Day 1
14 Mar 2018
Day 2
15 Mar 2018
Day 3
16 Mar 2018

Registration for industry workshop

SPECIALISED INDUSTRY WORKSHOP INTEGRATING GOVERNANCE AND RISK MANAGEMENT FRAMEWORKS

In order to develop skills and capacities, a newly created a specialised industry workshop will be held as a separately bookable event leading up to the main conference. This workshop on integrating governance and risk management frameworks, will provide you with the tools to evaluate, manage and monitor pension risks.

INTRODUCTION AND OVERVIEW OF COURSE CONTENT

MODULE 1 – GOOD GOVERNANCE AND REGULATORY REQUIREMENTS

Given the growing pension fund industry and the evolving market environment, is your pension fund being managed properly? Good governance is a key issue in the administration of pension funds. The quality of the governance depends on the legal and regulatory requirements imposed on the administrators, and the regulatory approach adopted by supervisory authorities should also considered when looking at risk management.

Facilitator: Edna Dambe, Founding Director, Money Matters

Edna Dambe

Pre-registration for Africa Pension Funds and Alternative Investments Conference

10:30 – 11:00

COFFEE BREAK

MODULE 2 – Derivatives and structured products – Their use in Pension Funds for Diversification and Hedging

Yann Robbiola
12:30 – 13:30

LUNCH

MODULE 3 – DEVELOPING A SOLID INVESTMENT PORTFOLIO AND IDENTIFYING ASSOCIATED RISKS

Implementing a strong diversified investment strategy can balance the risks of the different investments held by the fund, however, each investment avenue has its own set of associated risks to consider.

Facilitator:

Ritesh Anand
15:00 – 15:30

COFFEE BREAK

MODULE 4 – TOOLS TO MANAGE ASSET RISK: IMPLEMENTING RISK CONTROL MECHANISMS

What tools should one consider to manage asset risk? Is one solution the way to go? Or should you consider using a blend of insourcing models combined with consulting support? During this module, trainers will provide you with an overview of some of the tools available and discuss challenges and advantages of each, plus consider the risk of direct versus indirect investments

Reeyaz Toraub
Richard Li

AWARDING OF CERTIFICATES AND OFFICIAL PHOTOGRAPHS

Registration

All participants to be seated for opening ceremony

OPENING CEREMONY

Welcome remarks: Mahad Ahmed, Founder and Managing Director, AME Trade

Hon. Dharmendar Sesungkur
Giulio Battaglia
Bronwyn Corbett
Veenay Rambarassah
Oscar N Onyema

SESSION 1 – PANEL DISCUSSION -THE POTENTIAL IMPACT OF PENSION FUNDS ON AFRICA’S ECONOMIC DEVELOPMENT

Currently, Pension funds in Africa have around $379 billion in assets under management. Even in these uncertain economic times, this is a large pool of funding that can be used to improve infrastructure and social development with the view to increase economic development across the continent. Experts and thought leaders will discuss their assessments on how these funds can be utilised for the benefit of the continent as a whole, how to generate returns from investment in these tough economic times, traditional verses alternative investment and provide an analysis of the industry’s future potential impact on developed and less developed African capital markets.

  Moderator: Timo Bollerhey, Senior Advisor Financial Systems Development, GIZ
Ritesh Anand
Timo Bollerhey
Bronwyn Corbett
Dr. Barbara C. Samuels II
David Ashiagbor
Sunil Benimadhu
10:00 – 10:20

COFFEE BREAK

SESSION 2 – INVESTMENT AVENUES BETWEEN MAURITIUS AND AFRICA

Mauritius offers a well-capitalized sophisticated banking sector comprising local and international banks. The country has a strong insurance sector and is one of the most innovative capital raising markets of the African landscape.

