Jeanine de Swardt Breeds
Practise Management Consultant
Who is Jeanine? 
Jeanine joined Masthead as a Practice Management Consultant in 2017. Since then, Jeanine was approved as a Category I Compliance Officer and is currently under supervision for Category II and IIA. In 2023 Jeanine, ascended to the role of Area Manager in Johannesburg. She assists FSPs and other businesses to implement processes that align with regulatory developments and to establish a culture of best business practices, risk management and compliance.
Jeanine's Session
Embracing Disruption: A Panel Discussion
The macro environment changes rapidly but how can we in the Financial Services industry deal with disruption and stay ahead of the curve?
Paul Weedon
Video Communications Coach
Who is Paul? 
Paul Weedon is a world leading Video Communications Coach, trusted by the world’s leading brands including Amazon, PepsiCo and Lancôme to improve commercial outcomes on every on-screen conversation.
Paul's Session
Session 6: Elite Video Communication
Learn practical and tangible tips to elevate your on-screen interactions with your customers, clients and colleagues.Understand how to apply your existing communication and commercial techniques to video.And never have a bad video meeting again!
Terry Elmaleh
Forensic Handwriting Examiner & Handwriting Analyst
Who is Terry? 
Terry Elmaleh BA, MCSFS (UK), is a qualified Handwriting Expert in the fields of Forensic Handwriting and Document Examination as well as Handwriting Analysis. Her expertise and specialised knowledge include signature and handwriting authentication and verification encompassing the identification of non genuine writings and signatures, document tampering and presenting expert witness testimony at various courts in South Africa. As a Handwriting Analyst her skills cover personality profiling.
Terry's Session
Session 4: Forensic Handwriting & Document Examination in a Digital Age
Terry will explain the scientific and examination principles that support Forensic Handwriting Examination and Handwriting Analysis as well as explain what these 2 areas of handwriting specialisation comprise.  She will present different types of forgeries including some clarification pertaining to electronic and digital signatures. She will share what can be revealed about a writer’s personality from handwriting and signatures as well as share some fascinating personalities through their writing.
Werner Alberts
Managing Director
Capital International Bank
Who is Werner? 
Werner joined the Group in 2017 as COO tasked with ensuring the execution of the Group’s strategic plan including the development of Capital International Bank. In 2022, he then took on the additional responsibility of Deputy CEO. Having been instrumental in the launch of Capital International Bank and a key driver in its success post-launch, in 2023, Werner was appointed Managing Director of Capital International Bank. Werner has worked in senior positions in financial services for 22 years and is also a Chartered Accountant.
Werner's Session
Session 7: Offshore Banking: Enabler or Stumbling Block?
The process of obtaining and retaining offshore banking can be a tricky to navigate. This talk will delve into the key challenges and how to overcome them.
Ashley Behrmann
Business Development Manager
Capital International Group
Who is Ashley? 
With over  11 years of industry experience, Ashely has a diverse background in advisory, investment management and business development. Ashley is passionate about global investing and is driven to help clients achieve their goals.
Ashley's Session
Session 3: An Evolving Investment Solution
This talk will cover the challenges of conventional investing, the demands of the changing financial services industry and how to start an investment revolution!
Ulrik Strandvik
Chief Executive Officer
GSM Law
Who is Ulrik? 
Ulrik is an attorney and tax specialist with more than 20 years’ experience in law. He has a broad legal background in commercial, property, tax law and is passionate about revolutionising the world's experience of law.
Ulrik's Session
Session 2: Talking Tax
Get an update on the current tax landscape in South Africa and learn about some of the key tax concerns investment professionals should be aware of.
Anthony Kelsey
Head of Investment Management
Capital International Group
Who is Antony? 
Antony has worked in offshore financial services for over 20 years. He joined in the Group in 2010 tasked with re-energising the business development team and after a number of roles he now leads the Group’s investment management business. Prior to joining Capital, Antony worked for a major life assurance company where he drove the development of a new range of inheritance tax products and raised over £100m from UK IFAs and their clients. He is a Chartered Director and a Chartered Fellow of the Chartered Institute for Securities & Investment and is a Committee member of the Isle of Man branch.
Antony's Session
Session 1: DFMs – Offshore or Local? Added Value or Added Cost?
Questions around the use of DFMs will be explored as well as the lessons we can learn from professional intermediaries.
Anthony Long
Chairman, Capital International Group
Who is Anthony? 
Anthony was appointed Chairman of Capital International Group at the beginning of 2016. As a founder, Director and one of the controlling shareholders of the Group, Anthony has previously held the offices of Finance, Investment Administration, Operations, and Business Development. From 2004 to 2016 he served as Chief Executive Officer of Capital International Limited. In 2008, Anthony became Chair of the Isle of Man Fund Management Association and sat on the main committee until 2010. Anthony is a past president of the Isle of Man branch of the Chartered Institute for Securities & Investment and is currently a council member of the Isle of Man Chamber of Commerce.
Anthony's Session
Session 8: Embracing Disruption a Panel Discussion
The macro environment changes rapidly but how can we in the Financial Services industry deal with disruption and stay ahead of the curve?
David Noon
Commercial Director - Platform
Capital International Group
Who is David? 
David has extensive experience in the Finance industry across multiple jurisdictions and international markets. Before being appointed 'Commercial Director - Platform' in 2023, David held the role of Commercial Director for Capital International Limited (South Africa) for over 5 years. In this role, David was responsible for growing the Group's presence in the South African and African markets leading the teams in our Cape Town, Johannesburg, and Durban offices. Prior to this, he spent almost 30 years with Lloyds Banking Group and Lloyds International Private Bank in a variety of roles, with 10 years spent in their international offices. David is a Chartered Financial Planner through the Chartered Insurance Institute UK, Chartered Director with the UK institute of Directors as well as a Fellow of the Personal Finance Society.
David's Session
Session 3: An Evolving Investment Solution
Offshore financial solutions have been static in their offering. This conversation will cover the challenges of conventional investing, the demands of the ever-changing financial services industry & how to start an investment evolution.
Lerato Lebitsa
Business Development Manager
Capital International Group
Who is Lerato? 
Lerato is a Business Development Manager for Capital International Limited South Africa , focusing on offshore discretionary investment management. With 16yrs Investments, Stockbroking and Wealth Management experience, she is focused on promoting the Capital International Investment product offering to Independent Financial Advisors, Investment Specialist, Business Development Managers, Wealth Managers, Financial Advisors, and Individuals. Lerato is also a host of the ‘Capital Alchemy’ podcast and holds a BA in Political Science & English from the University of KwaZulu Natal.
Lerato's Session
Session 1: DFMs - Offshore or Local? Added Value or Added Cost?
Questions around the use of DFMs will be explored as well as the lessons we can learn from professional intermediaries.
Mandy Wiener
Broadcaster | Award winning Journalist | Best-selling Author | Keynote Speaker
Who is Mandy? 
Mandy Wiener is one of the country's best known and most credible journalists and authors. She currently hosts the Midday Report on 702 and Cape Talk and writes a weekly column for EWN. With over 300 000 followers on Twitter, Mandy has also broken new ground for live tweeting court cases and stories on the social media platform. She is considered to be amongst the country's premier Twitterati. Her updates during the covid lockdown cemented her reputation.

