asset asset and investing, impact and money markets, foreign exchange, exchange, foreign markets, money funds class asset Sectors: management Portfolio Areas ofexpertise: sustainable strategy, Business Areas ofexpertise: Domestic and global bonds, credit, credit, bonds, global and Domestic Sectors: multi- of management Portfolio Areas ofexpertise: Multi-asset Absolute Return Portfolio Manager Portfolio Manager Absolute Return Lethabo Leoka Portfolio Manager Head ofBalancedFundand Fred White Active Management
Natasha Narsingh Fernando Durrell Head of Absolute Return Absolute Return Portfolio Manager
Areas of expertise: Areas of expertise: Portfolio management of multi- Global multi-asset investing asset class funds including strategic and tactical asset allocation Sectors: Equities, property, bonds, Sectors: derivatives (local and global) Global asset classes, including equities, bonds, currencies, commodities
Ralph Thomas Cromwell Mashengete Portfolio Manager Co-Head of Equities
Areas of expertise: Areas of expertise: Portfolio management Equity strategy and portfolio management Sectors: Multi-asset Sectors: Insurance, financial services
Andrew Kingston Sidu Mtshali Co-Head of Equities Investment Analyst
Areas of expertise: Areas of expertise: Equities research and portfolio Market analysis management Sectors: Sectors: Multi-sector, multi-asset Luxury goods, tobacco, internet (Naspers/Prosus/Tencent)
10 Active Management
Marlo Scholtz Head of Equity Research
Areas of expertise: Company analysis and portfolio management
Sectors: Food production, food retail, clothing retail, beverage industry (beer), food services
Vanessa van Vuuren Portfolio Manager and Equity Analyst Spokespeople
Areas of expertise: Company analysis and portfolio management
Sectors: Casinos, small caps, banks
Mokgatla Madisha Head of Fixed Interest
Areas of expertise: Bonds, positioning and risk setting
Sectors: Public finances
11 Andrew Snowdowne Daniel Masvosvere Senior Resources Analyst and Equity Analyst Portfolio Manager
Areas of expertise: Areas of expertise: Company analysis and portfolio Company analysis and portfolio management management
Sectors: Sectors: Resources Clothing retail, banks, diversified industrials
Jonathan de Pasquallie Ockert Doyer ESG Analyst Head of Credit
Areas of expertise: Areas of expertise: Listed and unlisted (private) credit Company analysis and portfolio (delete quotation mark) management Sectors: Infrastructure finance, Sectors: structured finance/securitisation, Governance, sustainable investing, corporate credit environmental, renewable energy
12 Index Tracking (Satrix)
Helena Conradie Chief Executive Officer
Areas of expertise: Business strategy, Index investing, Industry trends
Kingsley Williams Chief Investment Officer
Areas of expertise: Index investing, passive investment industry, ETFs, smart core, investments, institutional Spokespeople investments, index tracking
13 Yusuf Wadee Duma Mxenge Head of Exchange Traded Products Business Development Manager
Areas of expertise: Areas of expertise: Index investing, passive investment Index investing, ETFs, retail industry, ETFs, smart core, investments, investing 101 investments, institutional investments, index tracking
Siyabulela Nomoyi Nico Katzke Quantitative Portfolio Manager Head of Portfolio Solutions
Areas of expertise: Areas of expertise: Domestic and offshore index Smart core, factor investing, ETFs, tracking, factor index products, quantitative finance, active vs ETFs, multi-asset funds, domestic passive investments, investing ba- equities, quantitative research, sics, machine learning in Finance, absolute returns, portfolio Crypto Currencies, Impact of Fund management, personal finance Fees
14 Alternatives
Mervyn Shanmugam Chief Executive of Alternatives
Areas of expertise: Alternative investments and Impact Investing
Sectors: Multiple
Todd Micklethwaite Head of Stategy and Impact
Areas of expertise: Alternatives investments and impact investing
Spokespeople Sectors: Impact investing and investing in Africa
Thando Sishuba Head of SA Property
Areas of expertise: Portfolio construction
