Investec Securities (UK)
Topic: How does the SA Consumer Compare to Pre-Covid?
David has been an Equity Analyst since 2009 and is currently based in the UK. He has covered more than 10 sectors including Retail, Media, Oil & Gas, Industrials, Paper and Packaging. He is a CA(SA), CFA charter holder and has a Masters in Finance (Cum Laude) from INSEAD.
Master of Ceremonies
Gugulethu Mfuphi, an award-winning broadcaster, is a well-versed orator, with experience in front of the camera, behind the microphone and addressing an audience. This skill, together with her sound grasp of financial markets, economic data and current affairs issues and the impact that this has on the business community, makes her the perfect candidate to speak to industry analysts, political leaders and C-suite executives from across the globe. This forms the basis of her tasks and responsibilities as a Presenter on Kaya FM’s prime time, award winning business show - Kaya Bizz, and her experience as a Senior Anchor on CNBC Africa.
Topic: Weathering the Storm
Jeremy is a regular voice in the media, at conferences and to the investment-related world at large, responsible for commenting on current affairs, economics and investment markets.
In his position, Jeremy is inundated with information from the world’s top analysts, on everything from politics to petrol. Jeremy’s challenge is consolidating all this information and bringing it to you in an understandable format that you will find interesting and informative.
Jeremy has been with the firm for 30 years, during which time the business grew from a small Cape Town Asset Management firm to a significant global business managing clients assets of approximately R2.8 trillion*. Jeremy also served on the board of Western Province/Stormers rugby from 2003 to 2005, a period in which their performance was particularly poor!
Although he studied accounting at the University of Cape Town and Economics at the University of Witwatersrand, Jeremy is neither an accountant nor an economist, but uses these skills to demystify what the accountants and economists are saying.