Name: PSG Annual Conference 2025
Start: 06/05/2025 10:00 PM +00:00
End: 08/05/2025 09:30 PM +00:00

Allan Gray is Southern Africa&rsquo;s largest privately-owned investment management company. The firm has focused on long-term investing since 1973. Allan Gray offers a range of products, such as: unit trusts, retirement products (including retirement annuities and preservation funds), living annuities, endowments and group savings solutions. Allan Gray has over 1 400 employees spread across its Cape Town, Johannesburg, Pretoria and Durban offices. The company also has offices in Namibia, Botswana and Guernsey. Allan Gray Proprietary Limited is an authorised financial services provider.

Allan Gray (Pty) Ltd

Coronation is one of South Africa&rsquo;s leading investment brands. Founded in Cape Town over 30 years ago (and arguably the first boutique manager in the country), the same entrepreneurial flair, discipline and focus on the long term remains encoded in our DNA. As active investors, we are driven by the single pursuit of delivering superior risk-adjusted investment returns for our clients over long periods at scale. All our portfolios are managed according to the same long-term, valuation-driven investment philosophy. Where we identify value, we are willing to endure short-term pain in our pursuit of compelling long-term outcomes for clients. We offer a focused range of domestic and international unit trust funds for individual investors, all designed to meet specific investor needs. We also introduced an AMETF suite that feeds into our existing offshore UCITS funds, providing on-market investors with access to various strategies aimed at meeting specific investor objectives in international markets. As one of the largest independent asset managers, we are the custodians of the long-term savings of millions of South Africans. This responsibility guides our every action and places clients at the centre of all decision-making. We also remain committed to delivering world-class service and investing in the systems needed to safeguard our clients\' capital. For us, &lsquo;Trust is Earned&rsquo; is far more than three words in our logo; it is a commitment to earning and maintaining our clients&rsquo; trust day after day, year after year. We value our long-standing relationship with PSG, both as a client and a partner.

Coronation

Your journey to success
 Success is a constant and everyone&rsquo;s dreams and their journey to get there successfully are personal. We believe in the power of context; advice is never one-size-fits-all. If the early bird catches the worm, does waiting always lead to good things? What works for you may not suit another. We champion personalised financial advice, offering solutions shaped by your unique circumstances and journey.
 Momentum enables your journey to success; By partnering with us, we can help you build and protect your financial dreams and goals by providing professional financial solutions and products to make your dreams a reality.
 Who we are and what we do
 Momentum is a trusted financial services company that forms part of the Momentum Group Limited, a listed company on the Johannesburg Stock Exchange (JSE).
 What we do
Protection &bull; Life insurance and life cell captives &bull; Non-life insurance and non-life cell captives &bull; Building long-term wealth Asset management and property management &bull; Investments and savings &bull; Employee benefits including administration and consulting &bull; Healthcare solutions Health administration &bull; Managed care and wellness services
 Our purpose
We build and protect our clients&rsquo; financial dreams. We have a collective desire to make things better for people, drive our industry and economy forward, and provide a sense of certainty in an increasingly uncertain world.
 Our vision
To partner with you as your preferred and trusted insurer of choice.
 Our values
As an organisation, we are committed to our values. They define how we do business and engage with our clients and internal stakeholders. &nbsp; Accountability We own up to our actions. We act on our promises and take ownership of our responsibilities, ensuring that our stakeholders' goals are achieved to enable people to acquire their financial goals. &nbsp; Diversity We are truly proud of our diversity. The diversity of our rich human talent shapes us. We embrace inclusivity and celebrate the

Momentum

Nedgroup Investments is a global asset management business with offices in South Africa, London and Isle of Man. Nedgroup Investments currently has R420 billion in assets under management. At Nedgroup Investments, we believe that everyone should benefit from the difference that our Best of Breed&trade; investment philosophy brings. As an investment-led company, we are dedicated to finding and partnering with exceptional fund managers and providing the right conditions for them to excel. We cultivate decades-long relationships to enable managers and teams to thrive in the long-term, offering our clients greater choice, better access, and deeper alignment with their investments.

