WORKSHOP SPEAKER PROFILES

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1 WORKSHOP SPEAKER PROFILES Peter Hewett Managing Director Efficient Advise and FPI Financial Planner of the Year After spending most of his career within the corporate South African investment and banking environments, fulfilling various senior roles in Asset Management, Private Banking and Secured Lending, he served as Chief Executive of a large South African commercial financial services business. Peter's academic background includes a Bcom in Economics and Management Sciences, a CAIB(SA) and a CFP. Over the last five years, he has built an advisory practice consisting of 92 advisors nationally, an operations team and a national infrastructure servicing over clients. Derek McGowan Co-Owner: Fiscal Tree Investment Derek has been working in the financial industry for 17 years and has grown a loyal client base of largely high net-worth individuals for whom he develops and manages financial portfolios and risk plans. He also manages the employee benefits portfolios for a small group of companies. Derek was one of the first practitioners to obtain his CFP status through the University of the Free State. He is co-owner of Fiscal Tree Investments (founded in 2007), an independent financial advisory business aimed at creating, preserving and managing client wealth. Their services include Investment, tax, estate and retirement planning, short term insurance and risk protection. Fiscal Tree Investments partnered with Hollard Ascend in October 2013 to offer an enhanced client experience delivered through an integrated business system and exciting new online technology. It is never too soon to being planning for retirement! Brendan Vadas Chief Investment Officer Efficient Select Brendan s career commenced at Valugro Capital as junior analyst. After the merger in 2007 he progressed up the ranks to CIO of Efficient Select in He is a CFA Charter Holder and is responsible for the multiboutique asset management philosophy, processes and investment team at Efficient Select.

2 Pieter Louw Founder: P3 Investment Group Pieter Louw is an entrepreneur and the founder of the P3 Investment Group. He is the author of From Poverty to Property and Property: Your Key to Wealth Koos du Toit CEO: P3 Investment Group Koos du Toit is the CEO of the P3 Investment Group and has a background in psychology and management. Both speakers have substantial property portfolios Karl Brearly Senior Wealth Advisor and Area Manager devere Investments South Africa George Radford Director: IP Global Originally from England, George has over 10 years of property investment experience, holds a BSc (Hons) in Business in Property, and has been a Chartered Surveyor since Prior to joining IP Global, George worked in London for GVA Grimley where he specialized in advising large corporate and public sector occupiers on how to contract and expand their property portfolios. Clients included Investec, Royal Bank of Scotland, Coutts Bank, Johnson & Johnson, British Telecom, Department of Health, Defence Estates and a number of other private clients. George moved to IP Global in Hong Kong in January 2011, where he worked with Asia based investors in Hong Kong and China, before moving to Cape Town, South Africa in January 2014 to open the IP Global Africa office. George is now the Director of IP Global in Africa and specialises in providing investors with strategic real estate investment advice across a variety of global markets including the US, UK/European and Asian markets. Carl-Peter Lehman Offshore and international retirement planning Overseas Trust & Pension Carl-Peter has worked in the financial services industry for over 10 years, including multi-nationals like Old Mutual and Lloyds International Private Bank. He now focuses on the offshore and international retirement planning arena with Overseas Trust and Pension who specialise in helping clients protect, preserve and enhance their wealth through a range of award- winning structures and solutions

3 Studied agriculture originally but got drawn into the retirement fund industry in the late 1970s by Cyril Ginsburg of Ginsburg, Malan and Carson, later Alexander Forbes. Joined Legal and General Volkskas in 1980 and was in training and strategic planning until retrenched when the company merged with Momentum 1n Involved in retirement fund member education and communication since 1992 and is the proprietor of Crawford Employee Financial Guidance. This business provides member education services to about 20 of the top 40 companies and others. Not financial services providers but rather financial educators. Presented a radio show on Radio Today for four years and writes for the Sunday Times and Business Day on retirement matters on occasion. Work with Michael Avery on Classic FM on retirement and have a blog on Business Day. Qualified as a FILPA in 1986 and was a member of their editorial committee for seven years from 1990 onward. Became a CFP professional when ILPA converted to the FPI in Currently a member of the IRF Trustee and Education Committee. Also qualified as an accredited mediator in Trustee of three umbrella pension and provident funds D.L Crawford CFP: Financial Planning Institute of SA Warren Wheatley Chief Investment Officer / Co-Owner TSS Capital Warren Wheatley, a Chartered Accountant and Certified Financial Planner is the group s Chief Investment Officer. Warren started his career as an article clerk with BC Hall and Company and concluded his professional training with Alexander Forbes Financial Services. Warren s career progressed for 8 years at Alexander Forbes where he served under various roles within the institutional consulting and actuarial business. Most notably he ran one of the Consulting and Actuarial Branches in the Sandton Head Office covering the Gauteng client base. Prior to that Warren was the Principal Consultant to a number of high profile corporate clients with billions in assets under advisement. Warren then moved onto ABSA Capital where he worked as an investment banker and Wealth manager to a portfolio of ultra-high net worth families. His duties here included advising on structured finance, various corporate advisory services, investment banking and asset management amongst other client requirements. Francois Stofberg Economist: Efficient Group Francois Stofberg joined the Efficient Group in February 2014 as an Economist where he is being groomed by Chief Economist Dawie Roodt. Francois is currently completing his MCom in Econometrics at the University of Pretoria in pursuit of a PhD in modelling the link between the Financial Markets and the Macro Economy. His focus is on researching and interpreting current economic affairs and analysing various economic and financial trends. To achieve these purposes he also completed studies at Fordham University in New York on Political Risk and Financial Analysis. Francois has published on rand exchange rate forecasting techniques in the European Journal of Applied Economics and recent research on the regional economic impact of E-Tolls will be published during October.

