Brought to you by FPI
30 April 2023
Welcome to our bi-weekly newsletter, where we are delighted to present valuable insights from distinguished thought leaders, Francois du Toit, Founder of Propulsion, and Michael Frantzeskou, Director. In this edition, we delve into enhancing future self-continuity to improve retirement savings behavior, an analysis of the impact of China's reopening on the global economy, and the significance of wealth-boosting retirement security that begins on campus. We also discuss global investment opportunities and present two round table features on DFM and Retirement Planning. Additionally, we highlight two significant events to note: Humans Under Management 2023 and Meet the Managers 2023. We hope you find this edition informative and useful.

Featured

Hedge Funds

Where value meets macro

Leandro Gastaldi, Portfolio Manager at Blue Quadrant Capital Management, discusses Macrovalue investing and a probability-based approach to markets....

Hedge Funds

Amplify Investment Partners

Amplify Investment Partners is a registered discretionary Financial Services Provider, holding a FAIS Category I, II and IIA licence (FSP No. 712). Renamed in 2019 from Blue Ink Investments (Pty) Ltd, Amplify has evolved from a fund-of-hedge-funds business....

Investment

Four questions on investing in a geopolitically uncertain world

The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management....

Compliance

COFI readiness

What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights....

Thought Leaders

Zeldeen Müller, CEO, AgendaWorx

AI is not coming for your financial planning job

Zeldeen Müller (CEO, inSite Connect, Creator of AgendaWorx Board Portal) cautions that, while AI might not be coming for your financial planning job, it could still destroy your clients’ nest eggs if you let it....

HUM South Africa 2026 – SHOW 18

Launched in 2017, the Humans Under Management conferences have been held in 3 countries. ...

Reimagining retirement: Why rules of thumb matter more than we think

Martiens Barnard, Marketing Actuary at Momentum Investments, reveals the five crucial risks that determine whether retirement income lasts, as unpacked in Momentum's 'Reimagining Retirement’ campaign....
Rob Macdonald, Independent Consultant

Let the main thing remain the main thing

The dramatic evolution of technology is challenging financial planners to think about what is their “main thing”, writes Rob Macdonald....


More Features

Four questions on investing in a geopolitically uncertain world

The ongoing conflict in the Middle East has raised multiple concerns for South African investors. This article addresses some of their most pressing questions. By John Gilchrist, Chief Investment Officer at PSG Asset Management....

COFI readiness

What is the industry telling us about readiness for COFI? Anton Swanepoel, the founder of Trusted Advisors, offers his insights....

Understanding you is where great advice begins

Choosing a financial adviser is about far more than qualifications or technical expertise. It's about finding someone who takes the time to understand you, writes George Mahlakgane, Franchise Principal and Financial Adviser at Consult by Momentum....

A trusted partner

Conlias Mancuveni says Hollard Implemented Portfolio Solutions (IPS) has positioned itself to be a reliable partner that empowers advisors....

Round Table Series

Round Table Series

How and why a financial planner should use a DFM

Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on how and why a financial planner should use a DFM...

Round Table Series

Offshore Investment: Where, how and how much

Thumbnail of Offshore investment roundtable discussion
Join us for an exclusive round table discussion with five of the country’s top investment and financial planning professionals, focused on offshore investment....

Events

The Investment Think Tank

 

IRFA 2026 Conference

 

HUM South Africa 2026 – SHOW 18

 

2026 FPI Professional’s Convention

 

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