  •  Investment demographics
  •  Cross border derivative products
  •  Capacity building
  •  Innovation and technology
  •  Pension fund updates
  •  Wealth management
  •  Overview of the insurance sector
  •  Innovation in fund administration and asset management
Dr Rama Sithanen
Shailen Sreekeessoon
Muhammad Uteem

CASE STUDY –BEST PRACTICE IN FUND MANAGEMENT AND GOVERNANCE

Sentinel Retirement fund, as the largest self-administered, defined-contribution, umbrella pension funds in South Africa, actively manages funds of R82 billion. (as at 30 June 2017)

Eric Visser

SESSION 3 –FOCUS SESSION: INSTITUTIONAL AND PRIVATE INVESTMENT IN SOUTHERN AFRICA

Around 90% of assets under management in Africa are concentrated in four countries, three of which are in Southern Africa namely South Africa, Namibia and Botswana. This makes the region a major investment force. The South African Government Employee Pension Fund is the largest pension fund in Africa and has invested into infrastructure projects like solar power and telecommunications. Namibia requirements pension funds to invest a minimum of 1.75% of assets into Private Equity as an asset class, while The Botswana Public Officers Pension Fund plans to use their asset base to seek opportunities in infrastructure projects that develop the local economy. During this session, industry players will discuss developments, challenges and opportunities in the region.

  •  How can other southern African countries boost their investment capital?
  •  Pooling resources for infrastructure development
  •  Future investment plans
  • Amendments to regulatory and legal frameworks to increase growth and investment capacity
o The impact of Regulation on unlisted investment to the Private Equity o The challenges of limitations of unlisted investment regulation to Namibian companies
  • Diversifying asset class investment
  • Social development strategies
  • How can state owned entities attract pension fund investment?
Karthi Pillay
Dr Aguinaldo Jaime
Robin Vela
Gosego January
Sibusiso Luthuli
13:00 – 14:00

LUNCH

SESSION 4 – THE RISKS OF INVESTING IN TRADITIONAL ASSET CLASSES IN TODAY’S MARKETS

Traditional investments in equities and bonds are often the foundation of investment strategies. Given the historic low levels of interest rates, rising inflation and the gradual exit of central banks from Quantitative Easing there are doubts over the returns bonds can offer and, more importantly, their ability to mitigate risk within traditional portfolios. This session will cover:

  • The risks of investing in traditional asset classes in today’s environment;
  • Can bonds provide the same risk reduction benefit to portfolios that they have done in prior market downturns; and
  • Benefits of allocating to Hedge Funds to reduce risk in portfolios and provide uncorrelated returns.
Kevin Arenson

SESSION 5 – FOCUS SESSION: WEST AFRICA’S PENSION MARKET

Nigeria's local pension market is expanding by approximately $5 billion a year. Pencom hopes that by 2020, Nigeria's total pension asset may hit N20 trillion. Ghana’s 3-tier pension system introduced in 2008 is still relatively new, but is growing in volume and structure. Regional public and private entities will converge to discuss the overall institutional investment capacities and developments.

  • Building a supply of projects
  • Investing in infrastructure and social development
  • Developing and regulating special purpose vehicles
  • Future plans for growth of funds in West Africa
  • Incentives to attract more pension funds
  • Regulatory framework updates
Samuel Waterberg
15:45 – 16:00

Coffee Break

SESSION 6 – PRIVATE EQUITY AS AN ASSET CLASS

Pension Funds can, in most instances, invest up to 2.5 per cent of the total fair value of its assets in any one private equity fund and up to 5 per cent in any one fund of private equity funds. Even so, there is still some hesitation from trustees to embrace private equity as an asset class.

  • Is private equity for everyone?
  • Trial and error – private equity models that have worked and lessons learnt
  • Creating solution orientated products
  • The value of private equity as an asset class
  • What is stopping investment in equity and alternative investments?
Brendon Jones
Idris Mohammed
Shelley Lotz
Robin Vela

COCKTAILS

Registration

Morning Keynote Address

Harvesh Kumar Seegolam

SESSION 7 – FOCUS SESSION: UNDERSTANDING INVESTMENT IN EAST AFRICA

Savings managed by local institutional investors in Kenya, Rwanda, Tanzania and Uganda almost doubled in four years to approximately $19 billion by early 2016. Has this growth continued? Pension funds, social security funds, fund regulators and key industry players will give an overview of the current trends, challenges and opportunities both in country and across the East African region.

