Invest to Thrive - Arena Events

Project Description

Opening New Doors to Investment Opportunities

Growthpoint Investment Partners has a long-term vision of a more empowered South Africa. Through their investment in Student Accommodation, they strive to make a meaningful and sustainable impact with attractive, sustainable returns. Watch this dialogue as our panelists unpack this exciting alternative asset class and the opportunities it provides.

Michael Avery

Multimedia Financial Journalist, Business Day columnist and host of Classic Business on FMR

Amogelang Mocumi

Fund Manager: Growthpoint Student Accomodation REIT

Growthpoint

Amogelang Mocumi

Amogelang has 14 years of experience in the property sector, including investment banking and equity investments in unlisted property sectors across SA and the rest of Africa.

George Muchanya

Head: Growthpoint Investment Partners

Growthpoint

George Muchanya

George has specialised expertise in mergers and acquisitions, with over 25 years of experience in the engineering, banking, management consulting, and property industries. Since joining Growthpoint in 2005, Muchanya has played a key role in implementing its strategic initiatives both offshore and in South Africa.

Keillen Ndlovu

Independent Property Analyst

Keillen Ndlovu

Keillen Ndlovu has excelled in various markets, including local and developed economies, with several top-performance awards. Having commenced his property career at Standard Bank Properties in 2004, he moved to STANLIB, where he eventually assumed leadership responsibilities and managed property funds catering to retail and institutional clients. A key figure in the ascent of one the largest and most successful local and global property unit trusts in South Africa, he played an instrumental role in driving total assets under management to almost R30 billion during the height of the property market. He concluded his tenure at STANLIB at the end of 2021 and now operates independently, leveraging his knowledge and experience to make a substantial impact as a thought leader.

Motlatsi Mutlanyane

Head of Alternative Investments

Momentum Investments

Motlatsi Mutlanyane

Motlatsi joined Momentum Investments in 2008 as portfolio manager to focus on Liability-Driven Investment (LDI) mandates and customised solutions. He has over 25 years of experience in fund management, ALM, and investment consulting. As Head of Momentum Alternative Investments is responsible for funds in private equity, hedge funds, unlisted high yield, and real assets investments. He also manages the Momentum Impact Portfolio. He sits on the board of the South African Student Accommodation Impact Investments.

Motlatsi is an Actuary and holds a BSc (Hon) degree in Actuarial Science from Wits University, an MBA and post-graduate qualifications from GIBS.

Jan-Daniël Klopper

Head of Manager Research

Mentenova

Jan-Daniël Klopper

With 7 years of investment experience, specializing in investment consulting and multi-management, Jan-Daniel has led Mentenova’s manager research team for 2 years. A University of Pretoria graduate with a BCom in Investment Management, Jan-Daniel serves on the Investment Committee overseeing R250bn of assets. His clientele includes diverse entities such as pension funds, medical aid schemes, trusts, and direct investors. Jan-Daniel also co-leads the adoption and maintenance of adherence to the United Nations Principles for Responsible Investment. As a multi-asset allocator, he covers local and global, listed and unlisted asset classes.

Lerato Nage

CEO and Technical Director

KEA Capital

Lerato Nage

Profession: Finance & Risk Subject Management Expert

ACMA I CGMA

Masters in Finance and Investments I

Financial Modelling and Valuation Analyst (FMVA) ® (CFI)

With over 13 years of executive management expertise, Lerato, CEO and Technical Director at KEA Capital, has a wealth of experience to offer. His previous role as Chairman of City Power (Pty) Ltd saw him working closely with executive management to redefine Johannesburg’s energy sector. Lerato’s tenure as CFO at NSFAS and SABC deepened his financial acumen, setting a strong foundation for his current leadership position.

During his time at NSFAS, he had a stint as an acting CEO, where he gained extensive experience of working with a diverse stakeholder base, (that comprised of University Registrars, Vice Chancellors, CFOs, Student Formation, National Treasury and Department of Higher Education and Training). Together with the Executive Management Team, they conceptualized and successfully implemented a strategy to reconfigure the student registration process and the ICT system to ensure a successful 2018 academic year. The success of the 2018 registration process was premised on a collaborative effort with the all the University stakeholders.

Lerato has carried out consultancy work in the Higher Education Sector, since his departure from NSFAS, in the areas of strategy formulation, facilitation, financial modelling and business case development for UNISA Enterprise, (a wholly owned subsidiary of UNISA). He has also carried out consultancy work for Matthew Goniwe School of Leadership and Governance in the areas of market and economic analysis, to determine the competitiveness of the Institution.

As an Advisory Board member at LongMark Partners, a Private Equity Fund, Lerato contributed valuable insights to the investment strategy formulation in the Higher Education Sector, (i.e., enrolments, digital migration, new ways of teaching and learning and how that will impact the need for increased student accommodation).

Lerato continues to offer consultancy services to the University Enterprises, in the areas of innovation and technology. He has conducted interviews on the subject and continues to carry out research in the areas of innovation and how to commercialise these ideas, from the University sector.

Since the formation of KEA Capital, Lerato has led transactions in financial modelling, valuation of unlisted-medium sized entities, market analysis study, just to name a few. Recently KEA Capital has led mergers and acquisition transactions for unlisted entities, in the engineering and maintenance services, manufacturing, information technology and branding sector(s).

Seipati Moichela

Portfolio Manager: Real Assets

Eskom Pension and Provident Fund (EPPF)

Seipati Moichela

Seipati has approximately 20 years of experience in the Financial Services sector (Banking, Asset Management, including DFIs), managing investments through their life cycle. Her journey commenced in the Banking sector, where she trained for CA articles with ABSA Bank on Top-Program. Post articles, Seipati took up a role in corporate credit at ABSA and later with Nedbank. Having mastered credit risk analysis, Seipati joined the DBSA in the risk department and was responsible for credit risk management on infrastructure projects. It is where her passion for infrastructure development and finance was ignited.

She joined the IDC’s post-investment unit in 2010 as a Senior Account Manager responsible for numerous SBU investment books. She oversaw the implementation of some of the IDC’s Round 1 & 2 REIPP flagship projects. Her transition to the PIC Isibaya Fund was easy, given her experience with the back-office aspects of the investment cycle. She managed the social infrastructure portfolio, which invested in healthcare and education, including student accommodation and affordable housing.

She has now been with the EPPF for five years as a Portfolio Manager, managing an R8bn Real Assets mandate that invests in Real Estate and Infrastructure opportunities in SA, ex-SA and Global Markets.

Qualifications: BCom (WITS), BCTA, and Diploma in Investments Analysis & Portfolio Management (UJ), MBA (GIBS), MPhil Development Finance (Stellenbosch 2nd Year).