Nedgroup Investments

Ninety One is a global asset manager with roots in South Africa and a commitment to developing specialist investment teams. We bring a different perspective to active and sustainable investing and offer strategies across equities, fixed income, multi-asset, and alternatives to institutions, advisors, and individual investors around the world. Established in 1991 as Investec Asset Management, we demerged from Investec Group and became Ninety One in March 2020, with dual listings in London and Johannesburg. We believe that active investing can be a force for good. Our purpose is to provide long-term investment returns for our clients while making a positive difference to people and the planet.

Ninety One

Old Mutual International provides investors with a specifically designed product for the South African resident, Investment Portfolio+. It allows you to consolidate and manage your clients&rsquo; direct offshore investments within a single, convenient, tax-efficient structure. The Investment Portfolio+ aims to provide the potential for growth of the assets over the long term. Investment Portfolio+ is issued by the Old Mutual Isle of Man branch of OMLACSA, which is registered in the Isle of Man and offers two levels of investment choice: The first level provides access to a range of international funds denominated in sterling, US dollars and euros. If your clients have more than &pound;60 000 (or 75 000 in US dollars, euros, Swiss francs or Australian dollars) to invest, the second level offers a significantly increased range of assets which allows your clients to access the entire universe of collective investments as well as shares listed on recognised stock exchanges. This level is called the &lsquo;Authorised Custodian Facility&rsquo;.

Old Mutual International

Sanlam is a diversified financial services company headquartered in South Africa, with a strong presence in 31 countries, covering 28 countries across the African continent and a niche presence in Asia.

Sanlam

Santam is the leading short-term insurer in South Africa, with a market share of more than 22%. Our broad range of insurance solutions stretches into all areas of general insurance, across personal, commercial, agriculture, and specialist markets offered through a network of 2,700 intermediaries and direct channels. We have been offering insurance for almost 106 years, and over this time, we have made it our business to understand what is important to our clients and the risks they face. Our deep-rooted industry expertise, coupled with unmatched levels of technical knowledge and skills, enable us to help our clients understand and manage risks. When the unfortunate happens, we are there for our clients 24/7 and can put them in the same position they were before any loss occurred, paying out more claims than any other insurer. At Santam, we believe that insurance has no value if clients cannot trust their insurer to be there in their hour of need. As such, in 2024 alone, we paid out claims to the value of R28.6 billion, the largest amount ever by a South African short-term insurer in a single year

Santam

Bryte is Southern Africa&rsquo;s premier proactive insurance risk specialist focusing on business insurance, including specialist, travel and Shari&rsquo;ah compliant cover. Through our unparalleled industry insights, proven expertise and foresight, Bryte partners with customers and distribution partners to protect their businesses, ensure livelihoods and improve their risk profiles. Bryte is a subsidiary of Fairfax Financial Holdings Limited. Fairfax is a holding company based in Toronto, Canada, which, through its subsidiaries, is primarily engaged in property and casualty insurance, reinsurance and the associated investment management At Bryte, our core belief is that life isn&rsquo;t about avoiding risk. Risk is inevitable, both in business and in life. So, our approach is to accept that risk always exists and face it confidently with informed, calculated action. Or, as we say at Bryte, to approach risk with purpose. We do this for our customers through our deep understanding of and insights into their operating environments, both business and personal, and the world at large. In essence, by shining the light of acute understanding and extensive experience onto the challenges our customers face. And by living up to the Bryte name. To shine a light on risk, and to help prepare our customers for almost any eventuality. To approach risk with purpose. We employ technology. We partner with people. The very foundation of Bryte Insurance has always been, and will always remain, human relationships. With the tidal wave of AI sweeping the business world there may be a temptation to lean away from the personal connection. Not at Bryte. Of course, we will always employ the very latest technology to create the best insurance solutions we can for our many varied customers. But it is because of the personal relationships and trust between ourselves, our customers, our partners, and our brokers, that our different Business and Specialist Insurance solutions are so effective. Bryte is committed to our role as a responsible and susta