  • Trends and challenges
  • Product innovation
  • Growing savings across asset classes
  • Regional investment vehicles
  • The evolving legal and regulatory frameworks
  • Projected future growth
  • Impact investing
  • Capacity building and skills transfer

Moderator: Esther Ndeti, Executive Director, East Africa Private Equity & Venture Capital Association

Esther Ndeti
Abed Mureithi
Admassu Tadesse
Nzomo Mutuku
Henry Kyanda
10:30 – 11:00

COFFEE BREAK

SESSION 8 – SWF’s, ETFs AND OTHER GROWING AFRICAN FUNDS

A mix of local savings, pension funds, insurance companies and other local institutional investors are essential drivers of capital-market development and the integration of markets in Africa. During this discussion, panellists will look at SWF’s, mutual funds, insurance funds and other sources of funding for the continent.

  • What have SWF’s invested in traditionally and are they natural co-investors to pension funds?
  • Diversifying revenue streams
  • Tracking transparency
  • Structures, policies and operators
  • The increased demand for the cheaper passive funds
  • Innovation within smart beta and ETFs
  • Insurance assets under management
Shafique Bhunnoo
Maurice Madiba
Dr Aguinaldo Jaime

LUNCH

SESSION 9 – CLOSING THE INFRASTRUCTURE GAP

The infrastructure gap in Africa is estimated to be USD 93 billion annually. Economic infrastructure projects, ie: transport, communications; renewable energy; commercial properties and social infrastructure are being prioritised.

  • Pension fund target allocation for infrastructure
  • Private equity and infrastructure funds
  • Risks & returns
  • Promotion of convertible bonds – infrastructure and community investment
  • Accessing bankable PPPs
  • Transparency and governance
  • Successful Case Studies
Dr. Barbara C. Samuels II
Gosego January
Krishen Sukdev

ONE ON ONE MEETINGS PART 1

During this interactive session, pre-selected and registered attendees will have the opportunity to speak with the Pension Funds and Sponsors directly during scheduled 10 minutes, one-on one face to face appointments.

Invited players will use this time to ascertain additional information and discuss possible collaborations and opportunities.

NB All meetings will be confirmed 1 week prior to the event

Samuel Waterberg
Robin Vela
Sibusiso Luthuli
14:00 – 14:30

COFFEE BREAK

SESSION 10 – TECHNOLOGY INNOVATION AND SECURITY CONSIDERATIONS

Technology, innovation and process change is needed for effective governance and risk management and is becoming a key driver for investment decisions. What needs to be implemented to improve the way funds perform?

  • Administration for pension and insurance funds and employee benefit platforms
  • Fintech, biometrics and the new frontiers of pension fund administration
  • Retail, informal sector and self-employed pensions including auto-enrolment
  • Investing in technology and efficiencies for fund management
  • Combating cyber security risks
Vidia Mooneegan
Brian Rosen
Ross Saunders
Aldo Mabay Temba
Dr Aguinaldo Jaime

ONE ON ONE MEETINGS PART 2

During this interactive session, pre-selected and registered attendees will have the opportunity to speak with the Pension Funds and Sponsors directly during scheduled 10 minutes, one-on one face to face appointments.

Invited players will use this time to ascertain additional information and discuss possible collaborations and opportunities.

NB All meetings will be confirmed 1 week prior to the event

Eric Visser
Karthi Pillay
Admassu Tadesse
Nzomo Mutuku
Henry Kyanda
Gosego January
Krishen Sukdev

CLOSING DEBATE – ROUND UP AND THE WAY FORWARD

During the closing debate, industry players will expand on some of the key questions, issues and opportunities that were discussed during the conference, with a focus of highlighting potential avenues for change and improvements that can be implemented moving forward.

Yann Robbiola
Henry Kyanda
David Ashiagbor
Sibusiso Luthuli

CLOSE OF CONFERENCE

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