Fintech AI: Optimising Institutional Investment Governance

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
Friday, 1 November 2024
Time
8h30 – 11h30 (followed by lunch)

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...

​​Lebogang Mohlabeng

Investment Consultant

BCom (Hons) Investment Management; CFA

Lebogang provides investment advisory services to institut...

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...