Participants

The ASISA Foundation, in partnership with the ASISA Academy, delivers a range of engaging, online, CPD points-bearing workshops on a fully-funded basis to South African Trustees and Principal Officers. 

 

Full day (6 hour) Face -Face Workshops

  • Investment Fundamentals
  • Retirement Fund Trustee Governance and Ethics
  • Responsible Investment
  • Employee Benefits

 

Half Day (3 hour) Workshops

  • Fund Annual financial Statement Analysis
  • Investment Policy Statement Formulation and Assessment
  • Section 37C death benefits
  • Investment Management fees and costs
  • Default Regulations
  • Private Equity
  • Infrastructure Investment

 

 

Atleha-Edu

RFTE is proud to partner with Atleha-edu. click here to find out more. 

click here to read their financial literacy publications. 

click here to read their financial literacy short articles.

Upcoming programmes

Retirement Fund Trustee Governance & Ethics - 13 & 14 September

This workshop gives retirement fund trustees and principal officers an overview of trustee governance and ethical conduct. Topics include the purposes of different retirement fund products, roles and responsibilities of trustees and potential conflicts of interest.

Private Equity - 13 September

This workshop gives retirement fund trustees and principal officers an introduction to private equity (PE). Topics include PE as an asset class in South Africa, PE investment value chain, PE fees, PE performance relative to other asset classes, its role in responsible investing, risks and mitigating factors and asset allocation limits.

Protection of Personal Information Act (POPIA) - 16 September

The Bill of Rights (section 14 of the Constitution of South Africa) provides that everyone has a right to privacy. POPIA gives effect to this right in that it promotes the protection of personal information processed by public and private bodies and it seeks to balance the right to privacy against other rights, such as access to information.

Facilitators Short CVs

David Morris – B Comm, CA (SA)

David has more than 26 years’ experience of working in financial services in South Africa and the UK. After completing his articles with Price Waterhouse he worked as credit analyst and member of Nedbank’s structured finance team. As the ASISA Academy Retirement Fund Trustee Education Programme Champion, David engages with stakeholders, develops workshop curricula and presents Trustee Education workshops. He is an independent trustee to the Nedgroup Beneficiary Fund and the Liberty Corporate Selection Suite of Umbrella Funds.

Jolly Mokorosi – B Comm, MBA, Certificate in Pension Law

As a seasoned independent retirement fund trustee Jolly sits on a number of boards of trustees of SOEs and listed companies’ funds. She is the chairperson of two of these funds and has previously worked as the principal officer of the Municipal Councillors Pension Fund. She previously worked at Old Mutual within their Corporate Distribution and Employee benefits divisions. Jolly is also ASISA Academy Principal Officer Professional Qualification (NQF7) Programme Champion.

Tony Remas

Tony has been practising as a retirement funds compliance consultant since 2002. Prior to that he worked in legal services for various investment advisors. He is a highly regarded practitioner in the pension fund statutory and regulatory environment, specialising in trustee education and in particular death benefit. Tony is deputy chair of the IRFA Trustee Training and Education Committee, a member of the IRFA legal and Technical Committee, and a   member of the Pension Lawyers Association.

Lavinia Khangala B Proc, LLB, LLM, CFP

Lavinia holds B Proc, LLB qualifications and is an admitted Attorney, Conveyancer and Notary Public of the High court. She also holds a Masters of Law degree from the University of Cape Town and is a Certified Financial Planner from the Financial Planning Institute. She started her career in the financial services industry heading up legal and compliance departments of various financial institutions. Lavinia is currently an Independent Principal Officer and Trustee of a number of retirement Funds in the public and private sectors

Malizole Mdlekeza – FIA, CAIA, CERA

Malizole is a qualified actuary and chairman of the Actuarial Society of South Africa Alternative Investments committee which focuses on the suitability of infrastructure, private equity and hedge funds for institutions such as pension funds. His areas of specialization and focus within the actuarial profession are pensions and investments. In 2017, he was voted by the Mail & Guardian newspaper as one of South Africa’s Top 200 South Africans.

Johan Human – B Bus Sci (Hons), FIA, FASSA

Johan is an actuary with more than 20 years’ experience in various aspects of Financial Services in Southern Africa, who has a particular passion for the development and investment in businesses that can successfully execute on concepts that excel in delivering commercial, social and environmental returns. He is the founder of Life House Finance, which has developed a range of Structured Finance solutions with a significant housing component. He is a member of the Alternative Investments Committee of the Actuarial Society of South Africa to consider the role that actuaries can play in this environment.

Adrian Bertrand – BA, MBA

Adrian has worked as Head: Africa & Middle East for the UN-supported Principles for Responsible Investment (PRI) where he raised awareness of ESG issues for institutional investor signatories to the PRI and supported them in their implementation of the PRI Principles. Adrian has previously worked as ESG Manager at the Government Employees Pension Fund (GEPF) from 2011 - 2015, where he was responsible for managing and implementing the GEPF’s Responsible Investment programme.

We’ve also put together some useful FAQs based on common questions that were asked in our webinars
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