Connect The Dots | INN8

In the fourth season of the "Connect The Dots" podcast, Georgina Smith interviews Gillian Hepburn, Commercial Director of Benchmark Capital, a subsidiary of Schroders.
Gillian shares insights from Schroders' recent research on trends in the financial advisory space, particularly focusing on women. The discussion delves into the significant wealth transfer occurring within the baby boomer generation, revealing that 70% of widows switch advisors after their husbands' deaths. Gillian emphasizes the disconnect between advisors' perceptions and the actual needs of female clients. She highlights the importance of understanding and addressing women's unique financial priorities, such as non-financial aspirations and the need for trust and value for money.
The conversation underscores the necessity for advisors to improve their engagement strategies and better cater to female clients, presenting a substantial opportunity for those who can effectively address this gap.

In latest episode of Connect The dots, we delve into the intricate world of investment management – specifically due diligence. 
 
INN8 Invest’s COO, Tyron Harrison, and Operations Due Diligence Manager, Senesipho Maninjwa, come armed with their extensive expertise in operational due diligence, framework that not only assesses managers' operational risks but also enhances their processes for optimal performance. 

In today's discussion, we shed light on a crucial yet often overlooked aspect of manager research: operational due diligence. This process, conducted separately from investment due diligence, poses significant challenges for managers but also offers invaluable learning opportunities, particularly for boutique asset managers. 

Join us as we unravel the mysteries of operational due diligence, providing our listeners with deep insights into this essential component of manager evaluation.

Welcome to Connect the Dots, the podcast where our host, Imelda Watkins, a distinguished portfolio manager at INN8 Invest, delves into the intricate world of ESG (Environmental, Social, and Governance) alongside guests Unathi Loos, Deputy Head of SA Equity & Multi-Asset at Ninety-One, and Oyena Mtuzula, Head of Credit at Terebinth. 

Together, they navigate the complexities of ESG integration within investment processes, exploring the nuanced dynamics inherent in ESG-driven decision-making. Furthermore, our experts meticulously dissect the associated risks from a fixed income perspective, providing invaluable insights for discerning investors. 

We invite you to join Imelda, Unathi, and Oyena as they meticulously Connect the Dots on ESG, equipping you with the knowledge and expertise to elevate your professional practice to new heights. 

In this podcast, host Jennifer Henry, Deputy Chief Investment Officer, unpacks the inaugural Diamond Awards with Leigh Kohler, Head of DFM, and Joao Frasco, Chief Investment Officer. 

Leigh Kohler brings over 20 years of industry expertise, starting his career in 2003 at Glacier before joining INN8 Invest as Head of DFM in 2020. With diverse roles including Head of Research and Investment Solutions, Leigh's experience spans investment administration, research, and product development. Joao Frasco, as the Chief Investment Officer at INN8 Invest, shapes the investment philosophy and leads a team of seasoned professionals, ensuring the firm's commitment to delivering high-quality investment solutions. 

Join us as Leigh Kohler, Jennifer Henry and Joao Frasco connect the dots on the inaugural Diamond awards and the impact of the awards in the investment landscape. 

In this podcast episode, host Rembuluwani Ramuluvhana, Manager Research Analyst at INN8 Invest, dives into the world of asset management with Warren Riley, CFA, Analyst and Co-Portfolio Manager at Bateleur.  

With over 15 years of experience in the investment industry, Warren shares insights on boutique asset management, distinguishing factors from larger firms, and navigating market dynamics locally and globally. He emphasizes the importance of performance, niche expertise, and long-term focus for boutique managers, offering valuable advice for aspiring professionals. 

Join us as Warren connects the dots on the nuances of the industry and shares his expertise on achieving success in asset management. 

Delve into the competitive advantage of boutique managers and their inherent flexibility in our third episode hosted by INN8 Invest's Manager Research Analyst, Puleng Kgosimore. 

In conversation with Puleng are Truffle portfolio managers Saul Miller, who has 25 years of investment and portfolio management expertise and who has been integral to the Truffle team since 2016, and Sophié-Marié, who boasts a rich 25-year background in investment.  

Discover the insights and wisdom these seasoned professionals bring to the table as they explore the dynamic landscape of boutique managers and the adaptable strategies they employ. 

In the second episode of our asset manager series, INN8 Invest’s manager research analyst, Cleo Molepo, talks quality investing with Ninety One’s portfolio manager, Sumesh Chetty. 

