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A black and red silhouette of the New York City skyline.

Global Matters event

On Thursday, 20 May 2021, we hosted our Global Matters virtual engagement. Twelve local and global industry gurus unpacked 13 prevalent global matters that advisers are either asking, or should be asking, in 10-minute TEDx style discussions.

Event presentations

Global Matters virtual engagement

 A contemporary and geometric blue glass office building made of asymmetric blocks.

Individual presentations

Welcome (to a truly global village)

Global economic overview

Global advice matters

Choosing a global investment management partner

Noise, bias and blind spots

Andrew Hardy



Is this year’s economic recovery fully ‘priced in’ already?

Geoff Gavey



Offshore probate: what you need to know


Glyn Owen



How can we tell when the world economy is starting to run hot?

Greg Davies and Paul Nixon



Advice noise, bias and blind spots

Lorenzo La Posta



What are the tail risks that aren't receiving enough attention?

Natalie Harrison


Is ‘quality’ the only answer for building resilience into an investment process and portfolios?

Richard Stutley



What role does investment research play?

Previous event

Jeanette Marais -
Partnerships during turmoil

Jeanette Marais, CEO of Momentum Investments, sets the scene for Global Matters.

James Klempster -
Global investing post Corona Virus

James Klempster, CFA, outlines the main drivers of market and portfolio returns for the year to date and how the global investment landscape might change as a result of COVID-19. James identifies long-term opportunities that will be unearthed by the crisis and areas that are most vulnerable to secular changes.

Sanisha Packirisamy -
COVID-19 economic scenarios

Our economist, Sanisha Packirisamy, takes us through a scenario-based analysis of the COVID-19 health and economic crisis and what this means for the global and local economy in 2020 and 2021. A range of plausible scenarios are outlined in an effort to create a framework in which to analysis the harsh effects of the COVID-19 pandemic on the economy.

Wouter Fourie -
Fundamentals of offshore investing

Being an offshore investment solutions provider for more than two decades where we have built partnerships with adviser networks globally, we were privileged to host a well-known FPI award winner, Wouter Fourie, at our inaugural Global Matters conference. Wouter takes you on a journey on what many consider to be ‘foreign’ in finding the right offshore solutions for your clients.

Global Matters
Questions and Answers

Our panel of experts answer questions from the delegates, covering a wide range of themes.

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