Jersey Finance Africa Roadshow - Cape Town

Wednesday 31 Oct 2018, 13:45 - 19:00

Location: One&Only Cape Town, Africa

Pricing: Tickets are complimentary

Wednesday 31 Oct 2018, 13:45 - 19:00

Location: One&Only Cape Town, Africa

Pricing: Tickets are complimentary

The 2018 Jersey Finance South Africa Roadshow will bring together a range of world-class private wealth and funds professionals to discuss key topics within the private wealth and funds industries.

Historically, Jersey Finance’s activity in South Africa has focussed on the private wealth sector, however as we are seeing more and more interest in the market from a funds perspective, this event will cover a range of topics from both the private wealth and funds/capital markets sectors, with a specific focus on foreign direct investment (FDI).

Led by Geoff Cook, Chief Executive, and Allan Wood, Business Development Director, Jersey Finance, this event will explore the common issues facing many HNW families and businesses, such as the transition of wealth from one generation to the next, current tax implications, and the need for good corporate governance. Additionally, how Jersey supports Africa capital raising will be explored.

The event will also feature a keynote speaker and panel sessions with several leading private wealth and funds industry experts, who will offer their insights on a number of recent trends and themes.

With plenty of opportunities to network, this event is set to attract a broad range of members of the local advisory community, including wealth practitioners, lawyers, investment managers, fund managers and other finance professionals, so we encourage you to book your place early.

Book now

Speakers

Geoff Cook

Chief Executive, Jersey Finance

Geoff Cook

As CEO of Jersey Finance, Geoff Cook works closely with governments, regulators, financial professionals and investors, to promote the Island’s award-winning finance industry, whilst highlighting legal and regulatory developments, as well as innovations in products and services that make international trade and investment easier to do.

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In addition to leading Jersey Finance hosted events, bringing together industry professionals, politicians and regulators to provide an open forum for debate, knowledge sharing and networking, Geoff speaks at and contributes to conferences and seminars around the world. He frequently contributes to leading publications – as well as writing a regular Jersey Finance CEO blog. In promoting Jersey’s finance industry, Geoff features in media such as the Financial Times, the Wall Street Journal, the Economist, BBC Radio, the BBC World Service and Bloomberg TV.

Geoff joined Jersey Finance in 2007 with a strong career background in the London banking world, having held senior-level roles in wealth management and financial planning. Geoff is a Chartered Director, a Fellow of the ifs School of Finance, a Fellow of the Chartered Institute for Securities & Investment and a Member of the Society of Trust and Estate Practitioners.


Allan Wood

Business Development Director - Africa, Jersey Finance

Allan Wood

Allan joined Jersey Finance as Business Development Director following 5 years with Barclays Wealth & Investment Management in Jersey. Allan has over 25 years’ financial service experience in Jersey and the UK. 

Jersey Finance works in partnership with local government to promote Jersey as a well-regulated, internationally responsible jurisdiction. 

Allan’s key objective is to build connectivity with key influencers in the funds, banking, private wealth and capital markets industries to promote the awareness of Jersey as a well-regulated, internationally co-operative and leading international finance centre. His primarily focus is on the following markets South Africa, Kenya and Nigeria.

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Prior to Jersey Finance Allan was Vice President and leader of the Jersey International business within Barclays Wealth & Investment Management division based in Jersey. Previous to this he spent 20 years with Royal Bank of Scotland and has extensive experience managing business units, teams and clients within the international arena. Professionally, he is a member of the Chartered Institute for Securities & Investment (CISI).

Allan is also a committee member for two Jersey Foundations the Grace Crocker Family Support Foundation and Jersey 2 Africa 4 Football Foundation.


Rob Hersov

Founder and Chairman, Invest Africa

Rob Hersov

Robert is a South African entrepreneur, senior executive and private investor based in Cape Town. He serves as Chairman of Invest Africa, Chairman of African Capital Investments, deputy Chairman of VistaJet, and Chairman of Adoreum Partners. Robert has been a member of many public and private boards and owns many companies in the resource, media/marketing, luxury and finance sectors.  

