Speakers
Izak started his career at Old Mutual in Cape Town as an intern in the strategy team, before joining Old Mutual Corporates business intelligence unit. He later became an investment analyst for Fairbairn Capital and when that business was absorbed into Old Mutual Wealth in 2013, he joined Old Mutual Multi-Managers as Investment Strategist. In this role, he was responsible for economic research and investment analysis that feeds into the tactical asset allocation process. He was appointed as Chief Investment Strategist in 2023 expanding his responsibilities across the broader Wealth business.
Izak holds an MPhil in Politics, Philosophy and Economics from the University of Cape Town. He writes regular commentary on investment elated matters for clients and advisors, and is frequently quoted in the media.
Michelle qualified as an actuary in 2002. After a number of years in healthcare and general management, she transitioned into the retirement fund industry. She has served as a valuator, consultant, and committee member and spent time developing innovation and distribution strategies for retirement funds. Michelle holds a Postgraduate Diploma in Financial Law, CFP, and a Certificate in Strategy from Harvard Business School.
She is Old Mutuals expert on retirement reform, overseeing the implementation of the two-pot system changes across the group, including its design and execution. She also contributes to South Africas Social Security through her roles in ASISA committees.
Louna Robbertse is Head: Products and Research Services for Remchannel (Pty) Ltd, a subsidiary of Old Mutual Limited. Louna is an established HR expert with over 20 years of experience in the industry. She joined Remchannel (Pty) Ltd in 2006 and has risen through the ranks of the organisation, including holding the position of Associate Director in charge of the REMchannel online salary survey.
In her current role, Louna oversees trend surveys and workshops, and her management responsibilities include the online internet-based survey REMchannel, the online job evaluation system REMeasure and the job analysis and profiling system REMprofile. Louna holds an HR diploma from the Business Management Training College of South Africa and is a member of the South African Reward Association (SARA)
Craig is a qualified actuary with more than 20 years experience in several roles in the financial services industry spanning consultant, product development, distribution, valuations and operations.
He is currently the head of Old Mutuals Corporate Administration and Servicing where he is responsible for the day to day operational management of the Old Mutual SuperFund as well as the ongoing
administration of Old Mutuals full range of Corporate solutions.
Thiru completed her Bachelor of Economic Science degree at the University of the Witwatersrand and is a qualified actuary. Thiru has 19 years of experience within the financial services industry; which were served within actuarial and investment consulting roles at Towers Watson and NMG Benefits; and within a business and product development role at Allan Gray. Thiru has been extensively involved in retirement fund valuation and the provision of investment advice to pension funds. She has also assisted many clients with the development of member communication programs and the implementation of best practice governance requirements.
Thiru has served as the Valuator to both public and private sector Funds based in Namibia during her tenure at NMG Consultants and Actuaries. Thiru is currently a member of the OMCC EXCO team, having joined Old Mutual in November 2017.
A respected business professional offering an exemplary career with approximately 20 years of experience in the Southern African Financial Services and Retirement Fund sectors. A highly skilled strategist, adept at adding value and providing strategic direction to multiple facets of business with a proven track record in leading and managing various projects from conceptualisation to implementation. Responsible for thought leadership and setting best practice advice models for OMCC. Broad expertise in the new frontier practice of, responsible investing, ESG, sustainability and employee benefits. She holds a Bachelor of Commerce degree, Post Graduate Diploma in Financial Planning Law and Masters (Mphil) in Corporate Strategy & Sustainability from GIBS. Samantha is a member of the OMCC EXCO team, having joined OM in 2015.
Bongani Hlongwane has 20 years of experience in the financial services industry. He is currently Senior Consultant at Old Mutual Corporate Consultants. Prior to that, Bongani was a Senior Consultant and Manager for Mentenova Consultants and Actuaries (a subsidiary of Liberty). He previously worked for Alex Forbes and NBC, during which time he gained valuable experience and knowledge working as a consultant to a broad range of retirement funds in the public sector and private sector.
Bongani Hlongwane has 20 years of experience in the financial services industry. He is currently Senior Consultant at Old Mutual Corporate Consultants. Prior to that, Bongani was a Senior Consultant and Manager for Mentenova Consultants and Actuaries (a subsidiary of Liberty). He previously worked for Alex Forbes and NBC, during which time he gained valuable experience and knowledge working as a consultant to a broad range of retirement funds in the public sector and private sector.