Dr Philippa Malmgren (International keynote speaker)

Dr. Philippa Malmgren helps companies, investors , public audiences and policymakers better understand how risk and prices will move across the economic landscape. She connects the dots, bringing together insights about markets, politics, policy and geopolitics that signal important and investable trends. The clients of DRPM Group include many investment banks, fund managers and hedge funds as well as Sovereign Wealth Funds, pension funds, global corporations and family offices. She has an especially strong view on the importance of manufacturing in modern economies and is a part owner and on the board of a robotics and manufacturing firm in the UK that builds non-weaponized drones.

She was the Deputy Head of Global Strategy at UBS and the Chief Currency Strategist for Bankers Trust. She headed the Global Investment Management business for Bankers Trust in Asia.

She has a B.A. from Mount Vernon College and a M.Sc. and Ph.D. from the London School of Economics. She completed the Harvard Program on National Security and has a certificate from the 101st Airborne Division’s Sabalauski’s Air Assault School. In 2013, she was the keynote speaker for the London School of Economics graduation ceremony.

She is a member of the Council on Foreign Relations, Chatham House, The Institute for International Strategic Security and The Royal Geographical Society. ​

Back | Top

Professor Steve Burgess

Professor Steven Michael Burgess is Director of the Nelson Mandela Metropolitan University Business School and Professor of Marketing. He was previously the long-time Research Director and Professor of Business Administration in Marketing in the Graduate School of Business at the University of Cape Town and the Association of Marketers Professor of Marketing in the University of the Witwatersrand.

He was one of five people who represented President Mandela’s new government on its first trade mission to the USA in 1994 and has held positions of major responsibility in business as Managing Director of Autopage Cellular in the Altron Group, ConsumaData (now part of Experian South Africa) and as a senior marketing executive at Johnson & Johnson.

Professor Burgess is an acknowledged thought-leader for his research on marketing and management in the emergent markets context, which is published and cited frequently in respected journals and textbooks around the world. He has published five books.

He is the recipient of several awards, including the first-ever Marketing Science Institute Visiting Scholar Award by the Marketing Science Institute (Boston, USA), the Ohio State University’s Fisher College of Business International Alumni Award for lifetime contributions to marketing in South Africa and the USA, and the Millennium Merit Certificate from the South African Association of Marketers. In 2013, he received the Golden Star Educational and Academic Excellence Award for Outstanding Contributions to Marketing Education at the World Marketing Summit in Malaysia.​

Back | Top

Stewart Cazier

Stewart Cazier has over twenty-six years’ experience in investment, general and life assurance businesses in finance, operations and distribution roles.

He started his career with a brief spell in the French construction industry at Bouygues before qualifying as an accountant at Eagle Star in the UK in 1991. He then joined a life assurance start up at NatWest Bank where he established the financial accounting function before becoming financial controller of the Regulated Sales force, leading a radical overhaul of the business. Following this, he joined Norwich Union in 1996 to manage the logistics of their demutualisation, after which he become Chief Operating Officer of Norwich Union Investment Funds, a mutual funds business. In 2001 he helped to establish the retail business of New Star as Joint Managing Director which was subsequently acquired by Henderson Global Investors where he became Managing Director of Global Distribution. Stewart has recently joined Old Mutual Wealth as Chief Operating Officer of Distribution.

Stewart has played a leading role in many UK industry initiatives and sat on the FSA working group, which developed the original RDR proposals eventually implemented at the beginning of 2013. He chairs the retail committee of the principal UK trade body – the Investment Management Association – and so is at the centre of many regulatory developments for the UK mutual funds industry. He also founded some joint venture asset management companies with leading UK advisory networks.

Away from work, Stewart is an enthusiastic motorcyclist with track and road bikes and also enjoys golf when he can escape the demands of his four children.​

Back | Top

David Gluckman

David Gluckman is an executive committee member within Sanlam Employee Benefits. He is the executive charged with the retirement fund industry reform responsibilities on behalf of Sanlam Employee Benefits. ​

A qualified actuary, David began his career at Liberty Life in 1988. In 1992, he became an actuary in the Group Benefits Consultancy at Liberty Life, before being appointed as a management consultant for Liberty’s Specialised Corporate Consulting in 1995. ​

In 1998 he founded Oracle Employee Benefits, and held the position of an executive director. The company’s name was changed to Simeka Employee Benefits in 2000 and he took on the position of managing director. Under his leadership, Simeka grew into one of the leading players in the retirement fund industry. In 2005 Simeka acquired Sanlam Consultants & Actuaries and was rebranded.​

In 2007, Sanlam bought out the majority shareholders in Simeka Consultants & Actuaries, and David transferred into Sanlam Employee Benefits as managing director of the newly formed Sanlam Umbrella Solutions division. ​

David obtained a Bachelor of Science from UCT in 1987, majoring in statistics. He became a Fellow of the Faculty of Actuaries in Edinburgh in 1991 and also obtained a diploma in Retirement Fund Management from the Insurance Institute of South Africa in 1997. He is currently a member (previously convener) of the Actuarial Society’s Social Security committee. He has also served as a member of the Actuarial Society’s Retirement Matters and Surplus Committees. ​

Back | Top

Alwyn van der Merwe

Alwyn van der Merwe was appointed director of investments at Sanlam Private Wealth (SPW) in May 2007. Alwyn, who also sits on SPW’s executive committee and board, has 23 years of experience in financial services and is well known for his successes as a fund manager for various leading unit trust funds.​

He began his career at Old Mutual Investments and subsequently moved to Old Mutual Asset Management where he was involved in a wide range of investment activities. He was part of the team that launched the Old Mutual Equity Fund in Namibia and also ran the Old Mutual Shareholders’ Fund and the Old Mutual Balanced Fund, both of which are unit trust funds. On the pension fund side, he was responsible for the management of third-party balanced funds. As a voting member of the Asset Allocation team he was co-responsible for the asset allocation decisions for third party funds managed by Old Mutual Investment Group. ​

Alwyn acts as the custodian of the SPW investment philosophy, is responsible for the investment process and research at SPW and the performance of the model portfolios. He works very closely with SPW’s team of portfolio managers to ensure client performance in line with their risk appetite.

Alwyn has a BCom, an Honours degree in Economics and a MBA from the University of Stellenbosch.​

Back | Top