Bryte Insurance Company Limited

CIA is South Africa&rsquo;s leading building insurance underwriter, with a national footprint of 7 branches serving brokers and clients across the country. We offer comprehensive all-risk insurance policies, written in plain language, specifically tailored to cover every type of building &ndash; from freestanding homes and sectional title schemes to office parks, warehouses, and shopping centres. Our dedicated focus on building insurance gives us deep insight into the unique risks faced by property owners. This specialist expertise enables us to deliver reliable, customised solutions that meet our clients&rsquo; needs with precision and confidence. At CIA, brokers are at the heart of our business. We know the critical role you play in helping clients navigate complex insurance decisions, and we&rsquo;ve built our entire model around supporting your success. Through strong relationships, responsive service, and expert underwriting, we help brokers deliver real value and peace of mind to their clients. Our commitment to broker partnerships goes beyond products &ndash; we offer fast access to decision-makers, quick turnaround times, and dependable service you can count on. Our intelligent broker portal - Ninja gives you full visibility and control over your portfolio. Access your clients on a geocoded map, lodge claims quickly and easily, track claim progress in real time, and download policy documents and commission statements &ndash; all in one secure, user-friendly platform. With award-winning service, deep technical expertise, and a legacy of broker collaboration, CIA is your trusted partner in building insurance. Whether your clients need cover for residential, commercial, or industrial properties, we deliver insurance that&rsquo;s simple, effective, and backed by specialists.

CIA Building Insurance Specialists

Great insurance shouldn&rsquo;t be about the cover you get. It should be about the cover you need. For your home, your business, and the things that matter most, to you. CIB is one of the largest underwriting managers in South Africa specialising in Commercial, Personal and Niche products available through intermediaries countrywide. Understanding your world, we offer insurance done properly, in a personalised way. CIB is an authorised FSP (8425). Underwritten by Guardrisk Insurance Company Limited (FSP 75). BBBEE Level 1

Fairtree is a leading global investment manager that manages traditional and alternative investment portfolios across all global asset classes for local and offshore clients. Headquartered in South Africa, Fairtree manages R163.90bn* in award-winning diverse global portfolios. Fairtree prides itself on its acclaimed specialist teams with meticulous top-down and bottom-up analysis, ensuring a diversified and holistic approach. As a trusted investment partner, Fairtree continually strives for investment excellence and to deliver consistent and competitive returns while pursuing its purpose of enriching the lives of all our stakeholders. * As at the end of January 2025.

Fairtree

From a local leader to a Pan-African insurer Hollard is South Africa\'s largest privately owned insurance group, providing comprehensive insurance and financial services to a wide range of customers and businesses. We are an insurer with a long-term vision, we believe in partnerships and having an impact in the markets in which we operate. Since inception in 1980, Hollard has grown its pan-African footprint to serve nearly four million policyholders across ten countries, primarily through trusted brokers, advisers and partners. Our purpose Our purpose is to enable more people to create and secure a better future for our customers, partners and stakeholders, through exceptional insurance solutions. As a purpose-driven insurer we are conscious of our impact on society and the environment. Our history is rooted in the belief that there is always a better way of doing things. We collaborate closely with brokers, advisers and partners to ensure our solutions effectively reach and serve all market segments, strengthening our impact across the continent. This partnership focused approach allows us to deliver value for all stakeholders &ndash; we call it partnering to deliver the win-win-win.

Hollard

Bringing you the best of Investec means delivering a partnership that adds value for you and your clients. Investec for Intermediaries is all about providing you with the tools and solutions you need to save, trade and invest on behalf of your clients as well as protect their financial legacies. Our specialist solutions teams, including Corporate Cash Management, Foreign Exchange, Life Risk, Structured Products, Life Investments and Bespoke Investments, are all brought together to provide you with the expertise you require to best advise your clients. Partner with our team of dedicated intermediary consultants and product specialists, along with our focused client service team and integrated digital platform, to co-create solutions that will help your clients achieve their financial goals. With Investec for Intermediaries, you can focus on what you do best &ndash; advising your clients &ndash; and leave the rest to us.

