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meet our thought leaders

Warren Wheatley
Warren Wheatley is a Chartered Accountant (CA(SA)) and Certified Financial Planner (CFP) with over 20 years of experience in financial services, wealth management, and investment banking. As Founder and CEO of Altvest Capital, he specializes in alternative investments, SME financing, and creating innovative investment solutions for institutional and retail investors.
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In The Spotlight

the tale of two grocers
From the perspective of shareholders, Pick n Pay has been a significant disappointment, while Shoprite has proven to be a resounding success. What factors contributed to these vastly different outcomes? Were there any early indicators? Paul Whiteburn and Wilhelm Hertzog of Rozendal Partners delve into the contrasting fortunes of these two grocery chains to explore the reasons behind their respective achievements or failures.

Events

2025 FPI's Professional's Convention

2025 FPI Professional’s Convention

The 2025 FPI Professional’s Convention, will be taking place on the 3rd and 4th of November at the prestigious Sandton Convention Centre in Johannesburg. Join us...
BCI Global Investment Conference 2025

BCI Global Investment Conference 2025

Join us at the industry leading investment management conference of the year. BCI will proudly host 41 top local and offshore investment managers in May 2025. A prime opportunity to gain...
Investment Forum 2025

The Investment Forum 2025

The financial world has always been defined by paradox: stability amid chaos, innovation within tradition. Over the last 15 years, the investment landscape has...
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Insights and analysis

Marnus Mostert, Franchise Principal and Certified Financial Planner CFP® at Consult by Momentum, challenges South Africans to think carefully about the question: Can I afford to die?