Head of Portfolio Management, Roeloff Horne, takes part in a second DFM Masterclass looking at regulation, COVID-19, ESG and their impacts on the investment industry.

Panelists include:
Kevin Hinton (host)
George Dell – FIA
Rafiq Taylor – Glacier Invest
Florbela Yates – Momentum Investments

Part 1 of the discussion centers around the changes in regulation, the impact on advisers holding CAT II licences and the market turmoil following the COVID-19 pandemic.

Part 2 looks at the support available to advisers through the FIA, ratings houses and discretionary fund managers.

This video has been approved and certified by the FPI as suitable for ‘Verifiable CPD’ . Therefore, having viewed the video, please complete the quiz to ensure it is classed as ‘Verifiable CPD’.

The content of this interview is for information purposes only and does not constitute an offer or invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice that is based on your specific needs and circumstances. The information and opinions contained herein have been compiled or arrived at from sources believed to be reliable and given in good faith, but no representation is made as to their accuracy, completeness or correctness. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) – Registration No. 2005/032750/07.MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.

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