This funds-focussed event will explore the evolution and future of international finance centres, such as Jersey, and the implications for South African fund managers. Invited guests will hear opening remarks from Jersey Finance’s Dr Rufaro Mucheka, Business Development Consultant – Africa and Elliot Refson, Head of Funds. Allan Wood, Global Head of Business Development at Jersey Finance, will present a brief update on ‘Jersey for Good’ focussed on sustainable finance. A moderated panel session will follow, including audience Q&As. Networking is encouraged before the event.

For more information, please contact a member of our events team.

Speakers

Allan Wood › Global Head of Business Development, Jersey Finance
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Born in Liverpool, Allan has more than 25 years’ financial service experience in Jersey and the UK.

As Global Head of Business Development, Allan is responsible for overseeing the promotion of Jersey as a leading international finance centre across key strategic overseas markets including Africa, the Gulf region, Asia, the US and the UK.

Allan joined Jersey Finance in 2015 as Business Development Director, before being promoted to Regional Head – West, where he was responsible for overseeing the Africa, US and UK markets.

Prior to Jersey Finance, Allan spent five years with Barclays in Jersey, where he was Vice President and leader of the Jersey International business within Barclays Wealth & Investment Management division. Before this, he spent 20 years with Royal Bank of Scotland.

A keen runner in his spare time, Allan successfully completed the London Marathon in 2014 and 2016, while he is also Chairman of The Grace Crocker Family Support Foundation, a Director of Jersey 2 Africa 4 Football Foundation, and an advisor to the Cherie Blair Foundation’s 100,000 Women Campaign Board.

Elliot re-joined Jersey Finance in November 2018 from Crestbridge where he managed their Management Company Services Group.

Elliot is focussed on defining strategy and execution of marketing Jersey as both a domicile and destination for Hedge and Private Equity Management Companies and Funds.

Elliot moved to Jersey in 2006 to establish a Macro strategy Hedge Fund under the Ermitage umbrella for whom he also seeded other Macro / CTA strategy Hedge Funds.

Elliot founded the Jersey Hedge Fund Managers Group aimed at linking the growing community of local Managers and is a committee member of the Jersey Funds Association and the BVCA Channel Islands working group.

Dr Rufaro Mucheka › Business Development Consultant – Africa, Jersey Finance
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Based in Johannesburg, Rufaro’s primary focus is developing the strategy for Jersey Finance’s engagement in the South African market. She also plays a vital role in supporting the organisation’s wider activity across the continent.

Dr Rufaro Mucheka is a multifaceted business consultant with more than 20 years’ experience working in financial services, specifically wealth management in large financial services companies in South Africa and across Africa. She Joined Jersey Finance in 2021 and is responsible for business development in Africa, currently with a primary focus on South Africa.

An international speaker and thought leader, Dr Mucheka has been interviewed on various platforms including the BBC, CNBC, ENCA and various publications. She champions women’s issues as an Advisory Board Member of Women in Tech (SA Chapter) and an International Campaign Advisor for the Cherie Blair Foundation’s 100,000 Women Campaign Board, among others. She was recently elected by members to the Board of Directors of the Financial Planning Institute of Southern Africa(FPI), a Non-Executive Director at Masthead and is a Certified Financial Planner (CFP®), CFA member and SAVCA member. She holds an MBA and PhD from the University of Cape Town.

Ian Horswell

Ian Horswell Global Head of Business Development, Funds, Suntera Global

Ian joined Suntera Global in January 2022 as Global Head of Business Development for the Fund Services division. He is responsible for cross-jurisdictional business development activities that support the division’s ambitious growth plans. Ian has over 20 years’ experience in the fund industry and has worked on anything between single asset holding vehicles and large complex structures for both closed and open-ended funds. He has a wealth of knowledge and experience in providing solutions for start-up managers for traditional, listed and authorised funds across a variety of asset classes including digital, real assets, private equity, debt and the more specialised niche esoteric assets. Prior to joining Suntera Global, Ian worked for a multi-jurisdictional administrator where he was responsible for European business development initiatives.

Thandi Ngwane

Thandi Ngwane Head of Investments South Africa, Standard Bank

Thandi Ngwane is the Head of Investments, South Africa at Standard Bank. Prior to this Thandi was the Head of Investment Distribution for Standard Bank Wealth. Thandi holds a Bachelor of Social Science (BSocSci), Bachelor of Laws (LLB), Master of Laws (LLM) as well as a Post Graduate Diploma and Advanced Post Graduate Diploma in Financial Planning. She is a CERTIFIED FINANCIAL PLANNER® professional and an admitted attorney. Prior to joining Standard Bank, Thandi spent 11 years in the asset management industry and was Head of Private Clients and Head of Strategic Markets at Allan Gray, with the latter seeing her take on the responsibility for developing distribution strategies and investor education for the business’s Strategic Markets Division. Thandi was Legal Adviser and National Legal and Compliance Officer for Old Mutual and Old Mutual Bank respectively, where she spent over 5 years with the Old Mutual Group. Prior to this Thandi was in legal practice.

Milton Osborn

Milton Osborn Senior Consultant Funds, Andersen

Milton is a corporate, funds and banking and finance lawyer with previous experience at international law firms in South Africa, the United Kingdom, Singapore and China. Milton has broad experience advising financial institutions and sponsors, in relation to acquisition finance, cross-border finance, private equity, structured finance, debt capital markets, derivatives, hedge funds, high yield debt, and securitisation. Milton has funds experience and has advised both GPs and LPs in relation to the establishment of domestic and international funds and has assisted clients with the full spectrum of private investment funds, all major investment strategies and all stages of a private investment fund's life cycle.

Shayne Krige

Shayne Krige Director and Co-Head of Investment Funds & Private Equity Practice, Werksmans Attorneys

Shayne Krige is Co-Head of Investment Funds & Private Equity practice. He also forms part of the Banking & Finance and Corporate Mergers & Acquisitions practice areas. 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 – extending to corporate/mergers & acquisitions as well as corporate structuring. Shayne has acted for investment funds; fund managers and investors; and has assisted several South African clients to establish international funds.

Agenda

Agenda

Agenda

Agenda

9.00 am

Registration and Networking

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Opening Remarks

  • Dr Rufaro Mucheka, Business Development Consultant – Africa, Jersey Finance
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9.30 am
9.35 am

Jersey for Good

  • Allan Wood, Global Head of Business Development, Jersey Finance
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Introduction & Overview

  • Elliot Refson, Head of Funds, Jersey Finance
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9.45 am
10.00 am

Panel Discussion: Jersey for Funds

  • Moderator: Shayne Krige, Director and Co-Head of Investment Funds & Private Equity Practice, Werksmans Attorneys
  • Elliot Refson, Head of Funds, Jersey Finance
  • Milton Osborn, Senior Consultant Funds, Andersen
  • Ian Horswell, Global Head of Business Development, Funds, Suntera Global
  • Thandi Ngwane, Head of Investments South Africa, Standard Bank
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Q&A Session

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10.50 am
10.55 am

Closing Remarks

  • Dr Rufaro Mucheka, Business Development Consultant – Africa, Jersey Finance
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Event Ends

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11.00 am
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Venue: The Leonardo, 75 Maude St, Sandown, Sandton, 2031