Sumesh leads absolute return strategies and co-manages the Cautious Managed and Absolute Balanced Strategies. With an actuarial background, he brings extensive experience and has been a key player since joining in 2007. Graduated with honors in Actuarial Science, Sumesh holds fellowships in both the UK and South Africa's Actuarial Societies. 

Together they unpack the investment process in action connecting what quality means for an investment strategy and how the team navigates key inflictions points. Tune into our podcast today and connect the dots. 

Welcome to a new season of 'Connect the Dots,' this season we will be shedding light on the intricate world of manager research. In this exciting new season, we're thrilled to introduce you to our new host, Jennifer Henry, an industry veteran with 20 years of expertise spanning finance, IT, and investment management. 

Alongside Jennifer, we have two remarkable guests joining us. Waseem Abrahams, Head of Distribution of INN8 Invest, brings over 15 years of invaluable experience, while Leigh Kohler, our Head of DFM, boasts a stellar track record spanning more than two decades. 

Together, they'll guide you through the complex landscape of investment strategies, market insights, and the unique approaches that set INN8 Invest apart. Get ready to embark on a journey of discovery as we uncover the secrets behind successful investments and continue to connect the dots in the world of finance 

In this episode of Connect The Dots, we are joined by Michael Summerton, Head of Proposition at INN8, and Professor Johan Steyn, a leading authority in finance and AI integration. Together, they explore the fascinating intersection of technology and financial advice. 

The conversation emphasized the need for financial advisers to develop a deep understanding of their clients' needs and preferences in order to provide tailored advice and investment strategies that align with their goals. The webinar also discussed how AI could be used to enhance the advisory process by providing real-time data and analysis that could inform investment decisions. 

Connect the dots with Michael and Johan today by listening to our podcast 

In this episode of Connect The Dots, we're thrilled to have with us Jennifer Henry, CIO at INN8 Invest and President at CFA Society South Africa. 
 
Jennifer's 20 years of expertise spanning finance, IT, and investment management, combined with her astute insights into evolving technologies and diverse asset classes, make her an invaluable Head of Strategic Investments and Manager Research at INN8 Invest. 

In this episode, we unpack investment journeys and connect the dots regarding equality in the investment management industry in South Africa. 

Connect the dots with Jennifer and Georgina today by listening to our podcast 

In this episode of Connect The Dots, we’re thrilled to have FPI’s 2022 Financial Planner of the year, Palesa Dube with us. Director and Wealth Manager at Wealth Creed, Palesa’s 14 years of experience covering investment, retirement planning, and estate and legacy planning is invaluable. In this episode, we discover what it takes to leap into entrepreneurship and gain practical insights from Palesa's journey from corporate to startup.  

Connect the dots with Palesa and Georgina today by listening to our podcast. 

In this episode, Georgina Smith is joined by Nazmeera Moola, Chief Sustainability Officer at Ninety-One. 

Together, they shed light on the significance of engaging clients in conversations about sustainability and examine the ongoing energy transition and its implications for investors. 

Stay tuned as we navigate the fascinating intersection of finance and sustainability, providing you with valuable insights along the way. 

Listen to the podcast on your preferred podcast platform as we navigate the fascinating intersection of finance and sustainability, providing you with valuable insights along the way. 

In this episode, Samantha Pokoroy and Delphine Govendar join host Georgina Smith to discuss private equity and venture capital. 

Samantha, Founder and CEO at Sanari Capital, with nearly two decades of experience in private equity and venture capital, shares her knowledge on how to manage portfolio companies to ensure their digital transformation journeys are successful. Meanwhile, Delphine, Chief Investment Officer and owner of Perpetua Investment Managers, a seasoned investment professional with over 25 years of experience in the industry, offers insights on investment decisions over public market assets across various asset classes. 

The episode explores the opportunities and challenges presented by private equity and venture capital and provides practical tips for incorporating them into clients' portfolios. Sit back, relax, and learn how to connect the dots to build better outcomes for you, your business, and your clients.

There are 23 countries on the Financial Action Task Force’s (FATF) anti-money laundering grey list – and South Africa could join them in early 2023.

Considered as economically damaging as junk status, in August 2022, our technical expert, Jennifer Anderson was joined by STANLIB Group’s Chief Compliance Officer, Njabulo Duma, to discuss the impact of being greylisted.

Who is FATF and how did we get here? How does a country get off the grey list? Will there be a direct impact on investors?