4 Sanelisiwe Gantsho Client Experience Analyst: Liberty Investments Sanelisiwe started her career at the Financial Planning Institute of Southern Africa (FPI), fresh after completing her post-graduate honours degree in Economics that focused primarily on Investments and Econometrics. At the FPI she worked very closely with the Technical Services Department where she contributed and interacted very closely with task teams dealing with Treating Customers Fairly, Health and Investments. She also worked with the financial sector at a high conceptual level, working with legal and financial planning experts at an executive level. From this pertinent starting point, Sanelisiwe moved onto becoming an insurance sector analyst for First Equity Risk Management Services for the New Business Development division. After the relevant and challenging corporate experience, Sanelisiwe s career took an interesting turn. She was scouted at a Mandela Day event by ETV Sunrise anchor Sindy Mabe to provide economic commentary on the breakfast show and her love affair with the business media blossomed from there. She then provided economic commentary for Yfm and ETV Sunrise upon request, covering news worthy issues - the road to Mangaung and the national Medium-Term Budget, among others. Thereafter, she worked at CNBC Africa as a reporter and producer, fulfilling her passion of conveying and producing business related news for live and pre-recorded television. Sanelisiwe has returned to the corporate world, joining Liberty Investments as a client experience analyst. Gary Mcnamara Portfolio Manager: Sanlam Private Wealth Gary is a Portfolio Manager at Sanlam Private Wealth and is currently responsible for the dividend income and conservative balanced portfolios, as well as managing investment portfolios for high net worth clients and their families. Gary was previously Chief Investment Officer at RMB Private Bank portfolio management. Gary has over 18 years investment experience and is based in our Johannesburg office. He is a member of the formal investment committee Marion Schoeman National Head: Platform distribution Foord Asset Management Mario started at Foord Asset Management in 2010, responsible for Business development. He is currently National Head: Platform distribution and represents the company on various ASISA committees (International Trends and Financial Services Group). Prior to joining Foord Asset Management, Mario worked at Old Mutual Investment Group where he was responsible for the Institutional Retail Investment channel. He performed various functions, mainly as Investment Channel Executive and Product Manager within Guardbank Asset Management and Liberty Asset Management, predecessors to the now known STANLIB Asset management. At STANLIB, Mario managed the Linked and Structured Product business unit. Mario graduated from the University of Stellenbosch with a B.Sc. (Math) and a Masters in Business Leadership (International Financial Markets) from UNISA. Magnus Heystek Director: Brenthurst Wealth Management Magnus is a director of Brenthurst Wealth Management and is in charge of investment strategies and research as well as client communication. He obtained a BA (Hons) degree from RAU and started his career as an investment journalist with Beeld in 1976, becoming the Business and Investment Editor of The Star in 1986