Sectors: Property
15 Erica Nell John Seymour Head of Private Debt Head of Private Equity
Areas of expertise: Areas of expertise: Private debt solutions and portfolio Private equity construction Sectors: Sectors: Multiple Small-Medium Enterprises
Paul Moeketsi Feroz Basa Managing Partner of Private Head of Emerging Markets Equity Areas of expertise: Areas of expertise: Investing in emerging markets Private equity, impact investing Sectors: Sectors: Multiple Multiple
Peter Townshend Pawan Singh Head of African Equity Head of Multi-Strategy
Areas of expertise: Areas of expertise: African markets Multi-strategy portfolio construction
Sectors: Sectors: Multiple Multiple
16 Research
Arthur Kamp Chief Economist
Areas of expertise: Economics (GDP/MPC/Budget/ CPI/policy, including DM monetary policy, quasi-fiscal policy and currency)
Sectors: Government
Patrick Buthelezi Economist
Areas of expertise: Spokespeople Economics (GDP/MPC/Budget/CPI)
Sectors: Government
17 Distribution
Jason Liddle Gielie De Swardt Head of Distribution Head of Retail Distribution
Areas of expertise: Areas of expertise: Institutional clients Retail markets
Sectors: Sectors: State-owned enterprises, pension Multiple funds, medical aids, corporates
Phetogo Tainton Willem Saayman Account Executive Account Executive
Areas of expertise: Areas of expertise: Institutional clients Institutional clients
Sectors: Sectors: Mining Medical aids, retirement funds, corporates
Bheka Ngubane Account Executive
Areas of expertise: Institutional industry and market trends
Sectors: Energy, infrastructure, corporate and asset consultants
18 Multi-Manager
Shaun Ruiters Chief Executive Officer
Areas of expertise: Multi-management landscape and retail industry trends
Sectors: DFM, Multi-manager
Mark Phillips Investment Strategy/Portfolio Manager Areas of expertise: Economic views and asset allocation
Sectors: Spokespeople Economic, date and events
Paul Wilson Chief Investment Officer
Areas of expertise: Investment solutions, Living annuity, manager views, asset allocation, alternatives, SDG/ESG
Sectors: Living annuities, real income solutions
19 Adam Bulkin Lilian Lerm Head of Manager Research Portfolio Manager
Areas of expertise: Areas of expertise: Manager research and manager Portfolio construction views Sectors: Sectors: Absolute return funds Offshore manager and views
Rafiq Taylor Hayley Brown Head of Implemented Consulting Head of Business Solutions
Areas of expertise: Areas of expertise: Portfolio construction and DFM industry and trends management, investment trends Sectors: Sectors: DFM DFM
David Galloway Wade Witbooi Head of Investment Strategy Portfolio Manager
Areas of expertise: Areas of expertise: Economic views, asset Portfolio construction and allocation management, investment trends and opportunities Sectors: Comments on economic date Sectors: and event Generalist
20 Multi-Manager
Maxwell Mojapelo Head of Strategy Implementation Areas of expertise: Retail industry trends and institutional views
Sectors: Data integration in business, data trends, industry specific trends and product development
Imraan Jakoet Portfolio Manager Areas of expertise: Spokespeople Portfolio construction and management and investment trends and opportunities
Sectors: Shari’ah investing, generalist
21 Luke McMahon Niel Hougaard Portfolio Manager Portfolio Manager
Areas of expertise: Areas of expertise: Portfolio construction and Portfolio construction and management and investment management and investment trends trends and opportunities and opportunities Sectors: Sectors: Generalist Global, offshore
Glenn Cameron Portfolio Manager Areas of expertise: Portfolio construction and management, investment trends and opportunities, alternative investments, market strategy and research, and asset allocation
Sectors: Market investments, generalist
22 Media Contacts
Head: Communication & Public Relations at Sanlam Investments and Satrix Lerato Matsaneng [email protected]
Director at Atmosphere Communications Julie Etheridge [email protected]
Account Manager at Atmosphere Communications Shannon Simon [email protected] | 076 233 1407