Over the past decade, Mandy has trained hundreds of corporate executives, including leading CEOs, on how to be interviewed and how to make the most out of media opportunities.
Mandy's Session
Session 5: The Fight for South Africa
Mandy examines the political climate South Africa ahead of the elections, looks at the implications of coalition governments and why it is absolutely essential for every citizen to cast their ballots.
Bronwyn Williams
FuturistEconomist and Business Trends Analyst
Who is Bronwyn? 
Bronwyn has over a decade’s experience in strategic management, trend research and strategic foresight, consulting to clients in public and private sectors across the world. Part economist, part strategist, Bronwyn’s particular areas of expertise include fintech trends, alternative economic models, and sustainable future design. Bronwyn is also the co-author of The Future Starts Now, published by Bloomsbury UK, a columnist for leading business and technology publications, and a well-known media commentator on future trends and economic trajectories for network channels including CNBC Africa, and eNCA in South Africa.
Bronwyn's Session
Session 9: Barbarians at the Gate: Futurenomics for the Finance Industry
This talk looks at the future of finance with a particular view to unpacking the emerging threats and opportunities in and around the financial industry.
Countdown Timer
Date: 01.01.01
Location: The Venue, Sandton
Register here
Date: 01.01.01
Location: The Venue, Sandton
Register here

The Event

Register here
Join us for INVEST talk 2024 for an afternoon of talks, masterclasses and panels. This year's theme is 'embracing disruption' with a line up of speakers ready to explore the major disruptions in the finance industry and help you to stay ahead of the curve.
Date: Thurs, 18th April 2024 from 1pm-6pm
Location: The Venue at Green Park, 20th Floor, 3 Lower Road, Sandton

Expert Speakers

Hear from subject matter experts across a range of topics.

