Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on Discretionary Fund Managers and how advisors can best utilise their services.
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Expert Panel
Moderator
Ian Jones is the Chief Executive Officer and Director of Fundhouse South Africa, based in Cape Town. Ian joined the Fundhouse business in 2013. He is a qualified actuary who started in the investment industry in 2001. He has extensive experience in fund research, portfolio construction and the broader asset management and financial advisory industries.
Ian was previously the Chief Operating Officer of a boutique asset manager in South Africa. He also has international experience, having spent five years in Australia and 2 years in the United Kingdom.
Speakers
Equilibrium
Dean started his career as an actuarial analyst in healthcare actuarial consulting before moving to Equilibrium (previously Momentum Investment Consulting) as an investment analyst in January 2017.
Barry O’Mahony founded Veritas Wealth Management, an independent financial planning practice, in 2004. Barry holds the Certified Financial Planner CFP® Professional accreditation.
Bobats Wealth Solutions
Ebrahim is the founder of Sterling Invest (a boutique, CAT II discretionary investment manager) where he fulfils a senior portfolio manager role.
