your-passport-to-passive

Join CoreShares as we start at the very beginning and learn all about passive investing in this 3-part, educational webinar series.

By the end of this series, you’ll understand the benefits that including passive investments in your portfolio can bring, and you’ll know exactly how to start using these strategies (if you haven’t already)!

Date, Time & Registration Featuring Overview
Wednesday, March 10th 2021
9:55 am - 10:48 am
Access Recording
Password: PassporttoPassive#1

Speaker

Chris Rule

CoreShares
Prior to CoreShares, Chris spent time at Grindrod Bank where he was primarily involved in balance sheet projects and fund management. He was instrumental in the development and growth of Grindrod Bank’s ETF business (the precursor to CoreShares) and is currently responsible for product development, research and all capital markets activities. He has over 9 years’ financial services experience across investment management and investment banking. Chris holds a B.Comm.Hons (Financial Analysis), and is a CFA charterholder.

Host

guest

Gerbrandt Kruger

Morningstar Investment Management
Gerbrandt Kruger is an associate portfolio manager for Morningstar Investment Management South Africa. He assists with the management of the local and global portfolio range in conjunction with the global investment teams. He leads the South African investment team that is responsible for building portfolios that delivers better investment outcomes for Morningstar clients by following global best practice in manager selection and asset allocation. Prior to joining Morningstar in 2015, Gerbrandt was a portfolio manager at Seed Investments. In total, Gerbrandt spent seven years in the investment team at Seed, where he was responsible for model portfolios and hedge fund of funds. He was also involved in manager research for both unit trusts and hedge funds. Gerbrandt was formerly an internal investment consultant at Seed, assisting in client reporting, retirement planning and implementation. Gerbrandt has more than 13 years’ experience in the financial services industry. He holds a bachelor’s degree in actuarial and financial mathematics from the University of Pretoria.

What is Passive Investing and why are so many investors converting?

Learning outcomes:

  • Define active and passive investing (pros and cons of each)
  • What is an index? Understand the connection between indices and passively managed funds (with a worked example)
  • Learn why “diversification is the only free lunch in investing”
  • Debunk myths
Wednesday, March 24th 2021
10:29 am - 11:29 am
Access Recording
Password: PassporttoPassive#2

Speaker

guest

Victoria Reuvers

Morningstar Investment Management
Victoria Reuvers is the managing director for the Morningstar South African investment management group. She is responsible for leading the business and leveraging Morningstar’s global investment capabilities to provide best-practice investment management for clients. Her career at Morningstar began with the formation of the South African Investment Management business in February 2015 where she was a senior portfolio manager. She was responsible for leading the South African investment team and building portfolios to deliver better investment outcomes to Morningstar clients. Before joining Morningstar, Victoria was the founder and CEO of Trivium Capital (Pty) Ltd, an investment consulting and research firm in Cape Town. As well as driving strategy for the business, Victoria was a senior portfolio manager at Trivium Capital. Her role included investment research, portfolio construction and ongoing portfolio management. Before founding Trivium, Victoria gained extensive experience in fund analysis and quantitative research experience at Investec Asset Management where she worked in the retail fund management team. Prior to that, she worked for Investec Private Bank as part of their growth and acquisition finance team. Victoria began her career at Standard Corporate and Merchant Bank and has 20 years’ experience in the financial services industry. She holds a bachelor’s degree in finance from the University of Cape Town.

Host

Gareth Stobie

CoreShares Asset Management
Gareth is the managing director of CoreShares - a leading South African passive investment management business, and has led the business from inception. CoreShares manages a number of index funds and ETFs, and is the appointed manager of the BCI, Efficient Select range – a contemporary range of low-cost balance funds utilising index strategies. CoreShares follows an Evidence-Based Investment (EBI) philosophy. Gareth has an MBA from Wits Business School and has over 18 years' financial services experience across structured finance, investment management and banking.

How and why do professional fund buyers blend passive strategies into portfolio construction?

Learning outcomes:

  • Unpack the benefits that passive investing brings to a portfolio
  • Work through examples of portfolios that blend passive and active allocations together
  • Explain how due diligence on a passive provider differs from that for active managers
Wednesday, April 14th 2021
9:40 am - 10:41 am
Access Recording
Password: PassporttoPassive#3

Hosts

Michelle Noth

CoreShares
Michelle joined CoreShares in May 2019 as the Client Coverage Executive. Prior to this, she spent 13 years working in the Financial Services sector in London, where she specialised in ETFs and passive investment solutions (working at iShares and BNP Paribas among others). Michelle graduated with Honours in Business Science from the University of Cape Town in 2004, majoring in Finance and Financial Accounting. Later, she was admitted as a CFA Charterholder in 2010. Michelle is passionate about serving clients and creating cost-effective investment solutions that consistently achieve the best possible returns.
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Debra Slabber

Morningstar Investment Management
Debra Slabber, portfolio specialist at Morningstar Investment Management South Africa, is responsible for the institutional business relationships and portfolio management within the South African business. Debra works closely with the global investment team to bring best practice investment ideas to the South African business and its clients. Prior to joining Morningstar, she spent four years at PSG Asset Management as a senior fund specialist, predominantly responsible for growing the business in the greater Gauteng region. She started her career at Standard Bank, fulfilling various roles including a financial analyst within personal markets and financial manager of unsecured lending products. She later moved across the business to Corporate and Investment Banking and spent three and a half years as a product controller for the interest rate trading and structured derivatives desks. Debra has been involved as a lecturer for MBA students at Milpark Business School. She holds a BCom, with a major in investment management, and a BCom (Hons) in financial management from the University of Pretoria. She is a Chartered Financial Analyst (CFA®) and has 12 years’ experience in the financial services industry.

The changing role of the modern financial advisor: Tools and Tips

Learning outcomes:

  • Learn how IFAs can improve their client’s bottom line and bring more certainty to retirement planning by including passive allocations
  • Unpack the changing role of the modern financial advisor
  • Hear from peers during a panel debate and then join us for a live Q&A discussion afterwards