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Navigating Naspers

11.01.2018
By RisCura

 RisCura’s Education Series for Institutional Investors

 

Many institutional investors feel uncertain given their large exposure to Naspers. Not only does it create single-share risk, it also exposes them to Global Technology, which may be currently overvalued, and to China, where growth is slowing.

Together with a selection of South African, US and China-based experts, RisCura will explore these and other issues, allowing investors to navigate Naspers in an informed manner.

On Tuesday, 30 January, join us for a series of insightful presentations, a panel discussion and a Q&A session. After a networking lunch, leave with real-life, practical solutions for investing in this complex counter.
Event details 

Venue:   Radisson Blu Gautrain Hotel, Sandton, Johannesburg

Date:     Tuesday, 30 January 2018

Time:     08:00 (for 09:00) – 14:30

RSVP to events@riscura.com to reserve your seat.

 

What can you expect?

08h00 – 09h00
Registration and networking breakfast

09h00 – 09h15
Welcome – Malcolm Fair, MD, RisCura

09h20 – 09h55
Venture Capital – Manager presentations on opportunities, manager selection and portfolio management

09:55 – 10:15
Tea/Coffee Break

10h15 – 12h00
Naspers – Manager presentations on ESG and portfolio weights

12h00 – 12h30
Panel discussion moderated by Jarred Glansbeek, CIO, RisCura

12h30 – 13h00
Closing – Jarred Glansbeek, CIO, RisCura

13h00 – 14h30
Lunch

 

Get to know the speakers and panelists

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Investment Strategy, CIO, RisCura: Jarred Glansbeek
BBusSc (Hons)

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Managing Director and co-portfolio manager, Greenwoods Asset Management: Zhang XiaoGang
MBA, Finance

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Managing Partner and co-founder, Sands Capital: Michael Rubin
MBA, B.S. (electrical engineering), CFA

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Managing Director, Consultant, RisCura: Malcolm Fair
BBusSc (Hons)

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Vice-President, Sutton Place: Pierre du Preez 
BCom HDipSocSc (Oxford)

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Chief Investment Officer and co-founder, Perpetua Investment Managers: Delphine Govender
CA (SA) and CFA charterholder

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Research analyst & portfolio manager, Mazi Asset Management: Asanda Notshe
B.Bus Sc, Fellow of the Institute of Actuaries, Fellow of the Actuarial Society of South Africa

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Founding Partner, All Seasons Capital Management (ASCM): Michael Kirsten
MA

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All Weather Capital: Shane Watkins
B.Bus.Sc degree (Finance), CA (SA), CFA charterholder

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Founding member, Abax Investments: Anthony Sedgwick
B.Bus.Sci (Fin Hons)

 

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Author

  • RisCura is a global financial services firm with more than $200 billion in assets under advice and reporting. We partner with institutional investors across emerging markets, bringing specialist investment management, advisory, and analytical expertise to help clients make informed, long-term investment decisions.

    Guided by our “Invest with Care” philosophy, we recognise that investment decisions are not only about money and numbers, but about the people and futures they affect. Through tailored solutions, deep research, and a client-centric approach, RisCura helps investors navigate complexity, manage risk, and create lasting value for their beneficiaries.

    RisCura is known for its focus on liability-driven investing, responsible investment practices, investment transparency, reliable valuations, independent risk assessments, performance standards, and long-term investment outcomes.

    Our capabilities span investment advisory, investment management, investment analytics, institutional platform services, and alternative investment services. Across these areas, we combine consistent methodology and proprietary tools with deep local insight, recognising that each market is unique while responsible investing remains universal.