Wealth Nexus:
Connecting Opportunities Across Markets

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Thank you for joining us at the Wealth Nexus: Connecting Opportunities Across Markets

This networking opportunity is the nexus where various investment opportunities converge and interconnect across different markets. We will focus on exploring and leveraging these connections to maximise wealth-building opportunities.

Event topics

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Kuda 

Global Diversification: Demystifying cross-border investments from South Africa

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AJM Tax 

The exchange of information between global tax authorities and the impact on tax payers

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Flatcrown Capital

Equity Finance & Derivatives

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Fairtree

  • Hedge Funds
  • Global and Local Markets
  • Offshore Unlisted Opportunities
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Programme

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Meet The Speakers

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William Phillips
Flatcrown MD - Equity Finance & Derivatives

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Kobus Nel
Fairtree Group CEO - Offshore Opportunities

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IW Olivier
Derivative Investment Specialist at Constellation - Equity Finance & Derivatives
Michael Avery

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Michael Avery
Financial Journalist - Global Diversification

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Gilbert Punt
Kuda FX CEO - Global Diversification

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Pieter Janse Van Rensburg
AJM Tax Director - Global Tax

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Clarissa van der Westhuyzen
Equity Portfolio Manager - Hedge Funds

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Cornelius Zeeman
Equity Portfolio Manager - Global & Local Markets

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Gilbert Punt

Kuda FX CEO - Global Diversification

Gilbert has always held a keen sense for business and entrepreneurship. After completing his B.ACC (Hons) at Stellenbosch University he completed his articles at a Baker Tilly Greenwoods in Cape Town. Gilbert gained invaluable experience and exposure as the senior audit manager to the managing partner for two years post completion of his CA (SA) designation. Gilbert holds the role of CEO at Kuda FX and also serves as Financial Director for the Kuda Group. In Kuda, Gilbert has managed various entrepreneurial ventures and projects ranging from finance to sales and operations allowing the business to grow, diversify and expand.

Clarissa Van Der Westhuyzen

Equity Portfolio Manager - Hedge Funds

Clarissa joined Fairtree in 2017 and is currently an equity portfolio manager. She started her career in 2000 as an audit clerk at KPMG to complete her articles. In 2004, she moved to Allan Gray as an equity analyst, and in 2011, she then joined Equity Sales at Citi. Clarissa holds a Bachelor of Business Science in Finance and a PDGA, both from the University of Cape Town. She is also a qualified Chartered Accountant and a CFA ® charterholder.

Cornelius Zeeman

Equity Portfolio Manager & Analyst

Cornelius joined Fairtree in 2015 and a portfolio manager of the Fairtree Blended Equity Prescient Fund. He is also an assistant portfolio manager on the Market Neutral and Long Short hedge funds. Cornelius holds a Bachelor of Accounting degree from the University of Stellenbosch and is a qualified Chartered Accountant. He is also a CFA® charterholder

Michael Avery

Michael Avery

Financial Journalist - Global Diversification

Michael Avery is a highly regarded financial journalist and broadcaster with nearly two decades of experience in financial markets. He edits the country’s premier private equity publication, Catalyst, and his weekly Badger column in Business Day is known for its hard-hitting commentary on the political economy. Avery’s online platform, Business Talk, has garnered over 5 million views since Covid, and he won the Best Podcast Award at the South African Radio Awards in 2022. He is also recognized for organizing the SA Water, Energy & Food Forum (SAWEF) and holds a B.A. Journalism from the University of Johannesburg.

William Phillips

Flatcrown MD - Equity Finance & Derivatives

William is the managing director at Flatcrown Capital. He was previously the vice president of equity derivatives and trading at Macquarie Group, an associate at White & Case LLP, and an article clerk at Norton Rose Fulbright. He holds a B.SC. LLB from Rhodes University.

IW Olivier

Derivative Investment Specialist At Constellation - Equity Finance & Derivatives

IW is an alternative investment analyst and product developer at Constellation Capital. He has a wide skill set in investment products and derivative structuring and has been involved in the early and growth stages of asset management. His expertise lies in both the retail and institutional markets, creating tailor-made solutions to fit a client's specific investment mandate and risk appetite. He holds a Bachelor of Commerce Honours degree in Risk Management and Economics from North-West University.

Kobus Nel

Fairtree Group CEO - Offshore Opportunities

Kobus is the co-founder and Group CEO of Fairtree. Prior to joining Fairtree, he was part of the in-house corporate finance team for Sanlam, where he was involved in several large corporate transactions for the Sanlam Group. Kobus holds a Bachelor of Accounting degree from the University of Stellenbosch. He is also a qualified Chartered Account and a CFA ® charterholder.

Pieter Janse Van Rensburg

AJM Tax Director - Global Tax

Pieter holds the BAcc.LLB degree from Stellenbosch University. His postgraduate qualifications include a HonsBCompt from the University of South Africa and an MAcc (Taxation) degree from Stellenbosch University. He is an admitted advocate of the High Court of South Africa (non-practising).

Pieter qualified as a chartered accountant and practised with a large consultancy in their corporate and international tax team. After public practice, Pieter was in commerce in the local divisions of Austrian-based Red Bull and the Italian Campari Group. He is a member of the Institute of Directors of Southern Africa, which focuses on corporate governance and the development of non-executive directors and holds the Certified Director designation.

Currently, Pieter serves as a non-executive director on the board of the South African Institute of Taxation and acts as company secretary for the listed entity, Collins Property Group Limited. In November 2022, Pieter was appointed as a member of the Tax Court for a five-year period.

Ryan Jamieson

Head: Retail Sales (North & KZN)​

Ryan joined Fairtree in 2016 and is the head of Retail Sales. He has over 25 years of experience in the financial services industry. He joined Momentum in 1998, where he held various roles, such as investment marketing, sales and distribution, over 15 years. In addition, he led the national team of Investment Specialists at Momentum and served on Group Investment Committees. Ryan then joined Investec, where he continued to be involved in the sales, marketing and distribution of the Investec fund range. He returned to Momentum as head of Wealth Management, where he was responsible for the full integration of the investment philosophy, house views, fund solutions and wealth management proposition.