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In 2013, Robert saw an opportunity to create a platform for the growing number of individuals becoming involved in pan-African investments and founded Invest Africa, and then African Capital Investments. Invest Africa was founded with the specific purpose of delivering on the demand for high-quality relationships within growing African markets amongst the business community. The private club has amassed over 350 high-level members since its inception, and has launched operations in London, New York, Johannesburg, Geneva, Zurich and Dubai. He also founded African Capital Investments to build an Africa-focused investment platform. 

 Robert received a B.B.S. from the University of Cape Town and a M.B.A. from the Harvard Business School. 


Robin Stevens

Senior Advisor, Crowe UK

Robin Stevens

Robin joined Crowe in 2010 as a Corporate Finance Partner and is Head of Capital Markets for Crowe in the UK. He is based in London but travels extensively to service an international client base. 


Robin provides corporate finance advice to companies operating in the UK and overseas, assisting clients who are seeking to join international capital markets, and advising clients wishing to raise finance, grow by acquisition or those entering into cross-border joint ventures or strategic alliances. He has acted on more than 160 IPO'S and capital market transactions‎, including more than 70 involving overseas businesses. 
 

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Robin regularly lectures on corporate finance and capital markets issues to business audiences in Europe, North America, Africa, South East Asia and the Middle East.


He also acts as a non-executive director and consultant to emerging companies‎ operating in the UK and abroad. 
 


Shayne Krige

Director, Werksmans Attorneys

Shayne Krige

Shayne Krige is a director of Werksmans Attorneys and currently heads the firm’s Investment Funds & Private Equity Practice. Shayne specialises in investment funds, private equity and international transactions. His expertise covers the range of investment fund types - from asset and hedge funds to private equity funds - and extends to corporate / mergers & acquisitions as well as corporate structuring.

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 Shayne has acted for investment funds, fund managers and investors and has helped a number of South African clients to establish international funds. He has also represented funds in disputes with regulators across the globe. Although he has had exposure to a variety of international markets, Shayne has in-depth experience of the investment environment in Africa. 

Shayne is a regular speaker on investment funds at international conferences. He has BA LLB from the University of the Witwatersrand and is admitted as an English Solicitor and a Solicitor of Eastern Caribbean Supreme Court. 


Richard Gray

Chief Investment Officer, Dolfin

Richard Gray

Richard recently joined Dolfin as Chief Investment Officer. Prior to this, he was the Co-Head of ACPI’s Institutional Wealth Management Division, responsible for managing and growing their institutional client base. Before joining ACPI, Richard was the Head of Credit Suisse’s Special Situations Team and was Co-Head of their Multi-Asset Group.


 

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Prior to a career in financial services, Richard was an Officer in the Coldstream Guards where he gained extensive operational experience globally, serving both in combat and peace-keeping roles. He has a Law degree from King’s College, London University, where he also won a Hardwicke Scholarship to Lincoln’s Inn. Richard is a founding trustee of the Shackleton Foundation which provides charitable grants to those social entrepreneurs endeavouring to help the disadvantaged youth in society.


Raulin Amy

Partner, Ogier

Raulin Amy

Raulin is a partner in the Corporate and Commercial team and is also the Practice Partner of Ogier's Jersey office. Raulin is involved in a wide range of local and international corporate M&A, capital markets transactions including several high profile IPOs, joint ventures, restructuring transactions as well as advising on private equity and other related matters. He has a particular interest in the real estate and natural resources sectors although his clients range from banks, airlines, mining companies and infrastructure funds right through to local trust companies and utilities in Jersey. He is also a member of the banking team undertaking predominantly borrower side work for corporate clients.

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He is a director of Ogier Corporate Finance Limited, which acts as sponsor to issuers listing securities on The International Stock Exchange (formerly the Channel Islands Securities Exchange), and has significant experience in listing securities both on The International Stock Exchange and the Cayman Stock Exchange.

Raulin is an English Solicitor, Advocate of the Royal Court of Jersey and Notary Public. A member of the Jersey Law Society, he joined Ogier in 2000 and became a partner in 2007. He gained his LLB Hons from the University of Birmingham, England in 1996.