5 Dawie Roodt Chief Economist: Efficient Group Dawie Roodt is a qualified economist. He specialises in Government finance (fiscal policy) and monetary policy. The experience gained whilst employed at the Reserve Bank has proven useful in the analysis of economic aggregates. He is frequently quoted and interviewed across a broad spectrum of media and regularly contributes articles on economic and financial matters in daily and weekend newspapers and financial magazines. Dawie also presents television programmes. He has been a member of the Tax Advisory Committee of the Afrikaanse Handelsinstituut and has represented Business SA at Nedlac. Dawie is enthusiastic about sharing his knowledge and is often invited to present guest lectures at universities and tertiary institutions. Victor Matfield Brand Ambassador Springbok and Efficient Group Willem Basson Head of Advisory Services: Efficient Advise Willem s financial and insurance career commenced at Old Mutual way back in 1987, after a short stint in the legal profession. Spending most of his career with one of the largest Insurance institutions in southern Africa, fulfilling various senior roles and winning several national and international accolades, he decided to join the Efficient Group in As the Head of Advisory Services at Efficient Advise, Willem is responsible for building a market leading advisory distribution business within the Efficient Group. Willem is enthusiastic about sharing his knowledge and has given more than a 120 television and just over 200 radio financially speaking educational talks. He is a well-known public speaker and one of his trademark presentations is where he combines his knowledge of the marketing-, financial- and insurance industries with his passion for cooking and food pairing, in a very interesting and unique presentation aptly titled Financial Fusion. Ryan Hogarth Author of amazon kindle best-selling book: How to win Influence and Friend people Ryan has rapidly emerged as an international thought leader and sought-after speaker on social Business trends. With an expert grasp and knowledge of the social business revolution, Ryan writes and speaks about the new connected world of consumers and workers, presenting strategies for businesses and organisations that are fighting to stay relevant in today s rapidly changing environment. Ryan has written for Die Beeld, Business Tech, and numerous Business Magazines and websites. He blogs on social business and has presented, consulted for clients as diverse as IBM, Ernst & Young, General Motors, First National Bank, Mango Airlines and Telkom. South African born and raised in Johannesburg, Ryan has spent the last five years researching, writing and speaking on the global landscape of social media, technology and social business. Through his work he defines not only the social strategies that all businesses should be pursuing to maintain position, but also the underlying human factors that will determine success, or otherewise, of your business in the next five years.

6 Grant Smee Franchisor and Managing Director Only Rentals Franchise Group Grant Smee is currently the Franchisor and Managing Director of the Only Rentals Franchise group, and is on the Board of Directors of the Institute of Estate Agents North Region and a member of the Western Cape Region. Grant has a B Com (Accounting) from Rand Afrikaans University, now the University of Johannesburg, and has a professional background in Finance at several Financial Institutions and Investment Funds in London. With 10 years experience in the residential rental sector as a property investor, both in South Africa and the United Kingdom, and an Estate Agency Principal, Grant is NQF 5 qualified and has passed Professional Designation Exam Level 5 set by the Estate Agency Affairs Board. One of the South African real-estate industry s most influential individuals, Michelle Dickens is a successful entrepreneur with a Business Commerce degree from UNISA as well as a wealth of experience in property. Having recognised the need for an organisation that would provide landlords, estate-agents and property managers with comprehensive databased information that would allow them to place reliable tenants and alleviate their risks as property owners, Dickens founded the Tenant Profile Network (TPN) in A truly innovative establishment, TPN is the first and only trusted rental payment profile database of its kind in South Africa. In line with this, Dickens has dedicated a significant amount of her efforts to further innovation, culminating in a number of firsts within an industry which she is determined to transform with an increased degree of professionalism Mauritz Robertson MSP Developments Michelle Dickens Founder and Managing Director: TPN Mauritz Robertson has a thorough track record in residential property development. In 1997 he founded RBA Housing a leading listed residential development company - where he empowered thousands of households through property ownership. He also significantly contributed to developing skills amongst hundreds of emerging property agents who continue to serve the Gauteng property market well to this day. Mauritz departed Gauteng in pursuit of greener pastures in the Western Cape where he played an instrumental roll in the establishment of MSP Developments. In his spare time he is a technologist. His passion is to understand how emerging technologies will impact the way in which housing developments will be planned and executed in the near future. He is specifically drawn to the disruptive technology of a fellow South African whose innovation and drive is set to reduce our energy dependence to such an extent that banks and rating agencies now consider power utilities to be nothing more than junk. If you'd like to know how you're going to live in the foreseeable future and why Eskom's future is bleaker than what even the most pessimistic person may have believed, then don't miss his Property Workshop which will be presented daily at 11:00 at this year's Investment & Retirement Expo. Cilna Steyn Director: SSLR Inc After completing her LLb degree, Cilna was admitted as an attorney and co-founded Steyn & Steyn Attorney (which later changed its name to SSLR Incorporated). She currently acts as a Director of SSLR Inc. She has extensive knowledge and experience in the field of Landlord Tenant disputes and heads up the Firm s Commercial Evictions Department. She act as an expert presenter for the training division of the Law Society of South Africa. She advises clients (ranging from individuals to listed companies) on lease agreements and tenant problems

7 Ben Steyn Managing Director: SSLR Inc Ben was admitted as an Attorney and Notary Public when he cofounded Steyn & Steyn Attorneys (which later changed its name to SSLR Incorporated). He holds an LLb degree as well as a diploma in Insolvency Practice. He acts as the Managing Director of SSLR Inc and actively advises clients on the appropriate investment structures to be used in building a property portfolio. He has experience in commercial matters ranging from negotiating and drafting contracts to commercial litigation. He also serves on the Law Society of South Africa s training panel on Contract Law.