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Opalesque Roundtable Series - South Africa 2008

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The whole financial industry has reached an inflexion point, at which all market participants are challenged to identify the new themes and new paradigms that will determine asset management and how to create returns going forward. The Opalesque South Africa Roundtable discusses the range and consequences of this inflexion point, from a fund manager as well from an investor point of view.

Many global allocators may not be aware that the South African financial market infrastructure matches or exceeds its "first world" counterparts in many respects. The equity and fixed income markets demonstrated exemplary robustness throughout the turbulences of 2008: no short-selling ban, no trading halt and no failed trades. Offshore investors can benefit from efficient and proven ways to get pure South African alpha without taking currency risk.

The Opalesque South Africa Roundtable was sponsored by IDS Group and took place November 10th 2008 in their Cape Town Office. There, the participants also discussed the particularities of investing in Africa (ex-South Africa). You will hear portfolio managers explaining new ways to construct hedges, new and upcoming products. How do you deal with restricted liquidity, is Africa really uncorrelated?

The following experts participated in the Opalesque South Africa Roundtable:

  1. James Gubb, Founding Partner of Clear Horizon Capital
  2. St. John Bungey, Partner, Praesidium Capital Management
  3. James Addo, Portfolio Manager, Finch Asset Management
  4. Simone Lowe, Portfolio Manager, Thames River Capital
  5. Andy Pfaff, Founding Partner of Trendline Funds
  6. Ian Hamilton, Founder, IDS Group
  7. Ryan Proudfoot, Co-Head RMB Prime Broking
  8. Warren Chapman, Head of Peregrine Prime Broking
  9. Kevin Ewer, Portfolio Manager, Blue Ink Investments
With 28 pages, this is one of our larger Roundtable scripts, but as with all the other ones, you will find valuable intelligence on each page. For example, did you know that...:
  • South African single strategy hedge funds offer transparency "far superior to anything anywhere else", according to investors?
  • South African hedge funds suffered their first - and only until that point - net redemptions in October 2008, but only 2.5% of total assets?
  • South Africa is the first country in the world that actually distinguishes between normal fund managers and hedge fund managers, with higher criteria required for hedge fund managers?
  • Who is buying seats on African exchanges to get the benefit of local presence?
  • Opportunities in currencies - did you know Nigeria has higher reserves than South Africa?
  • Which new strategies are emerging in South Africa and pan-Africa?
  • That the majority of the 53 African countries are driven by infrastructure spending and domestic demand, so not by commodities?
  • Long-short managers, although constraint by offering monthly liquidity, still see "wonderful" opportunities in the liquid space
  • Will there be an "united exchange of Africa"?

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The Opalesque Roundtable Series offers unparalleled intelligence on the most important global hedge fund jurisdictions and their players. The Roundtable Series is a free publication from Opalesque and is continually updated. Please scroll down to view the full selection of our Roundtables - covering the globe!

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