Hanneke Farrand

Director, ENSafrica

Hanneke Farrand

Hanneke Farrand is a director in ENSafrica’s tax department and is responsible for the private clients practice. She specialises in local and international individual and employees’ tax matters. She also assists clients with the establishment and ongoing implementation of appropriate structures in various jurisdictions for purposes of expanding their international business operations, growing personal wealth or planning for future generations. Hanneke also focuses on cross-border transactions and disclosure requirements for individuals and families, with a specific focus on the various tax and exchange control implications. She advises individuals on the application of the Common Reporting Standards provisions and the implications of the automatic exchange of information between jurisdictions.
 

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Hanneke has extensive expatriate tax experience, including applying double taxation agreement relief where individuals work in and outside of South Africa, as well as in respect of the corporate tax implications for foreign employer companies conducting business in South Africa. She also provides tax litigation support relating to her areas of expertise. She has helped numerous clients regularise their tax and exchange control affairs with the South African Revenue Service and the South African Reserve Bank through various voluntary disclosure programmes and negotiations with these authorities. 

Hanneke is a member of the International Bar Association, the Fiduciary Institute of Southern Africa and STEP, the worldwide professional association that assists individuals and families to manage their assets. 


Mike Jones

Director of Policy, Jersey Financial Services Commission (JFSC)

Mike Jones

As Director of Policy, Mike is responsible for developing, implementing and reviewing the commission’s regulatory policy to ensure that Jersey remains recognised as a well-regulated and cooperative jurisdiction. This entails working closely with domestic and international policy makers, developing new and enhancing existing domestic laws, regulations, codes and guidance. 

Mike returned to the JFSC in early 2009 as Deputy Director, Securities after a two-year secondment to the Australian Securities and Investments Commission (ASIC) in Sydney. Mike lead ASIC's hedge fund supervision area and was also appointed to lead a taskforce into allegations of market misconduct. 

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Prior to joining ASIC, Mike had been at the JFSC for six years in a variety of roles and also with Deloittes in London in their regulatory consulting area.

Mike is a chartered member of the Chartered Institute for Securities and Investments, holds the Certificate and Diploma in Company Direction from the IoD, the Investment Advice Certificate and the Diploma in Investment Compliance. He is also a member of the Toronto International Leadership Centre for Financial Sector Supervision and regularly represents Jersey at international fora such as IOSCO where he currently is a member of Committee 5, 8 and the European Regional Committee.

Mike was responsible for the Island’s response to the AIFMD Directive. He previously worked on the group tasked with redrafting the IOSCO principles and methodology in relation to Collective Investment Funds and Hedge Funds.


Jenni Kitching

Private Company Services Associate Director, PwC

Jenni Kitching

Jenni is a chartered accountant (SA) and associate director of PwC, who has been with the firm for the past 17 years. She is a trusted business advisor consulting in the private company services market sector, specializing in family business consulting, trusts and estates, and providing accounting and tax compliance services to high net worth individuals and their families. Jenni is the lead for the PwC Africa NextGen club, and forms part of PwC’s Family Business Centre of Excellence.

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Her clients are predominantly from the agricultural industry, but she also has experience with medical professionals, non-profit organizations, retail and manufacturing businesses. 

Jenni is passionate about helping individuals and families in successfully building their businesses, while managing the dynamics associated with family businesses and business families. She achieves this by building lasting relationships that create trust between herself and her clients.


Mike Capraro

Head of Business Development, Zedra Fund Services Limited

Mike Capraro

Mike has worked in the financial services industry since 1985, starting his career at Old Mutual in South Africa. He relocated to Jersey in 2000 and has worked as a director of fund management and fiduciary services companies since that time. 

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Mike has extensive experience across most conventional and numerous non-conventional asset classes. He is Head of Business Development at Zedra Fund Services Limited and acts as a director on a number of fund structures in Jersey and the Cayman Islands.  

Mike also has a master’s degree in Business Administration, an International Capital Markets Qualification and an Advanced Certificate in Compliance. 


Etienne Bosch

Regional Manager - Western Cape, Old Mutual International SA

Etienne Bosch

Etienne Bosch is the regional manager and offshore specialist for Old Mutual International in Western Cape. His role entails supporting advisers and family offices in the high net worth arena.