Hot Topics

Gain insight into topics that are current within the finance industry.

CPD points

As a CPD registered event, we are offering points to attendees in South Africa.

Networking

A chance to connect with other financial professionals, our team and speakers.

The Schedule

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Get a summary of the talks and topics covered at INVEST talk 2024.

Part 1

15:35

The Schedule

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Session 1
DFMs – Offshore or Local? Added Value or Added Cost?
Questions around the use of DFMs will be explored as well as the lessons we can learn from professional intermediaries.
Session 2
Talking Tax with Ulrik Strandvik
Get an update on the current tax landscape in South Africa and learn about some of the key tax considerations investment professionals should be aware of.
Session 3
An Evolving Investment Solution
Offshore financials solutions have been static in their offering. This conversation will cover the challenges of conventional investing, the demands of the ever-changing financial services industry & how to start an investment evolution.
Session 4
Forensic Handwriting & Document Examination in a Digital Age with Terry Elmaleh
Terry will explain the scientific and examination principles that support Forensic Handwriting Examination Analysis. She will also present different types of forgeries including clarification pertaining to electronic and digital signatures.
Session 5
The Fight for South Africa with Mandy Wiener
Mandy examines the political climate in South Africa ahead of the elections, looks at the implications of coalition governments and why it is absolutely essential for every citizen to cast their ballots.
Session 6
Elite Video Communication with Paul Weedon
Learn practical and tangible tips to elevate your on-screen interactions with your customers, clients and colleagues. Never have a bad video meeting again!
Session 7
Offshore Banking: Enabler or Stumbling Block?
The process of obtaining and retaining offshore banking can be a tricky to  navigate. This talk will delve into the key challenges and how to overcome them.
Session 8
Embracing Disruption: A Panel Discussion
The macro environment changes rapidly but how can we in the Financial Services industry deal with disruption and stay ahead of the curve?
Session 9
Barbarians at the Gate: Futurenomics for the Finance Industry with Bronwyn Williams
This talk looks at the future of finance with a particular view to unpacking the emerging threats and opportunities in and around the financial industry.
Networking

The Speakers

Register here
Hear from subject experts covering a range of interesting topics.
Mandy Wiener
Broadcaster | Award winning Journalist | Best-selling Author
Anthony Long
Group Chairman
Capital International Group
Bronwyn Williams
Futurist, Economist and Business Trends Analyst.
David Noon
Commercial Director - Platform
Capital International Group
Ulrik Strandvik
Chief Executive Officer
GSM Law
Lerato Lebitsa
Business Development Manager
Capital International Group
Antony Kelsey
Head of Investment Management
Capital International Group
Paul Weedon
Video Communications Coach
Werner Alberts
Managing Director
Capital International Bank
Jeanine de Swardt Breeds
Practice Management Consultant
Masthead
Terry Elmaleh
Forensic Handwriting Examiner
Ashley Behrmann
Business Development Manager
Capital International Group
Mandy Wiener
Broadcaster | Award winning Journalist | Best-selling Author
Anthony Long
Group Chairman
Capital International Group
Bronwyn Williams
Futurist, Economist and Business Trends Analyst.
David Noon
Commercial Director - Platform
Capital International Group
Ulrik Strandvik
Chief Executive Officer
GSM Law
Lerato Lebitsa
Business Development Manager
Capital International Group
Antony Kelsey
Head of Investment Management
Capital International Group
Paul Weedon
Video Communications Coach
Werner Alberts
Managing Director
Capital International Bank
Terry Elmaleh
Forensic Handwriting Examiner
Jeanine de Swardt Breeds
Practice Management Consultant
Masthead
Ashley Behrmann
Business Development Manager
Capital International Group

Secure your seat today!

Do not miss out on this opportunity to attend INVEST talk 2024. Not only is the event completely free, but CPD points issued by FPI South Africa are available for participants.
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