About
RisCura’s 25-year experience augmented with artificial intelligence
Join us for the latest Education Series event, where we will present insights from our recent AI-powered analysis of over 100 Investment Policy Statements (IPS) from institutional investors worldwide and reveal how these policies score against global guidelines.
Discover how benchmarking your IPS against this standard can optimise and enhance your institutional investment governance.
Important Update: Please note the Johannesburg event, originally scheduled for 25 October, has been rescheduled to 1 November 2024. We apologise for any inconvenience. Register below to secure your seat.
Agenda
Time |
Activity/Speaker |
Topic |
8h15 – 8h45 |
Registration and Breakfast |
Registration and networking |
8h45 – 8h55 |
Lebogang Mohlabeng, Investment Consultant |
Welcome and introduction |
8h55 – 9h20 |
Monika Kraushaar, Head of Investment Advisory |
Context setting: IPS highlights and global best practice |
9h20 – 10h00 |
Petri Greeff, Executive Director |
Fintech AI Architecture: Behind the scenes |
10h00 – 10h30 |
Petri Greeff, Executive Director & Monika Kraushaar, Head of Investment Advisory |
Analysing over 100 IPSs: what, how, why – The results – Part 1 |
10h30 – 10h50 |
Tea break |
|
10h50 – 11h20 |
Petri Greeff, Executive Director & Monika Kraushaar, Head of Investment Advisory |
Analysing over 100 IPSs: what, how, why – The results – Part 2 |
11h20 – 11h35 |
Lebogang Mohlabeng, Investment Consultant
|
Q&A and Closing remarks |
11h35 |
Lunch |
Lunch will be served |
Event Details
Date
Time
Speakers
Monika Kraushaar
Head of Investment Advisory
BCom Hons (Investment Management), CFP®
With over two decades of experience in the investment industry, Monika Kraushaar leads the investment advisory business at RisCura. She joined the company in 2014 as a senior consultant and has sin...
With over two decades of experience in the investment industry, Monika Kraushaar leads the investment advisory business at RisCura. She joined the company in 2014 as a senior consultant and has since consulted to a diverse range of institutional clients, including retirement funds, medical schemes, and insurers. Monika also chairs the RisCura group’s Responsible Investment Committee. Monika’s expertise spans various roles, including team management, portfolio management, manager research, investment operations, and client servicing. Prior to joining RisCura, Monika worked at Momentum Manager of Managers as a senior portfolio manager as the Investment Platform Operations Manager, and earlier in her career, she worked at Advantage Asset Managers, Accenture, and Momentum MultiManagers.
Lebogang Mohlabeng
Investment Consultant
BCom (Hons) Investment Management; CFA
Lebogang provides investment advisory services to institut...
Lebogang provides investment advisory services to institutional clients. In her role, Lebogang is responsible for the day-to-day management of client expectations and ensures that clients are well-informed when making investment decisions.
Prior to joining RisCura in 2020, Lebogang worked as a retail client service consultant at Coronation Fund Managers and as an investment performance analyst at Allan Gray.
Petri Greeff
Executive Director
PhD (Solid State Physics)
With over 20 years of investment experience, Petri has been at the forefront of the business’s innovative investment solutions as a market leader in emerging and frontier markets. With a doctorat...
With over 20 years of investment experience, Petri has been at the forefront of the business’s innovative investment solutions as a market leader in emerging and frontier markets. With a doctorate in physics, he is a specialist in asset-liability modelling (ALM) and the co-creator behind RisCura’s proprietary ALM model. Petri is responsible for RisCura’s investment advisory services, developing bespoke strategies and guiding institutional investors to invest with care on behalf of their beneficiaries.
Petri’s thought leadership means he is often invited to speak at industry events and his opinions are highly sought after by popular media outlets.