At our March 2010 seminars we looked at the following topics:
Investment discipline, leadership and processes are key
Romeo Makhubela and Johan de Kock from Metropolitan told us more about what happens when sentiment influences investment decisions. Please click here for access to the presentation.
Claire Rentzke and Malcolm Fair from RisCura explained why it is important and what Principal Officers and trustees can do about it. Click here for more.
Infrastrucutre and development assets
Sean Friend from the IDEAS Managed Fund at Old Mutual Investment Group gave us a presentation on these assets and addressed the issue of whether they're a viable source of financial return or not. Click here for the presentation.