Allan Gray Through The Noise - Agenda

Agenda

Virtual event
Thursday 10 June 2021

09:00
Opening and housekeeping
Andile Khumalo

CEO: KhumaloCo


09:15
Welcome
Tamryn Lamb

Head: Retail distribution, Allan Gray


09:30
Keynote address
Trends in the global pension fund space
Dr David Knox, the lead author of the Mercer CFA Institute Global Pension Index, presented the key findings and ideas to emanate from the latest Index. This was followed by a Q&A session hosted by Andile Khumalo.
Dr David Knox

Senior partner: Mercer Australia


10:30
Poll

10:35
Break

10:50
Panel discussion
Choosing a default

The panel discussion interrogated ideas for how employers can go about choosing a default investment portfolio. The panellists also engaged in debate on total investment fees and disclosures.

Duncan Theron

CEO: GraySwan Investments

Gavin Ralston

Head: Strategic Client Group (UK), Schroders

Tomi Kulcsar

Partner: Investments, Mosaic Investment Consulting

Solly Tsie

Principal investment consultant: Research, Simeka


11:50
Break

12:00
Panel discussion
Governance and regulations

The panel discussion explored a range of governance and regulatory issues impacting the retirement industry. The panellists also touched on the concerns keeping trustees awake at night, the future of retirement fund policy and regulatory innovation.

Richard Carter

Trustee: Allan Gray

Jonathan Mort

Founder: Jonathan Mort Inc.

Muvhango Lukhaimane

Pension Funds Adjudicator

Ayanda Gaqa

Head: Risk and compliance: Eskom Pension and Provident Fund


13:00
Break

14:00
Panel discussion
Evaluating umbrella funds

This session examined the metrics employers can adopt to evaluate umbrella funds, and reviewed the efficacy of the Retirement Savings Cost Disclosure Standard.

Andile Khumalo

CEO: KhumaloCo

Advocate Christi Franken

Business development executive: Efficient Benefit Consulting

Hazel Hopkins

Director: Axiomatic

Vusi Maswili

Head of Consulting: ASI Financial Services


15:00
Break

15:10
Panel presentations and Q&A
Behavioural decision-making and achieving better retirement outcomes

The conference closed off with a series of short presentations, followed by a panel discussion around the role that behavioural decision-making can play in promoting better retirement outcomes.

Andile Khumalo

CEO: KhumaloCo

Anne Cabot-Alletzhauser

Practice director and Responsible Finance Initiative co-founder: Gordon Institute of Business Science

Dr Hal Hershfield

Associate professor of Marketing and Behavioral Decision Making: UCLA Anderson School of Management

Wendy De La Rosa

Stanford PhD candidate and assistant professor: The Wharton School


16:20
Poll and closing