Investec

Liberty is a wholly owned subsidiary of The Standard Bank Group and is currently one of the largest providers of long-term insurance solutions to South Africa&rsquo;s retail affluent market. With a strong and relevant brand of more than 60 years, Liberty offers an extensive, market-leading range of products and services to help clients build and protect their wealth and lifestyle. This is enabled by Liberty&rsquo;s 3,000-strong tied distribution force that expertly equips customers with knowledge to make financial decisions that add value throughout their various life stages. Liberty's incorporation into Standard Bank provides synergies and advantages not only in South Africa but across the African continent, positioning Liberty as an integral part of a universal financial services organisation focused on delivering exceptional customer experiences and superior value. Liberty's wholly owned asset manager STANLIB is one of the biggest retail unit trust managers (including money market) in South Africa, with award-winning capabilities in property and fixed income, who together with their market-leading offshore partners are able to provide unique investment opportunities for clients. Liberty Group Ltd is a licensed Life Insurer, an Authorised (FSP (no.2409) and is part of the Standard Bank Group. Terms and conditions, risks and limitations apply.

Liberty

We are part of M&amp;G plc, a global investment manager operating in 28 countries, overseeing over R8 trillion in assets. Our clients benefit from the expertise of 6,000+ investment professionals across the world&rsquo;s top financial centres. Locally, we manage R317 billion in assets (as of 31 Dec 2024) and have proudly held a Level 1 B-BBEE rating since 2021. Our investment solutions span fixed income, equities, multi-asset, real estate, and infrastructure, helping protect and grow our clients&rsquo; savings.

M&G Investments Southern Africa

The oldest insurance company in South Africa, Old Mutual Insure has a history that dates back more than 178 years. As one of the leading companies in southern Africa&rsquo;s non-life insurance (also known as short-term insurance) landscape, we are justifiably proud of our tradition of service and quality, as well as our range of insurance solutions, which are amongst the best on offer anywhere in South Africa.

Old Mutual Insure

ONE is a dynamic financial services group providing insurance, technology, and risk management services to the insurance market. Backed by the security of its parent company, Old Mutual, a level 1 (B-BBEE) contributor, ONE provides competitive and customised solutions to its policyholders in non-life insurance (short-term) and credit life insurance. Recognised for its innovation and entrepreneurial approach, ONE has redefined the way of doing insurance by providing industry specific solutions to its policyholders via an interactive digital platform through a nationwide network of selected intermediaries. By successfully blending the latest technology with a human touch, the dynamic team at ONE ensure the 24-hour on-line availability is supported by direct access to decision makers. Along with a superior claims paying ethic, service levels to policyholders and intermediaries have been completely redefined setting ONE apart from its competitors. For more than 20 years, ONE has forged strong partnerships with brokers to provide our clients with the convenience, confidence and trust in ONE&rsquo;s bespoke insurance products. This partnership has thrived over the years, and as a result ONE has experienced significant and consistent growth. ONE underwrites on behalf of Old Mutual Alternative Risk Transfer Limited (OMART) and OMART Insure Limited, both wholly owned subsidiaries of Old Mutual Insure Limited, rated AAA by Fitch for National Insurer Financial Strength. ONE is also a Lloyd&rsquo;s Coverholder underwriting on behalf of certain underwriters at Lloyd\'s.

Our vision is to be an exclusive organisation of graduate professionals, belonging to its members, which provides exceptional insurance benefits and a range of financial services to members, their families, and associates. We further strive to provide peace of mind, security and consequently wealth for our members during their working lives and in retirement.

At Prescient Investment Management, we believe the best way to embrace the future is to step into it with confidence&mdash;knowing every possibility has been considered.
For over 25 years, we've refined a systematic investment approach that delivers greater financial certainty, leveraging data-driven insights, evidence-based strategies, and rigorous risk management to safeguard and grow wealth.
We specialize in portfolio and risk management, expertly overseeing investments for retirement funds, medical aid schemes, corporate entities, trusts, and individuals. Our diverse solutions span unit trusts, retirement fund portfolios, infrastructure investments, and clean energy debt funds&mdash;ensuring a future built on stability and opportunity.
&nbsp;
Step into the future with a team that sees the bigger picture. Because while the future is uncertain, a well-considered approach can help you navigate it with confidence.

