|Date: 15 October, 2014
Time: 08:30 – 13:30
Location: Dining Hall, Old Mutual SquareIsibaya Ground Floor93 Grayston DriveIsibaya Ground FloorDirections
Register here or contact Xolisa Dhlamini if you have any questions. Due to limited seating, book early to avoid disappointment.
This event is accredited for CDP Points:
Batseta Council of Retirement Funds for South Africa – 3 CDP points
Financial Planning Institute of Southern Africa – 2.5 CDP points
We would like to thank Old Mutual for hosting this event.
0.8:10 – 08:30 | Registration and Breakfast
08:30 – 08:40 | Welcome | Old Mutual
08:40 – 09:15 | Keynote Address |
Isaac Ramputa (SASBO), Chairman of the Batseta Council of Retirement Funds for South Africa
09:15 – 10:00 | Panel Discussion: Investor Engagement & Activism: Who? What? And Why?
Jon Duncan (Old Mutual ), Head of Sustainability Research and Engagement
Samantha Jagdessi Project Manager: Sustainable Returns for Pensions and Society
Sbu Luthuli, (EPPF) , Deputy Chair of Batseta Council of Retirement Funds for South Africa
Henry Munzara (Stanlib): Head of Research
10:00 – 10:30 | Tea/networking break
10:30 – 11:15 | Introducing PRI Investor Engagement
- Clearinghouse engagements in 2014
- Clearinghouse Platform
Athanasia Karananou (PRI) – Senior Manager, PRI Investor Engagements
11:15 – 11:45 | Collaborative Investor Engagement in SA Network
- Introducing SA Engagement Forum
- Collaborative Engagement Guide Explained
David Couldridge (Element IM), Chairman of the PRI SA Engagement Working Group
11:45 – 12:15 | Presentation on key take-aways from PRI In Person Conference
Adrian Bertrand (GEPF) – Chairman of the PRI Southern Africa Network Steering Committee member
12:15 – 12:30 | Key events and closing remarks
Xolisa Dhlamini (PRI) – Manager, PRI Southern Africa Network
12:30 – 13:30 | Networking Lunch and departure.