Event hub

Welcome to your Event hub, designed to make it easier for you to revisit an event you may have enjoyed, or watch the recording and read a summary of an event you may have missed. You can also keep an eye on our upcoming events.

Content exclusively by Allan Gray

Balanced Fund: Perspectives and positioning

by Tim Acker on 10 February 2021

In a recent webinar, Portfolio Manager Tim Acker discussed the investment environment and looked at how the Allan Gray Balanced Fund is positioned to take advantage of opportunities and deliver future returns. 

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ALLAN GRAY STABLE FUND UPDATE

The Allan Gray Stable Fund turns 20

by Duncan Artus, Sean Munsie on 25 August 2020

Over the last two decades, the Allan Gray Stable Fund has built a solid track record through dynamic asset allocation, bottom-up stock-picking and mindful risk management. Presenting via Zoom webinar, Duncan Artus and Sean Munsie explain how the Fund is position...

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MANAGING ANNUITY DRAWDOWN IN RETIREMENT

Managing clients’ living annuities in uncertain times

by Shaun Duddy on 17 June 2020

Presenting via Zoom webinar, Shaun Duddy discusses the “Rule Book” for managing your clients’ living annuities over the long term and interrogates whether these rules still apply in the context of COVID-19. You can watch the 45-minute presentation or see below f...

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ALLAN GRAY BOND FUND UPDATE

Do bonds offer opportunity in a post COVID-19 world?

by Londa Nxumalo on 28 May 2020

As investors we must think about what the world will look like when the pandemic has passed, and what asset classes offer opportunity. Presenting via Zoom webinar, Londa Nxumalo discussed how bonds fit into the mix.

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ALLAN GRAY AND ORBIS PORTFOLIO POSITIONING

Q&A with Allan Gray and Orbis: Investing beyond COVID-19

by Tamryn Lamb on 26 May 2020

While financial market volatility as a result of COVID-19 is expected to continue over the short term, the investment teams at Allan Gray and Orbis are focused on identifying emerging opportunities that they believe will position the portfolios for long-term...

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ORBIS GLOBAL EQUITY FUND UPDATE

Orbis: Resilience and enthusiasm at a time of uncertainty

by Matthew Spencer on 25 May 2020

In a presentation to advisers and clients via Zoom webinar, Matthew Spencer, from our offshore partner Orbis, discusses the disappointing recent performance of the Orbis Global Equity Fund (the Fund). While reflecting on this period is sobering, the fact that th...

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ALLAN GRAY ECONOMIC AND PORTFOLIO UPDATE

Investing during lockdown and beyond

by Duncan Artus on 25 May 2020

Sometimes in investing, the best thing to do is nothing. In a presentation to advisers and clients via Zoom webinar, Duncan Artus examined the levels and valuations of South African financial assets in the context of the lockdown and discussed the actions Allan...

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ALLAN GRAY INVESTMENT UPDATE

Perspectives and portfolio positioning amid COVID-19

by Andrew Lapping on 08 May 2020

The world as we know it has changed dramatically over the last two months, with the COVID-19 pandemic and lockdown strategies causing extreme volatility on the markets.

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ORBIS INVESTMENT UPDATE

Orbis: Keeping a clear head during the COVID chaos

by Alec Cutler on 08 May 2020

2020 has proven to be a year of many firsts, for all the wrong reasons, resulting in much uncertainty. Presenting to clients via Zoom webinar, Alec Cutler, from our offshore partner Orbis, examined the global environment amid COVID-19, touching on some of the...

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ALLAN GRAY ECONOMIC AND PORFOLIO UPDATE

COVID-19: Q&A with Allan Gray portfolio managers

by Tamryn Lamb on 03 April 2020

With many countries in lockdown, uncertainty prevails. Against this backdrop, many clients are asking for our views on the economic impact, an update on our performance, and what we are doing to position the portfolios for a very uncertain future.

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Content provided by Allan Gray and guest speakers

Key takeaways: Allan Gray Fund Provider

by Claudia Del Fante on 17 February 2021

While the uncertainty brought about by COVID-19 persists, the recovery of financial markets brings fresh hope for investors, as illustrated by the presenters at the recent Allan Gray Fund Provider. Download the summary booklet to review the key takeaways.

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The state of the economy

by Sandy McGregor, Vuyo Nogantshi on 10 February 2021

In a recent Q&A-style webinar hosted by Allan Gray’s Vuyo Nogantshi, Allan Gray’s Sandy McGregor and the Reserve Bank’s Rashad Cassim and David Fowkes examined the current inflation and interest rate environment and looked at what we can do as a country to...

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OFFSHORE UPDATE

Key takeaways: Allan Gray Offshore exchange

by Claudia Del Fante on 30 September 2020

With the global economic outlook remaining murky, and many questions persisting around investment risk versus opportunity, we hope the insights shared provide you with some new ideas to share with your clients. To assist with the detail, download the Allan Gray...

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ECONOMIC AND INVESTMENT UPDATE

COVID-19 cracked the crystal ball

by Tamryn Lamb on 22 June 2020

Investors and their advisers continue to grapple with the question of what life, and indeed the world economy, will look like in the next one to three years. In a lively Q&A-style Zoom webinar, Duncan Artus from Allan Gray, Clyde Rossouw from Ninety One and...

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Content exclusively by Allan Gray

Succeeding with succession planning

by Tyrone Brand on 06 November 2020

In a recent webinar, Allan Gray distribution development specialist, Tyrone Brand, presented the various options available for financial advisers exiting their advice businesses and discussed how founding advisers can go about constructing their succession plans.