Prescient Investment Management

PSG Asset Management is a wholly owned subsidiary of PSG Financial Services Group. We offer a range of local and global funds, with corresponding feeder funds available from South Africa. Our long-term track record affirms the success of our proven process and offers important diversification and alpha generation benefits to patient investors. We also administer a range of PSG Wealth Solutions on the PSG Collective Investments (RF) Limited administration platform. We manage a suite of rand-denominated local unit trusts and offer access to global markets through both rand-denominated and foreign currency denominated global funds. We believe that the price you pay for an investment is extremely important and therefore our 3M approach combines a preference for attractively priced investments (our Margin of safety) with a rigorous quality overlay (assessment of Moat and Management). We follow a bottom-up, research driven investment process. Our research teams create carefully curated buylists across all asset classes from which our fund managers construct portfolios within the parameters of the specific mandates in our focused fund range. We aim to construct portfolios which have a high likelihood of achieving the required return over a range of future scenarios. Our long-term track record affirms the success of our proven process, and our funds offer important diversification benefits to a blended client portfolio. Our portfolios are also good options for patient retail investors who can take a longer-term approach to ride out the occasional volatility which is part and parcel of active management.

PSG Asset Management

We are a London-based asset manager who invests on behalf of individuals, intermediaries, charities and institutions. Our company is known as a market leader in thematic investment, and as a specialist in long-term income and dividend management across multi-asset and equity funds. We offer South African clients access to our global, long-term, thematic approach to investment via a range of FSCA approved funds. Our diverse, experienced investment team includes global analysts, economists and risk experts. This team based approach, combined with our responsible principles, helps us to achieve dynamic investments with high conviction at their core.

Sarasin & Partners

STANLIB Asset Management is one of South Africa&rsquo;s leading investment managers, with more than R550 billion in assets as of December 2024. Focused on delivering consistent investment returns, STANLIB Asset Management leverages innovative and progressive investment strategies alongside best-in-class, transparent partnerships, including its collaboration with J.P. Morgan Asset Management. This partnership provides clients with more access to global insights and forward-looking global investment strategies. STANLIB offers a core range of unit trust funds and manages a diverse array of bespoke institutional portfolios across various disciplines and asset classes, including fixed income, multi-asset, listed property, equity, and alternatives.

STANLIB Asset Management

Goldman Sachs

Western National is a commercial insurer that specialises in short-term products and operates through a network of qualified intermediaries and carefully selected underwriting managers in South Africa.

Western

Comfort break

Think: Now What? Riding the tsunami of technological change: The world stands at the crossroads of exponential technological change and geopolitical disruption. Innovation brings both opportunities and profound challenges.&nbsp;
Dr Mark van Rijmenam - CSP, international keynote speaker, 6x author, ranked globally as the #1 futurist, global speaking fellow&nbsp;
&nbsp; The client of the future Jeanette Marais - Chief Executive Officer, Momentum
&nbsp;
Impact of innovation on active asset management Peter Kempen - Head of Distribution, Coronation
&nbsp;
Thank you and closing Edward Gibbens - CE, PSG Distribution

PSG Annual Conference 2025

Agenda

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Edward Gibbens

Francois Gouws

Dr Mark Van Rijmenam

Jeanette Marais

Peter Kempen

Willem Theron

Khadeeja Bassier

Fanus Coetzee

Trevor John

Elmar Conradie

Kabelo Makwane

Dr Wynand Beukes

Nastassia Arendse

Duncan Artus

David McWilliams

Anton Gildenhuys

Moeletsi Mbeki

Dr Mbuyiseni Ndlozi

Qaanitah Hunter

Nic Andrew

Peter Van Kets

Jason Goliath

Booth.css-1spz5q1{margin:0;font-size:1.4rem;font-weight:500;line-height:1.5;color:#00222f;font-family:'Poppins',sans-serif;color:#000000;margin-left:0.8rem;font-weight:400;}25 Booth