Personal investing 101: a 6-part webinar series

For many of us, 2020 was a time of uncertainty, anxiety, and deep personal reflection. The pandemic challenged our financial, social, and physical wellbeing in various ways. Though it is not always obvious at the time, setbacks usually provide opportunities to build resilience. How can you empower yourself, now, and take actions that move you closer to achieving important financial goals in the future? 

Drawing on the experience of investment professionals, the Personal investing 101 series will empower you to understand key investing concepts, how unit trusts work, how you can use them to build towards achieving your financial goals, and the strategies you can adopt to become a discerning and successful long-term investor.

Webinar 1: Investing unpacked

What are unit trusts? How does investing in unit trusts work and how can they help you achieve your personal long-term goals?

Speakers:

• Faizil Jakoet – Head of Client Services, Allan Gray
• Chris Tisdall – Head of Direct and Private Clients, Allan Gray
• Nomi Bodlani – Head of Strategic Markets, Allan Gray

Webinar 2: Choosing an investment manager

There are a number of investment managers to choose from. We’ll discuss some of the key questions to ask and factors to consider when making your decision.

Speakers:

• Ian Jones – Chief executive officer, Fundhouse
• Victoria Reuvers – Managing director, Morningstar Investment Management South Africa
• Vuyo Nogantshi – Joint head of Institutional Clients, Allan Gray

Webinar 3: Understanding investment accounts

Once you understand how investing works and you have mapped out what you want to achieve, it is important to match your goals to the right investment account. Register for this webinar to understand your options and the key considerations when making your decision.

Speakers:

• Jonathan Turner – Head of Retail Operations, Allan Gray
• Tamryn Lamb – Head of Retail Distribution, Allan Gray
• Earl van Zyl – Head of Product Development, Allan Gray

Webinar 4: Your role in your investment success

Your investment manager’s expertise is one part of the puzzle when it comes to ensuring you achieve your long-term goals; the other is the decisions and actions you take. Learn more about the role you play in your investment success and the importance of good independent financial advice in helping you achieve optimal outcomes.

Speakers: 

• Gugu Sidaki – Director and wealth manager, Wealth Creed
• Marise Bester – ManCo specialist in Retail Distribution, Allan Gray

Webinar 5: Ready, set, invest

Once you understand the basics, how do you put everything together in a plan and get started? Find out what you need to consider as you embark on your long-term investing journey.

Speakers: 

• Mthobisi Mthimkhulu – Manager of Private Clients, Allan Gray
• Lise-Mari Crafford – Head of ManCo Distribution, Allan Gray

Webinar 6: Your questions answered

Investing can be a daunting journey and you are bound to have many questions along the way. We will spend this session answering any questions that you may have about investing.

Speakers:

• Nomi Bodlani – Head of Strategic Markets, Allan Gray
• Mthobisi Mthimkhulu – Manager of Private Clients, Allan Gray
• Gladness Rupare – ManCo specialist in Retail Distribution, Allan Gray

Meet your host 

Gugulethu Mfuphi

Gugulethu is an award-winning broadcaster, financial journalist, speaker, and moderator. She currently hosts Kaya FM’s popular prime time business show, Kaya Bizz. She has previously worked for CNBC Africa, SAfm, Moneyweb, Talk Radio 702 and 567 Cape Talk. Gugulethu holds a Bachelor of Commerce degree in Accounting from the University of Johannesburg and a diploma in Public Relations, Advertising and Applied Communication from Damelin. She is currently completing a Postgraduate Diploma in Management Practice at Henley Business School.