The Art & Science of Intelligent Investing
Who Will Be Speaking:
Etienne Bosch
Etienne Bosch is the Regional Manager of Old Mutual International for Southern & Eastern Cape assisting family offices, private banks and financial advisers making sound offshore investment decisions. He has been with Old Mutual for more than 20 years in different roles. Initially focussed on local investments and for last 15 years specialising on international investments. He has a B. Comm and a postgraduate in Investment Analysis and Portfolio Management. He also holds the CFP® designation since 2008.
Jessica Fannin
Jessica began her formal career at Amity Investment Solutions (previously known as Amity Wealth) in 2013 as a junior analyst to strengthen the internal investment management processes. As the team has grown Jessica continues to play a crucial role in developing and maintaining investment processes. Jessica joined the management team of Amity in 2016 and is a member of the investment committee.
Jessica attained a Bachelor of Commerce in Investment Management at the University of Pretoria with distinction in 2011. She went on to complete her honours and first level of CFA in 2012. The remainder of her CFA levels where completed and successfully gained the designation as a charter holder in 2016.
Jessica has gained experience in a broad set of portfolio management skillsets at Amity since 2013 and has performed fund manager due diligence, quantitative analysis of investment opportunities, asset class valuation, macroeconomic research, market commentary, performance reporting to mention a few key outputs.
Jessica is passionate about the solutions used to implement sound financial advice and the role Amity plays in the financial services industry to provide these.
Jessica is married and has a daughter. She enjoys outdoor activities, cooking and entertaining and is passionate about her faith. The Fannin family is actively involved in their community.
JP Matthews
Jean-Pierre joined Matrix in 2019 as Head of Product, responsible for the development and distribution of the Matrix product range. He is also a Key Individual, Representative and member of the Investment Committee at Matrix. JP started his career in financial markets in 1996 as a fixed income analyst and trader.
He has been a long-standing proponent of the hedge fund industry in South Africa and was involved in the establishment of various alternative asset management and securities trading businesses over the years. Before joining Matrix, JP was a portfolio manager and head of business at a large institutional alternative asset manager. He has a degree in actuarial science and is a CFP and CFA charter holder.
Lara Parker
Lara Parker is a seasoned asset management distribution specialist with over 26 years’ experience in the financial services industry. In her role at STANLIB Asset Management, she plays a key leadership role in translating the firm’s investment philosophy, portfolio positioning and house views across a broad spectrum of asset classes and investment solutions for the financial adviser community.
Lara brings deep experience in adviser engagement, investment positioning and solution‑based distribution, having spent her career at the intersection of portfolio management insight and client outcomes. Prior to joining STANLIB Asset Management, she held senior investment specialist roles at Advantage Asset Management (Momentum Group Asset Manager), MCubed Holdings, and Discovery Invest, where she was responsible for supporting independent financial advisers with market insight, single and multi‑manager solutions and investment product strategy.
She is known for her ability to distil complex investment concepts into clear, actionable guidance, helping advisers navigate volatile markets while remaining aligned to long‑term client objectives. Lara is deeply passionate about the asset management industry and the critical role effective distribution plays in enabling sustainable wealth creation and financial freedom for individuals.
Nadia van Wyk
Nadia van Wyk is an Investment Specialist at Amplify Investment Partners with more than 20 years’ experience in the financial industry. She started her career in 2006 and spent 19 years at the Ninety One Investment Platform, building deep expertise in investments and adviser support.
She joined Amplify in August 2024 and brings a strong combination of technical knowledge and clear communication. Nadia holds an Honours degree in Investment Management and is a CFP® professional.
Rob Macdonald
Rob Macdonald is passionate about helping financial planning and investment management businesses achieve better client outcomes.
Having held several senior executive positions in the investment industry, he is now an independent coach and consultant and has been a pioneer in the delivery of behavioural coaching and practice management programmes for financial advisers since 2014.
Rob is co-organiser of the annual Humans Under Management South Africa conference and is a sought-after speaker and writer. He is author of the book, The 7 Pillars of Financial Health - Partnering with a Professional to Thrive; and co-author of the books, Rethinking Leadership and Frontiers in Financial Psychology. Rob is an editorial adviser to Blue Chip Journal and a regular contributor the publication.
In 2023 Rob was awarded the FPI Harry Brews Award for his contribution to the financial planning profession in South Africa.
Rob is a Certified Financial Planner (CFP®) and a qualified coach and counsellor.
He holds a M Phil (Management Studies) from Oxford University and is a former Director of the MBA Program at the Graduate School of Business, University of Cape Town.
Ryan Jamieson
Ryan joined Fairtree in 2016 and is the Head of Retail North and KZN. He has over 25 years of experience in the financial services industry. He began his career at Momentum in 1998, where he held various roles in investment marketing, sales and distribution for over 15 years. During this time, he also led the national team of investment specialists and legal advisers and served on the Group Investment Committee. He then joined Investec, where he continued to focus on the sales, marketing and distribution of the Investec fund range.
Ryan later returned to Momentum as the Head of Wealth Management, where he was responsible for integrating the investment philosophy, house views, fund solutions and wealth management proposition. He holds a Bachelor of Commerce degree in Economics from the University of South Africa and a Postgraduate Diploma in Financial Planning from the University of the Free State.
