Divisional Director – Group Distribution at Liberty
Mark is a qualified actuary and is responsible for Distribution Strategy and Transformation at Liberty. He was previously responsible for Investment Products at Liberty including the launches of Evolve, GateWay, Agile and Bold.
Managing Director of Advicement Investment Services
Igor Rodionov is the managing director of Advicement Investment Services, a company behind a locally developed online financial advisor. He holds BSc (Actuarial Science and Statistics), BSc Hons (Advanced Mathematics of Finance) and MSc (Computational and Applied Mathematics) degrees from the University of Witwatersrand.
Janade du Plessis
Founder and CEO of Abrazo Capital
Janade is an investment banker, entrepreneur and human behavioral researcher. He is the Founder and Chief Executive of Abrazo Capital, underpinning his passion for development and uplifting communities throughout Africa.
CEO of Foundation Family Wealth
Sunél Veldtman is an expert on personal money matters. She is a presenter, workshop facilitator, financial advisor and author. Sunél is currently the CEO of Foundation Family Wealth and the founder of Dreamlife.
Founder at Flexy
Founder and CEO of DOTNXT and Flexy, Annette Muller, is at the forefront of the South African tech sphere with experience varied within the technology and finance industry.
CEO of Cartesian Capital
Anthea Gardner serves as the Chief Executive Officer and Managing Director of Cartesian Capital.
Founder and CEO, Sanari Capital
Samantha Pokroy is the founder and CEO of Sanari Capital, a private equity firm focused on high growth, lower- and middle-market investments and fund manager for Sanari Growth Partners, a Section 12J Investment Fund.
Financial journalist at Moneyweb
Patrick Cairns has written for Moneyweb for seven years. He is one of South Africa’s most respected commentators on the investment industry.
CFP, Sterling Private Clients
As Chairperson of the Investment Committee of the Financial Planning Institute of South Africa since 2010 she has been active in promoting professionalism in the financial advisory industry. She was also director of Hugo Capital, and has been in the industry for more than then years.
Co-portfolio manager and analyst at Laurium Capital
Brian graduated from the University of Cape Town with a Bachelor of Business Science (Honours) in 1994. He qualified as a chartered accountant (CA (SA)) having completed his training at Deloitte in 1999. Brian is also a member of the Institute of chartered accountant of England & Wales (ACA) and holds a diploma in advanced South Africa banking law (Cum Laude) from the Rand Afrikaans University.
Kristia van Heerden
CEO of justonelap.com
Kristia van Heerden is the CEO of justonelap.com – a free online financial education and investment resource. She is an award-winning financial journalist, a passionate index investor and recovered debt junkie. Kristia is on a crusade to demystify the investment world to make it more accessible to ordinary South Africans.
Director: Gradidge-Mahura Investments
Craig has been in the Financial Services industry since 1996. He holds a Bcom (Wits), Bcom Honours (UNISA), Post Graduate Diploma in Financial Planning (UFS) and an MBA (UCT). He is a CERTIFIED FINANCIAL PLANNER®.
BoardX exists to help growing businesses build strong leadership teams. We do this by connecting experienced executives (including entrepreneurs and professionals) and the businesses that need their skills, whether it be informally through an advisory board or on their board of directors.
Senior Lecturer at UJ
Melany Lotter is passionate about financial planning and specializes in the field of estate planning and retirement planning. She holds a master’s degree in financial planning law (LL.M) and is a CERTIFIED FINANCIAL PLANNER®.
Director at Luthuli Capital
Mduduzi Luthuli is the co-founder and an Executive Director of Luthuli Capital. He has been in the private client financial services industry for 7 years with experience in investment portfolio management, risk management and business assurance.
Louis van Vuren
CEO at FISA
Chief executive officer of The Fiduciary Institute of Southern Africa. FISA is a non-profit organisation that represents fiduciary practitioners which does estate planning, draft wills, administer trusts, deceased estates, and beneficiary funds, supply tax advice and compliance services, and administer client assets.
Fiduciary and Tax Specialist, AlphaWealth
Judy studied a BCom LLB at Stellenbosch University then did her articles at a law firm in Cape Town. She then moved to Jersey in the Channel Islands where she worked at a large international law firm, Carey Olsen, for over four years as part of their trust litigation team. In 2012, she returned to South Africa where she worked for a tax and advisory firm in Johannesburg. In 2014 she began at AlphaWealth as the fiduciary specialist and she also obtained an HDip Tax qualification from the University of Johannesburg in 2015.