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 perspecti ..read more

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 ..read more

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 ..read more

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 manager ..read more

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.  To ..read more

The route to a successful ‘Lean, Mean, Planning Machine’ What do you need to do in order to take your advisory practice to the next level? In April 2022, host Georgina Smith welcomed UK financial services specialist, Phil Billingham, to explore in detail the difference between financial planning and financial advice. The two looked at the route you need to follow to get to where you want to be, unpacking the relative models and their metrics. Listen today for a robust industry discussion, ideal for any adviser wondering what’s next and how to get there. For more insights inspired by advisers ..read more

Not much has changed since the FSCA discussion papers on RDR were published at the end of 2019. Host Georgina Smith, Head of Distribution for INN8 Investment Platform, steps back into 2020, when she sat down with Jennifer Anderson to explore what the papers were – and still are – saying. A great discussion that had listeners coming back for more.  For more insights inspired by advisers, check out INN8 Connect: https://inn8.co.za/inn8-connect/   INN8 is a registered trademark of STANLIB Wealth Management (Pty) Limited, an authorised Financial Services Provider in terms of Financial Ad ..read more

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 ..read more

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 Jenni ..read more

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 y ..read more