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The legal requirements for succeeding with succession planning

by Jaya Leibowitz on 06 November 2020

How your business is structured has major legal implications for your succession plan. In a recent webinar, Succeeding with Succession Planning, Allan Gray legal adviser, Jaya Leibowitz, discussed legal factors financial advisers should consider when planning fo...

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WOMEN'S MONTH EVENT

Look in, reach out

by Tamryn Lamb on 27 August 2020

Internationally acclaimed life coach, author, motivational speaker, and entrepreneur, Valorie Burton, explores how we can develop strength and resilience through intentional selfcare. She is joined by Londa Nxumalo from Allan Gray and independent financial advis...

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WORKING ON YOUR BUSINESS

How to protect your advice practice from cybercriminals

by Werner Lunow on 27 July 2020

Cybercriminals are becoming more sophisticated in the methods they deploy to extract data and sensitive information from us. Presenting via Zoom webinar, Werner Lunow, IT Security manager at Allan Gray, and cybersecurity expert and KnowB4 managing director, Anna...

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WORKING ON YOUR BUSINESS

Leveraging technology to bring value-add to your advisory practice

by Nic da Silva on 30 June 2020

Technology has never played as crucial a role in the day-to-day running of a business as it does currently in the wake of the COVID-19 pandemic.  In a recent webinar, Nic da Silva, distribution development specialist at Allan Gray, and WealthUp co-founder, Louis...

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Content provided by Allan Gray and guest speakers

Global advice landscape

by Carl Lategan, Tyrone Brand on 01 December 2020

Shifts in the advice landscape across the world have been catapulted into the fore by the COVID-19 pandemic. Ongoing regulatory developments, volatile market conditions, technology advancements, fee scrutiny and questions around the benefits of advice mean that...

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04 March 2021, 9:00

Tax and legal update

As we head into the new tax year, Carla Rossouw, tax lead at Allan Gray, will unpack the impact of the 2021 Budget Speech. She will be joined by senior legal adviser, Jaya Leibowitz, and Product Development manager, Shaun Duddy, who will discuss the most recent legal and regulatory developments.

Speaker

Carla Rossouw

Carla joined Allan Gray as an offshore accountant in 2006 and is currently the lead of the Tax team. She has an Honours degree in Management Accounting, a Higher Diploma in Tax Law and a Postgraduate Diploma in Financial Planning, all from Stellenbosch University.

Speaker

Jaya Leibowitz

Jaya joined Allan Gray in 2016 and is a legal adviser in the Retail Legal team. She holds a Bachelor of Arts and a Bachelor of Laws degree, both from the University of the Witwatersrand, as well as a Postgraduate Diploma in Financial Planning from the University of Stellenbosch Business School. Jaya was admitted as an attorney of the Gauteng High Court in 2014 and is a CFP® professional.

Speaker

Shaun Duddy

Shaun joined Allan Gray in 2010 as a business analyst in Product Development and he is currently a senior manager in this team. He holds a Bachelor of Business Science in Actuarial Science from the University of Cape Town.

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12 March 2021, 12:30

Levelling up the future of the advice profession

As a new independent financial adviser coming into the industry, establishing a foothold is no easy feat. Wealth Creed director, Gugu Sidaki, and WealthUp co-founder, Louis van der Merwe, will share insights into the core principles they have applied in building their careers.

Host

Tyrone Brand

Tyrone joined Allan Gray in 2006 and is a specialist in Retail Distribution, focusing on strategic objectives for our independent financial adviser channel. He holds a BCom from UCT and a Postgraduate Diploma in Financial Planning from Stellenbosch University. He is also a CFP® professional.

Speaker

Gugu Sidaki

Gugu is the director of Wealth Creed. She started her career in stockbroking before moving into wealth management. She holds a BCom in Economics from UP, an Honours in Investments from UJ, and a Postgraduate Diploma in Financial Planning from UFS. She is also a CFP® professional.

Speaker

Louis van der Merwe

Louis is the co-founder and director of WealthUp (Pty) Ltd, a Cape Town-based Financial Planning Practice. He holds a Postgraduate Diploma in Financial Planning from the University of Stellenbosch. Louis is also a CFP® professional.

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24 March 2021, 14:00

Orbis Global Balanced Fund: A tour of the portfolio

Alec Cutler and Matthew Spencer from Orbis will take us on a tour of the Orbis Global Balanced Fund’s portfolio and discuss the pockets of opportunity and holdings they are most enthusiastic about. They will also share insight into how they are positioning the Fund in this environment. This presentation will be followed by a live Q&A session.

Speaker

Alec Cutler

Alec joined Orbis in 2004. He is a member of the Bermuda-based Multi-Asset Investment team and is responsible for the Orbis Global Balanced Strategy. Alec holds a Bachelor of Science (Honours) degree in Naval Architecture from the United States Naval Academy and a Master of Business Administration from The Wharton School of the University of Pennsylvania. He is also a CFA® charterholder.

Host

Matthew Spencer

Matthew joined Orbis in 2008 and heads the team of Investment Counsellors, which is responsible for servicing Orbis’ institutional clients and investment consultants. He also sits on the firm’s Operations Council. Matthew holds a Bachelor of Accounting degree from Stellenbosch University, is a qualified Chartered Accountant and a CFA® charterholder.

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