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Etienne has attained a B.Comm at University of Stellenbosch and a Post Graduate Diploma on Investment Analysis and Portfolio Management. In 2007, he further attained the CFP® designation.  He has fulfilled various roles in the investment sphere for Old Mutual in the last 20 years, including specifically investment specialist and client relationship management roles.


René Miles

Managing Director, Novare Capital

René Miles

René is a director of Novare Capital, Novare CIS and Novare Wealth and has more than 22 years’ experience in the industry. 

She began her career in 1992 as an advocate for the Johannesburg Bar Association, before joining Liberty Life in 1996, where she held various positions including regional legal advisor, regional development manager and regional broker division manager.  

 

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René then joined PSG Group Limited in 2000 as head of legal, compliance and product development, and with responsibility for the management of all aspects of the group’s life license. In 2002 she was appointed managing director of PSG Escher Life, where she gained experience in business management across a number of licenses.  

In 2004 she was appointed director of investments, legal, compliance and HR at Channel Life, before being appointed managing director of PSG FutureWealth in 2006. In 2010, she was then promoted to managing director of the life, LISP and unit trust business of PSG Asset Management Administration Services.  

In 2012, René took a sabbatical and consulted to PSG Asset Management Administration Services, Novare Investments and African Unity Limited. She then joined Novare Investment Solutions in 2014 as managing director responsible for the set-up of a management company for the Novare group.  


Programme

1.45 pm - Registration and networking lunch


2.30 pm - Opening remarks and a presentation from Geoff Cook, Jersey Finance 


3.00 pm - Panel session: The Perfect Storm: Regulation, Taxation and Governance 

  • Moderator: Richard Gray, Dolfin
  • Etienne Bosch, Old Mutual International SA
  • Hanneke Farrand, ENSafrica        
  • Mike Jones, Jersey Financial Services Commission
  • Jenni Kitching, PwC South Africa

 

3.45 pm - 30-minute networking and coffee break


4.15 pm - Presentation: Jersey’s value to Africa – Allan Wood, Jersey Finance


4.45 pm - Panel session: Jersey Supporting African Capital Raising

  • Moderator: Rob Hersov, Invest Africa
  • Raulin Amy, Ogier (Jersey)
  • Mike Capraro, Zedra Fund Services Limited
  • Shayne Krige, Werksmans Attorneys
  • René Miles, Novare Capital
  • Robin Stevens, Crowe Clark Whitehill LLP (London)


5.30 pm - Closing remarks – Geoff Cook, Jersey Finance


5.35 pm - Drinks reception


7.30 pm - Event close
 

Event Sponsors

STM Jersey

STM Jersey

Sponsor of the Networking Lunch

 

We are a boutique Trust Company where personal service is at the heart of our client relationships. We take pride in delivering flexible, affordable and contemporary solutions.

Our approach
As Trustees and Directors, we are free to decide which Tax, Legal & Investment Managers best meet the needs of our Clients. This allows us to remain impartial and work closely with the most suitable advisers and service providers when implementing tailor-made solutions.

Service
With a small team of dedicated high calibre professionals we are responsive and nimble in our approach. We are not burdened with multiple layers of management or the need to refer decisions outside of those administering and managing our client relationships. Our aim is to simplify, as far as we can, a complicated area of the law and to provide benefit. We realise that without continually adding value through the trusted relationship, we will lose your business. 

As innovators in our field we continue to develop new financial products and services, keeping pace with ever-changing financial and fiscal environments to ensure we remain at the forefront in servicing an international client base whose needs cover a broad spectrum of assets and activities under management

STM Jersey forms part of the LSE listed STM Group Plc.

Standard Chartered

Standard Chartered

Sponsor of the Networking Drinks

 

Standard Chartered


Venue

One&Only Cape Town

Dock Road, Victoria & Alfred Waterfront Cape Town 8001, South Africa


 

Get in touch

 

Contact our Events Team

Georgina Matthews

Georgina Matthews

Events Manager at Jersey Finance

Tel: +44 (0)1534 836008
Email: georgina.matthews@jerseyfinance.je

Jasmine Hamilton

Jasmine Hamilton

Events Officer at Jersey Finance

Tel: +44 (0)1534 836013
Email: jasmine.hamilton@jerseyfinance.je